3Delta Systems

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How to create a new transaction

Step 1: Click on the EC-Zone > Credit Card Processing option from the EC-Navigator menu on the left side of the screen.  You will be directed to the Process Transaction screen.

Step 2: If applicable, select the appropriate Merchant, Location and Terminal from the drop-down in the Terminal Selection section.

Step 3: If applicable, select an existing transaction template or stored credit card in the Search section. If none exist or this is a new credit card that has not yet been stored, skip this step.

The Search section enables the user to search for stored data that will populate within the transaction.

You can search for an existing Transaction Template in one of two ways:

  • Using the ‘Search Templates’ button:
    1. Click the ‘Search Templates’ box. This will display a searchable list of all of the transaction templates that are available for use.
    2. Click on the ‘Select’ link for the template that you wish to use.  Once selected, the Process Transaction page will populate with the template data.
  • Using the ‘Template Name’ type-ahead field:
    1. Begin typing the desired template name into the Template Name field. As you type, available templates that match what is being entered will appear in a drop-down.
    2. From the drop-down, select the appropriate template name. Once selected, the page will populate with the template data.

You can search for a stored credit card record in one of the following ways:

  • Using the ‘Search Stored Cards’ button:

Please note that for accounts using our integrated CardVault® application, the button will show as ‘Search CardVault’. 

  1. Click on the ‘Search Stored Cards’ button. The Credit Card Selection dialog box will display
  2. If desired, use the Filter Criteria section to locate the stored credit card record.
  3. Choose the ‘Select’ link to the left of the appropriate credit card. You will be navigated back to the Process Transaction tab and the stored credit card data will be populated on the page.
  • Using the ‘Friendly Name’ or ‘Name on Card fields’:
    1. Begin typing the friendly name or name on card value associated with the desired card into the appropriate field. As you type, available stored cards that match what is being entered will appear in a drop-down.
    2. From the drop-down, select the appropriate stored card. Once selected, the page will populate with the stored card data.

Step 4: Select the appropriate transaction type from the drop down menu in the Transaction Type section.  Certain transaction types may require additional information in order to process a transaction if the selected terminal is configured to require Level-3 data.

There are five possible options:

  1. Authorize and Capture - Attempt to authorize the transaction and, if successful, immediately capture it for settlement.
  2. Authorize Only - Attempt to authorize the transaction. If successful, this option requires that the transaction be captured manually at a later time in order for settlement to occur.
  3. Force - Force a transaction to be captured for settlement without electronically authorizing first. This option requires that you first obtain an offline authorization and manually input a valid authorization code for the transaction.
  4. Credit - Issue a credit transaction, allocating funds back to a credit card account. This option is available based upon user permissions.
  5. Card Account Verification - Perform a card validation transaction to ensure that a card account is valid.

Step 5: Enter the credit card data for this transaction in the Credit Card Information Section.  If you selected a stored template or stored credit card record, some or all of this information may already be populated.

We have identified the fields in bold that are required to run a Level-3 or Large Ticket transaction.  At a minimum, ensure that the Name on Card, Card Brand, Card Number, Expiration Month and Expiration Year are provided.

  • Friendly Name - An optional, user defined internal designation used to quickly and easily identify a stored credit card.
  • Name on Card - The cardholder name appearing on the credit card.
  • Card Number - The credit card account number.
  • Card Brand - The particular brand of the credit card. This field will pre-populate when a card number is entered.
  • Security Code Status - Indicates whether the Card Security Code is Not Provided, Provided, Illegible, or Not On Card.
  • Card Security Code - For Visa, MasterCard and Discover, the three-digit code printed on the back signature panel of the card. For American Express, the four-digit code printed on the front side of the card above the number.
  • Expiration Month - The month of expiration of the credit card.
  • Expiration Year - The year of expiration of the credit card.

Step 6: Enter the cardholder information for this transaction in the Cardholder Information Section.  If you selected a stored template or stored credit card record, some or all of this information may already be populated.

  • First Name - The first name of the cardholder.
  • Last Name - The last name of the cardholder.
  • Title - The title of the cardholder at their work organization.
  • Email - The email address of the cardholder. If entered, an electronic copy of the receipt will be emailed to this address when the transaction is submitted.
  • Address Line 1 - The primary street billing address on file for the credit card. Maximum of 100 characters. Used for Address Verification(AVS).
  • Address Line 2 - The secondary street address information (optional).
  • City - The billing city on file for the credit card.
  • Country - Select the country of the credit card from the drop-down.
  • State - Select the billing state or province on file for the credit card from the drop-down.
  • Postal Code - The postal code associated with the credit card. Enter the ZIP Code for U.S. cardholders in this field. Maximum of 9 characters. This field must be populated in order for Address Verification to be performed to help maximize Level-3 cost savings on interchange.

Step 7: In the Line Item Detail section, add at least one Line Item to the transaction. If you selected a stored template, some of this information may already be populated.

All fields within the Line Item are required to run a Level-3 or Large Ticket transaction.

You can enter a line item to your transaction in one of the following ways:

  • Use the ‘Select Line Item’ button to select a previously stored product. For information on how to store Products within your account, please refer to How to store a Product. 
    1. Click on the ‘Select Line Item’ button. The Product Selection dialogue box will open containing the previously stored products available on your account.
    2. Use the Filter Criteria section to search for the desired product.
    3. Click the ‘Select’ link for the product that you wish to use. The details of that product will populate on the Process Transaction screen.
    4. If necessary, make any changes to the line item detail for this specific transaction.

Note that if you need to update more than the quantity (QTY) or amount (AMT) fields, you will need to hover over the Actions Radial button at the end of the line item and select the ‘Edit’ option; once finished, hover over the Actions Radial button again and select ‘OK’.

  • Use the ‘Product Code’ type-ahead field to select a previously stored product. For information on how to store Products within your account, please refer to How to store a Product.
    1. Place your cursor in the white field labeled ‘Product Code’.
    2. Begin typing the product code of the desired product. As you type, available products that match what is being entered will appear in a drop-down.
    3. From the drop-down, select the appropriate product code. Once selected, the page will populate with the stored product data.
    4. If necessary, make any changes to the line item detail for this specific transaction.

Note that if you need to update more than the quantity (QTY) or amount (AMT) fields, you will need to hover over the Actions Radial button at the end of the line item and select the ‘Edit’ option; once finished, hover over the Actions Radial button again and select ‘OK’.

  1. Hover your mouse over the Actions radial button and select ‘Add’ to add the line item to the transaction.
  • Enter each of the required line item fields manually.
    1. Enter the appropriate information into each of the following fields:
      • Product Code – an internal designation used to quickly identify and locate a product. To achieve the best possible interchange qualification, this field should not be populated with all “0s”.
      • Description – a textual description of the product or service
      • QTY – the quantity of this product or service being purchased
      • AMT – the unit cost of the product or service
      • EXT AMT – the extended amount of the line item. This field will automatically populate with the total of the QTY multiplied by the AMT.
      • UOM Code – the Unit of Measure code. This code should be two alpha-numeric characters.  We recommend entering “EA” to achieve the best possible interchange qualification.  You can enter a value directly into the field or select from a comprehensive list by hovering over the Actions Radial button and selecting the “Select UOM” option.
      • CMDTY Code – the Commodity Code. To achieve the best possible interchange qualification, this code should be at least 4 digits and should not begin with a “0”.  You can enter a value directly into the field or select from a comprehensive list of UNSPSC codes by hovering over the Actions Radial button and selecting the “Select CMDTY Code” option.
    2. Hover your mouse over the Actions Radial button and select ‘Add’ to add the line item to the transaction.

Once you have entered your first line item, you can enter additional line items to your transaction by selecting the ‘Add Line Item’ button.

Step 8: Enter any relevant tracking information into the Tracking Information section.

We have identified the fields in bold that are required to run a Level-3 or Large Ticket transaction.  At a minimum, enter a Customer Ref Value for best possible interchange qualification.

  • Customer Ref Value - A merchant defined field, often filled with a purchase agreement number, sales order number or some other important tracking data. It is the most likely field to be transmitted to the cardholder statement.
  • Order Number - This field can be used by the merchant to hold an invoice number, contract number, purchase agreement number, etc.
  • Invoice Number - This field can be used by the merchant to hold an invoice number, contract number, purchase agreement number, etc.
  • Invoice Date - The date the invoice was issued. This may be manually entered or selected from the calendar feature that appears after clicking on this field.
  • User Defined Fields 1, 2 and 3 - Internal tracking fields for merchant use. Any relevant tracking or reconciliation data may be entered.
  • Ship From Postal Code - If a merchant ships product, the postal code from which the product was shipped. This field will be populated based on the Postal Code on file for the Location.
  • Shipping Company - If a merchant ships product, the shipping company used.
  • Tracking Number - If a merchant ships product, the tracking number associated with the shipment.

Step 9: In the Transaction Totals section, add any applicable taxes, freight and duty amounts.

  • Net Amount - The net amount of the transaction. This value will automatically populate with the combined total amount of the line items that have been added to the transaction.
  • Sales Tax - The sales tax, if any, associated with the transaction. Enter a percentage, or manually enter the sales tax amount.
  • Freight Amount - The freight charge, if any, associated with the transaction.
  • Freight Tax - The tax, if any, applied to the freight charge. Enter a percentage, or manually enter the freight tax amount.
  • Duty Amount - The duty charge, if any, associated with the transaction.
  • Total Amount - The total amount of the transaction. This value will automatically populate with the summation of the Net, Freight and Duty amounts as well as any applied taxes.

Step 10:  Verify that the Total Amount of the transaction is correct and that you have populated all desired and required fields on the transaction screen.

Step 11:  If desired, save the transaction as a template.  For additional information on saving template transactions, please see How to Create a Transaction Template.

Step 12: Click on the ‘Submit Transaction’ button at the bottom of the Transaction Totals section to complete the transaction and submit it for processing.

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