ANZ eGate Merchant Admin Quick Reference Guide
Contents
1. Perform MOTO Allows Operator to process a transaction via the Create Order screen in Merchant transaction Administration Perform Purchase Refers to a function that is not currently available Transaction Modify Merchant Only applicable to Merchants using the VPC interface to link ANZ eGate to a payments page on Configuration the Internet or Call Centre application Allows developers and IT staff to view access codes required for software integration Perform Operator Enables the Operator to create new delete or modify other Operators and reset their password Administration This should normally be reserved for Managers Supervisors View Report Pages Enables the Operator to view the Reports screen which shows daily settlement details Enable Advanced Special feature to create a virtual Operator ID to be used in API programming features Enabling Merchant this feature will prevent the Operator ID from being used to log into Merchant Administration Administration This privilege should only be enabled in consultation with the ANZ eGate Help Desk 5 Resetting an Operator ID password Please note that if an Operator is unable to login to the ANZ eGate Merchant Administration website you should check that they do not have the CAPs lock key on as both the Operator ID and password are case sensitive but not the Merchant ID If ANZ eGate Merchant Administration does not accept any of the details entered it will display the following messa2. List screen on the previous page If the password you entered does not meet the password requirements an error message will be displayed detailing the problem Please note the error message enter a correct password and re submit When the password has been successfully reset you will be returned to the Operator List screen For added security we recommend that you force the Operator to reset his her password upon their next login To do this click on the Edit button beside the relevant Operator ID Under the Security Privileges select Must Change Password at Next Login and submit This will force the Operator to change the password when they login 6 Performing a Transaction 1 Click on the Orders button at the top of the page You should now see the words Create Order on the left hand side of your screen as shown below poe i ee ee ee eee Se ee ee itsi i lt xw Ft con PS NT LE NT et See eet Lo ee men m1 im ous ee ann hiii en ji BE MP lai jii bons is de 2 Click on the words Create Order This will display the Create Order screen as shown below ee br Se Be Me Be ee Eg ee CORNE e UN le ee ae ee re es by ee pee oD Ms DS 3 The below table explains the input fields on the Create Order screen Field Name Description Order Reference Text field that can be used for anything that you choose ie Reference Number Order Num
3. etc pressing the New Transaction with Current Data button will return you to the previous screen without processing the transaction where you can correct the information before re submitting the transaction Click on the New Transaction with Default Data button which will display the Create Order screen ready for input of new transaction details Even if you do not have a further transaction to process you should select this to clear the current card details from the screen 7 Searching for Transactions 1 Click on the Search button at the top of the page The screen below will appear piel es mi Re ee Be Bie eS eed Be pe EE ni EUEn Oe ES r 2 You will notice two options on the left hand side of the screen Below are the options and their descriptions Option Description Order Search Only displays the original purchase transaction by the cardholder Financial Transactions Financial Transactions will display the original purchase transaction and all subsequent actions that are performed i e Refunds Order Search is useful as it will display the order number beside the transactions Financial Transactions Search allows searches on the basis of Settlement date and can be used to produce a list of transactions that comprise the daily Settlement amount to your account 8 Order Search 1 Click on the heading Order Search on the left hand side to view the screen below Gc E rs
4. for transactions submitted via the Order Screen Transaction Type Allows you to restrict search by Transaction Type Normal options are Purchase or Refund only Amount Amount of Transaction Date Date and time transaction was processed according to the time zone set by the ANZ eGate Help Desk Response Code Result of transaction 10 Refunding Transactions 1 Follow steps 1 to 3 of the Order Search section of this document ee ee FRERE ne Es ivre Certes ere Le E AHI is hats na ii ee tT es a ES i a His sis i y E ts pie i piges Mb Bo AE ENT ES Dee Ep Mie POS UN PMU JUS Ds CE re 3 2 From the Order List on Order Search screen as shown above click on the Order ID This will direct you to the Order Details screen shown below 3 The screen above shows an Action section with a Refund Amount selection Note Refunds can only be performed against a transaction that has already been processed The ANZ eGate system defaults to the amount that was originally processed less any previous Refunds The system will accept partial Refunds of an amount but will not allow you to Refund more than the original purchase amount The ANZ eGate system also keeps track of all maintenance done against the original transaction 4 Click on the Refund button to process the Refund Note If you are only Refunding a partial amount of the origin
5. re ie E AMI Search Options Description From Start date time of search period To End date time of search period Order ID Transaction number allocated by ANZ eGate previously referred to as the Shopping or Financial Transaction Number Order Reference Order Reference as submitted by you This value can only be searched by the full number ie partial string search will not work Card Number Full search only Obtains a complete history of the transaction attempts with a card This is useful in the case of customer disputes as it provides a complete history of transaction attempts with the card Outstanding Not applicable to most Merchants This allows Merchants set up for Pre authorisation Authorisations Completion mode to query the list of transactions that are authorised but not completed Acquirer ID Restricts search to AMEX or Diners Cards if you are enabled to process these Card Types Merchant Transaction Searches based on the source of a transaction Please refer to the ANZ eGate Help Desk for more Source information relating to this topic Transaction Success Searches between Successful or Declined transactions Number of Results to Determines how many transactions will be displayed on each page If left blank a default value Display on Each Page of 20 transactions per page will be used but this can be increased to view more Acquirer ID identifies the organisation that processed the card and credited
6. your bank account with the proceeds For MasterCard and Visa this is ANZ Vision Plus If you accept AMEX and or Diners Cards this will be ANZ AMEX or ANZ Diners 2 There are different ways to search for specific transactions depending on the type or volume of information you wish to search The simplest way to search for transactions is by date range This screen automatically defaults to the current day 3 Change Date Range and enter or select other options for Search and click on the Submit button Results will be displayed as per the screen shown below Qe p ween ee is a 3 iii AU i f lF i i ma ps iiig is Se bee i Mi ee pe Du Column Heading Description Acquirer ID Indicates whether the transaction is with a Bank Settled Card ie MasterCard or Visa or AMEX Diners Card Order ID This is the Transaction number allocated by ANZ eGate previously referred to as the Shopping or Financial Transaction Number This is the same value as Transaction ID in Financial Transaction Search Order Reference This is the Order Reference value that is entered in the Order Screen For transactions submitted via a website it is the value of the Order Info field Amount Amount of the transaction Date Date and time transaction was processed according to the time zone set by the ANZ eGate Help Desk Response Code Result of transaction Status Status of transaction similar to Respon
7. ANZ eGate Merchant Administration QUICK REFERENCE GUIDE Purpose The purpose of this Quick Reference Guide is to provide the user with a quick reference to using the ANZ eGate Merchant Administration We STRONGLY recommend that you read the ANZ eGate Merchant Administration User Manual which covers all features relating to ANZ eGate and best practices in addition to this Quick Reference Guide Questions If you have any further questions regarding this or associated documents please contact ANZ eGate Help Desk numbers listed below Australian Merchants ANZ eGate Help Desk Locked Bag 10 Collins Street West Melbourne Victoria 8007 Telephone 1800 039 025 Facsimile 03 9683 7238 Postal Email ANZeGate anz com New Zealand Merchants ANZ eGate Support EftPOS New Zealand Limited 69 Tory Street PO Box 3457 Wellington New Zealand Postal Telephone 0800 338 767 option 2 Technical Support Facsimile 0508 33 88 88 Email is eftpos co nz Related Information The ANZ eGate Merchant Administration User Manual provides additional information to the subjects in this Quick Reference Guide Copyright This material may not be duplicated published or disclosed in whole or in part without the prior written permission of ANZ ANZ eGate is a registered trademark of Australia and New Zealand Banking Group Limited ABN 11 005 357 522 Contents 1 What is ANZ eGate 2 Access to ANZ
8. al purchase amount change the dollar amount in the Refund Amount input box above the Refund button and then click the Refund button 11 Merchant Reports The Reports function within ANZ eGate Merchant Administration provides the merchant with the ability to generate daily weekly monthly or yearly reports Reports also include total balances of transactions for the date range specified These reports may also be printed from the browser screen All totals are generated on Settlement Date basis so they should match the daily settlement amounts credited to your bank account This makes these reports extremely useful in reconciling your bank account 1 Click on the Reports button at the top of the page This will display the page as shown below ape ered pu ite i E himet sommes Mi me jarani buerg bg eed ee eee ee ee ee E jj mt F h ji mom E E E i Notice that there is now an option Gateway Reports listed on the left hand side 2 Click on the heading Gateway Reports on the left hand column to display the screen below B hras ee n n eee ee ee ec ee es i bis tenu ani 3 As you can see above there are three main search criteria that you can use to search i Date range ii Time interval iii Acquirer You can also use a combination of these three options Date Range Time Interval and Acquirer In general the time interval should be left on daily to obtain y
9. ber etc maximum 34 characters Amount Total value of the transaction Cardholder Name Provides ability for Merchant to store a cardholder name for later reference optional field Card No Credit card number Expiry Date Expiry date of the credit card being used Card Security Code Not a mandatory field This is the additional 3 digit Security Code printed on the back of the Credit Card This code must not be recorded on any system or paper record Airline Ticket No Despite its name this is a generic text field that can be used for any purpose you chooseie Reference Number Order Number etc maximum 15 characters Transaction Source Source of the transaction as selected by the Merchant The different options are Internet Telephone Order Mail Order and Default These options will only be shown if the Merchant is configured with the appropriate privileges Transaction Subtype The subtype of the transaction as selected by the Merchant The different options are Single Recurring and Instalment These options will only be shown if the Merchant is configured with the appropriate privileges 4 Press the Submit button to process the transaction A typical result example is shown in the screen below I Ee m ee eine Jepan m Faim ria ETLE domem E m j TE a be oes 5 If the result returned was not the expected result ie information may have been incorrectly typed card may have the wrong expiry
10. chant Administration Operator option 4 Input Operator ID and assign privileges as per the following table and click on the Submit button E Pec eee ed ee ess ee ee ee ee ee eet ee eed ji ES T VE ed ee ee ee 5 If Operator has been created correctly it will return you to the Operator List screen If there has been an error it will display an error message beside the incorrect field s Correct the errors and click on the Submit button Merch ID Displays your ANZ eGate Merchant ID Operator ID Enter Operator ID This field is case sensitive and may include numerics Operator Name Name of Operator for Display purposes only Description May enter title or position description of new Operator that will be displayed in the Operator List screen Not a required field Password Enter initial password for Operator minimum of 8 characters and must include at least 1 non alpha character case sensitive Confirm password Re enter password as confirmation Operator Locked out Selecting this field will disable an Operator This field will be enabled if the Operator has locked himself out by entering an incorrect password five times Change their own Allows the Operator to change their password It is recommended that all Operators should password have this privilege Must Change Password Forces the Operator to change their password upon next login Should be selected whenever at next login creating another person as Operator
11. eGate 3 Logging into ANZ eGate 4 Creating an Operator 5 Resetting an Operator ID password 6 Performing a Transaction 7 Searching for Transactions 8 Order Search 9 Financial Transaction Search 10 Refunding Transactions 11 Merchant Reports on wu A A A 10 12 14 15 1 What is ANZ eGate ANZ eGate is an electronic payment service that enables businesses to securely accept and process customer payments by credit or charge card via a website or call centre ANZ eGate can also be integrated into Interactive Voice Response IVR applications 2 Access to ANZ eGate There are two types of access available on the ANZ eGate System i Test ii Production By default merchants are initially set up with Test access so they have a chance to get used to the system in a safe environment Merchants will only be enabled to the live system once they have contacted the ANZ eGate Help Desk and confirmed that they have conducted appropriate testing and are satisfied with the results Note The Test and Production systems are identical to each other however they do not share data If you create users in the Test environment they will not appear in the Production environment When logging onto the Test system your Merchant ID is prefixed by the word TEST Examples of the same Merchant ID in the two different scenarios are featured below Test Merchant ID TESTANZMERCHANT Production Merchant ID ANZMERCHANT 3 Logging in
12. ge on screen Please review any messages below and or check your login details The system was unable to log you in with the supplied details Please check your credentials and try again If the Operator attempts an incorrect password 5 times they will be locked out and unable to access ANZ eGate Merchant Administration until the password has been reset This function can only be performed by the initial Operator ID Administrator as described on page 4 of this document or other Operator that has been assigned the privilege Perform Operator Administration The ANZ eGate Help Desk can only reset the Super User Operator ID Administrator The process to follow includes 1 Select Admin from across the top and Operators on the left bar This will display the Operator list screen as show below Bs a EE RE RMS D Sey J h E ANI fle maman mi ee lanei herey ee ened A E r See Slee EE eS Gi PS es a m e LE 2 Click on Change Password This will display the Change Operator Password screen as show below cs D mpa ee permi n ae arera jh beg H iei ee E E AME id FE Ss aw Luis 3 Enter and Confirm new password Enter the new password in the New Password box minimum of 8 characters of which at least 1 must be a non alpha Re enter the password in the Confirm New Password box and click on the Submit button If this is successful you will be returned to the Operator
13. l be displayed on each page If left blank a default value Display on Each Page of 20 will be used but this can be increased to view more than 20 transactions per page To search on a Settlement Date you will need to change the from date to the day before Settlement to capture transactions after Settlement time on the previous day Version January 2007 2 Change Date range and enter or select other options for Search Click on the Submit button to display results as per the following screen i Pt pese on E Paniis Set oe Ei ma aa bee abt a Pm sad amis A mn Perd bi pa er mage ae er E oil me CU TN pot ed LE Bene mam a eed ey a baer E ee ed DL TT m jia ei a ee Bt ee PP eg ae ee ey ee ee ee ee ee ee et B ce IS ie de 3 As shown above a list of transactions meeting that Search Criteria will be displayed showing Column Heading Description Acquirer ID This identifies the organisation that processed the card and credited your bank account with the proceeds For Mastercard and Visa this is ANZ Vision Plus For AMEX and or Diners this will be ANZ AMEX or ANZ Diners Transaction ID This is the Transaction number allocated by ANZ eGate previously referred to as the Shopping or Financial Transaction Number This is the same value as Order ID in Order Search Merchant Transaction This is a Reference value that is assigned by the Merchant for online transactions This is not Ref used
14. on so the process will be slightly different for an Administrator than other users The ANZ eGate Help Desk will provide the Administrator Operator password to the nominated Administrator Supervisor at your business who will be responsible for creating the Operators and allocating privileges accordingly For further information on setting up Operators in Merchant Administration please refer to Section 4 Creating an Operator section in this document 4 Creating an Operator This function can only be performed by the initial Operator ID Administrator or another Operator that has been assigned the privilege Perform Operator Administration 1 After logging in select Admin from the top panel OB brn ceege mastercard com ou i mrkt a agere i Micra bo Mer ont Arrarrintimr rs m e a i J T Healer Lee Ge eh ri a i Wih Te giam gah srh gig ga Esa Tepp pahing pap heia Ag LE jean iagi Mle beeen biyo aka ee 2 Select Operators from the side Panel If either of these options Admin or Operators are not available the Operator ID you are using is not enabled with the Perform Operator Administration privilege You will need to refer to the person at your company site who is the Administrator for ANZ eGate If you do not know who this is or that person has left your company you will need to contact the ANZ eGate Help Desk for assistance 3 Click on Create a new Mer
15. our daily Settlement totals Other options can be used for Transaction statistics totals Note Since these amounts are based on daily Settlement totals it is updated as an end of day function As a result amounts for a particular day will not be viewable until the next morning 4 Click on the Search button on the bottom right hand side of the screen Results of this search are M p seer re Bi i aS ee hee or some Lay Hre FRET led LE L OFFRE TT LR er RE Ga 2 There L ne m je anie pie ait es iE i ii mom hi m piii mii sie ee ji mi sa si z T jaa dm jum nam fui omn ja Cn i e l ee ee i E A y OU MUR GER E Ti o e a Column Heading Description Date Settlement Date Acquirer ID This identifies the organisation that processed the card and credited your bank account with the proceeds For Mastercard and Visa this is ANZ Vision Plus For AMEX and or Diners this will be ANZ AMEX or ANZ Diners Merchant ID Displays your ANZ eGate Merchant ID No of Transactions Total number of Approved Transactions for the search period No of Settlements Not Used Total Authorisations Total approved Pre Authorisation transactions Only applicable to customers using this mode Total Captures Total approved capture transactions Only applicable to customers using this mode Total Purchases Total of Approved Purchases for the search period Total Refunds Total of Approved Refunds for the search
16. period We will debit credit your bank account for the net total of these amounts ie Total Purchases less Total Refunds ANZ Merchant Services hopes that you find ANZ eGate adds value to your business needs by enabling you to securely accept and process customer payments by credit or charge card via a website call centre or IVR applications If you have any further queries about anything in this Quick Reference Guide please contact the ANZ eGate Help Desk on 1800 039 025 Australia or 0800 338 767 New Zealand Australia and New Zealand Banking Group Limited ANZ ABN 11 005 357 522 Item No 88486 08 2013 W354077 O x N c
17. se Code As above a list of transactions for the date range will be displayed Click on the Order ID to display more in depth detail about the transaction as shown below E furs See Fin HHF Pe Tet aie EU T Li m p bF la ei mi j m Min Bures e Epe hap 1 mpi 9 Financial Transaction Search 1 Click on the heading Financial Transaction Search in the left hand column and the screen below will appear ia D e p R oe oe a AMI i ho jE E ag komm ee i vie a ee i ig Me Pee Be a p Tebii Sees td Bees Coie ep eee el EL ee Se eee EE ee ma QU Le Je From Start Date time of search period To End Date time of search period Transaction ID This is the Transaction number allocated by ANZ eGate previously referred to as the Shopping or Financial Transaction Number This is the same value as Order ID in Order Search Batch Number This is the Settlement Date of the transaction in YYYYMMDD format RRN RRN is allocated by the ANZ eGate system and can be used as a receipt number This value is not always unique Please refer to the ANZ eGate Help Desk team for further information Transaction Type Allows you to restrict search by Transaction Type Normal options are Purchase or Refund only Payment Method Not applicable Transaction State Allows you to select between Successful or Declined transactions Number of Results to Determines how many transactions wil
18. to ANZ eGate 1 Direct your Internet Browser to the ANZ eGate Homepage which is located at https migs mastercard com au ma ANZAU 2 The page below will appear 4 PO res rege maani com as Weil eee n Mr rAwel Se ke ee M Tendernarh byeegla el Fipa Coal ged Bed rey Bona herbed eS ECG Gone Seed Males ore BAG kabi pa Oe PEF AS ah DE dane re tel 3 Login to the ANZ eGate Merchant Administration System by using your supplied Merchant ID and Operator ID If this is the first time you are logging in the password will be set by the person nominated by your company as the Administrator If you are the Administrator you will need to contact the ANZ eGate Help Desk for assistance 4 Click on the login button At this point you will be prompted to change your Password Note The Operator ID Administrator within ANZ eGate Merchant Administration is the top level and the only Operator created initially It is advisable to keep this Operator for Operator Administration purposes only rather than utilising it as a working account This is the only Operator within ANZ eGate Merchant Administration that is not removable and consequently provides the only access should all other Operators be disabled Only a Manager or Supervisor should be able to access to this Operator ID As the top level Operator the Administrator user is also the first to log onto ANZ eGate Merchant Administrati
Download Pdf Manuals
Related Search