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Configure an electronic check BET

The Point to BETs Summary page displays the billing element tables (BETs) configured for a merchant, allowing you to add a new electronic check BET, modify the merchant's electronic check BETs, copy an electronic check BET from one merchant to another, and view electronic check BET details. Electronic check billing element tables (BETs) allow you to track billing and expenses for electronic check services.

Note: This page may be given a custom configuration for specific clients.

Navigation

Add an electronic check BET

  1. On the Point to BETs Summary page click Edit.
  2. Locate the Electronic Check heading under BET Category.
  3. Enter the appropriate BET table number.
  4. Click Validate or Board.

Add an electronic check BET for a category not found

  1. From the Point to BETs Summary Page, click the Electronic Check BET category hyperlink
  2. Select a vendor from the Selection 1 - Vendor table.
  3. Select a media type from the Selection 2 - Product table.
  4. Click Next.

    The Point to BETs Summary page displays. Available BETs are listed alphabetically.

  5. Enter the Table Number.
  6. Click Validate or Board.

Copy a BET

You can copy an electronic check BET from one merchant to another merchant. The merchants must belong to the same bank, and the merchant being copied from must be boarded and have a Merchant Level BET for the selection criteria the user is requesting.

Note: Default values from the Discount Charge Record are shown in the Defaults row of the table for all BETs.

  1. From the Point to BETs Summary page, click on the Electronic Check BET category hyperlink
  2. Select a vendor from the Selection 1 - Vendor table.
  3. Select a media type from the Selection 2 - Product table.
  4. Select the BET that will receive the copied data from the table containing BETs configured for the merchant.
  5. In the Copy From field, enter the merchant number for the merchant that will provide the source of the copied data.
  6. Click Copy.

    The billing items are copied from the source merchant. The Point to BETs - Details page displays.

  7. To modify the billing items:
    1. Enter values for required fields and optional fields, as needed.
    2. Click Continue.

    The Point to BETs - Summary page displays.

  8. Click Validate or Board.

Update a BET

  1. Under the Electronic Check heading, key in the new table number.
  2. Click Validate or Board.

    A new table number can be assigned to a BET when the request is received instead of waiting for the first day of the month the rate change is suppose to take affect by using the re-point functionality.  You cannot re-point a Merchant Level BET (9999) to a Merchant Level BET

  3. Find the line item that requires a new table number.
  4. Key in the new Table Number under the Re-Point Table and Effective Date column.
  5. Key in the month and year the new rate is to take place.
  6. Click Validate or Board.
  7. To update a Merchant Level BET, click on the table number of 9999.
  8. To modify billing items:
    1. Enter values for required fields and optional fields, as needed. See Field Notes.
    2. Click Continue.
  9. To delete billing items:
    1. Select the Delete check box for the billing items that you want to delete.
    2. Click the Delete button.
  10. To add billing items:
    1. Click Add.
    2. The page refreshes, displaying billing items that can be added to the BET in the Billing Items group box.
    3. Enter values for required fields and optional fields in the Billing Items group box.
    4. Select the billing items that you want to add to the BET from the list in the Billing Items group box. To apply the parameters that you entered in the previous step to multiple billing items, select multiple billing items now. You will have the opportunity to set unique parameters for each billing item later in this procedure.
    5. Click Next.

    The Point to BETs - Verification page displays. This page allows you to modify the parameters for each new billing item individually.

    1. To modify any of the new billing items, enter values for required fields and optional fields, as needed.
    2. To repeat this procedure and add more billing items, click Add. Repeat steps 8b-8d.
    3. Click Continue.

    The Point to BETs - Summary page displays.

    1. To begin processing the merchant record, click Validate or Board.

      Note 1: If all zeros was previously entered for the BET number it indicates that no association level BET exists. If the BET number is changed from all zeros to another valid BET number then from there on the BET number has to be maintained on the Point to BETs page at the merchant level.

      Note 2: If all zeros are displayed for T/R, DDA, and Bank Officer Codes as well as blank for Billing Method it indicates that no association level BET exists for that item. If the fields are changed to a value other than all zeros (Blank for Billing Method) then going forward they have to be maintained on the Point to BETs page at the merchant level.

      Note 3: If a non-zero T/R, DDA, and Bank Officer Codes as well as a non blank Billing Method was previously entered the user can set it to all zeros (blank for Billing Method) which will indicate that the Discount Charge Record values will be used going forward and therefore changes to the Discount Charge Record will propagate to the merchant.

      Note 4: If Configuration Option 31 is ON for the Bank, then in addition to the text box for assigning a BET table number to each Plan/Fee Type, a dropdown list field is also displayed.  The menu selections include the client-defined BET Description for every Bank BET that matches the BET category and Plan/Fee Type and that has also been flagged as Use in BET Assignment Menu.  Each selection also reflects the BET table number as a "suffix" to the BET description.

      To assign a BET table to a Plan/Fee Type, the user selects a value from the dropdown list.  Once selected, the table number associated with the selection populates to the BET table number text box (overwriting any table number previously displayed there, including the Association default).

      If the user wishes to assign a BET number that is not listed in the dropdown list, they must first select Other from the menu in order to enable the text box, then type in the BET number

Point to BETs

As an alternative to configuring Merchant level BETs, you can point a merchant to a Bank level BET.

  1. Enter the number of the Bank BET that you want to point the merchant to in the text field in the Table Number column.
  2. To begin processing the merchant record, click Validate or Board.

View a BET

You can view Merchant level BETs or Bank level BETs from the Point to BETs - Summary page.

  1. Click on the appropriate BET table number.
  2. The page will refresh with the Detail for that BET Number.
  3. To modify merchant billing items, click Update and complete the procedures detailed in the Update a BET section of this topic. You can update a Merchant level BET only. To modify a Bank level BET, you must bring the Bank into context and complete the procedure for modifying a Bank level BET.
  4. To return to the Point to BETs Summary page, click Back.