PayPack Auto-Authorize Sales Order script allows you to automate the credit card authorization process for Sales Orders. By leveraging a NetSuite Saved Search, the system can periodically scan for orders that meet your specific business criteria and automatically trigger a Stripe authorization without manual intervention.

Create Saved Search

First, you must define which Sales Orders are eligible for automatic authorization.

A saved search template (PayPack Auto Authorize Sales Order Saved Search) is added via the PayPack SuiteApp for your convenience.

Configure Scheduled Script

The Map/Reduce script is the "engine" that processes the search results.

1. Navigate to Customization > Scripting > Script Deployments.
2. Find the deployment for: PayPack Auto-Authorize Sales Order MR.
3. Click Edit on the deployment.
4. Navigate to the Parameters subtab:
   • Stripe Account ID: Enter the Internal ID of your PayPack Stripe Account record (only for configuration with multiple Stripe Account)
   • Saved Search ID: Enter the saved search ID.
5. Navigate to the Schedule subtab:
   • Set the frequency (e.g., Daily, or Repeat every 15 minutes) based on how quickly you need orders authorized.
6. Ensure the Status is set to Scheduled.
7. Hover over the Save button and click Save & Execute (to run it immediately) or just Save to wait for the next scheduled interval.

How it Works

• Detection: The script runs on your defined schedule and pulls all Internal IDs from your Saved Search.
• Execution: For each Sales Order, PayPack sends a request to Stripe to create a payment intent with status requires_capture.
• Update: Upon a successful response from Stripe, the script updates the Sales Order:
  • Populates the PayPack Payment Intent ID.
  • Sets the PayPack Transaction Status to requires_capture.
  • Logs the activity in the PayPack Logs subtab.
  • Updates the Sales Order custom field: Authorized Success by checking the box.

Troubleshooting

• Search Results: If orders aren't authorizing, manually run your Saved Search to see if the records appear there. If they don't appear in the search, the script won't find them.
• Script Errors: Check Customization > Scripting > Script Execution Log for the MR script to see if Stripe returned any errors (e.g., "Expired Card" or "Insufficient Funds").