Administrators can now search for Credit Card Batches in the system. Once the batch is found an Administrator may view batch reports, change batch status, re-validate, or un-duplicate transactions.
- Expand Utilities.
- Click Credit Card Batch Utility.
- Filter your search results with the following criteria to the right in Advanced Search. If you do not wish to filter against certain criteria, leave it blank. You must make at least one selection.
Field | Description |
|---|---|
Batch No | Credit Card Batch Number |
Description | Batch Description |
Start Date | Start Date of Search Criteria |
End Date | End Date of Search Criteria |
Status | Batch Status |
Template | Credit Card Template |
Exception | Searches for Batches with Failed or Duplicate Transactions |
Trans. No | Transaction Number |
Trans. Description | Transaction Description |
File Name | Batch File Name |
- Click the Apply button.
From this window, you may print reports, change batch status, re validate batch or Un-duplicate transactions. Select row for additional to display lower pane with additional options or click column total hyperlinks for detailed credit card transaction reports.
To create, re-validate or change batch status
Use the following steps to create, re-validate or change status of a credit card batch.
- Select the Credit Card Batch you wish to perform action on
- Click on the Action button
- Select the new Status
- Create - Creates batch, only available when batch is in the loaded status
- Re-validate - Re-validates all transactions in the batch
- On Hold - Places batch to On Hold status, this make credit card transactions unavailable
- Release - Releases the batch and makes transactions available for users
- Close - Closes batch and make credit card transactions unavailable
- Click Yes
- View the batch status column to see if the status was changed.
To view and un-duplicate credit card transactions
Credit Card Batches that include duplicate transaction will provide an addition Duplicate tab in the lower details panel, once a row has been selected.
- Select Batch row
- Select Duplicate tab
- Select the charge(s) to un-duplicate
- Select Action button
- Select Un-duplicate button
- Provide reason for un-duplicating
- Select Un-duplicate button
- View Action Result Message
The batch must be re-validated before Un-duplicated transactions will be moved to users available credit card transactions.
Individual Failed Transactions
Use the following step to view individual failed transactions.
- Select Batch row
- Select Failed tab
- Select File Line No hyperlink to see individual failed transaction
Summary Report
To view a summary report of all returned batches, click on the Print button.