About Credit Card Processing and Approval Link 3

Setting Up and Using Level 3 Processing

Level 3 credit card processing is required by GSA (Federal Government), some state governments, and various corporations. This process lets them audit their purchases. Because not all users require Level 3 credit card transactions, you can turn it on or off by customer.

Note: Level 3 transactions now work with taxable and non-taxable orders and Visa credit cards.

You may not notice a difference between Level 1, 2, or 3 transactions. The difference occurs at VeriSign and/or Net1. Check with VeriSign and/or Net1 to make sure you’re set up for Level 3 processing. To use Level 3 processing, you must set up:

• (+VK)  screen

• Customer categories.

1. Double-click .

2. From the Keyop Menu, double-click .

3. The (+) Specials Programs screen opens. Type V in the Enter Program Request field.

4. The (+V) DataTran Utility Program Screen opens, and the cursor moves to the Requested Action field. Type K in the Requested Action field. The Setup Level 3 screen opens.

5. In the Action field, type C to change or create a new record.

6. In the Location field, enter the location to use to set up Level 3.

7. In the Send Level 3 Item Detail field, type Y to enable Level 3 transactions.

8. In the Commodity Code field, enter the appropriate code. The Commodity Code is a general description of a product group, for example, Office Supplies. It is user-defined and set up by customer.

9. In the Which Category to Check field, enter 1, 2, 3, or 4 to indicate which category field to check.

10. Use the Category From/To/+ fields to enter a range of categories. You use these categories to limit Level 3 transactions to customers with categories that match the category field you defined in Step 9.

11. When finished, press Enter.

12. Next, double-click

13. When the Customer window opens, retrieve the customer. For details, see Selecting a Customer.

14. Click the Category box you specified in the (+VK) screen by clicking the Category 1, 2, 3, or 4 box.

15. Enter one of the categories set up in the (+VK) screen.

16. When finished, click .

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About Credit Card Processing and Approval Link 4