Step 11: Configure CC Admin settings

Learn how to configure CC Admin settings.

You need to override several settings to enable the custom payment methods and tax calculations.

Download the DR-CC-Config-Setting.xlsx file for this task. It contains the information you need to perform this task.

22KB

DR-CC-Config-Settings.xlsx

Step 11a: Create Configuration Modules for payment types

Create a Configuration Module for each payment type. You can find the payment type settings on the Config Modules tab in the DR CC Config Settings spreadsheet. Note that you perform this step at the Global Settings level. The changes you make here apply to all of your storefronts.

To create Configuration Modules for credit cards and PayPal:

1. Select the CC Admin tab.
2. Select Configuration Modules, as shown below.
3. Create a module for Credit Cards. a. Click New in the Configuration Module pane. The Configuration Module dialog appears. b. TypePayment CC in the Name field and pmt_cc in the API Name field.
4. Create a module for PayPal. a. Click New in the Configuration Module pane. b. Type Payment PP in the Name field and pmt_pp in the API Name field. The new payment modules will appear under Configuration Modules.

Step 11b: Create configuration metadata for the payment modules

Configure the following custom Digital River Salesforce B2B Commerce App pages in CC Admin for them to show up in Storefront: Edit Page, New Page, Pay Page, and Proc. Note that you perform this step at the Global Settings level. The changes you make here apply to all of your storefronts.

The following table lists the required settings for each field. You can also find these settings on the Configuration Metadata tab in the DR CC Config Settings spreadsheet.

Module	Name	API Name	Description
Payment CC	Edit Page	edit	VisualForce Page leveraged for editing existing Credit Card payment information via the My Account page
Payment CC	New Page	new	VisualForce Page leveraged for saving new Credit Card payment information via the My Account page
Payment CC	Pay Page	pay	VisualForce page for rendering the Enter New CC form in Checkout
Payment CC	Proc	proc	Payment Processor for backend processing
Payment PP	Edit Page	edit	VisualForce Page leveraged for editing existing PayPal payment information via the My Account page
Payment PP	New Page	new	VisualForce Page leveraged for saving new PayPal payment information via the My Account page
Payment PP	Pay Page	pay	VisualForce page leveraged for processing PayPal payments in the Checkout flow
Payment PP	Proc	proc	PayPal Payment Processor

In the case of Drop-in, we configure only the Payment DR module, which should pull in all payment types configured by Digital River.

To create configuration settings for the Payment CC and Payment PP configuration modules:

1. Under Configuration Modules, click the module name (for example, Payment CC).

2. Click New (highlighted in the image below) to create the Edit Page configuration metadata for the configuration module.
3. Use the information associated with the module in the table above to complete the Edit Page configuration metadata. Note: Don't select the Externally Safe check box.
4. Repeat steps 2 and 3 to create configuration metadata for New Page, Pay Page, and Proc.

5. Repeat steps 1 through 4 to create configuration metadata for Payment CC.

After adding the configuration metadata to both of the Payment Modules, the Configuration Module for both modules should look like:

Step 11c: Create a store's configuration settings

You need to create custom Salesforce B2B Commerce App Pages in CC Admin for them to show up in Storefront. Note that you perform this step at the storefront level. The changes you make here apply to a specific storefront. If you have more than one storefront, you should repeat this step for each storefront.

You can find these settings on the Configuration Settings tab in the DR CC Config Settings spreadsheet.

To create or update a store's configuration settings:

1. From CC Admin, click Global Settings in the upper-right corner and select your storefront (for example, DefaultStore). Note: After selecting the storefront, the select box will still display Global Settings. However, the left navigation pane will display <storefront name> SETTINGS and the options associated with the store.
2. Click Configuration Settings under <storefront name> SETTINGS.
3. Select the module name (for example, Body Includes Begin from the first row in the table above) from the Module dropdown list in the right pane.
4. To create a new page setting for the module, click New. The New Page Setting dialog appears.
5. Complete the fields using the information from the first row in the table above.

   a. Select the module name from the Module dropdown list. b. Select the configuration value from the Configuration dropdown list. c. Type the page value in the Page field and select the corresponding value. Once you select it, the field shows a corresponding internal value. For example, if you type Order Confirmation and select Order Confirmation from the dropdown list, the field shows OrdCnfm. d. Type the value in the Value field. e. Click Create. When you click Create, the new module appears in the Configure Settings list and displays Delete in the ACTION column, and the name of the storefront appears in the STOREFRONT column.

6. Repeat steps 3 through 5 for each additional row in the table above.

7. Repeat steps 1 through 6 for each additional storefront.