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:

For information about the keys...

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

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

3. Scroll down to P-A ADVICE LST, and press the green  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. (Refer to the "Entering the Clerk ID" procedure.) OR Simply press the green key.

The ENTER AMOUNT entry screen appears.

4. Key in a specific amount for which to search, and press the green key. OR Simply press the green 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 green key.
OR Simply press the green 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 green key.  OR Simply press the green 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 green 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.

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

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

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

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 key (DELETE).

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

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

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

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

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