Chapter 46: 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. See Merchant ID Hierarchy for more information on the hierarchy the system uses to determine which merchant ID to use when sending authorization and deposit requests to the service bureau.

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 Chapter 65: Deferred/Installment Billing Overview for more information on pay plans.

In this chapter:

• Work with Merchant ID Overrides Screen

• Create Merchant ID by Entity Screen

• Change Merchant ID Override Screen

• Display Merchant ID Override Screen

For more information:

• Marketing Chapter 1: Introducing Offer and Source Codes

• Accounts Payable Chapter 1: Working with Entities (WENT)

• Accounts Payable Chapter 3: Working with Divisions (WDIV)

Work with Merchant ID Overrides Screen

How to display this screen: Enter 11 next to an authorization service at the Work with Authorization Services Screen.

OER1010 DISPLAY Work with Merchant Id Overrides 2/04/98 15:20:52 EZK Mail Order Authorization Service: DMG Opt Entity Merchant ID Type options, press Enter. 2=Change 4=Delete 5=Display 1 ENTITY #1 1234567890 2 ENTITY # 2 987654321 F3=Exit F6=Create F12=Cancel

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, enter 2 (change) or 5 (display) next to the entity. See Merchant ID Hierarchy. Alphanumeric, 20 positions; optional.

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Screen Option	Procedure
Create a new merchant ID override	Press F6 to advance to the Create Merchant ID by Entity Screen.
Change a merchant ID override	Enter 2 next to a merchant ID override to advance to the Change Merchant ID Override Screen.
Delete a merchant ID override	Enter 4 next to a merchant ID override to delete it.
Display a merchant ID override	Enter 5 next to a merchant ID override to advance to the Display Merchant ID Override Screen.

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: Press F6 at the Work with Merchant ID Overrides Screen.

OER1012 ENTER Create Merchant ID by Entity 7/27/98 12:48:52 EZK Mail Order Authorization Service: PMT Entity . . . . . . . Merchant ID . . . . (Deferred Merchant ID) (Installment Merch ID) F3=Exit F12=Cancel

Field	Description
Entity	Enter the entity associated with the merchant ID. Entities are defined in and validated against the Entity file; see Accounts Payable Chapter 1: 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. See Merchant ID Hierarchy. 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 with Paymentech, and only if the Deferred and Installment Billing (F51) system control value is set to Y. See Chapter 65: Deferred/Installment Billing Overview. See Merchant ID Hierarchy. 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 with Paymentech, and only if the Deferred and Installment Billing (F51) system control value is set to Y. See Chapter 65: Deferred/Installment Billing Overview. See Merchant ID Hierarchy. Alphanumeric, 20 positions; optional.

Change Merchant ID Override Screen

To change: Enter 2 next to an entity at the Work with Merchant ID Overrides Screen to advance to the Change Merchant ID by Entity screen. At this screen, you can change the merchant ID fields only.

See Create Merchant ID by Entity Screen for field descriptions.

Display Merchant ID Override Screen

To display: Enter 5 next to an entity at the Work with Merchant ID Overrides Screen to advance to the Display Merchant ID by Entity screen. This screen displays the same information as the Work with Merchant ID Overrides screen. You cannot change any information on this screen.