Copy an Existing Pricing Template

To perform a Pricing Template search:

Select Actions, and then under Pricing, select Pricing Template Search.

The Pricing Template Search page opens.
Enter the search criteria, 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.
- Pricing Template ID
- Bank ID
- Group ID
- Association ID
- View
  From the drop-down list, select the hierarchy level you want to search on:
  - All
  - Client Hierarchy
  - Bank Hierarchy
  - Group Hierarchy
  - Association Hierarchy
- Template Type
- 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.
-or-

To run the report as an Offline Report, select an Offline Export Format, and then select Search.

The report generates in the background and you will be able to retrieve it from the Offline Repository when it becomes available.

The screen displays a list of pricing templates that met the search criteria, along with a snapshot of the types of fees set up within the pricing template. Select the Pricing Template ID to view or maintain the template.