Pend a merchant

Pending a merchant record puts the record on hold. You can view a merchant's pend status on the Merchant Summary, Work in Progress, or Errors pages. Merchants can be pended for the following reasons:

Incomplete data. If you log out or switch to another task after you have started to board a merchant, Express pends the merchant record automatically, with a pend reason of Data Entry Incomplete. You can enter additional reasons, if needed.
Response, reply, or approval needed. For example, you are awaiting credit or lease approval before proceeding.

When you pend a merchant, you select a pend category and a pend reason from two pre-defined lists. You can enter free text comments to provide any additional information that you feel is necessary to the pend category-reason combination.

Note: Express does not automatically pend front-end only merchant records. Therefore, if a front-end only merchant record is ready to board, you do not have to remove it from a pend state.

To pend a merchant:

Search for the merchant to display its details on the Merchant Summary page.
From the Merchant menu, click Pend Details.

The Pend Details page opens.

Pend a merchant

Select a pend category from the Pend Category list.
Select a pend reason from the Pend Reason list.
Enter any comments that you want to accompany the category and reason in the Comments field.
Click Add.

Modify a pend categories and reasons

Select a pend category-reason combination from the Assigned Pends table.
To modify the category, select a pend category from the Pend Category list.
To modify the reason, select a pend reason from the Pend Reason list.
Enter any comments that you want to accompany the category and reason in the Comments field.
Click Update.

Delete pend categories and reasons

Select a pend category-reason combination from the Assigned Pends table.
Click Delete.

Page elements

Field Name	Description
Add	This button enables the user to add a Pend item for the merchant or terminal in context.
Assigned Pends	A list of all open Pended items for selected file.
Assigned Pends: Category	This column lists the Pend Category for all open Pend items.
Assigned Pends: Reason	This column lists the Pend Reason selected associated with the Pend Category.
Comments	Optional window to provide additional reasoning for opening the Pend.
Creator	This field contains the name of the person who created the file, and the date and time they created it.
Delete	This button enables the user to delete an existing Pend item. Note: All Assigned Pends must be deleted before a file/update can be boarded to the legacy systems.
Last Modified	This field contains the name of the person who modified the file as well as the date and time.
Merchant Name	This field contains the name of the merchant.
Merchant Number	This field contains the back-end Merchant Number, and provides a link to the Merchant Summary page.
Model Software Processor	This field contains the hardware, software and front-end processor information.
Pend Details Option	This section enables user to add and modify Pend items.
Pend Category	This window enables the user to select a Pend Category, which will refresh the page to display the associated Pend Reasons.
Pend Reason	This section enables user to open a pended item by selecting or entering: Pend Category Pend Reason Comments
Phone	This field contains the back-end Phone Number.
POS Merchant ID Store/Terminal	This field contains the front-end merchant ID (12-digits) as well as the Store and Terminal numbers.
Status	This field indicates the Status of the Pend item.
Update	This button enables the user to update an existing Pend item.
Validate	This button enables the user to continue the Boarding process once all Pend Items have been deleted.
V Number	This field contains the terminal V#, and provides a link to the Terminal Setup page.