Advice - Using Pre-Authorization Advice List

This menu shows a list of all Pre-Auth transactions that have not yet been completed. From this menu, you may select and then complete, delete, or cancel Pre-Auth transactions.

IMPORTANT:
- You must enable Tip Reporting in order to use the Pre-Authorization Advice list.

From the READY screen:

To navigate through the menus:

- Scroll down: press the key to move the highlight bar down.
- Scroll up: press the key to move the highlight bar up.
- Select a highlighted item: press the key.

For information about the keys...

1. Press the key.
The MAIN MENU appears.

2. Press the key to select TRANSACTIONS.
The TRANSACTIONS menu appears.

3. Scroll down to P-A ADVICE LST, and press the key.
The SWIPE ADMIN CARD prompt appears.

4. To view unmasked card numbers, swipe your POS Admin card; otherwise, to view masked card numbers, simply press the key.

If the ENTER CLERK ID entry screen appears, key in a Clerk ID to use as a selection criterion. OR Simply press the key.

The ENTER AMOUNT entry screen appears.

5. Key in a specific amount for which to search, and press the key. OR Simply press the key.
The DATE entry screen appears.

6. Key in either a specific 4-digit date (MM/DD) or a 6-digit date (YY/MM/DD) for which to search, and press the key.
OR Simply press the key.

The BATCH NUMBER entry screen appears.

7. Key in a Batch number (1 to 3 digits long) for which to search, and press the key. OR Simply press the key.
THE P-A ADVICE LIST menu appears listing all uncompleted Pre-Auth transactions.

P-A ADVICE LIST
PA0000 $999.99 PA0000 $999.99 PA0000 $999.99	0000 = last four digits of the Card number

8. Press the key to scroll down the list of uncompleted Pre-Authorization transactions (press the key to scroll up), and then press the key at your selection.

9. When the prompt to complete (COMPL) or delete (DELETE) the transaction appears, do one of the following:

To complete the transaction:

To cancel the transaction:

To delete the transaction:

a. Press the key (COMPL).
The ENTER ORIGINAL AMOUNT screen appears.

b. Enter the transaction amount. (Refer to the "Entering Original Amount and Tip" procedure.)

c. Wait while the terminal communicates with the Moneris Host.

d. Continue at step 10.

Note: Cancelling the transaction immediately releases the hold placed on the cardholder's funds.

a. Press the key (COMPL).
The ENTER ORIGINAL AMOUNT screen appears.

b. Press the key (automatically enters a $0.00) amount, and press the key.

c. Wait while the terminal communicates with the Moneris Host.

d. Continue at step 10.

Note: Deleting the Pre-Auth DOES NOT immediately release the hold placed on the cardholder's funds.

a. Press the key (DELETE).

b. Continue the procedure...

10. When APPROVED ###### MERCHANT COPY appears, press the key.

11. Process receipts.

If the TRANSACTION NOT FOUND message appears, press the key to return to the READY screen.

If the P-A ADVICE LIST menu appears but you wish to return to the READY screen, press the key twice.

If the P-A Advice LIST menu appears and you wish to complete another Pre-Auth, refer back to step 8.