Reviewing ePayment Transactions

This section discusses how to:

Defining Selection Criteria for Reviewing ePayment Transactions
Reviewing ePayment Transaction Details

Page Name	Definition Name	Navigation	Usage
Selection Criteria	SF_PAYMENT_TRANS1	select Student Financials, then select Charges and Payments, then select Electronic Transactions, then select Electronic Payments, then select Review Transaction Log, then select Selection Criteria select Student Financials, then select Charges and Payments, then select Electronic Payments, then select Review Pending Transactions, then select Selection Criteria	Define selection criteria for reviewing specific ePayment transactions.
Transaction Detail	SF_PAYMENT_TRANS3	select Student Financials, then select Charges and Payments, then select Electronic Transactions, then select Electronic Payments, then select Review Transaction Log, then select Transaction Detail select Student Financials, then select Charges and Payments, then select Electronic Transactions, then select Electronic Payments, then select Review Pending Transactions, then select Transaction Detail	Review ePayment transaction details.
Pending Transaction Detail	SF_PAYMENT_INQ1	Click a reference number link on the Transaction Detail page.	View detailed information about a pending ePayment transaction.
Totals	SF_PAYMENT_TRANS2	select Student Financials, then select Charges and Payments, then select Electronic Transactions, then select Electronic Payments, then select Review Transaction Log, then select Totals	Review counts and monetary totals of processed ePayment transactions.

Access the Selection Criteria page (select Student Financials, then select Charges and Payments, then select Electronic Transactions, then select Electronic Payments, then select Review Transaction Log, then select Selection Criteria).

Image: Selection Criteria page

This example illustrates the fields and controls on the Selection Criteria page. You can find definitions for the fields and controls later on this page.

Depending on the SF merchant ID that you select, the transaction detail displays values for credit cards or eChecks.

Note: If you access this page through the Transaction Log component, a Totals group box appears at the top of this page displaying the total debit and total credit, and a Totals page appears.

Filter Options

Field or Control	Definition
Specific and Reference Nbr (reference number)	Select the Specific option to retrieve transaction information for one specific transaction by entering its reference number.
ID	Select to retrieve transaction information related to one person or organization.
ID Type	Specify whether the ID for which you want to retrieve transaction information is a person or organization. Note: `Org` is valid only for corporate payments made through cashiering.
ID	Select the ID of the student or organization whose transactions you want to view.
Range	Select to retrieve all transaction information from the sources specified in the Transaction Source Information group box.

Transaction Source Information

Field or Control	Definition
All	Select to retrieve transactions from all sources using the same SF merchant ID. Note: This selection displays all transactions for the SF merchant ID without regard for security display restrictions.
Cashiering	Select to retrieve transactions from all cashiering offices.
Business Unit	Select to narrow the selection of transactions to cashier's offices that are attached to a specific business unit.
Cashier's Office	Select to narrow the selection of transactions to a specific office.
Receipt Number	Select transaction information from one specific receipt.
Admissions	Select to retrieve transactions in order to view historical Admissions data.
Academic Institution	Select to narrow the selection of transactions to admissions offices that are part of a specific academic institution.
Application Center	In order to view historical Application Center data, select to narrow the selection of transactions to a particular application center.
Self Service	Select to retrieve transactions from self-service sources.
Institution Set	Select to narrow the selection only to self-service transactions from a specific institution set.

Other Fields and Elements

Field or Control	Definition
Credit Card Type	Select the type of credit card used in the transactions that you want to view.
Batch ID	When you run the Process ePayment Refunds process, the system assigns a batch ID to all the credit card transactions that are affected by the process. Specify a batch ID to retrieve information about all the transactions with that particular batch ID.
Transaction Requested	Use this field to filter the retrieved transaction information by the type of transaction requested. Four types of transaction requests are available: `Authorize:` Request for authorization of a credit card payment. `Auth/Capt:` Request for authorization and capture of a credit card payment. `Credit:` Request for an amount to be credited (refunded) to a credit card account. `Capture:` Request for capture of a credit card payment.
Search	Click to select all credit card transactions that meet your selection criteria. The system displays this information on the Transaction Detail page.

Access the Transaction Detail page (select Student Financials, then select Charges and Payments, then select Electronic Transactions, then select Electronic Payments, then select Review Transaction Log, then select Transaction Detail).

Image: Transaction Detail page

This example illustrates the fields and controls on the Transaction Detail page. You can find definitions for the fields and controls later on this page.

Note: Multiple views of this page are available when you click the tabs in the scroll area. This section documents elements common to all views first.

Common Page Information

Field or Control	Definition
Reference Nbr (reference number)	Lists the unique reference number that the system assigns to each credit card transaction. Click the Reference Nbr link to access the Pending Transaction Detail page, where you can review detailed information about the transaction.
Seq (sequence)	Lists the sequence number that the system assigns to every activity for a given transaction reference number. Note: A sequence number of zero means that submitted transactions are pending (no processing has taken place by the credit card vendor).
Date	Lists the original date of each transaction.
ID	Lists the ID of the student or external organization who made each transaction.
Amount	Lists the monetary amount of each transaction.

General Tab

Field or Control	Definition
Type	Lists the type of transaction requested. A blank value in this field indicates that the transaction is awaiting background processing.
Auth Code (authorization code)	Lists the unique authorization code that was sent by the bank to the credit card processing vendor.
Card Nbr (card number)	Lists the last four digits of the credit card number that was used for each transaction.
Card Type	Lists the type of credit card that was used for each transaction.
Source	Indicates where the transaction originated.

Refund Tab

Field or Control	Definition
Batch ID	When you run the Process ePayment Refunds process, the system assigns a batch ID to all the credit card transactions affected by the process. This heading lists the batch ID that is assigned to each transaction.
Unit	Lists the business unit that processed each refund.
Refund Nbr (refund number)	Lists the unique number that the system assigns to each refund transaction.
Line	Lists the refund line number.

Self-Service Tab

Field or Control	Definition
Institution Set	Lists the institution set within which the transactions were processed.
Business Unit	Lists the business unit within which the transactions were processed.
Err/Warn (error/warning)	Lists whether a warning was issued or an error occurred.
Posted	Lists the posting date for each transaction.
Posting Status	Lists whether the Student Financials system successfully posted each transaction. Values are: `Errors:` Errors occurred during posting. `Pending:` The system has not yet posted the transactions. `Successful:` The system successfully posted the transactions.

Cashiering Tab

Field or Control	Definition
Unit	Lists the business unit associated with the cashiering office that performed the transactions.
Cashier's Office	Lists the cashier's office from which the transaction originated.
Register	Lists the register within the cashier's office from which the transaction originated.
Receipt Nbr (receipt number)	Lists the receipt number of the transaction.
Line	Lists the receipt line number.
User	Lists the user or process that initiated the transaction. In the case of refunds that necessitate a credit, it lists SFCCBAT, which is the Process ePayment Refunds process.
ID Type	Lists the ID type of the person or organization for whom the transaction applies.

Admissions Tab

Field or Control	Definition
Institution	Lists the academic institution from which the transaction originated.
Application Center	Lists the application center from which the transaction originated.
Appl Nbr (application number)	Lists the application number for which the payment was made.

Other Trans Tab

View information about ePayment transactions that are processed through third party hosted payment but are not posted to the student account—for example, AAWS application fee payments.

Field or Control	Definition
ID	A blank ID value is valid for AAWS transactions.
External Transaction Reference	Displays the unique identifier for the electronic transaction. For AAWS, the value is the application number.
Payment Source Update Status	The outcome of the payment authorization (authorized or declined) updates the status on the Payment Source record. This status is displayed here.

See: