Advice - Using Pre-Authorization Advice List

This menu shows a list of all Pre-Auth transactions that have not yet been completed. From this menu, you may select and then complete, delete, or cancel Pre-Auth transactions.

IMPORTANT: The Advice must be performed on the same handheld terminal as the original Pre-Authorization transaction in order to find the original Pre-Auth transaction in the terminal memory.

From the READY screen:

To navigate through the menus:

- Scroll down: press the F1 key to move the highlight bar down.
- Scroll up: press the F3 key to move the highlight bar up.
- Select a highlighted item: press OK.

1. Press the Admin key.
The MAIN MENU appears.

2. Press OK to select TRANSACTIONS.
The TRANSACTIONS menu appears.

3. Scroll down to P-A ADVICE LST, and press OK.
The SWIPE ADMIN CARD prompt appears.

4. Swipe the POS Admin card.

If the ENTER CLERK ID entry screen appears, key in a Clerk ID to use as a selection criterion. OR Simply press OK.

The ENTER AMOUNT entry screen appears.

5. Key in a specific amount for which to search, and press OK. OR Simply press OK.
The DATE entry screen appears.

6. Key in either a specific 4-digit date (MM/DD) or a 6-digit date (YY/MM/DD) for which to search, and press OK.
The BATCH NUMBER entry screen appears.

7. Key in a batch number (1 to 3 digits long) for which to search, and press OK. OR Simply press OK.
The P-A ADVICE LIST menu appears listing all uncompleted Pre-Auth transactions.

P-A ADVICE LIST
PA0000 $999.99 PA0000 $999.99 PA0000 $999.99	0000 = last four digits of the Card number

8. Press the F1 key to scroll down the list of uncompleted Pre-Authorization transactions (press the F3 key to scroll up), and then press OK at your selection.

9. When the prompt to complete (COMPL) or delete (DELETE) the transaction appears, do one of the following:

To complete the transaction:

To cancel the transaction:

To delete the transaction:

a. Press the F1 key COMPL).
The ENTER ORIGINAL AMOUNT screen appears.

b. Enter the transaction amount. (Refer to the "Entering Original Amount and Tip" procedure.)

c. Wait while the terminal communicates with the Moneris Host.

d. Continue at step 10.

Note: Cancelling the transaction immediately releases the hold placed on the cardholder's funds.

a. Press the F1 key (COMPL).
The ENTER ORIGINAL AMOUNT screen appears.

b. Press the CORR key (automatically enters a $0.00) amount, and press OK.

c. Wait while the terminal communicates with the Moneris Host.

d. Continue at step 10.

Note: Deleting the Pre-Auth DOES NOT immediately release the hold placed on the cardholder's funds.

a. Press the F3 key (DELETE).

b. Continue the procedure... in the "Deleting a Pre-Auth from the Pre-Authorization Advice List" procedure.

10. When APPROVED ###### MERCHANT COPY appears, press OK.

11. Process receipts. (Refer to the "Receipt Processing" procedure.)

If the TRANSACTION NOT FOUND message appears, press the Can/Ann key to return to the READY screen.

If the P-A ADVICE LIST menu appears but you wish to return to the READY screen, press the Can/Ann key twice.

If the P-A Advice LIST menu appears and you wish to complete another Pre-Auth, refer back to step 8.

The P-A ADVICE LIST menu reappears listing all uncompleted Pre-Auth transactions if any. OR the TRANSACTION NOT FOUND message appears if there are no uncompleted Pre-Auth transactions.

If the P-A ADVICE LIST menu reappears, complete another Pre-Auth. OR Return to the READY screen by pressing Can/Ann twice.