Update a Merchant Pricing Profile

Perform a

Merchant Pricing search, and then select the required merchant number.

To search for a Merchant Pricing Profile on the Merchant Pricing Search page:

If you know the Merchant ID, enter it, and then select Go.
The Merchant Pricing Profile page for that merchant opens.

-or-

From the Offline Report Format drop-down list, select None (this is the default), enter the Search Criteria, and then select Search.
Criteria Notes
- Where a list icon or lookup icon is provided, click it to open a box where you can search for and select the criterion you want to search or report on.
- In the Group ID and Association ID fields, you can specify a range of values by using a dash (-) between the low and high end values, and search on multiple values by using a comma (,) between each value.
- These special characters cannot be used: : ` ^ = " < > [ ] |
- Do not enter spaces before or after text entires.
- Merchant DBA
- Bank ID
- Group ID
- Association ID
- From Start Date
- To Start Date
- From Stop Date
- To Stop Date
- Fee Category
  These fee categories are available for selection:
  - Authorization Other
    Fees associated with the authorization of a transaction not captured under the Authorization Transaction category.
  - Authorization Transactions
    Fees associated with the authorization of a transaction.
  - Card Brand Fees
    Acquirer type fees established by the major card brands, such as MC, NABU, VS TIF, and DS Data Usage.
  - Data Capture Other
    Other capture related fees. For example, Level 3.
  - Data Capture Transactions
    Fees associated with closing out terminal, sending batches, or settling online transactions (not funded).
  - Debit Network
    Fees for the network association or issuing bank. The surcharge for calling into the network for processing, PIN based debit only (online debit).
  - Discount
    Base discount fee based on sales activity or card type.
  - EBT
    Fees associated with Electronic Benefits Transfer.
  - Exceptions
    Fees for exception-type of activity, such as chargebacks, adjustments, and retrievals.
  - Interchange
    Fees as defined by major card brands.
  - Individual Plan
    Fees based on card type and/or transaction type, such as sales, cash and credit (returns).
  - MISC Fixed Fees
    Miscellaneous fixed fees, typically for non-transactional time-frame related services, such as training, residency, profile builds, and terminal downloads.
  - MISC Per Item Fees
    Miscellaneous per item fees, typically for front-end products and services, such as call center help, training, residency, profile builds, and terminal downloads.
- From Percent Rate (%)
- To Percent Rate (%)
- From Per Item Rate ($)
- To Per Item Rate ($)
- Fee Name
- GL Item Code
- User Data Code
- Combine Code
- Volume Tier
  Select this check box to search on profiles/fee items that have Volume Tier pricing (or expense method) in place.
Tip: When searching on the Merchant DBA, you can enter partial information (at least 3 characters).

The page refreshes to list the Results Summary of merchants that meet the search criteria, along with a snapshot of the types of fees set up within their pricing profile, and provides icons you can select to export the report to PDF or Excel .

Note: The x’s indicated in the search results summary only reflect merchant-level fee items, not hierarchy fee items which may be defaulted for that merchant. The indication of x’s reflect a match to the conditions of the search and do not necessarily represent the complete set of fees in that merchant’s pricing profile.
Select a Merchant Number to open the Merchant Pricing Profile page for that merchant.

Select the required Expense Rate Group from the drop-down list.

Select the required Agent ID from the drop-down list.

If available, in the Seasonal section, select the Seasonal Months.

Note: The availability of this section depends on your system setup. Once seasonal merchant level settings exist, any active fee item with the Align to Seasonal Billing indicator selected will have its Frequency aligned to the Seasonal Months. To stop this functionality, clear the Align to Seasonal Billing indicator for each active and applicable fee item.

In the Merchant Minimum Discount Information section, enter the merchant minimum discount information:

Minimum Discount($): The minimum discount dollar amount that can be applied.
Frequency: Select the required option:
- All: Select this to apply the minimum discount during all months.
- Select Months: When selected, a check box for each month (Jan, Feb, etc.) appears. Select the check box for each month that you want to apply the minimum discount to.
Start Date: The Start Date can be prior to the current date. This enables you to set up Merchant Minimum Discount Information at any time during the month and still calculate against activity for the entire current month.
Note: The Start Date cannot be in the past when updating existing Merchant Minimum Discount Information.
Stop Date: The Stop Date must be after the Start Date.
GL Item Code: The General Ledger code defined by the Bank within PPM.
User Data Code: This code can be used to label groups of fee items for certain merchants with a client-defined value for reporting, searching, and possible re-pricing at a later time. For example, you might want to group pricing for hotels, or gas stations, or retail into different auth rates. You can then access profitability totals by your User Data Code values.
Bill Method: Select the Debit or Remit option to indicate the billing method to be used.

Select Update Information to save your changes and return to the summary screen.