FirstCard Settlement
The FirstCard integration processes settlement for customers who use FirstCard corporate card programs. It follows the same general pattern as Diners Club settlement but uses FirstCard-specific file formats and data requirements.
How It Works
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Order collection -- the integration platform identifies all released sales orders where the credit card provider is set to FirstCard and the order has not yet been sent.
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File generation -- a settlement file is created in FirstCard's required format. In addition to the standard order and transaction details, FirstCard files include salesperson information to support their partner seller reporting.
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Submission -- the file is sent to FirstCard for processing.
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Status update -- each order in Business Central is updated with the sent timestamp, sequence number, and processing status.
Differences from Diners Club
While both integrations follow the same workflow, there are some differences:
| Aspect | Diners Club | FirstCard |
|---|---|---|
| File format | Diners-specific TAB/TAA record format | FirstCard-specific format |
| Salesperson data | Not included | Salesperson name is included for partner seller tracking |
| Travel records | Includes passenger and flight route details | Follows FirstCard's own data requirements |
Resolving Issues
If an order fails during FirstCard processing, the same troubleshooting steps apply as with Diners: check the error message on the order, correct the underlying issue (such as a missing card number or incomplete order data), and release the order again so it is included in the next settlement run.