Defining Merchant ID Overrides
Purpose: Use merchant ID overrides to set up overrides for the different entities in your company.
When used: You use the merchant ID, which the service bureau assigns, to identify your company when you transmit information to the service bureau. Although you can set up a default ID for your company, you may need to set up overrides for each separate entity under which you perform authorizations and deposits.
Access to screens: The screens you use to work with merchant ID overrides are available through the Work with Authorization Services Screen.
Source code points to entity: The system determines the entity for a customer order based on the source code on the order header. When you create a source code you must specify a division, and when you create a division you must specify an entity. In this way, the source code on the order header indicates which merchant ID override to use for transactions related to the order.
Deferred/installment pay plans: If you use deferred or installment billing, you would also use these screens to set up merchant ID overrides for transactions related to these orders. See Deferred/Installment Billing Overview for more information on pay plans.
PayPal Direct Connection integration: If you use the PayPal Direct Connection Integration, you would also use these screens to set up overrides for the API credential information used to establish a direct connection to the PayPal system during deposit processing. See PayPal Direct Connection Integration.
In this chapter:
• Work with Merchant ID Overrides Screen
• Create Merchant ID by Entity Screen
For more information:
• Introducing Offer and Source Codes
• Working with Entities (WENT)
• Working with Divisions (WDIV)
Work with Merchant ID Overrides Screen
How to display this screen: Select Merchant ID Override for an authorization service at the Work with Authorization Services Screen.
Field |
Description |
Authorization service |
The service code representing the authorization service you selected at the Work with Authorization Services Screen. Alphanumeric, 3 positions; display-only. |
Entity |
The code representing an entity with a unique merchant ID. Numeric, 3 positions; optional. |
Merchant ID |
An account number assigned by the service bureau to identify transmissions to/from a particular entity in your company. The default merchant ID, used for regular (as opposed to pay plan) transactions displays. To review the deferred or installment merchant IDs, select Change or Display for the entity. Alphanumeric, 20 positions; optional. |
.
Screen Option |
Procedure |
Create a new merchant ID override |
Select Create to advance to the Create Merchant ID by Entity Screen. |
Change a merchant ID override |
Select Change for a merchant ID override to advance to the Change Merchant ID Override Screen. At this screen, you can change the merchant ID fields and API fields. See the Create Merchant ID by Entity Screen for field descriptions. |
Delete a merchant ID override |
Select Delete for a merchant ID override to delete it. |
Display a merchant ID override |
Select Display for a merchant ID override to advance to the Display Merchant ID Override Screen. You cannot change any information at this screen. See the Create Merchant ID by Entity Screen for field descriptions. |
Create Merchant ID by Entity Screen
Purpose: Use this screen to create a new merchant ID override for orders associated with a specific entity in your company.
How to display this screen: Select Create at the Work with Merchant ID Overrides Screen.
Field |
Description |
Entity |
Enter the entity associated with the merchant ID. Entities are defined in and validated against the Entity table; see Working with Entities (WENT). Numeric, 3 positions. Create screen: required. Change screen: display-only. |
Merchant ID |
Enter the merchant ID to use when transmitting information to an authorization or deposit service for orders associated with this entity (based on the division associated with the source code on the order header). This is the merchant ID to use for regular, as opposed to pay plan, transactions. Note: You can enter upper and lower case letters in this field. Alphanumeric, 20 positions; required. |
Deferred merchant ID |
Enter the merchant ID to use when transmitting transactions to a service bureau for orders that are associated with this entity, and which are using a deferred billing pay plan. Deferred and installment pay plans are available only if the Deferred and Installment Billing (F51) system control value is selected. See Deferred/Installment Billing Overview. Note: You can enter upper and lower case letters in this field. Alphanumeric, 20 position; optional. |
Installment merchant ID |
Enter the merchant ID to use when transmitting transactions to a service bureau for orders that are associated with this entity, and which are using an installment plan. Deferred and installment pay plans are available only if the Deferred and Installment Billing (F51) system control value is selected. See Deferred/Installment Billing Overview. Note: You can enter upper and lower case letters in this field. Alphanumeric, 20 positions; optional. |
The following fields are used to establish a connection to the PayPal system when using the PayPal Direct Connection Integration. |
|
API User name |
The user name, provided by PayPal, used to establish a direct connection to the PayPal system during deposit processing. Note: You can enter upper and lower case letters in this field. Alphanumeric, 64 positions; optional. |
API Password |
The password, provided by PayPal, used to establish a direct connection to the PayPal system during deposit processing. Note: You can enter upper and lower case letters in this field. Alphanumeric, 64 positions; optional. |
API Signature |
The encrypted signature, provided by PayPal, used to establish a direct connection to the PayPal system during deposit processing. Note: You can enter upper and lower case letters in this field. Alphanumeric, 128 positions; optional. |
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SO04_07 OROMS 17.0 2018 OTN