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:
-  You must enable Tip Reporting in order to use the Pre-Authorization Advice list.

From the READY screen:

To navigate through the menus:

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

For information about the keys...

1. Press the  key.
The MAIN MENU appears.

2. Press the  key to select TRANSACTIONS.
The TRANSACTIONS menu appears.

3. Scroll down to P-A ADVICE LST, and press the  key.
If the SWIPE ADMIN CARD prompt appears, swipe your 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 the  key.

The ENTER AMOUNT entry screen appears.

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

5.  Key in either a specific 4-digit date (MM/DD) or a 6-digit date (YY/MM/DD) for which to search, and press the  key.  
OR Simply press the  key.

The BATCH NUMBER entry screen appears.  

6.  Key in a Batch number (1 to 3 digits long) for which to search, and press the  key.  OR Simply press the  key.
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

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

8. 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 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.

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

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

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

d.  Continue at step 10.

a.  Press the key (DELETE).

b.  Continue the procedure...

9. When APPROVED ###### MERCHANT COPY appears, press the  key.

10. Process receipts.

If the TRANSACTION NOT FOUND message appears, press  the  key to return to the beginning of the procedure, or press the  key twice to return to the READY screen.

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

If the P-A ADVICE LIST menu re-appears and you wish to complete another Pre-Auth, refer back to step 7.

If the ENTER AMOUNT screen re-appears but you wish to return to the READY screen, press the  key twice.

If the ENTER AMOUNT screen re-appears and you wish to complete another Pre-Auth, refer back to step 4.