As part of ongoing Salesforce security enhancements, we now enforce stricter controls to prevent the creation of batch entry line records without authorisation.
In Batch Entry, pre-authorisation means the card is authorised at the time of entry. The actual charge is then completed later when the batch is processed.
If you encounter the following error message on the Batch Entry screen, it indicates that you will need to disable specific batch entry Pre-authorisation (Workflow and Flow) to proceed.
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Disabling Workflow
- Click on Setup cog
- Search for "Workflow Rules"
- Click on "Workflow Rules"
- Locate Workflow "Batch Entry - Reset Authorise Cards" and Deactivate it.
Tip: Order workflows by Ojbect name and look for “Batch Entry”
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Disabling Flow
- Click on Setup cog
- Search for "Flows"
- Click on "Flows"
- Locate flow “Payments2Us Batch Entry Flow: Reset Authorise Cards”.
- Open it and click on Deactivate.
