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Simple Order API | American Express Direct

Search by Transaction Phase

This search enables you to view transactions in any phase of the processing cycle. The phase that you choose determines which actions are available to further process a transaction. A searche returns a maximum of 2000 transactions.
When you choose the Custom option in the Date drop-down menu, you can access 13 months of data, but you can select only a 31-day range within that 13 months.
You can use one of these filters:
  • Settlements Pending Batch
    :
     Use this filter to find transactions that were settled by the merchant in the past 48 hours, but that are not yet forwarded by Business Center to the backend processors to fulfill a transaction. You can also choose to export search results or void any transaction that does not require further processing.
  • Authorizations Ready to Settle
    :
     Use this filter to find authorization transactions that are not settled. You can hide selected transactions from future searches. Use this option when you know that you will never capture an authorization for the transaction. For example, fraudulent or canceled orders cannot be captured. You can also choose to quickly settle or hide selected transactions.
  • Authorizations Needing Review
    :
     Use this filter to find authorization transactions flagged for review for either Smart Authorization or Authorization Code Needed reasons. You can hide transactions from future searches. Use this option when you know you will never capture an authorization for the transaction. For example, fraudulent or canceled orders cannot be captured. You can also quickly settle or hide one or more flagged transactions.
  • Exception Search
    :
     Use this filter to review details, including the reason, for transactions that encountered an error during processing. This data can also be found in the Transaction Exception Detail report.
To search by transaction phase:
  1. In the left navigation pane, click the
    Transaction Management
     icon.
  2. Click
    Search by Transaction Phase
    . The Transactions by Phase page appears.
  3. Select the appropriate filter.
  4. Perform one or more of these:
    1. Export the results to a local file.
    3. Hide Transactions from future searches.