Processing a Pre-Authorization Completion with Loyalty

Follow the procedure below to complete a Loyalty Pre-Authorization once the final amount is known.

1.       Perform the Pre-Authorization Completion on the terminal.

2.       Press the * (asterisk) key to return to the applications menu.

3.       Select GIFT & LOYALTY.
The GIFT & LOYALTY transactions menu appears.

4.       Select Pre Auth.
The Pre Auth menu appears.

5.       Select Completion.
The "Ernex Ref Number:" prompt appears.

6.       Key in the Ref # printed on the bottom of the Loyalty Pre Auth receipt and press the green key.
The Completion menu appears. The dollar amount and card number of the Loyalty Pre-Authorization transaction is visible on the screen.

7.       Do one of the following:

o      To complete the displayed pre-authorized transaction, select Yes.

o      To complete a different pre-authorized transaction, select No. The "Ernex Ref Number:" prompt appears. Repeat step 6 again.

o      To scroll forwards through the list of pre-authorized Loyalty cards, press Next. Once you find the desired transaction, select Yes.

o      To scroll backwards through the list of pre-authorized Loyalty cards, press Prev. Once you find the desired transaction, select Yes.

The "New Amount:" prompt appears.

8.       Do one of the following:

o      To accept the displayed amount (the total amount from the original Loyalty Pre-Authorization transaction), press the green key.
OR

o      Key in a new amount at the "New Amount:" prompt and press the green key.

·         If the "Clerk ID" prompt appears, key in the clerk ID and press the green key.

·         If the "Invoice Number" prompt appears, key in the invoice number and press thegreen key.

·         If prompted, key in the additional transaction information and press thegreen key.

·         If the "Benefit Amount" prompt appears, press thegreen key to confirm the amount displayed OR key in the benefit amount to be rewarded and then press thegreen key.

·         If the "Bonus Code" prompt appears, enter the appropriate bonus code and press thegreen key. Consult your manager if you are unsure what to enter.

Note: Depending on the Loyalty Program configuration, the benefit amount prompt can differ.

Note: The benefit amount must be equal to or less than the Total Amount value.

9.       Press thegreen key.
The terminal communicates with the Moneris host.
When the Loyalty Pre-Authorization Completion transaction finishes, the terminal displays "000 Approved" and the Cardholder copy of the receipt prints.

10.   Tear the receipt and press thegreen key.
The Merchant copy of the receipt prints. The terminal returns to the Loyalty Pre Auth menu.

11.   Press the red key to return to the GIFT & LOYALTY transactions menu.

12.   Press the * (asterisk) key to return to the applications menu.