Overview:
This article explains how to update the credit card information associated with a partner's active subscriptions in Xvantage for Associates (X4A) CRM. Updating the credit card ensures that future subscription charges are processed using the correct billing information.
Process:
Go to My Apps and open Okta.
Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.
Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.
In X4A, select Sales from the left navigation menu.
From the Sales submenu, select CRM.
In the CRM left navigation menu, under My Work, select Credit Card Update Tasks.
By default, it lands on Open Credit Card Update Tasks view unless you’ve changed it. You can switch to All or Closed Open Credit Card Update Tasks by selecting the desired view from the drop-down list.
Locate the account associated with the credit card you want to update:
Click the Account Name, then choose Filter by.
Select Contains, enter the account name, and click Apply to view results.
Select the Subject link for the account you want to update.
On the account record, select Update Credit Card from the command bar.
Select the subscriptions that require a credit card update.
To select an individual subscription, click the selection button next to the subscription.
To select all subscriptions, use the selection option next to the Ingram Subscription ID column header.
Click Next.
Choose one of the available update options:
Update this Credit Card to modify the expiration date or billing address.
Select a Different Credit Card to use an existing stored card.
Enter New Credit Card to add and store a new card.
Retry the Same Card to retry processing with the current card.
Note: Available options may vary depending on the status of the current credit card and whether stored payment methods exist for the account (e.g. credit card is not available or there are no stored cards on the Account/Reseller).
Click on Next to continue.
Complete the required information based on the selected update option.
Click Finish.
Click Mark Complete from the command bar to close the task.