![]() Unlike ProtoBase, there is no restriction on the number of terminals used for processing with Epicor Direct. We will usually set the value to 999, allowing you bankcard processing on as many terminals as you require. Option 1134 – “Number of Credit Card Terminals” controls the number of licenses available on the system. Option 1329 – “Credit Authorization Allowed?” must be set to Yes. Your implementation specialist or an Epicor representative will set these for you. There are several key options requiring passwords that need to be set for bankcards. If your offline utility is not already set up, you may wish to contact your Professional Services trainer, or consult Eagle’s online help for directions. But you must make sure that a ‘COR’ (offline refresh utility) is running in your nightly queue and that all POS terminals have ‘Scheduler’ running to download updated information on a daily basis. Offline credit card transactions can be uploaded into the Eagle’s integrated credit card system. Contact your sales representative or Professional Services trainer for more information about class offerings. The credit card implementation team does not provide document management training. New Document Management and Signature capture users may wish to seek training prior to implementing integrated bankcard processing. Please refer to your Epicor Payment Exchange ‘Welcome Kit’ or your Welcome E-mail for your 12 digit Merchant ID. You must provide them with your new Merchant ID (MID). Ace Gift Card users should make sure that Ace has been notified of the processor change. If you are not on Level 24 please make plans to upgrade as soon as possible. We encourage everyone to upgrade to the most recent Eagle software release to take advantage of many new and improved features. If you replace your pads before your implementation is complete, you may not be able to process PIN Debit transactions with your current processor, however credit card transactions should continue to process. If you do not feel comfortable with changing out your devices, you may wish to contact your LPS (Local Platform Specialist) for assistance. If you have pads that are being used on your Eagle for another processor they will need to be replaced with pads encrypted for Epicor Payment Exchange. PIN Debit Cards must use swipe/key pads that are specifically encrypted for your processor. Your implementation specialist will also send an email containing links to training materials and training videos please review them carefully. You should receive a Welcome Kit and a Welcome e-mail when your account is established. If using signature capture, do you wish to collect signatures on all bankcard transactions or do you wish to collect them only on sales that exceed $25, or any amount less than that? How do you plan to handle offline transactions, in the event that your Eagle server is down? Do you need to store credit card account numbers for house charge customers? Credit card storage is a feature of the Eagle allowing you to securely record and store credit card information for easy, secure retrieval at point of sale. When you would like to begin using your new bankcard processor? How many locations do you have? Are settlements and reconciliations handled centrally or at each location? What is the report printer number(s) on which your bankcard reports will print? They can also be set to spool. What features are currently being used? For example gift cards, debit, check verification or other credit cards. This will allow us to send documentation and recorded training sessions. ![]() Who will assist the implementation specialist with the setup decisions and who requires training? Please identify the email addresses, and the first and last names of key individuals who may require training. The following questions will need to be answered at the time of setup: Consider and discuss the following points with your staff. Sections describing options and security explain the settings that your implementation specialist may examine and change.Īn Epicor Payment Exchange implementation specialist will schedule a time to work with you by telephone to set up options, create bankcard report queues and provide you with an overview of integrated bankcard processing. The following section will provide you with key pieces of information to help you understand the steps and processes taking place during the implementation. There are other important training documents and video links that describe POS procedures and online reporting in greater detail. Introduction This guide is designed to serve as a reference for the setup and implementation of Epicor Payment Exchange bankcard processing. 22ġ3.1 Accounting for an adjustment transaction in the General Ledger. 10 6.2 Restricted Security bits – managers, owners, lead. 10 6.1 General Security bits normally set for ALL users Cashiers/POS. Eagle Setup Guide For Epicor Bankcard Processing
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