Administration Functions

Last updated: 27-Oct-2023

The section covers further functionality used in the operation of the terminal.

Screen Information	Rebranded Screen Information

Batch

On clicking Batch from the Administration, it displays the below options on the terminal to choose from.

Step	Instruction	Screen Information	Rebranded Screen Information
1	Terminal displays the available Batch menu options.

Batch Review

The Batch Review functionality is the feature which allows the User to check details of successful transactions in the past.

Step	Instruction	Screen Information
1	Select menu from idle screen.
2	Select Administration.
3	Select Batch.
4	Select Batch Review from the options.
5	Enter the password.	None.
6	Terminal displays all successful transactions that are in the batch.

Settlement

This Settlement is used to settle the transactions in current batch.

Step	Instruction	Screen Information	Rebranded Screen Information
1	Select menu from idle screen.
2	Select Administration.
3	Select Batch.
4	Select Settlement from the options.
5	The terminal prompts for password entry. Enter the password and then press key.
6	The terminal tries to process the settlement request.
7	The terminal connects to the payment processing host to send the settlement request.
8	The terminal receives the settlement response from host.
9	The terminal then prints the settlement summary report.
10	The terminal displays settlement approved screen.

Duplicate

The second option Duplicate provides choice of previous transactions printing. The User can print a copy of the Merchant or customer receipt that is stored within the terminal.

Step	Instruction	Screen Information	Rebranded Screen Information
1	Duplicate menu option allows the User to search for the three available types of transactions.

Reprint Last Receipt

This operation is used to print the last receipt, be it a sale, refund or a void.

Step	Instruction	Screen Information
1	Select menu from idle screen.
2	Select Administration.
3	Select Duplicate.
4	Select Reprint Last Receipt from the options. If no previous records are found. Terminal moves to step 7.
5	Enter the password.	None.
6	Press key if merchant receipt is required. On selection of , the terminal proceeds to print merchant copy. Proceed to the next step. On selection of , proceed to step 8.	None.
7	The last Merchant receipt is printing.
8	If you need Customer copy of the receipt press key to print, otherwise press . On selection of , the terminal proceeds to the 5 printing customer copy. On selection of , the terminal goes back to step 4.
9	Press key or user time-out. Goes back to step 4.

Reprint Any Receipt

This transaction is used to print the receipt for a specific transaction by entering the invoice number.

Step	Instruction	Screen Information
1	Select menu from idle screen.
2	Select Administration.
3	Select Duplicate.
4	Select Reprint Any Receipt from the options.
5	Enter the password.	None.
6	Enter the Invoice number of the transaction to be printed and press key. If no previous records are found. Terminal moves to step 8.
7	Press key if merchant receipt is required. On selection of , the terminal proceeds to print merchant copy. Proceed to the next step. On selection of , proceed to step 8.	None.
8	The selected Merchant receipt is printing.
9	If you need Customer copy of the receipt press key to print, otherwise press . On selection of , the terminal proceeds to the 6 printing customer copy. On selection of , the terminal goes back to step 4.
10	Press key or user time-out. Goes back to step 4.

Print Last Reversal

This option is used to print the last reversal receipt.

Step	Instruction	Screen Information	Rebranded Screen Information
1	Select menu from idle screen.
2	Select Administration.
3	Select Duplicate.
4	Select Print Last Reversal from the options.
5	Press key if merchant receipt is required. On selection of , the terminal proceeds to print merchant copy. Proceed to the next step. On selection of , proceed to step 8.	None.
6	The last reversal Merchant receipt is printing. If no records found terminal proceeds to Step 8.
7	Press key to print Customer copy of the receipt, otherwise press . On selection of , the terminal proceeds to the 5 printing customer copy. On selection of , the terminal goes back to step 4.
8	The Terminal prints the receipt of last reversal transaction. The screen displays the reason for last reversal. In this case, No Response is the reason for previous reversal.		None.
9	Press key key or user time-out. Goes back to step 4.

Report

The Reports section covers two reports generated for different transactions.

Note that by default, the rebranded solution supports PreAuth report as well. To enable X and Z reports in the rebranded solution, configure the parameters SHIFT_REPORT_PRINT_ENABLED, END_OF_DAY_REPORT_PRINT_ENABLED from Terminal Features table.

Step	Instruction	Screen Information	Rebranded Screen Information
1	Terminal displays the available types of reports.

Detail Report

The Detail Report functionality prints detailed information for each transaction, card totals by card label/type, and grand totals.

Step	Instruction	Screen Information	Rebranded Screen Information
1	Select menu from idle screen.
2	Select Administration.
3	Select Reports.
4	Enter password and press key to proceed. For the invalid password, proceed to step 7. If key is pressed, proceed to step 8. For time-out, proceed to step 9.
5	Select Detail Report position.
6	For the successful operation prints the report. If the Batch is empty, proceed to step 10.
7	Press key or user time-out. Goes back to step 4.
8	Press key or user time-out. Goes back to step 4.
9	Press key or user time-out. Goes back to step 4.
10	Press key or user time-out. Goes back to step 4.

Config Report

The Config Report functionality is the feature which allows the Merchant to print Card Config, Scheme Config, AID Config and Terminal Config.

Step	Instruction	Rebranded Screen Information
1	Select from idle screen.
2	Select Administration.
3	Select Reports.
4	Provide password and press key. For the invalid password, proceed to step 12. If key is pressed, proceed to step 14. For time-out, proceed to step 15.
5	Select Detail Report position.
6	Select one appropriate option from: Card Config Scheme Config AID Config Terminal Config
7	Prints selected configuration.
8	Card Configuration Report. Press key key for virtual report. Goes back to step 5.
9	Scheme Configuration Report. Press key for virtual report. Goes back to step 5.
10	AID Configuration Report. Press key for virtual report. Goes back to step 5.
11	Terminal Configuration Report. Press key for virtual report. Goes back to step 5.
12	Press key or user time-out. Goes back to step 5.
13	Press key or user time-out. Goes back to step 5.	None.
14	Press key or user time-out. Goes back to step 5.
15	Press key or user time-out. Goes back to step 5.

PreAuth Report

The Preauth report functionality is the feature that prints all non-voided and non-completed pre-auth transactions. The feature prompts the Terminal to prints-out individual pre-auth transactions details as well as the issuer base total of pre-auth records count, and the amount.

Step	Instruction	Rebranded Screen Information
1	Select menu from idle screen.
2	Select Administration.
3	Select Reports.
4	Enter password and press key to proceed. For the invalid password, proceed to step 7. If key is pressed, proceed to step 8. For time-out, proceed to step 9.
5	Select PreAuth Report.
6	For a successful operation, prints the report. If the Batch is empty, proceed to step 10.
7	Press key or user time-out. Goes back to step 4.
8	Press key or user time-out. Goes back to step 4.
9	Press key or user time-out. Goes back to step 4.
10	Press key or user time-out. Goes back to step 4.

X (Mid-Shift/Day) Report

The X report is a mid-shift report that provides detail on transactions that have been performed from the beginning of the shift/day until the present moment. It is used to see a running total of transactions at any point during the trading day. To enable this feature, configure the parameter SHIFT_REPORT_PRINT_ENABLED under Terminal Features table.

Step	Instruction	Rebranded Screen Information
1	Select menu from idle screen.
2	Select Administration.
3	Select Reports.
4	Enter password and press key to proceed.
5	Select X Report.
6	The terminal processes the request and connects with the host.
7	On successful operation, the terminal prints the X report.
8	The terminal displays the approved screen.

Sample Receipt:

Z (Mid-Shift/Day) Report

The Z report is an end of shift/day report that covers the transactions performed during the entire shift/day from the beginning till the end. It is used to review the end of day trading totals. To enable this feature, configure the parameter END_OF_DAY_REPORT_PRINT_ENABLED under Terminal Features table.

Step	Instruction	Rebranded Screen Information
1	Select menu from idle screen.
2	Select Administration.
3	Select Reports.
4	Enter password and press key to proceed.
5	Select Z Report.
6	The terminal processes the request and connects with the host.
7	On successful operation, the terminal prints the Z report.
8	The terminal displays the approved screen.

Sample Receipt:

Global eCommerce

In-Person Payments

Business Tools

Petroleum & Convenience

APIs

In-Person Payments