Card Plan Report
This report provides a list of all merchants and their associated card plans that have been added over a specific period of time to a designated bank or association. For full-service clients with front-end only merchants, this report lists only those merchants that are full-service only. The data contained in this report reflects data from the previous day. The date range search criteria for this report represents the date on which the merchant was boarded in Express.
The report provides information in these columns:
Bank Number
A four-digit number assigned by TSYS Acquiring Solutions to identify the banks that a client has set up for processing.
Association Number
A six-digit number identifying the association connected to the merchant. Associations are used to provide additional structure and detail for back-end reporting.
Merchant Number
The 16-digit merchant number used in routing chargebacks and retrievals. On the Work In Progress page, the Merchant ID associated with Work In Progress record. When generating reports for front-end only merchants, this is the merchant number (non-Vital).
DBA Name
The merchant's DBA (Doing Business As) name. When entering or editing this name, the field accepts alphabetic characters (upper and lower case), numeric characters, spaces, and these special characters only:
. , : ; " ' < ( ) + ! @ # $ % ? & * - _ = / > ¢
Sales Code
The Sales Code ID associated with merchant records that users can view on reports. Sales codes consist of 1-16 alphanumeric characters.
Card Plan
The card plans for each merchant.
Gift Card Provider Name
The provider of the merchant's gift card program.
Card Plan Number
The card plan numbers for each merchant.
Franchise CAP Number
The approved Franchise CAP number that the merchant is affiliated to, if the merchant is dually affiliated.
Date Setup
The date the card plan was set up for the merchant.
