global transport® vt user guide

global transport® vt user guide
GLOBAL TRANSPORT® VT
USER GUIDE
VERSION 4.1.0
JULY 11, 2011
Global Payments Inc.
10 Glenlake Parkway, North Tower
Atlanta, GA 30328-3447
COPYRIGHT © 2007-2011
GLOBAL PAYMENTS INC.
ALL RIGHTS RESERVED.
RELEASE JULY, 2011
The Global Transport VT User Guide contains information proprietary to Global Payments. It
is intended to be used only in conjunction with the Global Transport VT application.
This User’s Guide contains information protected by copyright. No part of this manual may be
photocopied or reproduced in any form without prior written consent from Global Payments.
Information contained in this manual is subject to change without notice.
Global Payments Inc.
10 Glenlake Parkway, North Tower
Atlanta, GA 30328-3447
Table of Contents
TABLE OF CONTENTS ....................................................................................................................... III
SUPPORT ............................................................................................................................................. 1
INTRODUCTION ................................................................................................................................... 2
OVERVIEW .......................................................................................................................................... 2
FEATURES .......................................................................................................................................... 2
SINGLE AND MULTIPLE ACCOUNTS ...................................................................................................... 3
USER ACCESS LEVELS ........................................................................................................................ 3
SECURE COMMUNICATION ................................................................................................................... 3
NOTE ON GLOBAL TRANSPORT MERCHANT ACCOUNT OPTIONS............................................................ 4
OPERATING GLOBAL TRANSPORT VT .................................................................................................. 4
HOW GLOBAL TRANSPORT VT WORKS ................................................................................................ 5
Authorization ................................................................................................................................. 5
Settlement ..................................................................................................................................... 6
Outclearing .................................................................................................................................... 7
SYSTEM REQUIREMENTS ..................................................................................................................... 7
GLOBAL TRANSPORT VT BASICS .................................................................................................... 8
OVERVIEW .......................................................................................................................................... 8
GETTING STARTED WITH GLOBAL TRANSPORT VT ............................................................................... 8
LOGGING IN ........................................................................................................................................ 8
License Agreement ....................................................................................................................... 9
Change Password ......................................................................................................................... 9
THE M AIN MENU ............................................................................................................................... 10
SCREEN TABS ................................................................................................................................... 12
NAVIGATION ...................................................................................................................................... 12
Using the Mouse ......................................................................................................................... 12
Using the Keyboard .................................................................................................................... 12
TRANSACTION ENTRY SCREEN .......................................................................................................... 13
Register, Card/Check, and Amount Information ......................................................................... 13
Customer Information ................................................................................................................. 14
GETTING HELP .................................................................................................................................. 14
FAQ and Contact Information ..................................................................................................... 15
Release Notes ............................................................................................................................ 15
LOGGING OUT ................................................................................................................................... 15
EXITING GLOBAL TRANSPORT VT ...................................................................................................... 15
CREDIT CARD TRANSACTION PROCESSING ............................................................................... 16
OVERVIEW ........................................................................................................................................ 16
CREDIT CARD SALE TRANSACTION .................................................................................................... 17
Credit Card Sale Receipt ............................................................................................................ 19
COMMERCIAL CARD SALE TRANSACTION ........................................................................................... 20
Commercial Card Sale Receipt .................................................................................................. 22
CREDIT CARD PRE-AUTH TRANSACTION ............................................................................................ 23
Credit Card Pre-Auth Receipt ..................................................................................................... 25
CREDIT CARD RETURN TRANSACTION ................................................................................................ 26
Credit Card Return Receipt......................................................................................................... 28
CREDIT CARD FORCE AUTH TRANSACTION ........................................................................................ 29
Credit Card Force Auth Receipt .................................................................................................. 31
CREDIT CARD AVS ONLY TRANSACTION ........................................................................................... 32
Credit Card AVS Only Receipt .................................................................................................... 34
CREDIT CARD VOID TRANSACTION ..................................................................................................... 35
Credit Card Void Receipt ............................................................................................................ 37
CREDIT CARD TIP ADJUSTMENT TRANSACTION .................................................................................. 38
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
Copyright © 2007-2011 Global Payments Inc.
iii
Credit Card Tip Adjustment Receipt ........................................................................................... 40
FIND TRANSACTIONS ......................................................................................................................... 41
CREDIT CARD VOID TRANSACTION ..................................................................................................... 44
CREDIT CARD REFUND TRANSACTION ................................................................................................ 47
CREDIT CARD PRE-AUTH COMPLETION TRANSACTION ....................................................................... 49
CREDIT CARD TIP ADJUST TRANSACTION .......................................................................................... 51
CREDIT CARD REPEAT SALE TRANSACTION ....................................................................................... 53
Credit Card Repeat Sale Receipt ............................................................................................... 57
PREPAID CREDIT CARD PARTIAL AUTH TRANSACTION ........................................................................ 58
Prepaid Credit Card Partial Auth Receipt ................................................................................... 63
PREPAID CREDIT CARD BALANCE INQUIRY TRANSACTION .................................................................. 64
Prepaid Credit Card Balance Inquiry Receipt ............................................................................. 66
PREPAID CREDIT CARD REVERSAL TRANSACTION .............................................................................. 67
CREDIT CARD TRANSACTION FIELD DESCRIPTIONS ............................................................................ 69
CREDIT CARD TRANSACTION RECEIPT FIELD DESCRIPTIONS .............................................................. 71
CVV INFORMATION ........................................................................................................................... 73
VISA CVV2 ................................................................................................................................. 73
MasterCard CVC2 ....................................................................................................................... 73
Discover CID ............................................................................................................................... 73
American Express CID................................................................................................................ 73
DEBIT CARD TRANSACTION PROCESSING .................................................................................. 74
OVERVIEW ........................................................................................................................................ 74
DEBIT CARD SALE TRANSACTION (WITH CASH BACK) ........................................................................ 75
Debit Card Sale Receipt ............................................................................................................. 77
DEBIT CARD RETURN TRANSACTION .................................................................................................. 78
Debit Card Return Receipt .......................................................................................................... 80
DEBIT CARD AUTOMATIC BIN DETECTION SALE TRANSACTION .......................................................... 81
Debit Card Automatic BIN Detection Sale Receipt ..................................................................... 84
DEBIT CARD TRANSACTION FIELD DESCRIPTIONS .............................................................................. 85
DEBIT CARD TRANSACTION RECEIPT FIELD DESCRIPTIONS................................................................. 86
EBT CARD TRANSACTION PROCESSING...................................................................................... 87
OVERVIEW ........................................................................................................................................ 87
FOOD STAMP SALE TRANSACTION ..................................................................................................... 87
Food Stamp Sale Receipt ........................................................................................................... 89
CASH BENEFIT TRANSACTION............................................................................................................ 90
Cash Benefit Sale Receipt .......................................................................................................... 92
FOOD STAMP VOUCHER TRANSACTION .............................................................................................. 93
Food Stamp Voucher Receipt ..................................................................................................... 95
FOOD STAMP RETURN TRANSACTION ................................................................................................ 96
Food Stamp Return Receipt ....................................................................................................... 98
BALANCE INQUIRY TRANSACTION ...................................................................................................... 99
Balance Inquiry Transaction Receipt ........................................................................................ 101
EBT CARD TRANSACTION FIELD DESCRIPTIONS .............................................................................. 102
EBT CARD TRANSACTION RECEIPT FIELD DESCRIPTIONS................................................................. 103
CHECK/ACH TRANSACTION PROCESSING................................................................................. 104
OVERVIEW ...................................................................................................................................... 104
CHECK/ACH SALE TRANSACTION ................................................................................................... 105
Check/ACH Receipt .................................................................................................................. 107
CHECK/ACH VOID TRANSACTION .................................................................................................... 108
CHECK/ACH REPEAT SALE TRANSACTION ...................................................................................... 110
CHECK/ACH TRANSACTION FIELD DESCRIPTIONS ............................................................................ 112
CHECK/ACH TRANSACTION RECEIPT FIELD DESCRIPTIONS .............................................................. 113
REPORTING ..................................................................................................................................... 114
TRANSACTION SUMMARY AND DETAIL REPORTS .............................................................................. 115
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
Copyright © 2007-2011 Global Payments Inc.
iv
Summary Report ....................................................................................................................... 115
Detail Report ............................................................................................................................. 117
EXPORTING REPORTS ..................................................................................................................... 120
XML Format .............................................................................................................................. 121
Tab Delimited Format ............................................................................................................... 121
PDF Format .............................................................................................................................. 122
Excel Format ............................................................................................................................. 122
Report Field Descriptions.......................................................................................................... 123
BATCH REVIEW ............................................................................................................................... 128
Current Batch Summary ........................................................................................................... 128
Previous Batch Summary ......................................................................................................... 129
Past Batch Summary and Details ............................................................................................. 130
END OF DAY SETTLEMENT ........................................................................................................... 134
BATCH UPLOAD .............................................................................................................................. 135
Batch Upload File Format ......................................................................................................... 136
CUSTOMER DATABASE ................................................................................................................. 138
ADD A CUSTOMER ........................................................................................................................... 138
ADD CREDIT CARD AND CHECK/ACH PAYMENT INFORMATION ......................................................... 140
Add Credit Card Payment Information ...................................................................................... 140
Recurring Billing Credit Card Receipt ....................................................................................... 142
Add Check/ACH Payment Information ..................................................................................... 143
Recurring Check/ACH Billing Receipt ....................................................................................... 145
ADD CONTRACT INFORMATION......................................................................................................... 146
FIND CUSTOMERS ........................................................................................................................... 148
PROCESS CARD ON FILE TRANSACTIONS ........................................................................................ 150
RECURRING BILLING REPORT .......................................................................................................... 151
RECURRING BILLING EXPIRATION REPORT ....................................................................................... 153
CUSTOMER DATABASE IMPORT........................................................................................................ 154
Customer Database Import File Format ................................................................................... 155
SETTING UP DEVICES .................................................................................................................... 159
OVERVIEW ...................................................................................................................................... 159
INSTALL THE USB-TO-SERIAL ADAPTER IN WINDOWS 7 OR WINDOWS VISTA BUSINESS .................... 160
USB Serial Converter and USB Serial Port Installation ............................................................ 160
Verify Installation ....................................................................................................................... 161
INSTALL THE USB-TO-SERIAL ADAPTER IN WINDOWS XP................................................................. 163
USB Serial Converter Installation ............................................................................................. 163
USB Serial Port Installation....................................................................................................... 167
Verify Installation ....................................................................................................................... 170
CONNECT THE VERIFONE 1000SE PIN PAD .................................................................................... 172
CONNECT THE M AGTEK MINI SWIPE CARD READER ......................................................................... 173
MagTek Mini Swipe Reader USB ............................................................................................. 173
MagTek Mini Swipe Reader Wedge ......................................................................................... 174
MagTek Mini Swipe Reader RS-232 ........................................................................................ 175
CONNECT THE M AGTEK MINIMICR READER .................................................................................... 176
MagTek MiniMICR Wedge ........................................................................................................ 176
MagTek MiniMICR RS-232 ....................................................................................................... 177
INSTALL THE EPSON PRINTER DRIVERS ............................................................................................ 178
Download the Printer Drivers .................................................................................................... 178
Install the Printer Drivers........................................................................................................... 179
CONNECT THE EPSON PRINTER ....................................................................................................... 185
Serial Connect .......................................................................................................................... 185
USB Connect ............................................................................................................................ 186
Verify Printer Connection .......................................................................................................... 189
Configure Printing Defaults ....................................................................................................... 191
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
Copyright © 2007-2011 Global Payments Inc.
v
Printing Default Option Descriptions ......................................................................................... 193
INSTALL ACTIVEX CONTROLS .......................................................................................................... 194
SET UP GLOBAL TRANSPORT VT FOR DEVICES................................................................................ 197
Find Your COM Port in Windows 7 or Windows Vista Business .............................................. 197
Find Your COM Port in Windows XP ........................................................................................ 199
Configure PIN pad .................................................................................................................... 201
Configure Card Reader ............................................................................................................. 203
Configure Check Reader .......................................................................................................... 205
Configure Receipt Printer and Automatic Receipt Printing ....................................................... 210
GLOBAL TRANSPORT VT SETUP ................................................................................................. 213
SECURITY SETUP ............................................................................................................................ 214
ADD NEW USER .............................................................................................................................. 216
FIND AND EDIT USERS ..................................................................................................................... 218
CHANGE PASSWORD ....................................................................................................................... 220
LANGUAGE OPTIONS ....................................................................................................................... 221
REQUIRED TRANSACTION FIELDS ..................................................................................................... 222
CONFIGURING RECEIPTS ................................................................................................................. 224
REGISTER NUMBER ......................................................................................................................... 224
CUSTOM FIELDS .............................................................................................................................. 225
Creating and Applying Custom Fields ...................................................................................... 225
Entering Custom Fields ............................................................................................................. 225
Viewing Custom Fields ............................................................................................................. 227
MERCHANT USER GROUPS .............................................................................................................. 228
ERRORS AND TROUBLESHOOTING............................................................................................. 230
AMEX INVOICE TICKET NUMBER LENGTH ERROR ............................................................................ 230
BATCH UPLOAD ERROR IN INTERNET EXPLORER 8 ........................................................................... 231
DEBIT BIN RANGE DETECTION ERROR ............................................................................................ 233
DEBIT TRANSACTION PROCESSING ERROR ...................................................................................... 234
DECLINED 12 TRANSACTION RESULTS MESSAGE ............................................................................. 235
TRANSACTION RESULTS DESCRIPTIONS ........................................................................................... 236
AVS RESPONSE CODES .................................................................................................................. 239
CVV RESPONSE CODES .................................................................................................................. 240
PIN PAD COM PORT ERROR........................................................................................................... 240
Reassigning the COM Port ....................................................................................................... 240
Updating PIN Pad COM Port Settings ...................................................................................... 244
USB-TO-SERIAL ADAPTER INSTALLATION ERROR ............................................................................ 245
MEADCO SCRIPTX PROMPTS FOR INSTALLATION EVERY LOGIN (WINDOWS 7) .................................. 247
BUSINESS CHECK ERRORS .............................................................................................................. 248
PCI COMPLIANCE ........................................................................................................................... 249
OVERVIEW ...................................................................................................................................... 249
COMPLEX PASSWORDS ................................................................................................................... 249
CONTROLLED ACCESS .................................................................................................................... 249
LOCKOUT SETTINGS ........................................................................................................................ 250
Windows 7 ................................................................................................................................ 250
Windows XP .............................................................................................................................. 252
WIRELESS SETTINGS ....................................................................................................................... 254
CARDHOLDER DATA STORAGE ........................................................................................................ 255
REMOTE ACCESS SECURITY ............................................................................................................ 255
VENDOR RELEASE AGREEMENT ....................................................................................................... 255
SAFEGUARDING CARDHOLDER ACCOUNT INFORMATION ................................................................... 256
OTHER COMPLIANCE INFORMATION ................................................................................................. 257
INDEX ................................................................................................................................................ 258
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
Copyright © 2007-2011 Global Payments Inc.
vi
Changes and Modifications
The table below lists the changes made to the Global Payments Global Transport VT User Guide from
previous releases:
Version
Changes/Modifications
Pages
3.0.0
Initial Release.
All
3.0.1
Removed support for Nurit 292 PIN pad.
2&7
3.0.1
Updated change password screen.
9 & 220
3.0.1
New feature: Help added to navigation menu and described.
11
3.0.1
New feature: Added PDF and Excel formats to the report export.
120
3.0.1
Revised connections illustration to make it easier to understand.
172
3.0.1
Expiration date field changed on all transaction screens.
All
3.0.1
Added PCI Compliance Information.
224
3.0.2
A new ActiveX control is required for normal operation. Updated instructions
on installing ActiveX controls.
185 - 196
3.0.2
New feature: Automatic receipt printing (requires ActiveX control). Added
instructions on configuring printers.
210
3.0.2
New feature: Added support for Epson TM-T88IV and TM-U220 receipt
printers. Added Instructions on installing Epson receipt printers.
178
3.0.2
Updated transaction receipts to comply with state, federal, and card
association mandates.
All
3.0.2
New feature: A customer copy of the receipt now prints.
All
3.0.2
New feature: Auto-Refunds.
3 & 46
3.0.2
Added Credit Card Refund transaction.
47
3.0.2
Added Credit Card Commercial Sale transaction.
20
3.0.2
Added Credit Card Repeat Sale transaction.
53
3.0.2
Added the PO Number to the Credit Card Detail Report column headings.
34
3.0.4
New feature: Invoice number added to Auto-Refunds.
3 & 46
3.0.4
Added Errors and Troubleshooting section.
230
3.0.4
Added USB-to-Serial Adapter Installation Error section.
245
3.0.4
Added PIN Pad COM Port Error section.
235
3.0.4
Added AMEX Invoice Ticket Number Length Error section.
230
3.0.4
Added Register Number section.
224
3.0.4
Added Merchant User Group section.
225
3.0.4
Updated USB-to-Serial Installation instructions for use with CableMAX.
163
3.0.4
Updated image and instructions for Find Your COM Port.
199
3.0.4
Added graphic for MagTek USB-to-Serial implementation.
175
3.0.4
Added additional fields to Credit Card Receipt Field Descriptions
71
3.0.4
Updated graphics for all credit card receipts.
All
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
Copyright © 2007-2011 Global Payments Inc.
vii
Version
Changes/Modifications
Pages
3.0.5
Added section on placing TID in the receipt footer.
221
3.0.5
Updated all receipt samples.
All
3.0.5
Added information on finding details and summaries for previously settled
batches.
130
3.0.5
Added warnings about test cards in live production batches.
7 & 134
3.2.0
New Feature: Check/ACH transactions.
104
3.2.0
New Feature: Added support for the Windows Vista Business operating
system. Added sections on device installation and configuration in Windows
Vista Business.
159
3.2.0
New Feature: Added support for MagTek MiniMICR check reader. Added
instructions on connecting and configuring a check reader.
176, 205
3.2.0
Renamed the Recurring Billing section. The section is now called the
Customer Database section. Updated images and instructions for Customer
Database.
138
3.2.0
Updated all receipt samples.
All
3.2.0
Updated credit card tip adjustment section.
32
3.2.0
Updated all credit card transaction screen images.
16
3.2.0
Updated all EBT card transaction screen images.
87
3.2.0
Updated printer installation and configuration sections for latest driver support.
178
3.2.0
New Feature: Release notes.
15
3.2.0
Updated Features to indicate support for 30 string and 30 numeric custom
fields.
2
3.2.0
Added note about secure file deletion for Batch Upload and Customer
Database Import.
135, 154
3.2.0
Updated description for State Code in Customer Database Import File Format.
155
3.2.0
Added note about imprinting cards on failed swipe.
17, 20, 69
3.2.1
New Feature: Add currency indicator and Customer ID to all receipt samples.
All
3.2.1
New Feature: Added color coded result to transaction results screens.
All
3.2.1
Added information about swiping a credit card for a recurring transaction.
140
3.2.1
Updated Amex Invoice Ticket Number Length Error.
230
3.2.1
Added Report Fields Description section for Exporting Reports.
123
3.2.1
New Feature: Added Custom Fields section.
225
Updated the Invoice # description to include the field length.
69, 85, 102,
136
3.2.1
Added a Troubleshooting section explaining the Declined - 12 message.
235
3.2.1
Added a Troubleshooting section listing all Declined messages.
236
3.2.1
Added note about calling the Support Desk to reset a lost password.
1, 9, 15, 220
3.2.1
Added a Troubleshooting section explaining how to activate automatic debit
BIN detection.
233
3.2.1
Added Vendor Release Agreement section.
255
3.2.1
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
Copyright © 2007-2011 Global Payments Inc.
viii
Version
3.2.2
3.2.2
Changes/Modifications
Pages
Added Credit Card AVS Only Transaction.
32
Updated receipts to show Zip/Postal Code.
19, 22, 28, 31,
34, 57
3.2.2
Removed WEX/VOYAGER payment types from Current Batch Summary
report.
128
3.2.2
Updated Wireless Settings section
250
3.2.2
Added TM-U220 USB Only installation instructions.
183
3.2.2
Updated Customer Database Import File Format. Added required format for
zip code and phone number. Added note that special characters are not
allowed.
155
4.0.0
New Feature: Added support for Internet Explorer 8.
2, 7
4.0.0
New Feature: Added support for prepaid credit cards.
2, 58, 64, 67
4.0.0
Added configurability of Prepaid Functionality feature.
4
4.0.0
Removed configurability of Auto-Refund feature.
4
4.0.0
New Feature: Added French language support.
8, 217
4.0.0
Updated the main menu sample and descriptions.
10
4.0.0
Updated the Getting Help image and steps.
14
4.0.0
Renamed Technical Support to FAQ and Contact information and updated
description.
15
4.0.0
Updated the Release Notes description.
15
4.0.0
Updated all transaction entry and approval screens and receipts.
All
4.0.0
Updated Credit Card Sale note verbiage and added link to Debit Card
Automatic BIN Detection Sale transaction.
18
4.0.0
Updated required fields and tax exempt information for the Commercial Card
Sale Transaction.
20
4.0.0
Added Credit Card Void Transaction section.
35
4.0.0
Added note describing how the Card Holder search works.
42, 118
4.0.0
Updated Credit Card Void note verbiage about Auto-Refund, automatic
reversals, and performing a void from the Void tab.
44
4.0.0
Removed auto-refund verbiage from Credit Card Refund Transaction.
47
4.0.0
Added Credit Card Tip Adjust note about performing a tip adjust from the Tip
Adjust tab.
51
4.0.0
New Feature: Added Prepaid Credit Card Partial Auth Transaction.
58
4.0.0
New Feature: Added Prepaid Credit Card Balance Inquiry Transaction.
64
4.0.0
New Feature: Added Prepaid Credit Card Reversal Transaction.
67
4.0.0
Updated Credit Card Transaction and Receipt Field Descriptions.
69, 71
4.0.0
Added note that English receipts are required for chargeback compliance.
70, 217, 221
Add Waiting for PIN screen sample for Debit and EBT transactions.
75, 78, 82, 88,
90, 96, 99
New Feature: Added Debit Card Automatic BIN Detection Sale transaction.
3, 81
4.0.0
4.0.0
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
Copyright © 2007-2011 Global Payments Inc.
ix
Version
Changes/Modifications
Pages
4.0.0
Updated Debit Card Transaction and Receipt Field Descriptions.
85, 86
4.0.0
Updated EBT Card Transaction and Receipt Field Descriptions.
102, 103
4.0.0
Updated Check/ACH Transaction and Receipt Field Descriptions.
112, 113
4.0.0
Updated verbiage about near real-time reporting.
114
4.0.0
Updated summary reporting screens.
116, 132
4.0.0
Updated detail reporting screen and added Customer Code.
119
4.0.0
Added note linking to Batch Upload Error in Internet Explorer 8.
135
4.0.0
Added note saying Customer IDs are not reusable.
139
4.0.0
Updated Customer Database Import File Format fields and descriptions.
155
4.0.0
Updated the Add New User screen image and descriptions.
217
4.0.0
Updated search screen for finding users.
218
4.0.0
New Feature: Added Language Options section.
221
4.0.0
New Feature: Added Required Transaction Fields section.
222
4.0.0
Added Batch Upload Error in Internet Explorer 8 troubleshooting section.
231
4.0.0
Updated the Transaction Results Descriptions section.
236
4.0.0
Added AVS and CVV Response Codes.
239, 240
4.0.0
Updated all images to latest version.
All
4.0.0
Added support for Windows 7.
2
4.0.0
Updated the system requirements to include Windows 7.
7
4.0.0
Added descriptions of the traffic light for Debit Sale transactions.
75, 81
4.0.0
Updated the Amount and Card Type descriptions.
136
4.0.0
Added note about setting a contract to inactive.
146
4.0.0
Updated the USB-to Serial Adapter instructions to include Windows 7.
160
4.0.0
Updated printer instructions to include Windows 7.
178
4.0.0
Updated Epson printer driver to version 4. Added instructions for serial port
configuration. Added TM-T20.
179
4.0.0
Updated connection instructions to include TM-T20.
185
4.0.0
Updated ActiveX controls to include Windows 7.
194
4.0.0
Updated instructions to find your COM port to include Windows 7.
197
4.0.0
Added note about disabling a check reader in Global Transport Client.
205
4.0.0
Updated instructions for installing check reader controls for Internet Explorer.
208
4.0.0
Updated Troubleshooting/FAQ to include instructions for Windows 7.
230
4.0.0
Updated lockout instructions to include Windows 7.
250
4.0.0
Replaced Epson TM-T88IV with TM-T88V. Added Epson TM-T20.
All
4.1.0
Removed support for Internet Explorer 6.0.
7, 212
4.1.0
Updated note saying the interface language change is not only for the current
session.
8
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
Copyright © 2007-2011 Global Payments Inc.
x
Version
Changes/Modifications
Pages
4.1.0
Updated description of Find Transactions to say reporting only accounts
cannot perform transactions.
10
4.1.0
Updated Balance Inquiry approval screens and receipts to mask the available
balance fields.
65, 66, 100,
101
4.1.0
Updated note saying MOTO transactions can be swiped.
69
4.1.0
Updated Report Field Descriptions and added Data Type/Size.
123
4.1.0
Updated requirements of fields in Tab Delimited Batch Upload File Format.
136
4.1.0
Added PCCharge DAT File Batch Upload File Format.
137
4.1.0
Removed note saying Customer IDs are not reusable.
139
4.1.0
Updated Add Credit Card Payment Information steps when selecting Charge
Now.
140
4.1.0
Updated Add Check/ACH Payment Information steps when selecting Charge
Now.
143
4.1.0
Updated Process Card On File Transactions for different transaction types.
150
4.1.0
Updated Customer Database Import to display results of a successful or failed
import.
154
4.1.0
Updated printer configuration instructions with note to select Page[Feed,Cut].
192
4.1.0
Added Position field to list of required fields to create a custom field.
225
4.1.0
Updated Merchant User Group screen samples.
228
4.1.0
Added MeadCo ScriptX troubleshooting section.
247
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
Copyright © 2007-2011 Global Payments Inc.
xi
Support
Global Payments Inc. is committed to providing the highest quality tools and customer support. If
you have any questions, comments or suggestions, please contact Global Payments Inc. at
(800) 462-6609.
Your opinion is important to us. If you have any suggestions or questions feel free to email us at
[email protected]
Note:
If you forget your password, you must contact the Support Desk to reset your password.
For security purposes, passwords cannot be provided via email.
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
Copyright © 2008 Global Payments Inc.
1
Introduction
Overview
Welcome to Global Transport VT! Global Transport VT is a web-based point-of-sale (POS)
application designed to process credit/debit/EBT card and check/ACH payment transactions.
Global Transport VT can process payments using Internet Explorer 8.0 (32 bit) or 7.0 on a
Windows 7, Windows Vista Business, or Windows XP PC with an Internet connection. (There is
no need to purchase a separate POS terminal.)
Features
Global Transport VT is a “virtual POS application.” What this means is that you can log into
Global Transport VT over the Internet and transform your company’s existing computers into fully
functional POS terminals, without having to purchase or install any additional software.
Key features of Global Transport VT include:
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Turns any qualified PC with an Internet connection into a credit/debit/EBT card and
check/ACH POS terminal
Supports VeriFone 1000SE PIN pad, MagTek magnetic stripe card reader and/or
MagTek MiniMICR reader peripherals
Supports the Epson TM-T88V, TM-U220, and TM-T20 receipt printers and standard
Windows 8 ½ x 11 printers
Minimal installation
Simple, easy to use
Minimal keystrokes to run a transaction
Requires Internet Explorer 8.0 (32 bit) or 7.0 on Windows 7, Windows Vista Business, or
Windows XP
Supports all major credit, debit, and EBT cards
Supports prepaid credit cards
Supports Swiped, Keyed Card Present, and Keyed Card Not Present transactions
Provides summary and detail reporting by batch and user
Supports multiple users, each identified by unique login IDs and passwords
Supports four (4) security levels
Supports the following credit card transactions:
• Sale
• Commercial Card (Level II) Sale
• Pre-Auth
• Return
• Force Auth
• AVS Only
• Void
• Tip Adjust
• Refund
• Pre-Auth Completion
• Repeat Sale
• Partial Auth
• Balance Inquiry
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•
•
•
•
•
•
• Reversal
Supports the following debit card transactions:
• Sale
• Return
• Automatic BIN Detection Sale
Supports the following EBT card transactions:
• Food Stamp Sale
• Cash Benefit Sale
• Food Stamp Voucher
• Food Stamp Return
• Balance Inquiry
Supports the following check/ACH transactions:
• Sale
• Repeat Sale
• Void
Runs in a traditional Retail and MOTO environment
Supports the following Recurring Payments
• Credit Card Sale
• ACH Sale
Up to 60 custom fields available for merchant customization (30 string and 30 numeric)
Single and Multiple Accounts
Global Transport VT can operate in single or multiple account environments, which means that
multiple user accounts can access the system on a single PC anywhere in the world with high
speed Internet access. Each user is assigned a user name and an initial password that is
changed upon their first login. In addition, multiple merchant accounts can be included in a
Merchant User Group, which enables an Administrator to process transactions and view
transaction data from each merchant account in the group. In a Merchant User Group
configuration, each account must be accessed separately by the Administrator. Refer to Merchant
User Groups on page 228 for detailed instructions on setting up a Merchant User Group.
User Access Levels
Each user in Global Transport VT is assigned one of four (4) customer-defined access levels that
determine the actions the user can perform. Customizable access level permissions include:
•
•
•
•
Name (Clerk, Cashier, Manager, etc.)
User Level Permitted Features and Functionality: (Transactions, Search, Reports, etc.)
User Level Permitted Transaction Entry and Submission: (Sale, Void, Return, etc.)
User Access Level Administration: (Clerks can only enter Sales; Managers can submit
Voids and run reports, etc.)
Secure Communication
The merchant’s browser communicates directly with Global Transport VT for authorization and
settlement using a secure 128-bit SSL HTTPS connection. As long as you have an Internet
connection and a supported web browser, you can connect to Global Transport VT and process
transactions.
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Note on Global Transport Merchant Account Options
Each Global Transport merchant account has various options that can be enabled or disabled on
the Global Transport host. The configuration of each of the following Global Transport merchant
account settings affects how transaction processing occurs. To change the options, contact the
Support Desk.
•
•
•
•
Force Duplicate (ON/OFF) – (Default is ON) Duplicate transactions are those
transactions that contain the same card number, expiration date, and amount of another
successfully processed transaction since midnight of the current day. The “Force
Duplicate” option should be turned on if a merchant wants transactions to decline
automatically based on the criteria above. Merchants can override the “Force Duplicate”
setting on a transaction-by-transaction basis by selecting the “Force Duplicates”
checkbox on the Global Transport VT transaction screen prior to processing the
transaction. Turning this option on decreases the likelihood of accidentally doublecharging a customer’s card.
Invoice Duplicate (ON/OFF) – (Default is OFF) This option would be turned on if
merchants want to also include the invoice number when performing duplicate
transaction checking. The “Force Duplicate” option above must be turned on for the
“Invoice Duplicate” feature to work.
Require Original PNRef (ON/OFF) – (Default is ON) This option would be turned on if
merchants want to require the unique PNRef value (of the original Sale or Force
transaction) to be passed in with Refunds/Credits AND they don't want to allow total
refunds to exceed the original amount of the transaction. Turning this option on disables
“Blind Credits”. This option only applies to credit card transactions. Debit and EBT card
transactions always require the PNRef number.
Prepaid Functionality (ON/OFF) – (Default is OFF) This option would be turned on if
merchants wanted to perform prepaid partial approval, prepaid balance inquiry or prepaid
automated reversal transactions.
Operating Global Transport VT
Follow these steps for basic operation of Global Transport VT:
1. Set up Global Transport VT: Connect and configure a PIN pad, card reader, check
reader, and/or printer and set Global Transport VT options. See Setting Up Devices on
page 159 for detailed instructions on setup procedures.
2. Start Global Transport VT: Log into Global Transport VT. See Global Transport VT
Basics on page 8 for detailed instructions on logging into and navigating through Global
Transport VT.
3. Process Transactions: Use Global Transport VT to authorize and process transactions.
See Credit Card Transaction Processing on page 16, Debit Card Transaction Processing
on page 74, EBT Card Transaction Processing on page 87 and Check/ACH Transaction
Processing on page 104 for detailed instructions of each transaction.
4. Print Reports: Generate on-screen and printed reports that list current transaction
information. See Reporting on page 104 for detailed instructions on working with reports.
5. Settlement: Settle the batch of transactions. See End of Day Settlement on page 134 for
detailed instructions on settlement.
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How Global Transport VT Works
Global Transport VT supports credit, debit, and EBT card and check/ACH transactions.
Processing these transactions with Global Transport VT is simple. You submit a transaction for
authorization from your browser, and Global Payments informs you whether each transaction was
approved or declined. At a later time, depending on your setup, you can manually settle credit,
debit and EBT card transactions with Global Payments or have Global Transport VT automatically
settle the transactions at a pre-determined time. ACH transactions are always settled at a predetermined time by Global Transport VT. Global then outclears the settlement information to your
bank in order for the funds to be credited to your account.
Authorization
Authorization is the first step in processing transactions. After you enter the transaction
information, Global Payments transmits the transaction amount and customer information to the
card issuer for verification and authorization. Global then returns a response that indicates
whether the transaction was approved or declined.
Each time you enter a transaction, Global authorizes the transaction and stores the transaction
information for settlement.
The following diagram illustrates the authorization process for Credit, Debit and EBT card
transactions:
WARNING! Do NOT use test credit, debit or EBT cards in a batch containing live transactions. If a
test card is used, the Global Payments host will drop the entire batch of live
transactions. If the batch of live transactions is dropped, all transactions in the batch
must be manually re-keyed in order for those transactions to be settled.
The following diagram illustrates the authorization process for check/ACH transactions:
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Settlement
At the end of the business day, you must settle authorized credit, debit and EBT transactions for
the funds to be credited to your account. Checks are always automatically settled at a predetermine time. Since Global Transport VT operates in a host-based environment, the transaction
information is stored on the Global Payments host. To close an open batch of authorized
transactions, the merchant can close the batch manually in Global Transport VT or Global
Payments can automatically settle the batch at a pre-set time without any action from the
merchant. Upon successful settlement, Global Transport VT closes the batch and opens a new
batch.
Note:
Global Transport VT uses Global Payments’ East Host to process credit, debit and EBT
transactions. Host-based settlement options are time-initiated (automatic) and merchantinitiated (manual). Check transaction settlements are always time-initiated. Terminalbased settlements are not supported.
The following diagram illustrates the manual settlement process for credit, debit and EBT
transactions:
The following diagram illustrates the time-initiated settlement process:
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Outclearing
At the end of the business day, Global Payments processes the settlement(s) you sent, by
creating a settlement file for each credit, debit, and EBT card issuer or financial institution and
transmitting the file to the appropriate entity. Upon receiving the settlement file, each issuer
routes funds to your account for deposit.
The following diagram illustrates the outclearing process:
WARNING! Do NOT use test credit, debit or EBT cards in a batch containing live transactions. If a
test card is used, the Global Payments host will drop the entire batch of live
transactions. If the batch of live transactions is dropped, all transactions in the batch
must be manually re-keyed in order for those transactions to be settled.
System Requirements
The following lists outline the system requirements for Global Transport VT to run on your PC:
Minimum System Requirements
•
Windows 7, Windows Vista Business, or Windows XP (No other operating systems are
supported at this time)
•
Internet Explorer 8.0 (32-bit) or 7.0 (No other browsers are supported at this time)
•
Microsoft Windows compatible printer (for reports and receipts)
•
High-speed Internet connection to Global Transport VT: DSL, Cable, etc.
Optional Hardware Support
•
VeriFone 1000SE PIN Pad
•
MagTek magnetic swipe reader
•
MagTek MiniMICR reader
•
Microsoft Windows compatible printers for full page receipt printing
•
Epson TM-T88V, TM-U220, or TM-T20 printers for 40 column receipt printing
Global Transport® VT User Guide, Version 4.1.0, Release July, 2011
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Global Transport VT Basics
Overview
This chapter provides a brief summary of the main functions of Global Transport VT as well as an
outline of available menu options.
Getting Started with Global Transport VT
Before you use Global Transport VT, you must perform the initial setup described in Setting Up
Devices on page 159. Once you have completed the Global Transport VT setup, you can use it at
any time over your Internet connection by opening Internet Explorer and navigating to
https://vt.globalpay.com.
Note:
Global Transport VT uses the secure HTTP (HTTPS) protocol. Be sure to include the
https:// when typing this web address, as the Global Transport VT will not accept
unsecured connection attempts. For easy access in the future, add Global Transport VT
to your list of favorites.
Logging In
The Global Transport VT login screen displays when you enter the Global Transport VT web
address, https://vt.globalpay.com, in your web browser or select it from your list of favorites.
Enter your Username and Password and click Login to log into Global Transport VT.
Note:
You can change the interface language of Global Transport VT. To change the interface
language, click the drop-down box in the upper-right corner of the login screen and select
your preferred language.
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License Agreement
The first time you log in, Global Transport VT displays the License Agreement.
To continue, read the agreement and click Accept.
Change Password
The first time you log in, the Global Transport VT Change Password prompt displays:
Note:
If you forget your password, you must contact the Support Desk to reset your password.
For security purposes, passwords cannot be provided via email.
To change your password, do the following:
1. Enter your Current Password, New Password, and then Verify New Password. For
PCI Compliance, Global Transport VT requires the use of strong passwords. Your new
password must be a minimum of 8 characters and include at least one digit (0-9), one
lower case letter (a-z) and one upper case letter (A-Z). Only alphanumeric characters are
allowed and your password must not contain any special characters.
2. Click Change Password.
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The Main Menu
You can access every function in Global Transport VT from the Main Menu, which displays along
the left side of the screen:
You have the following options:
•
Virtual Terminals: Select to process Credit/Debit/EBT/Check/ACH transactions. This
option is unavailable if your account allows reporting only.
•
Customer Database: Select to perform recurring billing and customer database
functions. This option is unavailable if your account allows reporting only.
•
Current Batch: Select to view transaction information for the current opened batch.
•
End of Day: Select to settle the current batch and display batch information.
•
Find Transactions: Select to locate transactions in the batch, process Void, Refund,
Pre-Auth Complete, and Repeat Sale transactions, and generate summary and detail
reports of transaction activity. Also, select to review batch information for previously
settled batches. Processing transactions is unavailable if your account allows reporting
only.
•
Manage Users: Select to add or change user accounts.
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•
Tools: Select to upload batch files and create a footer for receipts.
•
Preferences: Select to set user access levels and to configure your devices.
•
E-mail: Select to send an email to Global Payments Support.
•
Help: Select to download device drivers or a PDF version of this User’s Guide, or to view
release notes or FAQ and contact information.
•
Logout: Select to exit Global Transport VT.
Available menu options vary depending on the merchant’s setup and user’s access level. For
more information on user access levels, see User Access Levels on page 3.
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Screen Tabs
Once you navigate to a screen using the Main Menu, you can access additional navigation
options using the tabs along the top of the screen. The currently selected tab is highlighted.
Navigation
Use your mouse to navigate through Global Transport VT. You can access all of Global Transport
VT's functions by selecting menu titles or screen tabs.
To enter information into Global Transport VT, use the mouse to select the desired field and your
keyboard to enter data. On screens with multiple fields, use the Tab key on your keyboard to
move to the next field.
Using the Mouse
To select options with the mouse, simply click on the desired menu title or screen tab.
To select a field, click on the field. If the field is a drop-down menu, a list of available options
displays. Use the mouse to select the desired option.
Using the Keyboard
Use your keyboard to enter data into a field you have selected with the mouse. You can also use
the Tab key to select the next field on the screen instead of using the mouse.
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Transaction Entry Screen
A screen comparable to the following is used for entering transaction information. Options may be
different depending on merchant setup and transaction type.
There are two sections on the transaction entry screen:
•
Register, Card/Check, and Amount Information
•
Customer Information
Register, Card/Check, and Amount Information
This section includes information about the card or check used in the transaction, such as the
Card Number and Expiration Date. For card transactions, this information is populated
automatically when you swipe. You can also enter it manually – for credit card and check
transactions – by using the keyboard.
The purchase information includes details about the transaction itself, such as the Amount.
Additional fields may vary depending on the merchant setup.
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Customer Information
The customer information section includes the name of the customer. For card transactions,
cardholder name and address are populated automatically when you swipe. You can also enter it
manually using the keyboard. Additional fields may vary depending on the merchant setup.
Getting Help
To download a PDF version of this User’s Guide, do the following:
1. From the Main Menu, click Help.
2. From the Help menu, click Help. The following screen displays:
3. Right-click Global Transport VT Guide (US) (PDF).
4. Click Save Target As….
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5. Use the dialog box to save the file to a preferred location.
FAQ and Contact Information
To view the Global Transport VT contact information and frequently asked questions, select
FAQ/Contact under the Help menu on the Main Menu. Alternatively, before logging in, click Click
here if you need help on the Global Transport Virtual Terminal login screen. The FAQ and
contact information displays in a new window.
Note:
If you forget your password, you must contact the Support Desk to reset your password.
For security purposes, passwords cannot be provided via email.
Release Notes
Release notes for Global Transport Virtual Terminal are now available online. The release notes
are kept current with each update for Global Transport Virtual Terminal.
There are two ways to access the release notes in Global Transport VT. While logged in to Global
Transport VT, select Release Notes under the Help menu on the Main Menu in Global Transport
VT. Alternatively, before logging in, click Click here for current release notes on the Global
Transport Virtual Terminal login screen. The release notes display in a new window.
Logging Out
To log out of the current account without closing your web browser or leaving the Global
Transport VT website, click Logout on the Main Menu.
Exiting Global Transport VT
To exit Global Transport VT, log out and close your web browser.
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Credit Card Transaction Processing
Overview
This chapter describes procedures for processing credit card transactions in Global Transport VT.
You can enter a transaction by swiping the card through the card reader attached to the PC or by
keying the account number manually. Global Transport VT supports the following transactions:
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Credit Card Sale
Credit Card Commercial Card (Level II) Sale
Credit Card Pre-Auth
Credit Card Return
Credit Card Force Auth
Credit Card AVS Only
Credit Card Void
Credit Card Tip Adjustment
Credit Card Refund
Credit Card Pre-Auth Completion
Credit Card Repeat Sale
Prepaid Credit Card Partial Auth
Prepaid Credit Card Balance Inquiry
Prepaid Credit Card Reversal
These transactions are unavailable if your account only allows reporting.
WARNING! Do NOT use test credit, debit or EBT cards in a batch containing live transactions. If a
test card is used, the Global Payments host will drop the entire batch of live
transactions. If the batch of live transactions is dropped, all transactions in the batch
must be manually re-keyed in order for those transactions to be settled.
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Credit Card Sale Transaction
The credit card sale transaction is the most basic and most common card transaction. Enter a
sale into Global Transport VT when a customer uses a credit card as payment for goods or
services.
In a sale transaction, Global Transport VT records the card information along with the dollar
amount of the sale and transmits this information to Global Payments. Global Payments contacts
the credit card issuer which authorizes the transaction by determining whether the card is valid
and can be used for the sale amount.
To enter a credit card sale transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected:
3. Complete the required transaction fields. See Credit Card Transaction Field Descriptions
on page 69 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
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Note:
If you are processing card-present transactions, and you are unable to swipe the
customer's credit card for any reason, you must obtain an imprint of the card on a
standard sales draft. Complete the sales draft including a signature and attach a
copy to the printer-generated draft for your records. A signature without an
imprint does not guarantee against chargebacks.
Note:
If you swipe a debit card and Global Transport VT is configured to check the BIN
range, Global Transport VT prompts you to process the transaction as a Debit
Card Sale. Refer to Debit Card Automatic BIN Detection Sale Transaction on
page 81 for more information.
4. Click Process.
Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Credit Card Sale Receipt
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Commercial Card Sale Transaction
The credit card commercial sale transaction is used for business-to-business purchases. Enter a
commercial card sale into Global Transport VT when a customer uses a credit card as payment
for goods or services for a business.
In a commercial card sale transaction, Global Transport VT records the card information along
with the dollar amount of the sale and transmits this information to Global Payments. Global
Payments contacts the credit card issuer which authorizes the transaction by determining
whether the card is valid and can be used for the sale amount.
To enter a commercial card credit card sale transaction into Global Transport VT, follow these
steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected. Once a commercial card is keyed or swiped, Global Transport VT
will automatically recognize it as a commercial card and the verbiage Commercial card
identified displays.
3. Complete the required transaction fields. The Tax Amount ($0.00 for tax exempt
transactions), Postal/Zip Code and PO # fields are required on commercial card sale
transactions to qualify for the lowest rate. See Credit Card Transaction Field Descriptions
on page 69 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
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Note:
To make the Tax Amount, Postal/Zip Code, and PO # fields required to process
a commercial card transaction, refer to Required Transaction Fields on page 222.
Note:
If you are processing card-present transactions, and you are unable to swipe the
customer's credit card for any reason, you must obtain an imprint of the card on a
standard sales draft. Complete the sales draft including a signature and attach a
copy to the printer-generated draft for your records. A signature without an
imprint does not guarantee against chargebacks.
4. Click Process.
Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Commercial Card Sale Receipt
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Credit Card Pre-Auth Transaction
The pre-auth transaction is used when the final amount of the purchase is not known. The
merchant authorizes an estimated amount and then, when the final amount is known, uses the
pre-auth completion transaction to enter the final amount of the transaction. See Credit Card PreAuth Completion Transaction on page 49. The pre-auth transaction is not captured for settlement
with Global Payments.
Note:
Pre-auth and pre-auth complete transactions should not be used in the restaurant
market. Sale and tip adjust transactions should be performed instead.
To enter a pre-auth transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected.
3. Select the PreAuth tab.
4. Complete the required transaction fields. See Credit Card Transaction Field Descriptions
on page 69 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
5. Click Process.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Credit Card Pre-Auth Receipt
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Credit Card Return Transaction
A return transaction refunds the value of items the customer is returning to the customer’s credit
card.
Note:
Instead of performing a return, consider performing a void or refund. To perform a void or
a refund on an existing credit card transaction, select the Void tab and refer to Credit
Card Void Transaction on page 35 or use the Find Transactions function to find the
original transaction and then consult Credit Card Void Transaction on page 44 or Credit
Card Refund Transaction on page 47.
Note:
For security reasons, the credit card return transaction is not enabled for new merchants.
When the return transaction is disabled, merchants are forced to process refunds only on
transactions that were processed in Global Transport VT. If you wish to enable the credit
card return transaction, please contact the Support Desk.
In a return transaction, Global Transport VT records the credit card information, along with the
dollar amount of the return and transmits this information to Global Payments. Global Payments
authorizes the transaction and the return amount is credited to the cardholder’s account.
To enter a credit card return transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected.
3. Select the Return tab.
4. Complete the required transaction fields. See Credit Card Transaction Field Descriptions
on page 69 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
5. Click Process.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Credit Card Return Receipt
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Credit Card Force Auth Transaction
The force auth transaction is a sale transaction that could not be submitted to Global Payments
for authorization, usually because the transaction had to be authorized over the phone using
voice authorization. The force auth transaction adds the voice-authorized transaction to the batch.
Force auth transactions require the approval code that you received during voice authorization.
Note:
Only one force auth transaction is allowed per voice authorization. Do not perform
multiple force auth transactions on a single authorization code received during a voice
authorization.
To enter a credit card force auth transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected.
3. Select the ForceAuth tab.
4. Complete the required transaction fields. See Credit Card Transaction Field Descriptions
on page 69 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
5. Click Process.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Credit Card Force Auth Receipt
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Credit Card AVS Only Transaction
The AVS Only transaction is used to determine whether the address submitted with the card
matches the address and postal code that is on file for that credit card.
Note:
An amount is not required for an AVS Only transaction.
To enter an AVS Only transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected.
3. Select the AVSOnly tab.
4. Complete the required transaction fields. See Credit Card Transaction Field Descriptions
on page 69 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
5. Click Process.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Credit Card AVS Only Receipt
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Credit Card Void Transaction
The void transaction cancels a previously entered transaction that has been captured and stored
in an open batch. Once the batch containing a transaction is closed, the transaction cannot be
voided.
Note:
Only credit card transactions can be voided. Global Transport VT automatically submits a
reversal transaction whenever the user tries to void a transaction. If the reversal fails,
Global Transport VT submits a void transaction. If the void transaction is in a settled
batch, Global Transport VT submits a refund transaction. See Credit Card Refund
Transaction on page 47 for more information.
To enter a credit card void transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected.
3. Select the Void tab.
4. Enter the PNRef (Reference Number) of the original transaction, which can be found in
the Transaction # field on the receipt or in the Ref # field on the credit card detail report.
5. Click Process.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Credit Card Void Receipt
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Credit Card Tip Adjustment Transaction
The tip adjustment transaction is used to change the tip amount on a previously authorized
transaction.
Note:
The tip adjustment transaction is only available in a restaurant environment.
Note:
Merchants in the restaurant environment should use a sale transaction followed by a tip
adjustment instead of a pre-auth followed by a pre-auth complete.
To enter a tip adjustment transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected.
3. Select the Adjust tab.
4. Enter the PNRef (Reference Number) of the original transaction, which can be found on
the receipt in the Transaction # field or in the credit card detail report in the Ref # field.
5. Enter the new Tip Amount.
6. Click Process.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Credit Card Tip Adjustment Receipt
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Find Transactions
The Find Transactions function is used to perform the following “follow on” transactions:
•
Credit Card Void
•
Credit Card Refund
•
Credit Card Pre-Auth Complete
•
Credit Card Tip Adjust
•
Credit Card Repeat Sale
•
Prepaid Credit Card Reversal
You need to locate the original credit card transactions using the Find Transactions function
before you can perform the “follow on” transactions.
To find a credit card transaction in Global Transport VT, follow these steps:
1. From the Main Menu, click Find Transactions.
2. From the Find Transactions menu, click Credit. The Find Credit Transactions
Transaction Filters screen displays:
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3. There are several options used to find transactions.
•
You can select a pre-defined date range from the Date Range drop-down list.
•
You can modify Start Date and End Date.
•
You can use the calendar to select a particular date. Or, use the ≤ or ≥ links in the
month bar to switch the month, and click on any date link in the calendar for a
particular date.
4. Fill in the transaction information for the rest of the filter fields. The less information you
enter, the more matches you will get.
•
Enter the name of the Card Holder.
Note:
You can only search for Card Holder names using letters, numbers, and spaces.
Using any other character, such as an apostrophe, in the search will not provide
the desired results because special characters are removed from your search
query. If you want to search for a Card Holder name that includes a special
character, you must do a partial search for the part of the name before or after
the special character.
•
Choose a Transaction Type (Trx Type) from the drop-down list.
•
Choose whether to Exclude Void transactions (by default, this box is checked).
•
Choose a card Payment Type from the drop-down list.
•
Choose a Status from the drop-down list.
•
Select Show Custom Fields and enter custom field information.
5. Click Submit. Global Transport VT displays a screen with the results of your search:
The following table defines the column headings for this window:
Field
Description
Ref #
The PNRef of the transaction. The PNRef is a unique reference number
that Global Transport assigns to each transaction for easy retrieval.
Customer ID
An alphanumeric value that identifies a customer.
Inv #
The optional invoice number that is associated with the transaction.
Date
The date and time the transaction was processed.
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Field
Description
Result
The response for the transaction (APPROVED, DECLINED, etc.).
Payment Type
The transaction’s payment type (VISA, MASTERCARD, AMEX, etc.).
Account Type
The transaction’s account type (VISA, MASTERCARD, AMEX, etc.).
Account #
The partially masked card account number.
Name
The customer’s name.
Type
The type of transaction (Sale, Credit, Void, etc.).
Status
The status of the transaction. If a transaction is declined, usually an error
message is displayed (Approval, Missing Key, etc.).
Approval Code
The Auth Code (or error code) of the transaction.
Auth Amt
The dollar amount of an approval or authorization request.
Capture Amt
The transaction amount that is captured by the Global host.
Tip Amt
The tip amount for the transaction.
User
The name of the user that processed the transaction.
Register
The register number on which the transaction is performed.
PO Num #
The PO number supplied by the customer on Level II transactions.
Note:
You can export the results of your search to several different supported formats. See
Exporting Reports on page 120 for more information on exporting reports.
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Credit Card Void Transaction
The void transaction cancels a previously entered transaction that has been captured and stored
in an open batch. Once the batch containing a transaction is closed, the transaction cannot be
voided.
Note:
Only credit card transactions can be voided. Global Transport VT automatically submits a
reversal transaction whenever the user tries to void a transaction. If the reversal fails,
Global Transport VT submits a void transaction. If the void transaction is in a settled
batch, Global Transport VT submits a refund transaction. See the Credit Card Refund
Transaction section on page 47 for more information.
You can also perform a Void transaction by entering the PNRef number on the Void tab.
See Credit Card Void Transaction on page 35 for more information.
Before you can void a transaction, you must first find the original transaction. See Find
Transactions on page 41 for more information on finding transactions.
To enter a credit card void transaction into Global Transport VT, follow these steps:
1. From the Credit Transactions find window, click on the Ref # (PNRef) of the transaction
you wish to void.
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2. Global Transport VT displays additional information about the transaction so you can
verify that it is the correct transaction to void. The Yes, Void this Transaction button
appears if the transaction you wish to void was either processed on the current day or if
the account is set up for merchant-initiated batch settlement and the batch has not yet
been settled.
3. To void this transaction, click Yes, Void this Transaction. Global Transport VT prompts
you with the following window:
4. Click OK to continue. The following response displays:
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If the transaction cannot be voided, the following response displays:
If you void a transaction that has already been settled, the following message displays:
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Credit Card Refund Transaction
The refund transaction performs a refund on a previously entered transaction that has already
been settled.
Note:
Before you can process a refund transaction, you must first find the original transaction.
See Find Transactions on page 41 for more information on finding transactions.
To enter a credit card refund transaction into Global Transport VT, follow these steps:
1. From the Credit Transactions find window, click on the Ref # (PNRef) of the transaction
you wish to return.
2. Global Transport VT displays additional information about the transaction so you can
verify that it is the correct transaction to refund. The Yes, Refund Account button
appears if the transaction you wish to refund was processed prior to the current day.
If the Yes, Void this Transaction button appears, you can perform a void transaction.
See Credit Card Void Transaction on page 44 for more information.
Note:
You can specify a different refund amount than the original transaction’s amount
by typing in the new amount in the amount box.
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3. To refund this transaction, click Yes, Refund Account. Global Transport VT prompts you
with the following message:
4. Click OK to continue. The following response displays:
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Credit Card Pre-Auth Completion Transaction
The pre-auth completion transaction captures a previously authorized pre-auth transaction.
Note:
Pre-auth and pre-auth completion transactions should not be used in the restaurant
market. Sale and tip adjust transactions should be performed instead.
Note:
A pre-auth completion transaction can only be performed once per pre-auth transaction.
If a pre-auth completion transaction was entered for the wrong amount, void the pre-auth
completion transaction before the batch is submitted and you can process the pre-auth
completion transaction for a new amount.
Before you can perform a pre-auth completion transaction, you must first find the original
transaction. See Find Transactions on page 41 for more information on finding
transactions.
To enter a credit card pre-auth completion transaction into Global Transport VT, follow these
steps:
1. From the Credit Transactions find window, click on the Ref # (PNRef) of the pre-auth
transaction you wish to complete.
2. Global Transport VT displays additional information about the transaction so you can
verify that it is the correct transaction to complete and capture.
Note:
Although you can specify a different amount than the original authorization
amount by typing in the new amount in the amount box, it is recommended that
the Capture amount is the same as the authorization amount to qualify for the
lowest transaction rates for the retail market. In the MOTO/eCommerce market,
specifying a lower amount than the pre-authorized amount will not affect
transaction rates.
Note:
The pre-auth completion amount may not exceed the original, pre-authorized
amount.
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3. To continue, click Yes, Capture Amount. Global Transport VT prompts you with the
following window:
4. Click OK to continue. The following response displays:
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Credit Card Tip Adjust Transaction
The tip adjustment transaction is used to change the tip amount on a previously authorized
transaction.
Note:
The tip adjustment transaction is only available in a restaurant environment.
Note:
You can also perform a tip adjustment transaction by entering the PNRef number on the
Tip Adjust tab. See Credit Card Tip Adjustment Transaction on page 38 for more
information.
To enter a tip adjustment transaction into Global Transport VT, follow these steps:
1. From the Credit Transactions find window, click on the Ref # (PNRef) of the pre-auth
transaction you wish to complete.
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2. Global Transport VT displays additional information about the transaction so you can
verify that it is the correct transaction to complete and capture.
3. Input the adjustment amount in the Tip Amount field and click Yes, Adjust Transaction.
Global Transport VT prompts you with the following window:
4. Click OK to continue. The following response displays:
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Credit Card Repeat Sale Transaction
The repeat sale transaction enables you to use credit card information from a previous
transaction in order to process a new transaction.
Note:
Before you can perform a repeat sale transaction, you must first find the original
transaction. See Find Transactions on page 41 for more information on finding
transactions.
To enter a credit card repeat sale transaction into Global Transport VT, follow these steps:
1. From the Credit Transactions find window, click on the Ref # (PNRef) of the transaction
you wish to repeat.
2. Global Transport VT displays additional information about the transaction so you can
verify that it is the correct transaction.
Note:
You can specify a different amount than the original transaction’s amount by
typing in the new amount in the amount box.
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3. To continue, click Yes, Charge Account. Global Transport VT prompts you with the
following window:
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4. Click OK to continue. You are now redirected to the Credit Card Sale window.
5. Click Process.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Credit Card Repeat Sale Receipt
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Prepaid Credit Card Partial Auth Transaction
The partial auth transaction is identical to a sale or pre-auth transaction but requires a second
form of payment because a prepaid credit card with a remaining balance less than the total sale
amount is used to make a purchase.
Note:
To perform a prepaid partial approval, prepaid balance inquiry or prepaid automated
reversal transaction, contact the Support Desk to enable this feature for your merchant
account.
In a partial auth transaction, Global Transport VT records the card information along with the
dollar amount of the sale and transmits this information to Global Payments. Global Payments
contacts the issuer which authorizes the transaction by determining whether the card is valid and
can be used for the sale amount. The card issuer returns the amount available for authorization
and Global Transport VT gives the user the option of approving the transaction and paying the
remaining balance with another form of payment or reversing the entire transaction.
To enter a transaction using a prepaid credit card with less than the approved balance into Global
Transport VT, do the following:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected:
If you want to process a pre-auth transaction, select the PreAuth tab.
3. Complete the required transaction fields. See Credit Card Transaction Field Descriptions
on page 69 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
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Note:
If you are processing card-present transactions, and you are unable to swipe the
customer's credit card for any reason, you must obtain an imprint of the card on a
standard sales draft. Complete the sales draft including a signature and attach a
copy to the printer-generated draft for your records. A signature without an
imprint does not guarantee against chargebacks.
4. Click Process. Global Transport VT prompts you with the following window:
5. Click OK to continue and pay the remaining balance. Click Cancel to reverse the entire
transaction.
If you click Cancel, Global Transport VT displays the approval information and receipt for
the reversal transaction. If Global Transport VT is configured to print receipts
automatically, a copy of the receipt will print. You can also manually print a copy of the
receipt. To manually print a receipt, click Print Receipt. Sensitive data is masked on the
receipt. See Credit Card Transaction Receipt Field Descriptions on page 71 for
descriptions of the fields on this receipt.
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If you click OK, Global Transport VT displays the remaining balance, approval
information, and receipt for the transaction. If Global Transport VT is configured to print
receipts automatically, a copy of the receipt will print. You can also manually print a copy
of the receipt. To manually print a receipt, click Print Receipt. Sensitive data is masked
on the receipt. See Credit Card Transaction Receipt Field Descriptions on page 71 for
descriptions of the fields on this receipt.
6. Click Cash to accept cash for the remaining payment and complete the transaction.
Click Card to enter a credit card transaction for the remaining balance.
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If you click Card, the Credit Card Sale screen displays with remaining balance filled in:
7. Complete the required transaction fields. See Credit Card Transaction Field Descriptions
on page 69 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
Note:
If you are processing card-present transactions, and you are unable to swipe the
customer's credit card for any reason, you must obtain an imprint of the card on a
standard sales draft. Complete the sales draft including a signature and attach a
copy to the printer-generated draft for your records. A signature without an
imprint does not guarantee against chargebacks.
Note:
If you swipe a debit card and Global Transport VT is configured to check the BIN
range, Global Transport VT prompts you to process the transaction as a Debit
Card Sale. Refer to Debit Card Automatic BIN Detection Sale Transaction on
page 81 for more information.
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8. Click Process.
Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Prepaid Credit Card Partial Auth Receipt
If Card is selected to complete the partial-auth transaction, the second receipt that prints is
identical to the credit card sale receipt. See Credit Card Sale Receipt on page 19 for more
information.
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Prepaid Credit Card Balance Inquiry Transaction
The balance inquiry transaction is used when a customer wants to know the balance of his/her
prepaid credit card. In a balance inquiry transaction, Global Transport VT records the card
information and transmits this information to Global Payments. Global Payments contacts the
card issuer which returns the information.
Note:
To perform a prepaid partial approval, prepaid balance inquiry or prepaid automated
reversal transaction, contact the Support Desk to enable this feature for your merchant
account.
To enter a balance inquiry transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected.
3. Select the Balance Inquiry tab.
4. Complete the required transaction fields. See Credit Card Transaction Field Descriptions
on page 69 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
5. Click Process.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. See Credit Card Transaction Receipt Field
Descriptions on page 71 for descriptions of the fields on this receipt.
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Prepaid Credit Card Balance Inquiry Receipt
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Prepaid Credit Card Reversal Transaction
The reversal transaction cancels a previously entered prepaid credit card transaction that has
been captured and stored in an open batch. Once the batch containing a transaction is closed,
the transaction cannot be reversed.
Note:
To perform a prepaid partial approval, prepaid balance inquiry or prepaid automated
reversal transaction, contact the Support Desk to enable this feature for your merchant
account.
Note:
Before you can reverse a transaction, you must first find the original transaction. See
Find Transactions on page 41 for more information on finding transactions.
To enter a credit card reversal transaction into Global Transport VT, follow these steps:
1. From the Credit Transactions find window, click on the Ref # (PNRef) of the transaction
you wish to reverse.
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2. Global Transport VT displays additional information about the transaction so you can
verify that it is the correct transaction to reverse. The Yes, Reverse this Transaction
button appears if the transaction you wish to reverse was either processed on the current
day or if the account is set up for merchant-initiated batch settlement and the batch has
not yet been settled.
3. To reverse this transaction, click Yes, Reverse this Transaction. Global Transport VT
prompts you with the following window:
4. Click OK to continue. The following response displays:
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Credit Card Transaction Field Descriptions
The following table defines the fields used when entering data for credit card transactions:
Field
Action
Register
The number of the register on which the transaction is performed.
Card Number
Swipe the card through the reader or manually enter the card number if
the card is not present or cannot be read. Global Transport VT recognizes
and displays the card type based on the number entered.
Note: This field must be manually entered if E-Commerce is the
selected industry type.
Note: If you are processing card-present transactions, and you are
unable to swipe the customer's credit card for any reason, you
must obtain an imprint of the card on a standard sales draft.
Complete the sales draft including a signature and attach a copy
to the printer-generated draft for your records. A signature without
an imprint does not guarantee against chargebacks.
Expiration Date
(MMYY)
For manually keyed transactions, enter the expiration date in MMYY
format.
PNRef
The PNRef is a unique number assigned to each transaction in Global
Transport. This number is used for processing tip adjusts and refunds.
This value is the Transaction # on the receipts and is the Ref # in the
credit card detail reports.
Auth Code
For force auth transactions, key the approval code received from the
voice center for this transaction.
Subtotal
Key the amount of the sale.
Tax Amount
If applicable, key the tax amount. This field is required to qualify for the
lowest rates on commercial card transactions. Enter $0.00 if the
commercial card customer is tax exempt.
Note: Entering the tax amount will adjust/increase the total amount of
the transaction.
Tip Amount
If applicable, key the tip amount. This field is only available for
transactions processed in a restaurant environment.
Total Amount
Global Transport VT displays the total amount.
Customer ID
Key the customer’s ID.
Card Holder
For manually keyed transactions, key the name of the cardholder.
Street
Key the customer’s street address. This field is required for the lowest
rates on keyed transactions.
City
Key the city in which the cardholder lives.
Postal/Zip Code
Key the customer’s zip code. This field is required to qualify for the lowest
rates on keyed and commercial card transactions.
CV2
Key the 3-digit security code on the back of the card or 4-digit code on
the front of the card. Refer to CVV Information on page 73 for more
information.
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Field
Action
CV Presence
If applicable, indicate why the CV2 code is not provided. Reasons are:
• Not Submitted
• Illegible
• Not Present
Invoice #
If applicable, key the Invoice number. The maximum length is 16
characters for American Express cards and 25 characters for all other
cards. This field is required for the lowest rates on keyed transactions.
PO #
If applicable, key the PO number. This field is required to qualify for the
lowest rates on commercial card transactions.
Force Duplicate
If the current transaction is a duplicate of another transaction processed
since midnight of the current day, selecting this option will allow you to
force the transaction into the batch.
Card Present
Indicate by checking the box if the card is present at the point of sale.
Show Custom
Fields?
Indicate by checking the box if you want to key custom fields. Checking
this box displays the Custom fields below.
Note: If at least one custom field is required, this box is checked by
default and cannot be unchecked.
Receipt Language
Select the desired receipt language.
Note:
U.S. merchants must provide receipts in English for chargeback
compliance. You may provide copies of the receipts in other
languages in addition to the English copies.
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Credit Card Transaction Receipt Field Descriptions
The following table describes the information displayed on credit card transaction receipts:
Field
Description
Merchant
Information
Displays the Merchant’s name, street address, city, state, zip code, and
phone number.
Merchant ID
The merchant’s unique Global Payment Merchant ID.
Date and Time
The date and time of the transaction.
Trans Type
Type of transaction performed.
Transaction #
The PNRef number that uniquely identifies the transaction. The PNRef
number is used for locating transactions for returns, pre-auth completes,
tip adjustments, etc.
Name
The customer’s name.
Account
Card account number. Only the last 4 digits will print on the receipt.
Exp Date
Expiration Date of the card. Masked for security purposes.
Card Type
Type of card used, VISA, MasterCard, Amex, etc.
Street
The customer’s street address.
Zip/Postal Code
The customer’s zip code.
Customer Code
Code defined by the merchant used to identify the type of customer, for
example, business or personal. This field can also be used for the PO
Number.
URL
The URL of the merchant’s web site. Only displays in an eCommerce
environment.
Entry
Method used to enter card information, Swiped or Manual.
Invoice #
Based on setup, the invoice number for the order.
PO #
Based on setup, the purchase number for the order.
Customer ID
A unique number that identifies a customer.
Auth Code
Authorization number assigned by the cardholder’s issuing bank.
Result
Displays whether the transaction was APPROVED or DECLINED.
Message
Additional information returned by Global Payments regarding the
transaction.
AVS Response
Displays the Address Verification Service Code returned by the
cardholder’s issuing bank. Refer to AVS Response Codes on page 239
for response values and descriptions.
CV Result
Displays the Card Verification Number Code returned by the
cardholder’s issuing bank. Refer to CVV Response Codes on page 240
for response values and descriptions.
Available Card
Balance
The remaining balance on the prepaid credit card. Masked on the
merchant copy of the receipt.
Batch Num
The number of the batch in which the transaction is stored.
Trans Id
Reference number assigned by Global Payments to the transaction.
Val Code
Assigned by the specific card association and indicates the condition of
the magnetic stripe read of the credit card by the POS device. Returned
by Global Payments during processing.
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Field
Description
Description
The line that allows the merchant to describe the type of goods or
services purchased. (Merchandise, Groceries, etc.). This line should be
filled in by the merchant for chargeback protection.
Subtotal
The amount of the transaction before tax or tip.
Sale Tax Amt
The sales tax amount of the sale.
Tip Amt
The tip amount for the transaction.
Total Amt
Total amount of the transaction.
Signature
The line on which the customer signs the merchant’s copy of the receipt.
Receipt Legend
Indicates whether the receipt is the cardholder copy or the merchant
copy.
Message
A message indicating agreement to pay for the goods or services.
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CVV Information
A Credit Card Verification Value (CVV) is used by Visa, MasterCard, American Express and
Discover to reduce the merchant’s risk in Card Not Present transactions (Internet, telephone, or
mail-order). It is a three or four digit code imprinted on the credit card that adds assurance that
the consumer placing the transaction has physical possession of the credit card.
VISA CVV2
The CVV2 (Card Verification Value) is the last three digits after the credit card number on the
back of the card in the signature area.
MasterCard CVC2
The CVC2 (Card Validation Code) is the last three digits after the credit card number on the back
of the card in the signature area.
Discover CID
The CID (Card Identification) is the last three digits after the credit card number on the back of the
card in the signature area.
American Express CID
The American Express CID (Card Identification) is the four digits printed on the front of the card,
above and to the right of the embossed credit card number.
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Debit Card Transaction Processing
Overview
This chapter describes procedures for entering debit card transactions into Global Transport VT.
For debit cards, you must enter the card information by swiping the card through the card reader
attached to the PC. An attached PIN pad is required for the customer to enter a PIN. Global
Transport VT supports the following debit card transactions:
•
•
•
Debit Card Sale (with Cash Back)
Debit Card Return
Debit Card Automatic BIN Detection Sale
These transactions are unavailable if your account only allows reporting.
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Debit Card Sale Transaction (with Cash Back)
The debit card sale transaction is used when a customer uses a debit card as payment for goods
or services. The Cash Back feature is available.
Note:
To process Debit transactions, a card swipe device and PIN pad must be connected to
the PC and configured. Refer to Setting Up Devices on page 159 for information on
connecting and setting up a card swipe device and PIN pad.
In a debit sale transaction, Global Transport VT records the card information along with the dollar
amount of the sale and the customer enters his/her Personal Identification Number (PIN) on the
PIN pad. Global Transport VT transmits this information to Global Payments. Global Payments
contacts the debit card issuer which authorizes the transaction by determining whether the card is
valid and can be used for the sale amount. Unlike a Credit Card Sale transaction, the bank
immediately deducts the amount of the transaction from the cardholder’s account.
To enter a debit card sale transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Debit. The Debit Sale screen displays with the
Sale tab selected.
3. Complete the required transaction fields. See Debit Card Transaction Field Descriptions
on page 85 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup. The “traffic light” indicator displays a red light
before the card is swiped. After the debit card is swiped, the yellow circle lights up.
4. Click Process. The customer is prompted to enter his/her PIN on the PIN pad.
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5. The customer enters his/her PIN and presses Enter on the PIN pad. If the correct PIN is
entered, the green circle lights up.
Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
Debit Card Transaction Receipt Field Descriptions on page 86.
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Debit Card Sale Receipt
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Debit Card Return Transaction
Enter a debit card return transaction to process returns or the return of merchandise from a debit
card sale that occurred in a previous batch.
Note:
To process Debit transactions, a card swipe device and PIN pad must be connected to
the PC and configured. Refer to Setting Up Devices on page 159 for information on
connecting and setting up a card swipe device and PIN pad.
In a debit return transaction, Global Transport VT records the debit card information, along with
the dollar amount of the return and transmits this information to Global Payments. Global
Payments authorizes the transaction and the return amount is credited back to the cardholder’s
account.
To enter a debit card return transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Debit. The Debit Return screen displays with the
Sale tab selected.
3. Select the Return tab.
4. Complete the required transaction fields. See Debit Card Transaction Field Descriptions
on page 85 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
5. Click Process. The customer is prompted to enter his/her PIN on the PIN pad.
6. The customer enters his/her PIN and presses Enter on the PIN pad.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
Debit Card Transaction Receipt Field Descriptions on page 86.
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Debit Card Return Receipt
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Debit Card Automatic BIN Detection Sale Transaction
The debit card automatic BIN detection sale transaction is used when a customer begins a credit
sale transaction using a debit card. Global Transport VT checks the BIN range of the swiped card
and prompts the user to perform a debit sale transaction. The Cash Back feature is available.
Note:
Debit BIN range detection must be enabled on your merchant account to perform an
automatic BIN detection sale transaction in Global Transport VT. Contact the Support
Desk to enable this feature for your merchant account.
Note:
To process Debit transactions, a card swipe device and PIN pad must be connected to
the PC and configured. Refer to Setting Up Devices on page 159 for information on
connecting and setting up a card swipe device and PIN pad.
In an automatic BIN detection sale transaction, Global Transport VT records the card information
along with the dollar amount of the sale and the customer enters his/her Personal Identification
Number (PIN) on the PIN pad. Global Transport VT transmits this information to Global
Payments. Global Payments contacts the debit card issuer which authorizes the transaction by
determining whether the card is valid and can be used for the sale amount. Unlike a Credit Card
Sale transaction, the bank immediately deducts the amount of the transaction from the
cardholder’s account.
To enter a debit card automatic BIN detection sale transaction into Global Transport VT, follow
these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Credit. The Credit Card Sale screen displays with
the Sale tab selected:
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3. Swipe the debit card. Global Transport VT prompts you with the following window:
Note:
If debit BIN range detection is enabled and the prompt does not display, refer to
Debit BIN Range Detection Error on page 233 for important troubleshooting
information.
4. Click OK to process the transaction as a debit card sale. The Debit Sale screen displays
with the Sale tab selected and the card number, expiration date, and card holder name
automatically entered. The “traffic light” indicator displays a yellow light to indicate the
debit card has been swiped.
Click Cancel to process the transaction as a credit card sale. See Credit Card Sale
Transaction on page 17 for more information.
5. Complete the required transaction fields. See Debit Card Transaction Field Descriptions
on page 85 for descriptions of the fields on this screen. The actual fields that display may
vary depending on the merchant setup.
6. Click Process. The customer is prompted to enter his/her PIN on the PIN pad.
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7. The customer enters his/her PIN and presses Enter on the PIN pad. If the correct PIN is
entered, the green circle lights up.
Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
Debit Card Transaction Receipt Field Descriptions on page 86.
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Debit Card Automatic BIN Detection Sale Receipt
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Debit Card Transaction Field Descriptions
The following table defines the fields used when entering data for debit card transactions:
Field
Action
Register
The register number on which the transaction is performed.
Card Number
Swipe the cardholder’s debit card.
Expiration Date
(MMYY)
Displays the expiration date in MMYY format.
Card Holder
Displays the name of the cardholder.
PNRef
The PNRef is a unique number assigned to each transaction in Global
Transport. This number is used for processing Refunds. This value is the
Transaction # on the receipts and is the Ref # in the debit card detail
reports.
Amount
Key the amount of the sale.
Tip Amount
If applicable, key the tip amount.
Cash Back Amount
If applicable, key cash back amount.
Total Amount
Global Transport VT displays the total amount.
Invoice Number
If applicable, key the Invoice number. The maximum length is 25
characters.
Customer ID
If applicable, key the customer’s ID.
Force Duplicate
If the current transaction is a duplicate of another transaction processed
since midnight of the current day, selecting this option will allow you to
force the transaction into the batch.
Show Custom
Fields?
Indicate by checking the box if you want to key custom fields. Checking
this box displays the Custom fields below.
Note: If at least one custom field is required, this box is checked by
default and cannot be unchecked.
Receipt Language
Select the desired receipt language.
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Debit Card Transaction Receipt Field Descriptions
The following table describes the information that displays on debit card transaction receipts:
Field
Description
Merchant
Information
Displays the Merchant’s name, street address, city, state, zip code, and
phone number.
Merchant ID
The merchant’s unique Global Payments Merchant ID.
Date and Time
The date and time of the transaction.
Trans Type
Type of transaction performed.
Transaction #
The PNRef number that uniquely identifies the transaction. The PNRef
number is used for Debit return transactions.
Name
The customer’s name.
Account
Card account number.
Exp Date
Expiration Date of the card. Masked for security purposes.
Card Type
Type of card used. Blank for debit transactions.
Customer Code
Code defined by the merchant used to identify the type of customer, for
example, business or personal. This field can also be used for the PO
Number.
Entry
Method used to enter card information. Blank for debit transactions.
Invoice #
Based on setup, the invoice number for the order.
Customer ID
A unique number that identifies a customer.
Auth Code
Authorization number assigned by the cardholder’s issuing bank.
Result
Displays whether the transaction was APPROVED or DECLINED.
Message
Additional information returned by Global Payments regarding the
transaction.
Batch Num
The number of the batch in which the transaction is stored.
Description
The line that allows the merchant to describe the type of goods or
services purchased. (Merchandise, Groceries, etc.).
Subtotal
The amount of the sale.
Tip Amt
The tip amount for the transaction.
Cash Back
The cash back amount for the transaction.
Total Amt
Total amount of the transaction.
Receipt Legend
Indicates whether the receipt is the cardholder copy or the merchant
copy.
Message
A message indicating agreement to pay for the goods or services.
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EBT Card Transaction Processing
Overview
This chapter describes procedures for entering EBT card transactions into Global Transport VT.
For EBT cards, you can enter the card information by swiping the card through the card reader
attached to the PC or by entering it manually (for example, if the card cannot be swiped.)
However, you must have a PIN pad attached to your PC for the customer to enter a PIN. Global
Transport VT supports the following EBT card transactions:
•
Food Stamp Sale
•
•
•
•
Cash Benefit Sale
Food Stamp Voucher
Food Stamp Return
Balance Inquiry
These transactions are unavailable if your account only allows reporting.
Food Stamp Sale Transaction
The food stamp sale transaction is used when a customer uses an EBT card as payment for food.
Note:
To process EBT transactions, a PIN pad must be connected to the PC and configured.
Refer to Setting Up Devices on page 159 for information on connecting and setting up a
PIN pad.
In a food stamp sale transaction, Global Transport VT records the card information along with the
dollar amount of the sale and the customer enters his/her Personal Identification Number (PIN)
on the PIN pad. Global Transport VT transmits this information to Global Payments. Global
Payments contacts the issuer which authorizes the transaction by determining whether the card is
valid and can be used for the sale amount.
To enter a food stamp sale transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click EBT. The food stamp sale screen displays with
the Food Stamp Sale tab selected.
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3. Complete the required transaction fields. See EBT Card Transaction Field Descriptions
on page 102 for descriptions of the fields on this screen. The actual fields that display
may vary depending on the merchant setup.
4. Click Process. The customer is prompted to enter his/her PIN on the PIN pad.
5. The customer enters his/her PIN and presses Enter on the PIN pad.
Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
EBT Card Transaction Receipt Field Descriptions on page 103.
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Food Stamp Sale Receipt
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Cash Benefit Transaction
The cash benefit transaction is used when a customer uses an EBT card to purchase any item at
a participating retailer and to also receive cash-back.
Note:
To process EBT transactions, a PIN pad must be connected to the PC and configured.
Refer to Setting Up Devices on page 159 for information on connecting and setting up a
PIN pad.
In a cash benefit transaction, Global Transport VT records the card information along with the
dollar amount and the customer enters his/her Personal Identification Number (PIN) on the PIN
pad. Global Transport VT transmits this information to Global Payments. Global Payments
contacts the EBT card issuer which authorizes the transaction by determining whether the card is
valid and can be used for the amount.
To enter a cash benefit transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click EBT. The Food Stamp Sale screen displays with
the Food Stamp Sale tab selected.
3. Select the Cash Benefit Sale tab.
4. Complete the required transaction fields. See EBT Card Transaction Field Descriptions
on page 102 for descriptions of the fields on this screen. The actual fields that display
may vary depending on the merchant setup.
5. Click Process. The customer is prompted to enter his/her PIN on the PIN pad.
6. The customer enters his/her PIN and presses Enter on the PIN pad.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
EBT Card Transaction Receipt Field Descriptions on page 103.
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Cash Benefit Sale Receipt
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Food Stamp Voucher Transaction
The food stamp voucher transaction is a food stamp sale transaction that could not be submitted
to Global Payments for authorization, usually because the transaction had to be authorized over
the phone using voice authorization. The food stamp voucher transaction adds the voiceauthorized transaction to the batch. Food stamp voucher transactions require both the approval
code that you received during voice authorization and the voucher number.
To enter a food stamp voucher transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click EBT. The Food Stamp Sale screen displays with
the Food Stamp Sale tab selected.
3. Select the Food Stamp Voucher tab.
4. Complete the required transaction fields. See EBT Card Transaction Field Descriptions
on page 102 for descriptions of the fields on this screen. The actual fields that display
may vary depending on the merchant setup.
5. Click Process.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
EBT Card Transaction Receipt Field Descriptions on page 103.
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Food Stamp Voucher Receipt
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Food Stamp Return Transaction
Enter a food stamp return transaction to process returns from a sale that occurred previously.
Note:
To process EBT transactions, a PIN pad must be connected to the PC and configured.
Refer to Setting Up Devices on page 159 for information on connecting and setting up a
PIN pad.
In a food stamp return transaction, Global Transport VT records the EBT card information, along
with the dollar amount of the return and transmits this information to Global Payments. Global
Payments authorizes the transaction and the return amount is credited back to the cardholder’s
account.
To enter a food stamp return transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click EBT. The Food Stamp Sale screen displays with
the Food Stamp Sale tab selected.
3. Select the Food Stamp Return tab.
4. Complete the required transaction fields. See EBT Card Transaction Field Descriptions
on page 102 for descriptions of the fields on this screen. The actual fields that display
may vary depending on the merchant setup.
5. Click Process.
6. The customer is prompted to enter his/her PIN on the PIN pad.
7. The customer enters his/her PIN and presses Enter on the PIN pad.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
EBT Card Transaction Receipt Field Descriptions on page 103.
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Food Stamp Return Receipt
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Balance Inquiry Transaction
The balance inquiry transaction is used when a customer wants to know the balance of his/her
food stamps/cash benefits.
Note:
To process EBT transactions, a PIN pad must be connected to the PC and configured.
Refer to Setting Up Devices on page 159 for information on connecting and setting up a
PIN pad.
In a balance inquiry transaction, Global Transport VT records the card information and the
customer enters his/her Personal Identification Number (PIN) on the PIN pad. Global Transport
VT transmits this information to Global Payments. Global Payments contacts the EBT card issuer
which returns the information.
To enter an EBT balance inquiry transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click EBT. The Food Stamp Sale screen displays with
the Food Stamp Sale tab selected.
3. Select the Balance Inquiry tab.
4. Swipe the EBT card through the card reader.
5. Click Process. The customer is prompted to enter his/her PIN on the PIN pad.
6. The customer enters his/her PIN and presses Enter on the PIN pad.
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Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
EBT Card Transaction Receipt Field Descriptions on page 103.
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Balance Inquiry Transaction Receipt
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EBT Card Transaction Field Descriptions
The following table defines the fields used when entering data for EBT card transactions:
Field
Action
Register
The register number on which the transaction is performed.
Card Number
Swipe the card through the reader or enter the card account number
manually.
Expiration Date
(MMYY)
For manually keyed transactions, enter the expiration date in MMYY
format. Not required for EBT transactions.
Auth Code
For the Food Stamp Voucher transaction, key the approval code received
from the Voice center.
Voucher Number
For the Food Stamp Voucher transaction, key the voucher number.
Card Holder
For manually keyed transactions, enter the name of the cardholder.
PNRef
The PNRef is a unique number assigned to each transaction in Global
Transport. This number is used for processing Refunds. This value is the
Transaction # on the receipts and is the Ref # in the EBT detail reports.
Amount
Key the amount of the sale.
Cash Back Amount
If applicable, key cash back amount.
Total Amount
Global Transport VT displays the total amount.
Invoice Number
If applicable, key the Invoice number. The maximum length is 25
characters.
Force Duplicate
If the current transaction is a duplicate of another transaction processed
since midnight of the current day, selecting this option will allow you to
force the transaction into the batch.
Show Custom
Fields?
Indicate by checking the box if you want to key custom fields. Checking
this box displays the Custom fields below.
Note: If at least one custom field is required, this box is checked by
default and cannot be unchecked.
Receipt Language
Select the desired receipt language.
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EBT Card Transaction Receipt Field Descriptions
The following table describes the information displayed on EBT card transaction receipts:
Field
Description
Merchant
Information
Displays the Merchant’s name, street address, city, state, zip code, and
phone number.
Merchant ID
The merchant’s unique Global Payments Merchant ID.
Date and Time
The date and time of the transaction.
Trans Type
Type of transaction performed.
Transaction #
The PNRef number that uniquely identifies the transaction. The PNRef
number is used for EBT return transactions.
Name
The customer’s name.
Account
Card account number.
Exp Date
Expiration date of the card. Masked for security purposes.
Card Type
Type of card used. Blank for EBT transactions.
Customer Code
Code defined by the merchant used to identify the type of customer, for
example, business or personal. This field can also be used for the PO
Number.
Entry
Method used to enter card information. Blank for EBT transactions.
Invoice #
Based on setup, the invoice number for the order.
Auth Code
Authorization number assigned by the cardholder’s issuing bank.
Result
Displays whether the transaction was APPROVED or DECLINED.
Message
Additional information returned by Global Payments regarding the
transaction.
Food Stamp
Balance Amount
Displays the available balance for purchasing food from participating
retailers.
Cash Benefit
Balance Amount
Displays the available balance for purchasing goods and services from
participating retailers.
Batch Num
The number of the batch in which the transaction is stored.
Description
The line that allows the merchant to describe the type of goods or
services purchased. (Merchandise, Groceries, etc.).
Subtotal
The amount of the sale.
Total Amt
Total amount of the sale.
Receipt Legend
Indicates whether the receipt is the cardholder copy or the merchant
copy.
Message
A message indicating agreement to pay for the goods or services.
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Check/ACH Transaction Processing
Overview
This chapter describes procedures for entering check/ACH transactions into Global Transport VT.
For check/ACH processing, you must enter the check/ACH information by keying in the
information from the customer’s check or swiping the check through an optional check reader
attached to the PC. Global Transport VT supports the following check/ACH transactions:
•
•
•
Check/ACH Sale
Check/ACH Void
Check/ACH Repeat Sale
These transactions are unavailable if your account only allows reporting.
Note:
Certain types of business checks cannot be processed by Global Transport VT. See
Business Check on page 248 for more information.
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Check/ACH Sale Transaction
The check/ACH sale transaction is used when a customer uses a check as payment for goods or
services.
Note:
An optional check reader device can be used to perform check/ACH transactions more
quickly. Refer to Setting Up Devices on page 159 for information on connecting and
setting up a check/ACH reader device.
In a check/ACH sale transaction, Global Transport VT records the check information along with
the dollar amount of the sale. Global Transport VT transmits this information to Global Payments.
Global Payments authorizes the transaction by determining whether the check is valid and can be
used for the sale amount.
To enter a check/ACH sale transaction into Global Transport VT, follow these steps:
1. From the Main Menu, click Virtual Terminals.
2. From the Virtual Terminals menu, click Check/ACH. The ACH screen displays.
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3. Complete the required transaction fields. See Check/ACH Transaction Field Descriptions
on page 112 for descriptions of the fields on this screen. The actual fields that display
may vary depending on the merchant setup.
4. Click Process.
Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
Check/ACH Transaction Receipt Field Descriptions on page 113.
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Check/ACH Receipt
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Check/ACH Void Transaction
The void transaction cancels a previously entered transaction that has been captured and stored
in an open batch. Once the batch containing a transaction is closed, the transaction cannot be
voided.
Note:
All Check/ACH batches close at 1am EST each day.
Note:
Before you can void a transaction, you must first find the original transaction. See Find
Transactions on page 41 for more information on finding transactions.
To enter a check/ACH void transaction into Global Transport VT, follow these steps:
1. From the Check/ACH Transactions find window, click on the Ref # (PNRef) of the
transaction you wish to void.
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2. Global Transport VT displays additional information about the transaction so you can
verify that it is the correct transaction to void. The Yes, Void this Transaction button
appears if the transaction you wish to void was either processed on the current day or if
the account is set up for merchant-initiated batch settlement and the batch has not yet
been settled.
3. To void this transaction, click Yes, Void this Transaction. Global Transport VT prompts
you with the following window:
4. Click OK to continue. The following response displays:
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Check/ACH Repeat Sale Transaction
The repeat sale transaction enables you to use check/ACH information from a previous
transaction in order to process a new transaction.
Note:
Before you can perform a repeat sale transaction, you must first find the original
transaction. See Find Transactions on page 41 for more information on finding
transactions.
To enter a check/ACH repeat sale transaction into Global Transport VT, follow these steps:
1. From the Check Transactions find window, click on the Ref # (PNRef) of the transaction
you wish to repeat.
2. Global Transport VT displays additional information about the transaction so you can
verify that it is the correct transaction.
Note:
You can specify a different amount than the original transaction’s amount by
typing in the new amount in the amount box.
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3. To continue, click Yes, Charge Account. The following response displays:
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Check/ACH Transaction Field Descriptions
The following table defines the fields used when entering data for check/ACH transactions:
Field
Action
Register
The register number on which the transaction is performed. (optional)
Bank
Routing/Transit
The bank routing or transit number. (Required)
Account Number
The customer’s account number. (Required)
Check Number
The individual check number. (Required)
Amount (US $)
Key the amount of the sale. (Required)
Name on Account
The customer’s name. (Required)
Street Address
The customer’s street address. (Required)
City
The customer’s city. (Required)
State/Province
The customer’s state. (Required)
Postal (Zip) Code
The customer’s postal or zip code. (Required)
Evening Phone
The customer’s primary phone number. (Required)
Check Type
Indicates whether the check/ACH account is Personal or Business.
(Required)
ID Type
Indicates whether the customer’s ID is a Driver’s License, a Military ID or
a State ID. (Required for personal checks)
ID Number
The customer’s ID number. (Required for personal checks)
ID State/Province
Code
The state that issued the ID. (Required)
Show Custom
Fields?
Indicate by checking the box if you want to key custom fields. Checking
this box displays the Custom fields below.
Note: If at least one custom field is required, this box is checked by
default and cannot be unchecked.
Receipt Language
Select the desired receipt language. (Required)
DOB
The customer’s date of birth. (optional)
SSN
The customer’s Social Security number. (optional)
Daytime Phone
The customer’s secondary phone number. (optional)
Customer ID
The customer ID number. (optional)
Invoice #
The invoice number. (optional)
Email
The customer’s email address. (optional)
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Check/ACH Transaction Receipt Field Descriptions
The following table describes the information that displays on check/ACH transaction receipts:
Field
Description
Merchant
Information
Displays the Merchant’s name, street address, city, state, zip code, and
phone number.
Merchant ID
The merchant’s unique Global Payments Merchant ID.
Trans Type
Type of transaction performed.
Name
The customer’s name.
Phone
The customer’s phone number.
Transit #
Banking route or transit number.
Account #
Account number. Masked for security purposes.
Check #
Check number.
Transaction #
The PNRef number that uniquely identifies the transaction. The PNRef
number is used for locating transactions for voids.
Entry
Method used to enter check/ACH transaction information: Scanned or
Manual.
Total Amt
Total amount of the transaction.
Date and Time
The date and time of the transaction.
Invoice
Based on setup, the Invoice number for the order.
Appr Code
Approval code assigned by Global Check.
Result
Displays whether the transaction was APPROVED or DECLINED.
Customer ID
A unique number that identifies a customer.
Message
A message indicating agreement to pay for the goods or services.
Signature
The line on which the customer signs the merchant’s copy of the receipt.
Receipt Legend
Indicates whether the receipt is the cardholder copy or the merchant
copy.
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Reporting
Global Transport VT provides near real-time reports for the transactions you process. You can
use Global Transport VT’s reporting features to print, display summary and detail reports by batch
and user.
Note:
The delay for new transactions to appear in reports is up to three minutes.
Global Transport VT includes the following reviews/reports:
Transaction Summary and Detail Reports – Includes summary and detail reports that
itemize each transaction performed by each user, transaction type and can also provide
totals. The following are the available reports:
• Card Type Summary or Detail Type (Visa, AMEX, EBT, etc.)
• Payment Type Summary or Detail report (Credit, Debit, EBT and Check/ACH)
• Date Range Summary or Detail report (summary of all transactions within a specified
date range)
• User Summary or Detail report (all transactions identified by a register/lane number)
• Sorted query reports (Ad hoc reporting)
• Full receipts review/reprint
• Individual transactions review/repeat/reprint receipt
Batch Reviews – Includes information on the
• Currently open batch
• Previously closed batch
• Older batches
Batch Reports – Includes total amounts for each type of transactions. These reports are
available in:
• Current
• Previous
• Summary
Recurring Billing Reports – Refer to Customer Database section to see the reports
available.
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Transaction Summary and Detail Reports
You can generate transaction summary and detail reports that provide detailed information for
each transaction.
Summary Report
To generate a summary report in Global Transport VT, follow these steps:
1. From the Main Menu, click Find Transactions.
2. From the Find Transactions menu, click Summary. The Transaction Summary Filters
screen displays:
3. There are several options to filter the report:
•
You can select a pre-defined date range from the Date Range drop-down list.
•
You can modify Start Date and End Date.
•
You can use the calendar to select a particular date. Or, use the ≤ or ≥ links link in
the month bar to switch the month, and click on any date link in the calendar for a
particular date.
•
You can choose by the User who entered the transaction.
•
You can choose by the Global Payments Batch Num.
•
You choose by the Register.
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4. Click Submit. Global Transport VT displays a screen with the results of your search:
For each payment type (Credit, Check, Debit, EBT), the report shows transaction activity
by transaction type (Auth, Credit, Sale, etc.), as well as settle information.
4. The following table defines the column headings in this window:
Field
Description
Card Type
The type of card.
Sale Count
The total number of sales for each tender type.
Sale Amount
The total amount of sales for each tender type.
Return Count
The total number of returns for each tender type.
Return Amount
The total amount of returns for each tender type.
Total Amount
The net amount (sales – returns) for each tender type.
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Field
Description
Trans Type
The transaction type.
Trans Count
The total number of transactions for each transaction type.
Amount
The dollar amount of a sale.
Auth Amount
The dollar amount of an approval or authorization request.
Tip Amount
The dollar amount of tips entered. Only displays in a restaurant
environment.
Capture Amount
The transaction amount that is captured in the batch.
Settle Count
The total number of transactions settled for each transaction type.
Settle Amount
The settled transaction amount for each transaction type.
5. If you would like to print this report, use Internet Explorer’s print button or click File –
Print in the browser.
Detail Report
To generate a Detail Report in Global Transport VT, follow these steps:
1. From the Main Menu, click Find Transactions.
2. From the Find Transactions menu click Credit, Debit, EBT, or Check/ACH. The
Transaction Filters screen displays:
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3. There are several options to filter the report:
•
You can select a pre-defined date range from the Date Range drop-down list.
•
You can modify Start Date and End Date.
•
You can use the calendar to select a particular date. Or, use the ≤ or ≥ links link in
the month bar to switch the month, and click on any date link in the calendar for a
particular date.
4. Fill in the transaction information for the rest of the filter fields. The less information you
provide the more matches you will get.
•
Enter the name of the Card Holder.
Note:
You can only search for Card Holder names using letters, numbers, and spaces.
Using any other character, such as an apostrophe, in the search will not provide
the desired results because special characters are removed from your search
query. If you want to search for a Card Holder name that includes a special
character, you must do a partial search for the part of the name before or after
the special character.
•
Choose a Transaction Type (Trx Type) from the drop-down list.
•
Choose whether to Exclude Void transactions (by default, this box is checked).
•
Choose a card Payment Type from the drop-down list.
•
Choose a Status from the drop-down list.
•
Select Show Custom Fields and enter custom field information.
5. Click Submit. Global Transport VT displays a screen with the results of your search:
The following table defines the column headings on this window:
Field
Description
Ref #
A unique reference number (PNRef) assigned to each transaction for
easy retrieval.
Customer ID
A unique number that identifies a customer.
Inv #
The optional invoice number that is associated with the transaction.
Date
The date and time the transaction was processed.
Result
The response for the transaction (Approved, Declined, etc.).
Payment Type
The transaction’s payment type (Visa, Amex, EBT, Echeck etc.).
Account Type
The transaction’s account type (Visa, Amex, EBT, etc.). This does not
display for check/ACH reports.
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Field
Description
Account #
The partially masked card or checking account number.
Transit #
Check/ACH reports only. The routing number identifying the bank that
holds the account.
Check #
Check/ACH reports only. The number identifying the check.
Name
The customer’s name.
Type
The type of transaction (Sale, Authorization, Credit, etc.).
Amt
Check/ACH reports only. The amount of an ACH transfer.
Status
The status of the transaction. If a transaction is declined, usually an error
message is displayed (Approval, Missing Key, etc.).
Approval Code
The approval or error code of the transaction.
Auth Amt
The dollar amount of an approval or authorization request.
Capture Amt
The transaction amount that is captured in the batch.
Tip Amt
The tip amount for the transaction. Only displays in a restaurant
environment.
User
The name of the user that processed the transaction.
Register
The register number on which the transaction is performed.
PO Num #
The customer’s PO number (used for level II commercial card
transactions).
Cust Code
Code defined by the merchant used to identify the type of customer, for
example, business or personal. This field can also be used for the PO
Number.
6. If you would like to view more than ten transactions per page, change the value in the
Items per page field (top left) to the number of transactions per page you wish to see. If
you would like to view all of the transactions on one page, type zero (0). Click Refresh.
7. If you would like to print this report, use Internet Explorer’s print button or click File –
Print in the browser.
8. You can also click on the Ref # field (PNRef) to display additional information about
individual transactions. See Find Transactions on page 41 for more information.
Note:
You can export the results of your search to several different supported formats.
See Exporting Reports on page 120 for more information on exporting reports.
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Exporting Reports
You must generate a Detail Report before you can export a report. See Detail Report on page
117 for more information.
Note:
Custom fields only display on XML and Tab Delimited Reports. See Custom Fields on
page 225 for details on custom fields.
1. Select one of the supported formats from the Report Format drop down box.
2. Click Download, and then click Open to view the file immediately, or click Save to save
the report to the desired location.
Note:
You must have the appropriate program installed to view any files that you open
or save. See the descriptions that follow for more information.
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XML Format
The XML format is a structured document format for the web. This format displays custom fields.
See Custom Fields on page 225 for details on custom fields.
Tab Delimited Format
The Tab Delimited Format is a text file that can be viewed and edited in most text editors and
spreadsheet programs. This format displays custom fields. See Custom Fields on page 225 for
details on custom fields.
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PDF Format
The Portable Document Format (PDF) is a PDF file that can be viewed by Adobe Reader or
Adobe Acrobat. Custom fields are not displayed.
Excel Format
The Excel Format is a spreadsheet file that can be viewed and edited in Microsoft Excel. Custom
fields are not displayed.
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Report Field Descriptions
The following table describes fields in the order displayed on XML Format and Tab Delimited
Format reports.
Field
TRX_HD_Key
Data Type/Size
N
Description
The PNRef number that uniquely identifies
the transaction.
Invoice_ID
AN/100
The invoice ID that is associated with the
transaction.
Seq_Num_CH
AN/10
This field is for internal use only.
Date_DT
Merchant_Key
AN
N
The date and time the transaction was
processed.
The Global Transport Gateway’s Merchant
Number (RPNum). This is not the East Host
MID.
User_Name_VC
AN/25
The name of the user that processed the
transaction.
Register_Number_CH
AN/10
The number of the register on which the
transaction was performed.
N
The Partner ID of the Merchant account.
Reseller_Key
Payment_Type_ID
AN/10
The transaction’s payment type (Visa, Amex,
EBT, etc.).
Trans_Type_ID
AN/20
The transaction type.
Processor_ID
AN/10
This field is for internal use only.
N
This field is for internal use only.
TRX_Settle_Key
TRX_Settle_Msg_VC
AN/25
The East Host batch number containing the
transaction.
Void_Flag_CH
AN/1
Indicates whether a transaction has been
voided.
Settle_Flag_CH
AN/1
Indicates whether a transaction has been
settled.
Ref_Number_CH
AN/12
This field is for internal use only.
Settle_Date_DT
AN
The date and time the transaction was
settled.
Last_Update_DT
AN
The date and time the transaction was
processed or modified.
TRX_Card_Key
N
This field is for internal use only.
Card_Info_Key
N
This field is for internal use only.
Auth_Amt_MN
N
The authorization amount of the transaction.
Tip_Amt_MN
N
The tip amount of the transaction.
Total_Amt_MN
N
The total amount of the transaction.
Cash_Back_Amt_MN
N
The cash back amount of the transaction.
SureCharge_Amt_MN
N
This field is for internal use only.
Account_Type_CH
AN/10
The transaction’s account type (Visa, Amex,
EBT, etc.).
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Field
Result_CH
Data Type/Size
AN/50
Description
Displays whether the transaction was
APPROVED or DECLINED.
Result_Txt_VC
AN/50
The result message of the transaction.
Approval_Code_CH
AN/50
The approval code of the transaction.
Host_Ref_Num_CH
AN/30
The item number in the East Host batch.
AVS_Resp_CH
AN/1
The Address Verification Service Code
returned by the cardholder’s issuing bank.
AVS_Resp_Txt_VC
AN/25
This field is for internal use only.
CV_Resp_CH
AN/1
The Card Verification Number Code returned
by the cardholder’s issuing bank.
CV_Resp_Txt_VC
AN/25
This field is for internal use only.
Host_Date_CH
AN/10
The local date in which the Global Transport
Gateway processed the transaction.
Host_Time_CH
AN/10
The local time (EST) in which the Global
Transport Gateway processed the
transaction.
Acct_Num_CH
AN/200
The last 4 digits of the cardholder’s account
number.
Exp_CH
AN/10
The expiration date of the card.
Type_CH
AN/10
The transaction’s payment type (Visa, Amex,
EBT, etc.).
Name_on_Card_VC
AN/25
The customer’s name.
Street_CH
AN/25
The customer’s street address.
Zip_CH
AN/25
The customer’s zip code.
Manual
Boolean
Indicates if the account number was entered
manually.
N
This field is for internal use only.
Create_Date_DT
AN
This field is for internal use only.
Receipt_Type_ID
AN/20
This field is for internal use only.
IP_VC
AN/15
This field is for internal use only.
CustomerID
AN/50
A unique number that identifies a customer.
TRX_Receipt_key
Orig_TRX_HD_Key
N
For follow up transactions, the PNRef # of the
original transaction (i.e. the PNRef # of a sale
that was voided).
CustRef
AN/50
This field is for internal use only.
Transaction_ID
AN/50
The reference number assigned by the host
to the transaction.
Transport_Method
AN/50
This field is for internal use only.
Transport_EndPoint
AN/512
This field is for internal use only.
Batch_Number
AN/10
The number of the batch in which the
transaction is stored.
Batch_Seq_Num
AN/25
This field is for internal use only.
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Field
AcqRefData_VC
ClientTransactionDate
Captured
Data Type/Size
AN/250
Description
The acquirer reference data for the
transaction. Refer to the East Host
Authorization and EDC Message
Specifications manual for more information.
AN
This field is for internal use only.
Boolean
This field is for internal use only.
BankResponseCode
AN/3
The Canadian Interac Debit response code.
InteracRefNum
AN/19
The Canadian Interac Debit reference data.
CustCode
AN/25
This field is for internal use only.
TranID
AN/15
This field is for internal use only.
ValCode
AN/50
This field is for internal use only.
Boolean
This field is for internal use only.
CardPresent
Balance
N
The available balance of the EBT card
account.
FoodStampBalanceAmount
N
This field is for internal use only.
CashBenefitBalanceAmount
N
This field is for internal use only.
Boolean
This field is for internal use only.
IsCleaned
TRX_Receipt_Cnt
Auth_Date_DT
BatchID_VC
N
AN
AN/14
Indicates if an electronic signature or receipt
is associated with this transaction.
The date and time the authorized was
processed.
The unique ID number of the batch in Virtual
Terminal.
TRX_Invoice_Key
N
This field is for internal use only.
TRX_HD_Key1
N
This field is for internal use only.
AN/100
This field is for internal use only.
AN
This field is for internal use only.
AN/100
The customer’s Company Name.
N
This field is for internal use only.
Invoice_ID1
XMLStream_TX
Company_Name_VC
Contact_Key
PONum
AN/100
The customer’s PO number (used for level II
commercial card transactions).
AN
This field is for internal use only.
Duty_Amt
N
This field is for internal use only.
Alternate_Tax_Amt
N
The alternative tax amount of the sale.
Discount_Amt
N
This field is for internal use only.
Freight_Amt
N
This field is for internal use only.
Line_Item_Count
N
This field is for internal use only.
Last_Update_DT1
AN
This field is for internal use only.
rowguid
AN
This field is for internal use only.
Tax_Amt
N
The tax amount of the sale.
Convenience_Amt
N
The convenience amount of the transaction.
Order_Date
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Field
Data Type/Size
Description
CheckNum_CH
AN/10
Check/ACH reports only. The number
identifying the check.
AccountNum_VC
AN/20
Check/ACH reports only. The customer’s
account number.
TransitNum_VC
AN/9
Check/ACH reports only. The routing number
identifying the bank that holds the account.
DL_VC
AN/500
Check/ACH reports only. The customer’s
driver’s license number.
SS_CH
AN/9
Check/ACH reports only. The customer’s
Social Security number.
DOB_CH
AN/10
Check/ACH reports only. The customer’s
date of birth.
StateCode_CH
AN/10
Check/ACH reports only. The state that
issued the ID.
NameOnCheck_VC
AN/25
Check/ACH reports only. The customer’s
name that appears on the check.
EMail_VC
AN/100
Check/ACH reports only. The customer’s
email address.
Phone_VC
AN/25
Check/ACH reports only. The customer’s
primary phone number.
Amount_MN
N
Check/ACH reports only. The amount of the
ACH transfer.
Host_Approval_CH
AN/20
Check/ACH reports only. The approval code
for check/ACH transactions.
Result_Msg_VC
AN/50
Check/ACH reports only. Result verbiage
from the host.
Result_Msg1_VC
AN/50
Check/ACH reports only. Result verbiage
from the host.
Result_Msg2_VC
AN/50
Check/ACH reports only. Result verbiage
from the host.
Check_Type_Key
AN/30
Check/ACH reports only. Indicates the type
of check being processed. Valid values are:
• 1 - Personal
• 2 - Business
Phone2_VC
AN/50
Check/ACH reports only. The customer’s
secondary phone number.
IDType_VC
AN/15
Check/ACH reports only. Indicates whether
the customer’s ID is a Driver’s License, a
Military ID or a State ID.
IDStateCode_CH
AN/10
Check/ACH reports only. The state that
issued the ID.
City_Name_VC
AN/50
Check/ACH reports only. The customer’s city.
Zip_Code_VC
AN/30
Check/ACH reports only. The customer’s
postal or zip code.
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Field
Address_VC
Data Type/Size
AN/150
Description
Check/ACH reports only. The customer’s
street address.
The following table describes the information that displays on PDF Format and Excel Format
reports:
Field
Description
Ref #
A unique reference number (PNRef) assigned to each transaction for
easy retrieval.
Cust ID
A unique number that identifies a customer.
Inv #
The optional invoice number that is associated with the transaction.
Date
The date and time the transaction was processed.
Result
The response for the transaction (Approved, Declined, etc.).
Payment Type
The transaction’s payment type (Visa, Amex, EBT, Echeck etc.).
Account Type
The transaction’s account type (Visa, Amex, EBT, etc.). This does not
display for check/ACH reports.
Account #
The partially masked card or checking account number.
Transit #
Check/ACH reports only. The routing number identifying the bank that
holds the account.
Check #
Check/ACH reports only. The number identifying the check.
Name
The customer’s name.
Type
The type of transaction (Sale, Authorization, Credit, etc.).
Amt
Check/ACH reports only. The amount of an ACH transfer.
Status
The status of the transaction. If a transaction is declined, usually an
error message is displayed (Approval, Missing Key, etc.).
Approval Code
The approval or error code of the transaction.
Auth Amt
The dollar amount of an approval or authorization request.
Capture Amt
The transaction amount that is captured in the batch.
Tip Amt
The tip amount for the transaction. Only displays in a restaurant
environment.
User
The name of the user that processed the transaction.
Reg
The register number on which the transaction is performed.
PONum
The customer’s PO number (used for level II commercial card
transactions).
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Batch Review
The following two sections describe how to review summary information for the current and
previous batches. For information on how to access older batches, refer to Past Batch Summary
and Details on page 130.
Note:
Current and past batch reports are generated for credit, debit and EBT card transactions
only. Reports will have eCheck or Check fields but they always display $0.00.
Current Batch Summary
To generate a summary report of the currently open batch in Global Transport VT, follow these
steps:
1. From the Main Menu, click Current Batch.
2. From the Current Batch menu, click Summary. A Transaction Summary of the current
batch displays:
The following table defines the column headings on this window:
Field
Description
Payment Type
A list of payment types. Some of the types listed may not be accepted by
the merchant or supported by the application at this time.
Deposit Amt
The total amount of sales for each payment type.
Deposit Qty
The total number of sales for each payment type.
Return Amt
The total amount of returns for each payment type.
Return Qty
The total number of returns for each payment type.
Net Amt
The net amount (sales – returns) for each payment type.
Net Qty
The net quantity (sales – returns) for each payment type.
3. If you would like to print this report, use Internet Explorer’s print button or click File –
Print in the browser.
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Previous Batch Summary
To generate a summary report on credit, debit and EBT transactions from the previous batch in
Global Transport VT, follow these steps:
1. From the Main Menu, click Current Batch.
2. From the Current Batch menu, click Host Batch Info. The Processor Host Batch Inquiry
screen displays:
3. Select the batch from which you want to produce the report by entering 0 (zero) for the
current open batch or 1 for the previous batch in the Batch Sequence Number field and
click Submit. The Processor Host Batch Inquiry screen displays with the results of your
search:
Note:
Only values 0 and 1 are valid.
The following table defines the column headings on this window:
Field
Description
Tender Type
A list of payment types. Some of the types listed may not be accepted by
the merchant or supported by Global Transport VT at this time.
Sale Count
The total number of sales for each tender type.
Sale Amount
The total amount of sales for each tender type.
Return Count
The total number of returns for each tender type.
Return Amount
The total amount of returns for each tender type.
Total Count
The total number of sales and returns for each tender type.
Total Amount
The net amount (sales – returns) for each tender type.
4. If you would like to print this report, use Internet Explorer’s print button or click File –
Print in the browser.
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Past Batch Summary and Details
Global Transport Virtual Terminal reporting is performed on a date and time basis while host
reports are performed on a batch basis. Past batch summary and detail reporting allows
merchants to generate past batch reports on the front-end (Global Transport Virtual Terminal) for
reconciliation with Global Payments’ back-end reporting systems.
Note:
This feature only applies to credit, debit and EBT transactions.
To generate a summary or transaction details for a previously settled batch, do the following:
1. From the Main Menu, click Find Transactions.
2. From the Find Transactions menu click Credit, Debit or EBT. The Find Credit
Transactions Transaction Filters screen displays:
3. Select a date range that contains the batch you want to review. There are several ways
to do this:
•
You can select a pre-defined date range from the Date Range drop-down list.
•
You can modify Start Date and End Date.
•
You can use the calendar to select a particular date. Or, use the ≤ or ≥ links link in
the month bar to switch the month, and click on any date link in the calendar for a
particular date.
4. Click Submit. Global Transport VT displays a screen with the results of your search:
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5. Click the Ref # of a transaction from the batch you are looking for.
6. Scroll to the bottom of the screen to find the receipt details for the transaction you
selected. Take note of the Batch Number.
7. You can now find summary or detail information for the batch. Each procedure is
described below.
Past Batch Summary Information
1. From the Main Menu, click Find Transactions.
2. From the Find Transactions menu click Summary. The Find Credit Transactions
Transaction Filters screen displays:
The Find Credit Transactions Transaction Filters screen displays:
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3. Select the date range that contains all transactions for the batch you’ve identified.
4. Enter the Batch Number into the Batch Num field.
5. Click Submit. Global Transport VT displays the summary information for the batch you
chose.
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Past Batch Detail Information
1. From the Main Menu, click Find Transactions.
2. From the Find Transactions menu click Credit, Debit, or EBT. The Find Credit
Transactions Transaction Filters screen displays:
The Find Credit Transactions Transaction Filters screen displays:
3. Select the date range that contains all transactions for the batch you’ve identified.
4. Enter the Batch Number into the Batch Num field.
5. Click Submit. Global Transport VT displays the detail information for the batch you
chose.
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End of Day Settlement
In order to receive payment for the authorized credit, debit and EBT transactions, the batch must
be settled daily. Global Transport VT supports two different settlement methods for credit, debit
and EBT transactions:
•
•
Note:
Time-Initiated Settlement: Global Payments automatically settles the batch at a prearranged time.
Merchant-Initiated Settlement: The merchant manually settles the batch.
All Check/ACH batches settle automatically at 1AM EST. There is no manual batch
settlement option for Check/ACH transactions.
In most cases, merchants will be set up for time-initiated settlement for credit, debit and EBT
transactions and settlement will occur at 2am EST. If you choose to settle the batch manually,
follow these steps:
1. From the Main Menu, click End of Day.
2. From the End of Day menu, click CC/DBT/EBT. The following screen displays:
3. Click Close Batch to close the batch.
Note:
If the batch close operation fails, you may need to force the batch to close. Click
the Force End of Day Batch Close box and click Close Batch.
4. Global Transport VT closes the batch and displays a report.
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Batch Upload
If your account is currently using time-initiated settlement, you can use Global Transport VT to
upload a batch of credit card transactions via the web interface. You may want to use this feature
if your POS application does not easily integrate directly with the Global Transport VT. In these
instances, Global Transport VT can read the transactions from a flat file which you upload.
WARNING! PCI compliance requires that card data cannot be stored on a PC after is transmitted. If
you store card data prior to use, such as in a batch file, you must store it in an
encrypted state and then securely delete it after it is used. In order to securely delete a
file, you must write over the file at least three times with random data. The following
tools are available to securely delete files in a PCI-compliant manner:
•
SDelete
http://technet.microsoft.com/en-us/sysinternals/bb897443.aspx
•
Eraser
http://www.heidi.ie/node/6
Note:
Only 1500 transactions are supported when using the Batch Upload feature. If your
account is set up for merchant-initiated settlement, the Batch Upload option is
unavailable.
1. From the Main Menu, click Tools.
2. From the Tools menu, click Batch Upload. The following screen displays:
3. Select the type of File Format from the drop-down box. (The default is Tab Delimited, but
Global Transport VT also supports the PCCharge DAT File formation.)
Note:
As the notice says, once a batch file has been uploaded, please note that the
changes in reports will not be reflected immediately because Global Payments
processes batch files every hour on the hour.
4. Click Browse to find and upload the file.
5. Click Upload.
Note:
If you are using Internet Explorer 8 and are experiencing errors when attempting
a batch upload, refer to Batch Upload Error in Internet Explorer 8 on page 231 for
troubleshooting information.
6. The batch file is now uploaded. You must securely delete the file as described in the
warning above.
Once you have uploaded a batch file, Global Transport VT will scan for prepared batch
files on the hour and then process the transactions found, readying them for settlement.
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Batch Upload File Format
Tab Delimited
Note:
The Batch Upload tab delimited file cannot contain any special characters.
The following table defines the file format in a Tab Delimited Batch Upload file.
Field
Number
Field Name
Description
Required
1
Transaction Type
SALE, REPEAT SALE, AUTH, RETURN,
FORCE
Y
2
Account Num
Account Number
Y
3
Exp Date
Expiration Date in MMYY format
Y
4
Amount
Total Amount in NNNNN.NN format
Y
5
Invoice Num
Invoice Number. The maximum length is 16
digits for American Express cards and 25 digits
for all other cards. Required for the lowest
rates on keyed transactions.
N
6
Zip
Zip Code. Must be a valid US or Canadian Zip
Code.
N
7
Street
Street Billing Address. The maximum length is
25 characters.
N
8
Name on Card
Card Holder’s Name as on Card. The
maximum length is 25 characters.
N
Note: Ampersands (&) are not permitted in
this field and need to be removed if
present.
9
PO Num
Purchase Order Number. The maximum length
is 25 characters.
N
10
Tax Amount
Tax Amount
N
11
City
City of Billing Address. Must be valid against a
2 digit US state code or Canadian province.
N
12
State
State (two letter state code, ex. GA)
N
13
Auth Code
Authorization Code. The length must be 6
characters.
N
14
PNRef
Unique Reference Number. The maximum
length is 20 characters.
N
15
Card Type
VISA, MasterCard, Amex, Discover,
CartBlanch, JAL
N
The following is an example of a Tab Delimited text file. Each line is a separate transaction.
Note:
Make sure that there is one tab between each field.
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PCCharge DAT File
Note:
The Batch Upload PCCharge DAT file cannot contain any special characters.
The following table defines the file format in a PCCharge DAT Batch Upload file.
Field
Number
1
Field Name
Action Code
Description
Valid values include:
•
•
•
•
•
Required
Y
1 – Sale
2 – Credit
3 – Void
4 – Pre-Auth
5 – Post-Auth
2
Credit Card
Credit card number. This is a numeric only
field.
Y
3
Exp.
Expiration Date in MMYY format
Y
4
Amount
Total Amount in NNNNN.NN format
Y
5
Ticket
Invoice Number. The maximum length is 16
digits for American Express cards and 25 digits
for all other cards. Required for the lowest
rates on keyed transactions.
N
6
Zip / PNRef
Required for Action Codes 3 and 5.
For Action Codes 1, 2, 4, and 5, the Zip Code.
Must be a valid US or Canadian Zip Code.
For Action Code 3, the PNRef number, up to
20 digits.
C
7
Street
Street Billing Address. The maximum length is
25 characters.
N
Varies
Customer Code
Customer Code
N
Varies
Tax Amount
Tax Amount
N
Varies
Customer Name
Customer Name
N
Number of Fields
Identifies the fields provided for each
transaction in the PCCharge DAT File. If used,
must be the last field on the first transaction.
Valid values include:
N
•
•
•
•
107 – fields 1 to 7 must be included for
each transaction
108 – fields 1 to 7 and Customer Name (8)
must be included for each transaction
109 – fields 1 to 7, Customer Code (8), and
Tax Amount (9) must be included for each
transaction
110 – fields 1 to 7, Customer Code (8), Tax
Amount (9), and Customer Name (10) must
be included for each transaction
The following is an example of a PCCharge DAT file. Each line is a separate transaction. Each
field is enclosed in quotation marks and fields are separated by spaces.
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Customer Database
The Customer Database features allow merchants to store customer information and set up
billing on a regular basis. Each day at 1:00am EST, a batch process runs automatically and
processes all recurring transactions scheduled for that day. This chapter describes how to set up
a customer database and how to set up recurring billing. Specifically, it includes:
•
•
•
•
•
•
•
•
Add a Customer
Add Credit Card and Check/ACH Payment Information
Add Contract Information
Find Customers
Process Non-Recurring Credit Card and Check/ACH Transactions
Recurring Billing Report
Recurring Billing Expiration Report
Import a Customer Database file.
Add a Customer
To add a customer, follow these steps:
1. From the Main Menu, click Customer Database.
2. From the Customer Database menu, click Add Customer. The Add Customer screen
displays:
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The following table defines the fields used when entering data for a new recurring billing
customer:
Field
Action
Customer ID
The Customer ID field is the merchant’s reference number for the
customer. Typically, this field is the same as the customer identifier in the
merchant’s CRM (Customer Relationship Management) or billing system.
First Name
Customer’s first name.
Last Name
Customer’s last name.
Company
Name of the customer’s company.
Title
Customer’s title.
Department
Department at the customer’s site.
Email
Customer’s email address.
Daytime Phone
Customer’s daytime phone number.
Evening Phone
Customer’s evening phone number.
Mobile Phone
Customer’s mobile phone number.
Fax
Customer’s fax number.
Status
Check whether the customer is active or inactive.
Address Line 1-3
Enter up to 3 lines of address information.
City, State,
Province, Postal
(Zip) Code
Enter city, state, and zip or postal code information for the customer.
Country
Use the drop-down box to locate the customer’s country.
Note: Canadian Postal codes must be entered in uppercase letters.
3. Click Add Customer. The Primary Contact screen displays:
Note:
You can edit the primary information for this customer by pressing Edit
Customer. To add credit card information for payments see Add Credit Card and
Check/ACH Payment Information on page 140 or to add contract information see
Add Contract Information on page 146.
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Add Credit Card and Check/ACH Payment Information
Global Transport VT can store credit card and check/ACH payment information for customers.
This section will demonstrate how to add credit card and check/ACH payment information to a
customer profile.
Add Credit Card Payment Information
To add credit card payment information to a customer profile, do the following:
1. From the Primary Contact screen, click Add Credit Card or ACH. The following screen
displays:
Select Credit Card.
2. The Payment Item screen displays:
3. Enter the credit card information or swipe the credit card. To quickly enter the customer’s
name and address, click Copy Details From Customer Record. Fields with an asterisk
(*) are required and entering information in all fields is recommended.
4. Global Transport VT gives you the option to store the payment information for a later use
or charge the customer right now. To use the payment information for a later time, click
Save Payment Info to return to the Primary Contact screen. If you want to charge the
customer right now, select Charge Now.
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5. If you selected Charge Now, Global Transport VT displays the following screen:
Enter the amount and click the Charge & Save Payment Info.
6. If you selected Charge Now, Global Transport VT displays the Credit Card Sale screen
with the information already filled in. Enter any extra information and click Process. See
Credit Card Sale Transaction on page 17 for more information.
Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
Credit Card Transaction Receipt Field Descriptions on page 71.
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Recurring Billing Credit Card Receipt
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Add Check/ACH Payment Information
To add check/ACH payment information to a customer profile, do the following:
1. From the Primary Contact screen, click Add Credit Card or ACH. The following screen
displays:
Select ACH.
2. The Payment Item screen displays:
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3. Enter the Banking Routing/Transit and Account Numbers. You can also swipe the
customer’s check through the MagTek MiniMICR reader to populate these fields.
To quickly enter the customer’s name and address, click Copy Details From Customer
Record. Fields with an asterisk (*) are required and entering information in all fields is
recommended.
4. Global Transport VT gives you the option to store the payment information for a later use
or charge the customer right now. To use the payment information for a later time, click
Save Payment Info to return to the Primary Contact screen. If you want to charge the
customer right now, select Charge Now.
5. If you selected Charge Now, Global Transport VT displays the following screen:
Enter the amount and click the Charge & Save Payment Info.
6. If you selected Charge Now, Global Transport VT displays the Check/ACH Sale screen
with the information already filled in. Enter any extra information and click Process. See
Check/ACH Sale Transaction on page 105 for more information.
Global Transport VT displays the approval information and receipt. If Global Transport VT
is configured to print receipts automatically, a copy of the receipt will print. You can also
manually print a copy of the receipt. To manually print a receipt, click Print Receipt.
Sensitive data is masked on the receipt. For descriptions of the fields on this receipt, see
Check/ACH Transaction Receipt Field Descriptions on page 113.
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Recurring Check/ACH Billing Receipt
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Add Contract Information
Global Transport VT can store contract information for recurring billing customers.
Note:
If you no longer plan on using a contract, set it to Inactive for at least 90 days to verify
that all issues on transactions generated by the contract have been resolved. After 90
days, you may delete the contract. Deleting a contract will not delete the transaction
records, but keeping a contract as Inactive will aid in investigating issues with recurring
transactions.
To make a contract Inactive, click the Contract ID link from the Primary Contact screen.
Select Inactive under Status and click Update Contract.
To add contract information, follow these steps:
1. From the Primary Contact screen, click Add Contract. The following screen displays:
The following table defines the fields used when entering data for a new contract for a recurring
billing customer:
Field
Action
Contract ID
The Contract ID field is the merchant’s reference number for the
customer.
Contract Name
Name of the contract.
Start Date
Use the calendar option to select a start date for the contract.
Note: The start date entered must be at least the next day.
End Date
Use the calendar option to select an end date for the contract.
Subtotal
The amount of the contract.
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Field
Action
Tax
The tax amount for the contract.
Total (Read Only)
The total amount of the contract.
Status
Check whether the contract is active or inactive.
Which Account
should be Billed for
this Contract?
Use the drop-down box to select which account to bill for this contract.
Add New Credit
Card or ACH Info
To add new payment information for this contract, select this option. See
Add Credit Card and Check/ACH Payment Information on page 140 for
more information.
Execute this
Contract
From the drop-down list, select how often this contract should be
executed.
If a transaction is
ever declined . . .
Global Transport VT can reprocess recurring billing transactions if they
are declined. Indicate how many times Global Transport VT should
attempt to reprocess declined transactions for this contract. A zero (0)
means do not reprocess.
Would you like to
receive a
confirmation
e-mail . . .
Global Transport VT can send a confirmation email to the merchant when
a transaction is approved on this contract. Indicate if you would like to
send an email for approved transactions.
Would you like to
receive a
confirmation
e-mail . . .
Global Transport VT can send a confirmation email to the merchant when
a transaction is declined or partially approved on this contract. Indicate if
you would like to send an email for declined and partially approved
transactions.
2. Click Add Contract. The following screen displays:
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Find Customers
To find customers, follow these steps:
1. From the Main Menu, click Customer Database.
2. From the Customer Database menu, click View Customers. The Find Customers screen
displays:
3. In the Search By field, use the drop-down box to select the value to search by:
4. Enter a value in the Search Value field.
5. Select Active Customers, Inactive Customers or All Customers.
6. Click Find Customer(s).
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7. Click the Customer ID. Global Transport VT displays information about the selected
customer.
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Process Card On File Transactions
Global Transport VT allows you to process non-recurring card on file transactions directly from
the customer database. You must find the customer for whom you want to process a transaction.
See Find Customers on page 148 for more information. To process a card on file transaction, do
the following:
1. From the View Customer screen, enter the amount of the charge in the Charge Account
field and select the transaction type to perform.
2. If you select Sale, PreAuth, Return, or ForceAuth, enter the amount of the charge or
refund in the Charge Account field.
3. Click Charge.
Global Transport VT displays the appropriate Credit Card transaction screen with the
information already filled in. See Credit Card Transaction Processing on page 16 for
details.
4. Enter any extra information and click Process.
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Recurring Billing Report
You can print a report listing all of the recurring billings you have done. To view the Recurring
Billing Report, do the following:
1. From the Main Menu, click Customer Database.
2. From the Recurring Billing menu, click Billing Report. The following screen displays:
3. Complete desired fields. The following table defines the fields used when entering data
for the Billing Report:
Field
Action
Transaction Status
The status of the transaction. Choose All, Approved, Other, or Partially
Approved.
Customer ID
Enter the ID if you would like to report on a specific Customer ID.
Billed Amount, $
Choose Is Equal To, Is Greater Than, or Is Less Than and the billed
amount you would like to specify for the report.
Date Range, From
Choose All, Month-to-Day, Previous Month, Last 30 Days, Last 60 Days,
Last 90 Days, or Year-to-Day. Type in the range of dates in
MM/DD/YYYY format.
Pay Method
Choose All, Credit Card, or ACH.
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4. Click Find Billing(s). A Billing Report list displays:
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Recurring Billing Expiration Report
You can generate a report listing all of your customers whose credit cards will be expiring in a
specified timeframe. To create this report, follow the steps:
1. From the Main Menu, click Customer Database.
2. From the Recurring Billing menu, click Expiration Report. The following screen displays:
3. Complete desired fields. The following table defines the fields used when entering data
for the Billing Expiration Report:
Field
Action
Customer ID
Enter the ID if you would like to report on a specific Customer ID.
Expiration Dates
(MMYY), From
Choose Current Month or Next Month and the expiration date range in
MMYY.
Status
Choose All, Active, Inactive, or Pending.
4. Click Find Expired Items. A Billing Expiration Report displays:
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Customer Database Import
You can use Global Transport VT to import customer information into the Customer Database via
the web interface. Using this method, Global Transport VT can read the customer data from a flat
file which you upload.
WARNING! PCI compliance requires that card data cannot be stored on a PC after is transmitted. If
you store card data prior to use, such as in a batch file, you must store it in an
encrypted state and then securely delete it after it is used. In order to securely delete a
file, you must write over the file at least three times with random data. The following
tools are available to securely delete files in a PCI-compliant manner:
•
SDelete
http://technet.microsoft.com/en-us/sysinternals/bb897443.aspx
•
Eraser
http://www.heidi.ie/node/6
Note:
Importing customer information into the Customer Database only populates customer
profiles and does not create any recurring billing contracts in Global Transport VT. All
contracts must be manually entered after customer information is imported.
To import customer information into the Customer Database, do the following:
1. From the Main Menu, click Customer Database.
2. From the Tools menu, click Import. The following screen displays:
3. Select the type of File Format from the drop-down box (Tab Delimited or Pipe Delimited).
4. Click Browse to find and upload the file.
5. Click Upload.
If the customer database import file contains errors, a list of the errors displays. Correct
the errors in the file and return to step 4.
If the customer database import file uploads successfully and does not contain errors, the
following message displays:
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6. The customer database file is now uploaded. If the customer database file contains card
data, you must securely delete the file as described in the warning above.
Note:
If the file contains any errors, the entire file will be rejected and all errors will be
reported to the screen. Correct the errors and attempt to upload the file again.
Only when a complete validation is passed will the file be successfully uploaded.
Customer Database Import File Format
Note:
The Customer Database Import file cannot contain any special characters.
If you wish to create Tab Delimited or Pipe Delimited text files to upload, your files need to
contain the following fields:
Field
Number
Field Name
Description
Max
Length
Required
1
Customer ID
The Customer ID field is the merchant’s
reference number for the customer.
Typically, this field is the same as the
customer identifier in the merchant’s
CRM (Customer Relationship
Management) or billing system.
100
Y
2
First Name
Customer’s first name.
50
Y if
Company
not
provided
3
Last Name
Customer’s last name.
50
Y if
Company
not
provided
4
Company
Name of the customer’s company.
100
Y if First
Name and
Last
Name not
provided
5
Title
Customer’s title.
50
N
6
Department
Department at the customer’s site.
50
N
7
Email
Customer’s email address.
100
N
8
Daytime Phone
Customer’s daytime phone number in
NNN-NNN-NNNN or NNN-NNNN
format.
25
N
9
Evening Phone
Customer’s evening phone number in
NNN-NNN-NNNN or NNN-NNNN
format.
25
N
10
Mobile Phone
Customer’s mobile phone number in
NNN-NNN-NNNN or NNN-NNNN
format.
25
N
11
Fax
Customer’s fax number in NNN-NNNNNNN or NNN-NNNN format.
25
N
12
Status
Check whether the customer is active
(1) or inactive (0). This is a numeric
only field.
1
Y
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Field
Number
Field Name
Description
Max
Length
Required
13
Address Line 1
First line of the customer’s address.
50
N
14
Address Line 2
Second line of the customer’s address
50
N
15
Address Line 3
Third line of the customer’s address.
50
N
16
City
Customer’s city.
50
N
17
State Code
The Customer’s two-character state
code, for example, GA.
2
N
18
Province Code
The Customer’s two-character province
code (in Canada), for example, ON.
50
N
19
Postal (Zip)
Code
Customer’s zip or postal code in
NNNNN, NNNNN-NNNN, or ANA NAN
format.
10
N
Note: Canadian Postal codes must be
entered in uppercase letters.
20
Country
Customer’s country.
3
N
21
CC Payment
Set to 1 to import credit card
Information. Set to 0 if not importing
credit card information. This is a
numeric only field.
1
Y
22
Credit Card
Type
The type of credit card. Valid values
include:
• AMEX
• DISCOVER
• MASTERCARD
• VISA
10
Y, if #21 is
1
Note: Use DISCOVER for Diner and
JCB card types.
23
Card Number
Credit card number. This is a numeric
only field.
200
Y, if #21 is
1
24
Expiration Date
Card’s expiration date in MMYY format.
This is a numeric only field.
4
Y, if #21 is
1
25
Name on Card
Card holder’s Name as on Card
25
N
26
Street Address
Card holder’s billing street address.
25
N
27
Postal (Zip)
Code
Card holder’s billing zip or postal code
in NNNNN, NNNNN-NNNN, or ANA
NAN format.
10
N
Note: Canadian Postal codes must be
entered in uppercase letters.
28
ACH Personal
Payment
Set to 1 to import personal ACH
payment information. Set to 0 if not
importing personal ACH payment
information. This is a numeric only field.
1
Y
29
Name on
Account
Account holder’s name.
25
Y, if #28 is
1
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Field
Number
Field Name
Description
Max
Length
Required
30
Account
Number
Bank account’s number. This is a
numeric only field.
200
Y, if #28 is
1
31
Bank
Routing/Transit
Number
Routing number identifying the bank
that holds the account. This is a
numeric only field.
9
Y, if #28 is
1
32
Street Address
Account holder’s billing street address.
50
Y, if #28 is
1
33
City
Account holder’s billing city.
50
Y, if #28 is
1
34
State Code
Account holder’s billing state.
2
Y, if #28 is
1
35
Postal/Zip
Code
Account holder’s billing zip or postal
code in NNNNN, NNNNN-NNNN, or
ANA NAN format.
10
Y, if #28 is
1
Note: Canadian Postal codes must be
entered in uppercase letters.
36
Social Security
Number
Account holder’s social security
number. This is a numeric only field.
9
N
37
Add Phone 1
(Home)
Account holder’s home phone number
in NNN-NNN-NNNN or NNN-NNNN
format.
25
Y, if #28 is
1
38
Add Phone 2
(Business)
Account holder’s business phone
number in NNN-NNN-NNNN or NNNNNNN format.
25
N
39
Date Of Birth
Account holder’s date of birth in
YYYYMMDD format. This is a numeric
only field.
8
N
40
ID Type
The type of ID specified in the ID
Number field (see below). Can be
Driver’s License, Military ID, or State
ID.
16
Y, if #28 is
1
41
ID Number
An ID unique to the account holder.
The type of ID is determined by the ID
Type (see above). This is a numeric
only field.
500
Y, if #28 is
1
42
State Code
The two-character state code, for
example, GA.
2
Y, if #28 is
1
43
ACH Business
Payment
Set to 1 to import business ACH
payment information. Set to 0 to not
import business ACH payment
information. This is a numeric only field.
1
Y
44
Name on
Account
Account holder’s name.
25
Y, if #43 is
1
45
Account
Number
Account number. This is a numeric only
field.
200
Y, if #43 is
1
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Field
Number
Field Name
Description
Max
Length
Required
46
Bank
Routing/Transit
Number
Routing number identifying the bank
that holds the account. This is a
numeric only field.
9
Y, if #43 is
1
47
Street Address
Account holder’s billing street address.
50
Y, if #43 is
1
48
City
Account holder’s billing city.
50
Y, if #43 is
1
49
State Code
Account holder’s billing state.
2
Y, if #43 is
1
50
Postal/Zip
Code
Account holder’s billing zip or postal
code in NNNNN, NNNNN-NNNN, or
ANA NAN format.
10
Y, if #43 is
1
Note: Canadian Postal codes must be
entered in uppercase letters.
51
Social Security
Number
Account holder’s social security
number. This is a numeric only field.
9
N
52
Add Phone 1
(Home)
Account holder’s home phone number
in NNN-NNN-NNNN or NNN-NNNN
format.
25
Y, if #43 is
1
53
Add Phone 2
Account holder’s business phone
number in NNN-NNN-NNNN or NNNNNNN format.
25
N
54
Date Of Birth
Account holder’s date of birth in
YYYYMMDD format. This is a numeric
only field.
8
N
The following is an example of customer import data in Tab Delimited format. Make sure that
there is one tab character between each field.
12222008Test-1
Alan
Allgood
Allgood, Inc. Owner Quality Assurance
[email protected]
770-829-8609 770-829-8610 770-829-8611 770-829-8612 1
123 Apple Pie Street
North Tower Suite 100
Atlanta
GA
Ontario
30329 USA
1
VISA
4003000123456781
0809
Alan
Allgood
123 Apple Pie Street
30329 1
Alan Allgood 123456789
490000018
123 Business Parkway
Atlanta
GA
30328
211312314
877-777-8888 770-829-8605 19780202
Driver’s License
123456789
GA
1
Alan Allgood 123456789
490000018
123
Business Parkway
Atlanta
GA
30328 255419874
770-555-5555 770829-8601
19800218
The following is an example of customer import data in Pipe Delimited format. Make sure that
there is one pipe (‘|’) between each field.
1201|Alan|Allgood|Allgood, Inc.|Owner|Quality Assurance|[email protected]|770-8298609|770-829-8610|770-829-8611|770-829-8612|1|123 Apple Pie Street|North
Tower|Suite 100|Atlanta|GA|Ontario|30329|USA|1|VISA|4003000123456781|0809|Alan
Allgood|123 Apple Pie Street|30329|1|Alan Allgood|123456789|490000018|123
Business Parkway|Atlanta|GA|30328|211312314|877-777-8888|770-829-8605|19780202|
Driver’s License|123456789|GA|1|Alan Allgood|123456789|490000018|123 Business
Parkway|Atlanta|GA|30328|255419874|770-555-5555|770-829-8601|19800218
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Setting Up Devices
Overview
This chapter describes how to set up Global Transport VT. Follow these steps:
1. Install the USB-to-Serial Adapter. If you are using the VeriFone 1000SE PIN Pad, the
MagTek MiniMICR or the MagTek Mini Swipe Reader RS-232 and your PC does not
have an available serial port, you must install the USB-to-serial adapter. See Install the
USB-to-Serial Adapter in Windows 7 or Windows Vista Business on page 160 or Install
the USB-to-Serial Adapter in Windows XP on page 163 for detailed instructions on
installing the adapter.
2. Connect the VeriFone 1000SE PIN Pad. In order to process debit and/or EBT
transactions, you must connect the VeriFone 1000SE PIN Pad to your PC using an
available serial port or the USB-to-serial adapter installed in step 1. See Connect the
VeriFone 1000SE PIN Pad on page 172 for detailed instructions on connecting the PIN
pad.
3. Connect the MagTek Mini Swipe Card Reader. If you want to enter credit card
information from a card reader or if you are doing Debit and/or EBT transactions, you
must connect a card reader to your PC using an available USB port, PS2 port, serial port,
or the USB-to-serial adapter installed in step 1. See Connect the MagTek Mini Swipe
Card Reader on page 173 for detailed instructions on connecting the card reader.
4. Connect the MagTek MiniMICR Check Reader. If you want to automatically populate
check/ACH payment information, you must connect a check reader to your PC using an
available PS2 port or serial port. See Connect the MagTek MiniMICR Reader on page
176 for detailed instructions on connecting the check reader.
5. Configure and Install the Epson TM-T88V or TM-T20 Receipt Printer. If you would
like to use an optional 42 column receipt printer, you must configure and install it. See
Install the Epson Printer Drivers on page 178 for detailed instructions. You can skip this
section if you are using a standard 8 ½ x 11 printer.
6. Install ActiveX Controls. Global Transport VT uses ActiveX controls that must be
installed for your VeriFone 1000SE PIN Pad, MagTek MiniMICR and/or receipt printers to
work. See Install ActiveX Controls on page 194 for more instructions on installing these
controls.
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Install the USB-to-Serial Adapter in Windows 7 or Windows Vista
Business
The VeriFone 1000SE has a serial port connection and the MagTek Mini Swipe Card Reader and
MagTek MiniMICR may have a serial port connection. If your device has a serial connection and
your computer has an available serial port, you do not need to use the adapter and can skip
directly to Connect the VeriFone 1000SE PIN Pad on page 172, Connect the MagTek Mini Swipe
Card Reader on page 173 or Connect the MagTek MiniMICR Reader on page 176. If your device
has a serial connection but your computer does not have an available serial port, you must install
the USB-to-serial adapter provided with your PIN Pad, Card Reader or MiniMICR.
The USB-to-serial adapter box includes the following items:
•
CableMAX USB-to-serial adapter
•
CableMAX Driver and User’s Guide mini CD
•
USB extension cable
The following instructions detail how to install the CableMAX USB-to-serial adapter. For
convenience, the process has been broken into two parts:
•
USB serial converter and USB serial port installation
•
Verify installation
USB Serial Converter and USB Serial Port Installation
To install the USB Serial Converter and USB Serial Port, do the following:
1. Attach the USB 2.0 to RS232 adapter to an available USB port on your PC, using the
extension cable if necessary. A blue indicator LED lights up on the device to indicate the
device is properly connected to the PC.
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Note:
A Found New Hardware notification appears in the system tray.
2. Windows automatically installs the USB 2.0 to RS232 converter and USB serial port. The
following notification displays:
Note:
Clicking the notification will display the following window:
Verify Installation
To verify the installation and proper setup of the USB-to-Serial Adapter and USB Serial Port, do
the following:
1. Select Start and right-click on Computer. Click Properties.
The System window displays:
2. Click Device Manager.
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The Device Manager window displays:
3. Double-click Ports (COM & LPT) to expand your list of ports.
The USB-to-serial adapter is installed. You are ready to continue setting up Global
Transport VT by connecting the VeriFone 1000SE PIN Pad, MagTek Mini Swipe Card
Reader or MagTek MiniMICR.
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Install the USB-to-Serial Adapter in Windows XP
The VeriFone 1000SE has a serial port connection and the MagTek Mini Swipe Card Reader and
MagTek MiniMICR may have a serial port connection. If your device has a serial connection and
your computer has an available serial port, you do not need to use the adapter and can skip
directly to Connect the VeriFone 1000SE PIN Pad on page 172, Connect the MagTek Mini Swipe
Card Reader on page 173 or Connect the MagTek MiniMICR Reader on page 176. If your device
has a serial connection and your computer does not have an available serial port, you must install
the USB-to-serial adapter provided with your PIN Pad, Card Reader or MiniMICR.
The USB-to-serial adapter box includes the following items:
•
CableMAX USB-to-serial adapter
•
CableMAX Driver and User’s Guide mini CD
•
USB extension cable
Note:
The USB-to-serial adapter driver is also available for download from the Global Payments
Virtual Terminal Help page. To download the driver, click Help from the Virtual Terminal
main menu. Click CableMax USB to Serial Drivers (ZIP) to download. Unzip the archive
before beginning the installation process.
The following instructions detail how to install the CableMAX USB-to-serial adapter. For
convenience, the process has been broken into three parts:
•
USB serial converter installation
•
USB serial port installation
•
Verify installation
USB Serial Converter Installation
To install the USB Serial Converter, do the following:
1. If you are installing the driver from a CD-ROM, insert the Driver and User’s Guide mini
CD in your CD-ROM drive.
If you have downloaded the driver from the Global Payments Virtual Terminal Help page,
locate the file.
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2. Attach the USB 2.0 to RS232 adapter to an available USB port on your PC, using the
extension cable if necessary. A blue indicator LED lights up on the device to indicate the
device is properly connected to the PC.
Note:
A Found New Hardware notification appears in the system tray.
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3. The Found New Hardware Wizard displays and prompts to connect to Windows Update
to search for software.
4. Click No, not this time. Click Next.
The wizard prompts for installation information.
5. Select Install from a list or specific location (Advanced). Click Next.
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The wizard prompts for search and installation options.
6. If you are installing the driver from a CD-ROM, select Search removable media (floppy,
CD-ROM…). Click Next.
If you are installing the driver from the downloaded file, select Include this location in
the search. Click Browse and locate the USBCOM-2 folder you extracted from the
downloaded ZIP file. Click Next.
The wizard displays a list of drivers:
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7. Select the USB 2.0 to RS232 converter driver from the win2000_xp_2003_xp64 folder.
Click Next. The wizard begins copying and installing files to your system.
The wizard displays an installation complete message.
8. Click Finish to complete installation of the USB Serial Converter.
USB Serial Port Installation
To install the USB Serial Port, do the following:
Note:
A Found New Hardware notification displays in the system tray.
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1. The Found New Hardware Wizard displays and prompts to connect to Windows Update
to search for software.
Select No, not this time. Click Next.
2. The wizard prompts for installation information.
Select Install from a list or specific location (Advanced). Click Next.
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3. The wizard prompts for search and installation options.
Select Search removable media (floppy, CD-ROM…). Click Next.
4. The wizard displays a list of drivers:
Select the USB 2.0 to RS232 converter driver from the win2000_xp_2003_xp64 folder.
Click Next. The wizard begins copying and installing files to your system.
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5. The wizard displays an installation complete message:
Click Finish. Installation is complete.
Verify Installation
To verify the installation and proper setup of the USB-to-Serial Adapter, do the following:
Note:
After a successful installation, a Found New Hardware notification appears in the system
tray.
1. From the desktop, right-click on My Computer. Click Properties.
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2. Click the Hardware tab and then click Device Manager.
3. Click the + next to Ports (COM & LPT) and Universal Serial Bus controllers to expand
your lists of ports and controllers. The USB Serial Port and the USB Serial Converter
should display.
The USB-to-serial adapter is installed. You are ready to continue setting up Global
Transport VT by connecting the VeriFone 1000SE PIN Pad, MagTek Mini Swipe Card
Reader or MagTek MiniMICR.
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Connect the VeriFone 1000SE PIN Pad
The VeriFone 1000SE PIN Pad must be connected to a serial or USB port and electrical outlet to
function properly. The following diagram illustrates the connection process:
Step 1: Connect the serial plug to a serial port on the
back of your computer or to the USB-to-serial adapter
that is installed on your computer. Refer to Install the
USB-to-Serial Adapter on page 163 for adapter
installation instructions.
Step 2: Connect the power cord to the VeriFone
1000SE power adapter. Connect the power adapter
to the back of the serial plug. Connect the power plug
to an electrical outlet to power the device.
Step 3: Connect the serial plug to the VeriFone
1000SE PIN Pad.
The VeriFone 1000SE PIN Pad activates. However, the PIN pad will not function until the
appropriate ActiveX controls are installed. Refer to Install ActiveX Controls on page 194 for more
information.
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Connect the MagTek Mini Swipe Card Reader
Global Transport VT allows you to use a magnetic card swipe to enter transactions. Currently,
Global Transport VT supports the following readers:
•
•
•
MagTek Mini Swipe Reader USB
MagTek Mini Swipe Reader Wedge
MagTek Mini Swipe Reader RS-232
After installing the MagTek Mini Swipe Reader RS-232, you will need to install ActiveX controls.
Refer to Install ActiveX Controls on page 194 for more information.
MagTek Mini Swipe Reader USB
The MagTek Mini Swipe Reader USB connects to an available USB port on your computer.
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MagTek Mini Swipe Reader Wedge
The MagTek Mini Swipe Reader Wedge connects to the cable from your keyboard.
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MagTek Mini Swipe Reader RS-232
The MagTek Mini Swipe Reader RS-232 connects to the serial port on your computer.
If your computer does not have an available serial port, you may use the CableMAX USB-toSerial Adapter to connect this device to your computer. Refer to Install the USB-to-Serial Adapter
on page 163 for detailed instructions on installing this device.
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Connect the MagTek MiniMICR Reader
Global Transport VT allows you to use a MICR reader to enter check transactions. Currently,
Global Transport VT supports the following readers:
•
•
MagTek MiniMICR Wedge
MagTek MiniMICR RS-232
After installing the MagTek MiniMICR RS-232, you will need to install ActiveX controls. Refer to
Install ActiveX Controls on page 194 for more information.
MagTek MiniMICR Wedge
The MagTek MiniMICR Wedge connects to the cable from your PS2 keyboard. Connect the short
end of the wedge cable to your PS2 keyboard. Connect the long end of the cable to the PS2
keyboard port on the back of your PC. If your ports are indicated by color, the keyboard port is
purple; do not use the green mouse port.
Note:
Many newer computers do not have a PS2 keyboard port. If your computer does not
have a PS2 port, you must use the serial cable version of the MagTek MiniMICR reader
(and the optional USB-to-serial adapter if your computer does not have a serial port.)
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MagTek MiniMICR RS-232
The MagTek MiniMICR RS-232 connects to the serial port on your computer.
If your computer does not have an available serial port, you may use the CableMAX USB-toSerial Adapter to connect this device to your computer. Refer to Install the USB-to-Serial Adapter
on page 163 for detailed instructions on installing this device.
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Install the Epson Printer Drivers
Note:
Do not connect the printer to the PC until instructed. If you have already connected the
printer, disconnect it now.
The following instructions detail how to install the Epson TM-T88V, TM-U220, or TM-T20 receipt
printer. For convenience, the process has been broken into two sections:
•
•
Download the Printer Drivers
Install the Printer Drivers
Download the Printer Drivers
You must download and install the printer drivers in order for the Epson printers to function
correctly.
To download the printer drivers, do the following:
1. From the Main Menu, click Help.
2. From the Help menu, click Help.
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A Global Payments download page displays:
3. Click Epson Printer Driver (ZIP) to begin the download. The download screen displays:
4. Click Save and save the zip file to a preferred location. Once the download completes,
locate and double-click the Epson_Printer_Driver.zip file and find APD_415E.exe.
Install the Printer Drivers
1. Double-click APD_415E.exe.
Windows 7: If Windows displays “Do you want to allow the following program to make
changes to this computer,” click Yes.
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2. The InstallShield Wizard displays:
Click Next.
3. The License Agreement screen displays:
Review the agreement and select I accept the terms of the license agreement. Click
Next.
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4. The Setup Type screen displays:
Select Standard and click Next.
5. The Printer Configuration screen displays.
Click Add to configure a new printer.
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6. The Add Printer screen displays:
Select your printer, EPSON TM-T88V Receipt, EPSON TM-U220 Receipt, or EPSON
TM-T20 Receipt, from the Select driver drop down menu.
•
If you are connecting your printer to a serial port, select Create a Serial port from the
Port Type drop down menu. Click Next.
The following screen displays:
Click Next.
•
If you are connecting your printer to a USB port, select Create a USB port from the
Port Type drop down menu. Click Next.
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7. The Printer Configuration screen displays:
Click Next.
8. The Start Copying Files screen displays:
Click Next.
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9. The drivers are installed and your printer is configured. The InstallShield Wizard
Complete dialog will display:
Click Finish.
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Connect the Epson Printer
This section provides hardware installation instructions for the Epson TM-T88V, TM-U220, or TMT20 receipt printer.
Serial Connect
TM-T88V/TM-U220
Follow these instructions to connect the Epson TM-T88V or TM-U220 receipt printer to the PC
with a serial cable:
Step 1: Connect the power cord to an
electrical outlet. Connect the power cord
to the Power Supply. Connect the Power
Supply to the Power Connection at the
rear of the Epson TM-T88V or TM-U220.
Configuration #
TM Bios Ver. #
Date: xx/xx/xx
RS-232
On
2 1
DK
24V
Step 2: Locate the DIP Switches on the
back of the printer case. Set the DIP
Switch labeled 2 to ON by sliding it to
the UP position. Set the DIP Switch
labeled 1 to OFF by sliding it to the
DOWN position.
Note: The printer must be powered off
and back on for the printer to
register the change in DIP switch
positions.
USB
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Step 3: Connect the serial cable to the
serial connection at the rear of the
Epson TM-T88V or TM-U220. Connect
the serial cable to the serial port at the
rear of your PC.
Windows automatically detects the
printer and makes it ready for use.
USB Connect
TM-T88V/TM-U220
Follow the instructions below to connect the Epson TM-T88V or TM-U220 receipt printer to the
PC with a USB cable:
Step 1: Connect the power cord to an
electrical outlet. Connect the power cord
to the Power Supply. Connect the Power
Supply to the Power Connection at the
rear of the Epson TM-T88V or TM-U220.
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Configuration #
TM Bios Ver. #
Date: xx/xx/xx
RS-232
On
2 1
USB
DK
24V
Step 2: Locate the DIP Switches on the
back of the printer case. Set the DIP
Switch labeled 2 to OFF by sliding it to
the DOWN position. Set the DIP Switch
labeled 1 to ON by sliding it to the UP
position.
Note: The printer must be powered off
and back on for the printer to
register the change in DIP switch
positions.
Step 3: Connect the USB Cable to the
USB Connection at the rear of the Epson
TM-T88V or TM-U220. Connect the USB
Cable to the USB port at the rear of your
PC.
Windows automatically detects the
printer and makes it ready for use.
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TM-T20/TM-U220 (USB only)
Follow the instructions below to connect the Epson TM-T20 or TM-U220 (USB only) receipt
printer to the PC with a USB cable:
Step 1: Connect the power cord to an
electrical outlet. Connect the power cord
to the Power Supply. Connect the Power
Supply to the Power Connection at the
rear of the Epson TM-T20 or TM-U220
(USB only).
Step 2: Connect the USB Cable to the
USB Connection at the rear of the Epson
TM-T20 or TM-U220 (USB only).
Connect the USB Cable to the USB port
at the rear of your PC.
Windows automatically detects the
printer and makes it ready for use.
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Verify Printer Connection
1. From the Start menu, select Devices and Printers (Windows 7) or Printers and Faxes
(Windows XP).
2. In Windows 7, the Devices and Printers window displays. Verify that EPSON TMT88V/TM-U220/TM-T20 is listed under Printers and Faxes.
In Windows XP, the Printers and Faxes window displays. Verify that EPSON TMT88V/TM-U220/TM-T20 is listed.
3. Right-click the EPSON TM-T88V/TM-U220/TM-T20 and select Printer Properties
(Windows 7) or Properties (Windows XP).
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4. The EPSON TM-T88V/TM-U220/TM-T20 Receipt Properties dialog displays with the
General tab highlighted:
Click Print Test Page and verify that the test page prints.
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Configure Printing Defaults
1. From the EPSON TM-T88V/TM-U220/TM-T20 Receipt Properties dialog, select the
Advanced tab and click Printing Defaults.
2. The Printing Defaults dialog displays with the Main tab highlighted:
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3. Select the Document Settings tab:
4. Click Paper Source and select Page[Feed,Cut] to instruct the printer to partially cut after
the merchant copy and the customer copy of the receipt:
Note:
By default Document[Feed,Cut] is selected. Make sure to select
Page[Feed,Cut] or else printed receipts will not be cut correctly.
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You may also change other printing default settings. For descriptions of printing default
options, see Printing Default Option Descriptions below.
5. Click OK. You have now completed the configuration for the Epson printer.
Printing Default Option Descriptions
The following table defines the fields used when setting printing default options:
Field
Description
Paper
Conservation
Disables automatic paper feeding and wasted receipt paper that may
result from Windows formatting the receipt to fit standard paper lengths.
Options are: None, Top, Bottom, Top & Bottom; default is Bottom.
Print all text as
graphic images
Prints entire receipt as a graphic image rather than lines of text. Default is
No.
Input Unit
Sets unit for paper size or any other length setting. Options are 0.1 mm
and 0.01 inch. Default is 0.1 mm.
Paper Source
Selects operations of the autocutter and paper feed between pages and
print jobs and displays sample image. Options are: Document[Feed,Cut],
Document[Feed,NoCut], Document[NoFeed,Cut],
Document[NoFeed,NoCut], Page[Feed,Cut], Page[Feed,NoCut],
Page[NoFeed,Cut], Page[NoFeed,NoCut], Custom; default is
Document[Feed,Cut].
Printing Speed
Adjusts paper feed speed during printing. Options are: Use the printer
st
nd
rd
th
th
th
th
th
th
th
th
th
settings, 1 (Fast), 2 , 3 , 4 , 5 , 6 , 7 , 8 , 9 , 10 , 11 , 12 ,
th
13 (Slow); default is Use printer settings.
Speed for printing
pages that include
a barcode or 2D
symbol
Adjusts paper feed speed during printing containing a barcode or symbol.
st
nd
rd
th
th
th
th
th
Options are: Use the printer settings, 1 (Fast), 2 , 3 , 4 , 5 , 6 , 7 , 8 ,
th
th
th
th
th
9 , 10 , 11 , 12 , 13 (Slow); default is Use printer settings.
Large device font
smoothing
Enables or disables large device font smoothing. Default is Enable.
Cash Drawer
Sets separate drawer opening controls for Cash Drawer #1 (2 pins) and
Cash Drawer #2 (5 pins). Options are: Do not open (do not send
command), Open before printing, Open after printing; Default is Do not
open (do not send command).
Send Command
Allows user to input an ESC/POS command to be sent to the TM printer
directly. Commands may be entered for: Start of Document, End of
Document, Start of Page, End of Page; default for all is Do not send.
Logo Printing
Allows for a desired logo to be specified and printed at: Start of
Document, End of Document, Start of Page, End of Page. Options for
each placement option are: Do not print logo [Do not send command],
Select image file for use, Logo registered in the printer (NV graphic);
default for all is Do not print logo [Do not send command].
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Install ActiveX Controls
ActiveX software controls perform the necessary communication between Global Transport VT
and your receipt printer, PIN pad, and card reader. Global Transport VT prompts you to install
these controls when you log in for the first time. If you do not install the required ActiveX Controls,
your devices will not function.
To install the required ActiveX controls, do the following:
1. Open Internet Explorer and navigate to https://vt.globalpay.com/.
Note:
Global Transport VT uses the secure HTTP (HTTPS) protocol. Be sure to include
the https:// when typing this web address, as Global Transport VT will not accept
unsecured connection attempts. For easy access in the future, add Global
Transport VT to your list of favorites.
2. If this is the first time you have accessed a secure HTTP website, a Security Alert window
displays:
Check the box if you do not wish to receive the secure connection alert in the future and
click OK to continue.
3. The Global Transport VT login screen displays:
4. Enter your user name and password in the Username and Password fields. Click Login.
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5. The first time you log in Global Transport VT, Internet Explorer notifies you that the
installation of an ActiveX control is required.
6. Click the ActiveX notification and select Install ActiveX Control or Install This Add-on
for All Users on This Computer.
Windows 7: If Windows displays “Do you want to allow the following program from an
unknown publisher to make changes to this computer,” click Yes.
7. A Security Warning prompt displays, prompting you to install MeadCo’s ScriptX:
Click Install.
8. Once the ActiveX control is installed, the Advanced Printing prompt displays:
Click Yes, allow.
Note:
This dialog may display under the Security Warning dialog described below. Be
sure to confirm both dialogs.
9. A second Security Warning prompt displays, prompting you to install Global Payments’
PortComm ActiveX Control:
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Click Install.
10. Once Global Payments’ PortComm ActiveX Control is installed, your web browser returns
to the Global Transport VT Main Menu screen.
The required ActiveX controls are installed. You are ready to continue setting up Global Transport
VT by configuring your PIN pad, magnetic card swipe reader, and receipt printer on the Global
Transport VT Preferences screen. Refer to Set Up Global Transport VT for Devices on page 197
for more information.
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Set Up Global Transport VT for Devices
Once you have connected your hardware devices and installed the required ActiveX controls in
Global Transport VT, you must configure Global Transport VT to communicate with the devices. If
you are using a USB-to-serial adapter, you must determine which COM port the adapter is using.
If the hardware devices are connected directly your computer’s serial port, you do not need to find
the COM port. Instead, use COM1 when prompted in Global Transport VT.
Find Your COM Port in Windows 7 or Windows Vista Business
To locate the COM Port for your USB-to-serial adapter in Windows 7 or Windows Vista Business,
do the following:
1. Select Start and right-click on Computer. Click Properties.
The System window displays:
2. Click Device Manager.
The Device Manager window displays:
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3. Double-click Ports (COM & LPT) to expand your list of ports.
The items in the Ports list may differ depending on your PC and installed peripherals.
Write down on a piece of paper the COM port in parenthesis next to Prolific USB-toSerial Comm Port. Example: COM5. You will need this information when setting up
Global Transport VT.
Note:
The COM port for a serial connection is usually COM1. Refer to PIN Pad COM
Port Error on page 240 for important troubleshooting information regarding your
COM Port set up.
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Find Your COM Port in Windows XP
To locate the COM Port for your USB-to-serial adapter in Windows XP, do the following:
1. From the desktop, right-click on My Computer. Click Properties.
2. Click the Hardware tab and then click Device Manager.
3. The Device Manager window displays:
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4. Click the + next to Ports (COM & LPT) to expand your list of ports.
The items in the Ports list may differ depending on your PC and installed peripherals.
Write down the COM port in parenthesis next to USB Serial Port on a piece of paper.
Example: COM3. You will need this information when setting up Global Transport VT.
Note:
The COM port for a serial connection is usually COM1. Refer to PIN Pad COM
Port Error on page 240 for important troubleshooting information regarding your
COM Port set up.
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Configure PIN pad
To configure your VeriFone 1000SE PIN Pad, do the following:
1. From the Main Menu, click Preferences.
2. From the Preferences menu, click Device Setup. The following setup window displays:
3. Click Pinpad.
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4. Select Verifone 1000 from the drop-down list. The following setup window displays:
The following table defines the fields for setting up the PIN pad:
Field
Action
Pinpad Type
Use the drop-down box to select Verifone 1000.
Key Management
Currently, only DUKPT is supported.
Com Port
If the PIN pad is plugged directly into the serial port on your PC, select
COM1. If you are using the USB-to-serial adapter, select the com port
you identified in Find Your COM Port on page 199.
Baud Rate
Cannot be changed.
Flow Control
Cannot be changed.
Parity
Cannot be changed.
Stop Bits
Cannot be changed.
Data Bits
Cannot be changed.
Time Out
Select the Time Out for this device. The default is blank. Enter 9.
5. When you are done, click Save. Global Transport VT is now configured to work with your
VeriFone 1000SE PIN Pad.
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Configure Card Reader
Note:
You will only need to configure your card reader if you are using the MagTek Mini Swipe
Reader RS-232 (serial). If you are using the USB or Wedge versions of the MagTek Mini
Swipe reader, no further card reader configuration is necessary.
To configure your RS-232 serial card reader, do the following:
1. From the Main Menu, click Preferences.
2. From the Preferences menu, click Device Setup. A setup window displays:
3. Using the drop-down box, select the type of Card Reader installed.
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The following table defines the fields for setting up the card reader:
Field
Action
Card Reader Type
Use the drop-down box to select the type of card reader you have.
Choose Serial Reader.
Com Port
If the card reader is plugged directly into the serial port on your PC, select
COM1. If you are using the USB-to-serial adapter, select the com port
you identified in Find Your COM Port on page 199.
Baud Rate
Select the Baud Rate for this device. The default is 9600.
Flow Control
Select the Flow Control for this device. The default is Hardware.
Parity
Select the Parity for this device. The default is No Parity.
Stop Bits
Select the Stop Bits for this device. The default is 1.
Data Bits
Select the Data Bits for this device. The default is 8.
Time Out
Select the Time Out for this device. The default is blank.
4. When you are done, click Save. Global Transport VT is now configured to work with your
serial card reader.
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Configure Check Reader
Note:
You will only need to configure your check reader if you are using the MagTek MiniMICR
RS-232 (serial or USB-to-serial). If you are using the Wedge version of the MagTek
MiniMICR reader, no further check reader configuration is necessary.
Note:
If the Global Transport Client is installed on your PC, you must disable the check reader
in the Global Transport Client before it will function properly in the Global Transport
Virtual Terminal.
Change Browser Settings
1. In Internet Explorer, go to the Tools menu and click Internet Options.
2. Go to the Security tab.
3. Click the Trusted Sites icon and click the Sites button.
4. Enter https://vt.globalpay.com in the text field and click Add to make it a trusted site:
5. Click OK.
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6. With the Trusted Sites icon still highlighted, click Custom Level:
7. Locate the ActiveX controls and plug-ins options section. Select Enable for all options:
8. Click OK to close the Security Settings window. Click OK again to close the Internet
Options window.
9. Close and reopen Internet Explorer.
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Download Check Reader Control
1. From the Main Menu, click Preferences.
2. From the Preferences menu, click Device Setup. A setup window displays:
3. Click Check Reader.
4. Using the drop-down box, select the type of Check Reader installed.
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The following table defines the fields for setting up the check reader:
Field
Action
Check Reader Type
Use the drop-down box to select the MagTek MICR Mini.
Com Port
If the card reader is plugged directly into the serial port on your PC, select
COM1. If you are using the USB-to-serial adapter, select the com port
you identified in Find Your COM Port in Windows 7 or Windows Vista
Business on page 197 or Find Your COM Port in Windows XP on page
199.
Baud Rate
Select 9600.
Flow Control
Select No Flow Control.
Parity
Select No Parity.
Stop Bits
Select 1.
Data Bits
Select 8.
Time Out
Select 9.
5. When you are done, click Save. You next have to download and install the check reader
control.
Install Check Reader Control
1. Click Download Check Reader Control. The following window displays:
2. Click Save or Run. The following window displays:
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If Internet Explorer notifies you that the download has been blocked, click the notification
and select Download File.
3. Download setup.exe file.
4. Run setup.exe. The following window displays:
5. Click Next. The following window displays:
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6. Click Install. The following window displays:
7. Click Finish. Your Check Card Reader is now installed.
Install Check Reader ActiveX Controller
1. The first time you initiate a check transaction the following window displays:
2. Click Install. You are now ready to perform a transaction.
Configure Receipt Printer and Automatic Receipt Printing
To configure your Epson TM-T88V, TM-U220, or TM-T20 receipt printer, do the following:
1. From the Main Menu, click Preferences.
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2. From the Preferences menu, click Device Setup. The following setup window displays:
3. Click Printer.
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4. Select the EPSON TM-T88V Receipt, EPSON TM-U220 Receipt, or EPSON TM-T20
Receipt printer from the drop-down list. The following setup window displays:
The following table defines the fields for setting up the printer:
Field
Action
Printer
Use the drop-down box to select the Epson TM-T88V, TM-U220, or TMT20. You can also specify a standard Windows printer.
Auto Print Receipt
Check this box to have Global Transport VT automatically print your
receipts after transactions.
Note: This feature is only supported by Internet Explorer versions 8 and
7. Pop-ups must be enabled and must be allowed on the Global
Transport VT site for Auto Print Receipt to function properly.
Suppress Copy
Select Print All to always print both a merchant copy and a customer
copy.
Select Suppress Merchant Copy to prevent the merchant copy from
printing.
Select Suppress Customer Copy to prevent the customer copy from
printing.
Copies
Select 1-9 for the number of copies printed after each transaction. Each
receipt copy includes both the merchant and customer copies of the
receipt.
5. When you are done, click Save. Global Transport VT is now configured to work with your
receipt printer.
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Global Transport VT Setup
Since Global Transport VT is a web-based application, there is very little setup required. In this
chapter, the following topics are covered:
•
Security Setup
•
Add New User
•
Find and Edit Users
•
Change Password
•
Language Options
•
Required Transaction Fields
•
Configuring Receipts
•
Register Number
•
Custom Fields
•
Merchant User Groups
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Security Setup
The first step in setting up security for Global Transport VT is to assign the security settings to
each function. These settings apply company-wide. Typically, the merchant will assign four
different levels of security access. Level 1 provides the least access and is generally assigned to
clerks; level 4 provides the most access and should be restricted to only one person. Therefore,
the functions that a clerk uses on a regular basis, for example, should be assigned a level 1 while
supervisory staff functions should be assigned a higher level.
Once you assign security levels to each function, you can set up each login account with the
appropriate level of security for the functions that each person needs to do his/her job. See Add
New User on page 216 for details on assigning security level access to a user account.
To set company-wide security settings, follow these steps:
1. From the Main Menu, click Preferences.
2. From the Preferences menu, click Security. The following screen displays:
3. Select a proper security level for each function. Use the drop-down box next to each item
to select the proper security access for this user. The highest security clearance is 4 and
the lowest is 1.
User access to each transaction listed is controlled by the number you select from the
drop-down box. The following table lists each transaction and the menus on which they
are found. If the user does not have access, the function will not be available or will not
display.
Field
Sale
Menu Function
Virtual Terminals
Credit Sale
Debit Sale
EBT Food Stamp Sale
Cash Benefit Sale
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Field
Menu Function
Pre-Auth
Virtual Terminals
Credit Pre-Auth
Return
Virtual Terminals
Credit Return
Debit Return
Food Stamp Return
Force-Auth
Virtual Terminals
Credit ForceAuth
EBT Food Stamp Voucher
Activate
For Gift Cards only. Not supported at this time.
Redeem
For Gift Cards only. Not supported at this time.
Reload
For Gift Cards only. Not supported at this time.
Deactivate
For Gift Cards only. Not supported at this time.
Refund
Find Transactions
Credit Refund
Void
Find Transactions
Credit Void
Inquiry
Virtual Terminals
EBT Balance Inquiry
Adjustment
Virtual Terminals
Credit Adjust
Reports
Find Transactions
User Admin
Manage Users
Tools
Tools
End-of-Day
End of Day
Change Security
Preferences
Security
Preferences
Preferences
Device Setup
Password
Customer
Database
Customer Database
4. In the example displayed, the numbers represent the minimum security level that a user
must have to access the corresponding features. For example, if Void is set to 2, then a
user with security level of 2, 3 or 4 can void a transaction, but a user with security level of
1 cannot void transactions. Individual user-level security is assigned during user setup.
Refer to Add New User on page 216 for details.
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Add New User
Each person using Global Transport VT has to have a separate login account. The login
determines the functions that user can perform, based on how the user is set up.
To add a new user, follow these steps:
1. From the Main Menu, click Manage Users.
2. From the Manage Users menu, click Add. The following screen displays:
The following table defines the fields used when entering data for a new user:
Field
Action
User Name
Select a name for the user you are setting up. If you leave this field blank,
Global Transport VT will generate a name for you.
Security Level
Indicate this particular user’s security level. Based on the level you select
here, this user will only have access to functions that are equal to or less
than this number. For example, if you assign this user with a security level
of 1, that user can only perform functions that are set up in the companywide security with a security clearance of 1. (See Security Setup on page
214.) On the other hand, if you assign this user with a security level of 4,
this user will be able to perform all the functions in Global Transport VT.
System Level
This field is for display-only; you cannot change this field.
First Name
User’s first name.
Last Name
User’s last name.
Phone Number
User’s phone number.
Email Address
User’s email address.
Street Address 1
First line of user’s street address.
Street Address 2
Second line of user’s street address.
City
User’s city.
State
Select the state from the drop-down list.
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Field
Action
Province
User’s province, if applicable.
Postal Code
User’s postal code.
Country
Select the user’s country from the drop-down list.
Time Zone
Select the user’s time zone from the drop-down list.
Interface Language
Select the user’s preferred language for the Global Transport VT
interface.
Receipt Language
Select the user’s preferred language for Global Transport VT receipts.
Note:
U.S. merchants must provide receipts in English for chargeback
compliance. You may provide copies of the receipts in other
languages in addition to the English copies.
3. Click Save User. Global Transport VT displays the following message indicating the
information about the user account:
Upon first logging in, the user must change his/her password. See Change Password on
page 220 for details.
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Find and Edit Users
You can use the Find and Edit Users option to first locate and then change information you have
entered previously for the user.
To find a user, follow these steps:
1. From the Main Menu, click Manage Users.
2. From the Manage Users menu, click Find/Edit. The following screen displays:
3. Enter information into as many or as few fields as you know and click Find. If you leave
the fields blank, Global Transport VT displays all user accounts.
4. You can use the
and
arrows under each column name to sort the list.
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5. To view, edit or delete the user, click on the User Name link. The following screen
displays:
6. To edit this user, click Edit User in the upper right corner. The following user information
screen displays:
7. Edit the fields as necessary and click Save User to save the changes. See Add New
User on page 216 for an explanation of the fields on this screen.
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Change Password
After a new user logs in for the first time, Global Transport VT prompts to change his/her
password. To change the user password, follow these steps:
1. From the Main Menu, click Preferences.
2. From the Preferences menu, click Password. The following screen displays:
3. Enter your Current Password, New Password, and then Verify New Password. For
PCI Compliance, Global Transport VT requires the use of strong passwords. Your new
password must be a minimum of 8 characters and include at least one digit (0-9), one
lower case letter (a-z) and one upper case letter (A-Z). Only alphanumeric characters are
allowed and your password must not contain any special characters.
4. Click Change Password.
Note:
If you forget your password, you must contact the Support Desk to reset your
password. For security purposes, passwords cannot be provided via email.
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Language Options
You can change the language of the interface and receipts printed from Global Transport VT for
the current session. This change lasts until you log out of Global Transport VT or close the
browser.
Note:
See Find and Edit Users on page 218 for details on permanently changing the language
settings for a user.
To change the interface or receipt language for the current Global Transport VT session, follow
these steps:
1. From the Main Menu, click Preferences.
2. From the Preferences menu, click Language Options. The following screen displays:
3. Click the drop-down box and select the desired language for Interface Language and
Receipt Language.
Note:
U.S. merchants must provide receipts in English for chargeback compliance. You
may provide copies of the receipts in other languages in addition to the English
copies.
4. Click Change Language.
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Required Transaction Fields
When a transaction is manually keyed or a commercial card is used, certain fields are required to
qualify for the lowest transaction rates. You can set these fields to be required for keyed and
commercial card transactions.
Note:
These fields are selected by default for all new users.
To change the transaction field requirements, follow these steps:
1. From the Main Menu, click Preferences.
2. From the Preferences menu, click Options. The following screen displays:
3. Select whether to require the Postal Code for keyed and commercial card transactions.
Select whether to require the Street Address for keyed transactions.
4. Click Invoice. The following screen displays:
5. Select whether to require the Invoice Number for keyed transactions.
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6. Click CVV. The following screen displays:
7. Select whether to require the Card Verifications Value for keyed transactions.
8. Click Level II. The following screen displays:
9. Select whether to require the Tax Amount and PO # for commercial card transactions.
10. Click Save.
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Configuring Receipts
You can create a custom message that prints as the receipt footer.
To create a message, follow these steps:
1. From the Main Menu, click Tools.
2. From the Tools menu, click Receipt Templates. The following screen displays:
3. Enter the message you want printed on receipts. Global Transport VT lets you enter a set
of footer lines, which print at the bottom of each receipt. When you are finished, click
Save.
Register Number
A merchant can have Global Transport VT automatically populate detail reports with register
information. The Register selector appears as the first field in the Card and Amount Information
section of the Transaction Entry screen.
The Register field contains a list of all configured registers, and displays the register number and
name in the drop down itself. When entering a transaction, selecting a register appends register
information to the transaction, which is viewable in transaction detail reports.
Note:
To add the Register selector to your account, contact the Support Desk. For each register
you wish to have added to the Register selector, you will need to provide the support
representative with the register number and register name. Refer to FAQ and Contact
Information on page 15 for Global Payments contact information.
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Custom Fields
Custom Fields allow the merchant to record additional customer and transaction information. If
Custom Fields are enabled, they are entered during a transaction. You can view custom field
information in the detailed transaction information and on XML or Tab Delimited Reports. See
Exporting Reports on page 120 for more information on custom fields in exported reports.
Creating and Applying Custom Fields
Up to 60 custom fields (30 string and 30 numeric) can be added to your account.
To create custom fields, provide the Support Desk with the following information for each field:
Field
Action
Field Name
The name of the custom field.
Description
The description of the custom field. Specify whether the field type is
numeric or alphanumeric.
Min and Max
Lengths (String)
The minimum and maximum lengths of the alphanumeric custom field.
The maximum length may not surpass 50 characters.
Min and Max
Values (Numeric)
The minimum and maximum values of the numeric custom field.
Position
A numeric value identifying the display order of custom fields on entry
forms and reports. If submitting three custom fields, they must be
assigned a 1, 2, and 3 to indicate the desired order.
Required
Indicate if the custom field is required to process a transaction.
The Support Desk will create a template for the custom fields and enable it for your merchant
account. Once the template has been enabled, the Support Desk will notify you.
Entering Custom Fields
After Custom Fields are enabled for your merchant account, Custom Fields are entered on the
Transaction Entry Screen for Credit, Check/ACH, Debit, and EBT. When processing a follow-up
transaction, the previously entered Custom Field values are automatically entered. If at least one
Custom Field is required, then Show Custom Fields is automatically selected and cannot be
deselected. Otherwise, select Show Custom Fields to display the optional Custom Fields.
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In the following Credit Card Sale transaction, the customer’s Clinic Amount, Date of Service, and
all following fields are required.
In the following Check/ACH Sale transaction, the customer’s Clinic Amount, Date of Service, and
all following fields are required.
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Viewing Custom Fields
Custom fields display in detailed transaction information and on XML and Tab Delimited Reports.
See Exporting Reports on page 120 for more information on custom fields in exported reports.
To view custom fields, follow these steps:
1. Perform a Find Transactions search. See Detail Report on page 117 for help with
searching for transactions or generating a list of transactions. If you want to process a
credit card void, refund, pre-auth complete, tip adjust, or repeat sale transaction, refer to
Find Transactions on page 41.
Global Transport VT displays a screen with the results of your search:
Note:
To view custom field information for multiple transactions, export the results of
your search to an XML or Tab Delimited Report.
2. Click the Ref # (PNRef) of a transaction to view the receipt. Detailed transaction
information and custom fields display on the transaction receipt.
On the following Credit Card Sale transaction receipt, custom fields for the customer’s
Clinic Amount, Date of service, and other information display.
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Merchant User Groups
Multiple merchant accounts can be included in a Merchant User Group, which enables an
Administrator to process transactions and view transaction data from each merchant account in
the group. Since each merchant uses a specific currency, a Merchant User Group is an easy way
to enable multi currency support. In a Merchant User Group configuration, each account must be
accessed separately by the Administrator.
To set up Merchant User Groups for Global Transport VT, do the following:
1. In one of your Global Transport VT accounts, create a new user to be your single user
log in for access to multiple accounts. Refer to Add New User on page 216 for
instructions on how to create a new user.
Note:
Upon first logging in, the user must change his/her password. See Change
Password on page 220 for details.
2. Contact the Support Desk and provide them with the User you created and the additional
Global Transport VT accounts that you want associated with that user. Refer to FAQ and
Contact Information on page 15 for Global Payments contact information.
Note:
Requested merchant account associations are subject to review and approval by
Global Payments.
Once approved, the Merchant User Group is created and configured by Global
Payments.
To test a Merchant User Group, do the following:
1. Log into Global Transport VT using the credentials of the user you created. The main
menu displays:
2. A Current Merchant drop down box appears at the top of the menu, with the current
merchant selected. The menu displays the merchant name, currency code, merchant
number (RPNum), and processing ID for each merchant. Select a different merchant from
the list to login as that merchant.
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The following message displays:
3. Click OK.
The Global Transport VT automatically logs out of the first merchant account and logs
into the new merchant account. The Global Transport VT home page displays with an
updated Main Menu:
4. Verify that all other merchant accounts work correctly by repeating these steps for each
merchant.
You can now process transactions, settle batches, run reports, etc. in each merchant account.
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Errors and Troubleshooting
AMEX Invoice Ticket Number Length Error
When attempting to process an American Express (AMEX) credit card transaction, the Global
Transport VT application declines the transaction with an AuthCode of Field_Format_Error, a
result of DECLINED - 7, and the message AMEX ticket/invoice number exceeds 16 character
limit. Please modify and retry.
This problem occurs when entering an American Express credit card transaction and the Invoice
# field contains more than 16 characters. The AMEX Invoice number field is called the ticket
number by American Express, but the message that displays on the transaction receipt does not
specify that the transaction failed due to this field having too many characters.
To resolve this issue, change the Invoice # field so that it contains 16 or fewer characters. Once
you do, the transaction should process normally and returns no invoice number related errors.
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Batch Upload Error in Internet Explorer 8
If you are experiencing errors when uploading a batch when using Internet Explorer 8, follow
these steps:
1. In Internet Explorer 8, select Internet Options under the Tools menu.
The General tab of the Internet Options screen displays:
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2. Click Security. The Security tab of the Internet Options screen displays:
3. Select Internet.
4. Click Custom level. The Security Settings – Internet Zone screen displays:
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5. Scroll down to Include local directory path when uploading files to a server and
select Enable.
6. Click OK. A confirmation message appears:
7. Click Yes.
8. Click OK to close the Internet Options screen.
Debit BIN Range Detection Error
When swiping a debit card for a credit card sale, Global Transport VT does not ask if I want to
process a debit card transaction and/or displays the following error:
Contact the Support Desk and request the Debit BIN Range Detection feature be fully enabled for
your account.
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Debit Transaction Processing Error
When attempting to process a debit card transaction the Process button remains inactive and
faded out as seen below. The user is unable to click Process and complete the transaction.
This problem typically occurs when the card is swiped incorrectly or the Global Transport VT
application does not recognize the PIN Pad. Swipe the card again to read the track 2 data.
If swiping the card again did not activate the Process button, click on Preferences  Device
Setup  Pinpad from the Main Menu and check the configuration of the PIN Pad. Once
configured correctly, the application will allow transactions to process by clicking Process.
If the problem persists, the card may be damaged. Ask the customer for another form of payment.
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Declined 12 Transaction Results Message
When attempting to process a credit, debit, or EBT card transaction, Global Transport VT
declines the transaction with a result of DECLINED - 12.
This problem occurs when entering a credit, debit, or EBT card transaction and the account has
insufficient funds or the card is marked as cancelled/stolen.
To resolve this issue, ask the customer for a different form of payment.
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Transaction Results Descriptions
Global Transport VT returns the transaction result when processing a credit, debit, or EBT card
transaction. Refer to the following table for a description of the transaction result:
Transaction Result
Description
-100
Transaction Not Processed; Generic Host Error
0
Approved
2
Invalid Transaction
3
Invalid Transaction Type
Unsupported Transaction Type
4
Invalid Amount
Invalid Cash Back Amount
5
Invalid Merchant Information
6
Timeout Waiting for Host Response
7
Field Format Error
Swiped and Card Present transactions are not supported in Card Not
Present markets
Account number specified does not match original
Invalid CVNumber
IVR not supported for this transaction
KIOSK is an invalid entry mode for a non-sale transaction type
Kiosk not supported for given Industry
KIOSK is an invalid entry mode for manual key entry
There was an error communicating with the Tandem
Unsupported AppID
8
Not a Transaction Server
11
Client Timeout Waiting for Response
12
Decline
ITEM VOIDED
PREAUTH VOIDED
14
Transaction Type Not Supported
19
Original Transaction ID Not Found
Original Transaction Reference not found - PNRef or Approval Code
20
Customer Reference Number Not Found
22
Invalid ABA Number
23
Invalid Account Number
24
Invalid Expiration Date
25
Transaction Type Not Supported by Host
26
Invalid Reference Number
Invalid PNRef
27
Invalid Receipt Information
28
Invalid Check Holder Name
29
Invalid Check Number
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Transaction Result
Description
30
Check DL Verification Requires DL State
31
Cannot perform multiple captures on a PreAuth
50
Insufficient Funds Available
99
General Error
100
Invalid Transaction Returned from Host
101
Timeout Value too Small or Invalid Time Out Value
102
Host Not Available
103
Error Reading Response from Host
104
Timeout Waiting for Processor Response
105
Credit Error
106
Host Not Available
107
Duplicate Suppression Timeout
108
Void Error
Cannot void a previously voided or settled transaction
109
Timeout Waiting for Host Response
110
Duplicate Transaction
111
Capture Error
112
Failed AVS Check
113
Cannot Exceed Sales Cap
Requested Refund Exceeds Available Refund Amount
114
Cannot refund a voided transaction
115
Cash Back Amount cannot exceed total Amount
Sum of Tax, Tip, and Cash Back amount cannot exceed total Amount
Tax Amount cannot exceed total Amount
Tip Amount cannot exceed total Amount
116
Unsupported Card Type
117
Only Sales, Repeat Sales, Force Captures, and Post Authorizations can
be refunded
118
The amount of a Pre-Auth Complete (Capture) must be less than or
equal to the original amount authorized. Please retry
200
A Partial Authorization of a pre-paid card. This is considered an
Approved transaction. Check the ApprovedAmount field in ExtData for
the amount approved
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Transaction Result
Description
1000
Generic Host Error
General Exception
Error Inserting into the DB
Invalid Check Type
Invalid Date Format
Invalid Entry Mode
Invalid Field Length
Invalid ID Type
Transaction type '" + tranType.ToString() + "' is not reversible
Invalid Parameter Data
Invalid SignatureData
Invalid SignatureType
Invalid Tip Amount
Invalid transaction
The total amount of the transaction is required
Card Expiration Date is required
Card Number is required
Key Serial Number is required
The data encoded on Track 2 is required
Required PIN Block (Encrypted Personal Identification Number)
Transaction Type is required
Original transaction already has signature
Voucher Number is required
1001
Invalid Login Information
1002
Insufficient Privilege or Invalid Amount
AVS Only transactions are not supported in E-Commerce markets
Debit/EBT Return transactions must provide the PNRef from the original
Sale. Please retry
Zip is required for AVS Only transaction type
1003
Invalid Login Blocked
1004
Invalid Login Deactivated
1005
Transaction Type Not Allowed
Service Debit not allowed
1006
Unsupported Processor
1007
Invalid Request Message
1008
Invalid Version
The MAC value is required
1010
Payment Type Not Supported
1011
Error Starting Transaction
1012
Error Finishing Transaction
1013
Error Checking Duplicate
1014
No Records to Settle (in the current batch)
1015
No Records to Process (in the current batch)
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AVS Response Codes
Value
Description
X
Exact: Address and nine-digit Zip match
Y
Yes: Address and five-digit Zip match
A
Address: Address matches, Zip does not
Z
5-digit Zip: 5-digit Zip matches, address does not
W
Whole Zip: 9-digit Zip matches, address does not
N
No: Neither address nor Zip matches
U
Unavailable: Address information not available
G
Unavailable: Address information not available for international
transaction
R
Retry: System unavailable or time-out
E
Error: Transaction unintelligible for AVS or edit error found in the
message that prevents AVS from being performed
S
Not Supported: Issuer does not support AVS service
B
Street Match: Street addresses match for international transaction, but
postal code does not
C
Street Address: Street addresses and postal code not verified for
international transaction
D
Match: Street addresses and postal codes match for international
transaction
I
Not Verified: Address Information not verified for International transaction
M
Match: Street addresses and postal codes match for international
transaction
P
Postal Match: Postal codes match for international transaction, but street
address does not
0
No response sent
5
Invalid AVS response
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CVV Response Codes
Value
Description
M
CVV2/CVC2/CID Match
N
CVV2/CVC2/CID No Match
P
Not Processed
S
Issuer indicates that the CV data should be present on the card, but the
merchant has indicated that the CV data is not present on the card
U
Unknown / Issuer has not certified for CV or issuer has not provided
Visa/MasterCard with the CV encryption keys
X
Server Provider did not respond
PIN Pad COM Port Error
There is a known issue with Global Transport VT not working while the PIN Pad device is set
higher than COM4 (refer to Find Your COM Port on page 199 for more information). Most likely,
this occurs because ActiveX is unable to use the device when assigned to a high COM port
setting. If you experience problems with Global Transport VT and your COM port is higher than
COM4, follow these steps to correct the error:
Reassigning the COM Port
To reassign the COM port for the USB-to-serial adapter, do the following:
1. Windows 7 or Vista Business: Select Start and right-click on Computer. Click
Properties. Click Device Manager.
Windows XP: From the desktop, right-click on My Computer. Click Properties. Click the
Hardware tab and then click Device Manager.
The Device Manager window displays:
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Double-click Ports (COM & LPT) to expand your list of ports.
2. Double-click the USB Serial Port item that appears.
3. The USB Serial Port (COM5) Properties window displays:
Click the Port Settings tab.
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4. The Port Settings tab displays:
Click Advanced.
5. The Advanced Settings for COM5 window displays:
In the COM Port Number drop down box, select a COM port number of four or lower that
is not labeled as in use. Make a note of this number. Click OK.
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6. The USB Serial Port Properties window displays again. The title of the window should
now contain the new COM number you selected.
Click OK to exit this window.
7. At the Device Manager, click Actions – Scan for hardware changes. The Device
Manager refreshes and displays the new COM port assignment for the USB Serial Port.
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Updating PIN Pad COM Port Settings
To reconfigure your VeriFone 1000SE PIN Pad for use with the new COM port assignment, do
the following:
1. From the Main Menu, click Preferences.
2. From the Preferences menu, click Device Setup. The following setup window displays:
3. Select Pinpad.
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4. Select Verifone 1000 from the drop-down list. The following setup window displays:
5. In the COM Port drop down box, select the port number matching the new number you
assigned to the USB Serial Port.
6. When you are done, click Save. Global Transport VT is now configured correctly and
should work with your VeriFone 1000SE PIN Pad.
USB-to-Serial Adapter Installation Error
If the following message displays, Windows XP has been configured to block the installation of
any drivers that are not WHQL certified.
Two options are available to successfully install the device. Either install a certified version of the
driver (if available) or change the driver signing options to either warn or ignore to allow the
installation to complete.
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To change the current driver signing setting, go to Control Panel  System, click on the
Hardware tab and then click Driver Signing. Select the desired signing option.
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MeadCo ScriptX Prompts for Installation Every Login (Windows
7)
Global Transport VT requires Internet Explorer 32-bit for the MeadCo ScriptX plug-in. If you use
Internet Explorer 64-bit in Windows 7, Global Transport VT prompts you to install the MeadCo
ScriptX Plug-in every time you log in and the plug-in will not allow you to use peripherals. The
following banner displays every time you log in:
To open Internet Explorer 32-bit, make sure to select Internet Explorer not Internet Explorer
(64-bit) from the Start menu.
To verify that you are using Internet Explorer 32-bit, click Help > About Internet Explorer. The
following window displays:
The example above displays the About Internet Explorer window for Internet Explorer 64-bit. The
circled text should read 32-bit Edition.
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Business Check Errors
Some business checks have an Auxiliary On-Us field on the MICR line and cannot be processed
electronically. Scanning a check with the Auxiliary On-Us field causes the following error:
Note:
Do not attempt to process the check by keying the MICR information. Doing so will result
in a failed transaction (the receiving bank will reject the transaction) and a claim will
appear on the check writer’s account.
The Auxiliary On-Us field is an optional field on the business check’s MICR line to prevent the
check from being processed electronically. Business checks with the Auxiliary On-Us field are
typically longer than six inches and are often issued by corporate treasury, purchasing and
accounts payable departments. The Auxiliary On-Us field is on the MICR line to the left of the
bank routing/transit and account numbers. The MICR line appears similar to the following:
To receive the funds, the check must be paper deposited at your bank. It is not possible to
perform Guarantee on checks that contain the Auxiliary On-Us field.
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PCI Compliance
Overview
This section describes the requirements for compliance with the Payment Card Industry (PCI)
Data Security Standards. Each merchant is responsible for complying with these requirements.
Global Payments has implemented several security features, which were assessed for
compliance with the Payment Card Industry Data Security Standards (PCI/DSS). Although Global
products are developed with security in mind, you are required to follow the following guidelines
to maintain PCI compliance:
• Create PCI-compliant complex passwords
• Control access to cardholder data, via unique user names and passwords
• Use PCI-compliant lockout settings
• Use PCI-compliant wireless settings
• Avoid storing cardholder data on Internet-accessible systems
• Practice secure remote network access
For a list of the most up-to-date requirements for meeting PCI/DSS standards, visit
https://www.pcisecuritystandards.org/.
Complex Passwords
Global Payments supports complex password functionality. To implement products in a PCIcompliant manner, all passwords used must conform to PCI standards. These include but are not
limited to:
•
•
•
•
•
•
•
Removing inactive user accounts at least every 90 days
Changing user passwords at least every 90 days
Requiring a minimum password length of at least eight characters
Using passwords containing both numeric and alphabetic characters
Requiring individuals to submit new passwords that are different from any of the last four
passwords used
Applying complex passwords to administrative accounts to reduce the risk of compromise
Locking out the user ID for 30 minutes after six repeated access attempts
Login names and their associated passwords may be added, deleted, or modified via the relevant
password section.
Controlled Access
Access to cardholder data, and any PCs or servers where they may be stored, as well as any
PCs or servers running payment software, should be controlled via unique user names and PCIcompliant complex passwords.
Group, shared, and generic accounts or passwords should not be used. Administrative accounts
should not be used for application login or access to cardholder data.
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Lockout Settings
To comply with PCI security guidelines, the application must be run only on operating systems
which feature timed, password-protected user lockouts.
Note: For PCI-compliance, timed user lockouts must use passwords which conform to PCI/DSS
guidelines. See the instructions on setting up users and associated passwords, and
Complex Passwords on page 249 for PCI guidelines on password assignment.
Windows 7
To set up the user lockout feature in Windows 7, follow these steps.
1. From the Start menu, select Control Panel.
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5. Select Appearance and Personalization.
6. Click Change screen saver.
If a screen saver has not yet been selected, choose one from the pull-down menu.
7. Enter a session timeout amount of 15 minutes in the Wait field, and check On resume,
display logon screen.
8. Click OK.
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Windows XP
To set up the user lockout feature in Windows XP, follow these steps.
1. From the Start menu, select Control Panel.
Note: If you do not see this view for your control panel, click Switch to Classic View.
2. Select Display from the Control Panel.
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3. Click the Screen Saver tab.
If a screen saver has not yet been selected, choose one from the pull-down menu.
4. Enter a session timeout amount of 15 minutes in the Wait field, and check On resume,
password protect.
5. Click OK.
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Wireless Settings
Global Payments does not support or recommend the use of wireless networks. The PCI
guidelines for use of wireless networks state the following:
If wireless technology is used to transmit, process, or store cardholder data
(e.g., point-of-sale transactions, “line-busting”, etc.), or if a wireless LAN is
connected to or part of the cardholder environment (e.g., not clearly
separated by a firewall), the Requirements and Testing Procedures for
wireless environments must be performed as well. Wireless security is not
mature yet, but these requirements specify that basic wireless security
features be implemented to provide minimal protection. Since wireless
technologies cannot yet be secured well, we recommend, before wireless
technology is put in place, that a company carefully evaluate the need for the
technology against the risk. Consider deploying it only for non-sensitive data
transmission, or waiting for more secure technology.
Before accessing cardholder data via a wireless network, Global Payments recommends
implementing the following minimum-security guidelines:
•
•
•
•
•
•
•
•
•
Change wireless vendor defaults:
• Encryption keys should be changed from default at installation and should be
changed anytime anyone with knowledge of the keys leaves the company or
changes positions.
• Any default SNMP community strings on wireless devices should be changed.
• Any default passwords/passphrases on access points should be changed.
• Any firmware on wireless devices should be updated to support strong encryption for
authentication and transmission over wireless networks (for example, WPA/WPA2).
• Other security-related wireless vendor defaults should also be changed, if applicable.
Restrict physical access to wireless access points, gateways, and handheld devices.
Install perimeter firewalls between any wireless networks and the payment card
environment, and configure these firewalls to deny or control any traffic from the wireless
environment (if such traffic is necessary for business purposes).
Install personal firewalls that are configurable only by the organization to specific
standards and are not alterable by any employees.
Copy logs for wireless networks onto a log server on the internal LAN.
Verify that a wireless analyzer is used periodically to identify all wireless devices in use.
Develop usage policies for critical employee-facing technologies, such as wireless, to
define proper use of these technologies for all employees and contractors.
Verify that any cardholder data received from wireless networks is encrypted wherever
stored.
Verify for wireless networks transmitting cardholder data or connected to the cardholder
data environment that industry best practices (for example, IEEE 802.11i) are used to
implement strong encryption for authentication and transmission.
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Cardholder Data Storage
Global Payments does not recommend or require that cardholder data be stored on any Internet
accessible system. All PCs connected to the Internet pose a high risk of compromise unless they
are properly isolated and controlled with PCI-compliant firewall and anti-virus applications.
Internet connections should be protected with a firewall to prevent direct Internet attacks. The
network should have a proper Internet architecture with DMZ (if applicable) to segment Internet
connected systems. Verify that any databases or credit card data are properly protected and
encrypted.
Remote Access Security
These products were not developed with remote access functionality in mind. If the software
provides remote access, it supports a PCI approved secure method. Any other remote access to
the PC the software is installed on for administration is via a third party application inherent to the
operating system (i.e., Remote Desktop) or otherwise (i.e., PCAnywhere). Any remote
administration of the operating system should be done in a PCI approved secure manner.
Accessing the operating system remotely via a direct connection from the Internet requires strong
2-factor authentication. Access from an internal network segment requires secure connection and
strong password authentication. Anyone implementing remote access to the operating system
should follow the guidelines set forth in the PCI standards.
Be certain to use and implement remote access software security features, such as:
•
•
•
•
•
•
•
•
•
Change default settings in the remote access software (for example, change default
passwords and use unique passwords for each customer).
Allow connections only from specific (known) IP/MAC addresses.
Use strong authentication or complex passwords for logins.
Enable encrypted data transmission.
Enable account lockout after a certain number of failed login attempts.
Configure the system so a remote user must establish a Virtual Private Network (VPN)
connection via a firewall before access is allowed.
Enable the logging function.
Restrict access to customer Passwords to authorized reseller/integrator personnel.
Establish customer passwords according to PCI DSS requirements 8.1, 8.2, 8.4, and 8.5.
Vendor Release Agreement
To comply with PA-DSS guidelines, the merchant should abide by the following guidelines:
Acceptance of a given payment application by the PCI Security Standards
Council, LLC (PCI SSC) only applies to the specific version of that payment
application that was reviewed by a PA-QSA and subsequently accepted by
PCI SSC (the “Accepted Version”). If any aspect of a payment application or
version thereof is different from that which was reviewed by the PA-QSA and
accepted by PCI SSC – even if the different payment application or version
(the “Alternate Version”) conforms to the basic product description of the
Accepted Version – then the Alternate Version should not be considered
accepted by PCI SSC, nor promoted as accepted by PCI SSC.
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No vendor or other third party may refer to a payment application as “PCI
Approved” or “PCI SSC Approved”, and no vendor or other third party may
otherwise state or imply that PCI SSC has, in whole or part, accepted or
approved any aspect of a vendor or its services or payment applications,
except to the extent and subject to the terms and restrictions expressly set
forth in a written agreement with PCI SSC, or in a PA-DSS letter of
acceptance provided by PCI SSC. All other references to PCI SSC’s
approval or acceptance of a payment application or version thereof are
strictly and actively prohibited by PCI SSC.
When granted, PCI SSC acceptance is provided to ensure certain security
and operational characteristics important to the achievement of PCI SSC’s
goals, but such acceptance does not under any circumstances include or
imply any endorsement or warranty regarding the payment application
vendor or the functionality, quality, or performance of the payment application
or any other product or service. PCI SSC does not warrant any products or
services provided by third parties. PCI SSC acceptance does not, under any
circumstances, include or imply any product warranties from PCI SSC,
including, without limitation, any implied warranties of merchantability, fitness
for purpose or noninfringement, all of which are expressly disclaimed by PCI
SSC. All rights and remedies regarding products and services that have
received acceptance from PCI SSC, shall be provided by the party providing
such products or services, and not by PCI SSC or any payment brands.
Safeguarding Cardholder Account Information
The following information is provided by Global Payments Inc. as an informational tool to help you
stay informed of pertinent industry information, Visa® and MasterCard® compliance
requirements, and other information about the electronic payments industry. Web sites for the
following topics are provided for your reference:
Global Payments Card Acceptance Guide:
http://www.globalpaymentsinc.com/GPDB/AccessDOC.aspx?SubDoc_ID=211
Merchant Requirements for Securing Cardholder Information:
http://www.globalpaymentsinc.com/GPDB/AccessDOC.aspx?SubDoc_ID=216
and
https://www.pcisecuritystandards.org/security_standards/pci_dss_download.html
Receipts:
http://www.globalpaymentsinc.com/USA/customerSupport/industryInit/cardTransRequire.
html
Payment Card Industry Data Security Standards for Merchants (CISP) (SDP):
http://www.globalpaymentsinc.com/USA/customerSupport/industryInit/PCI_merchants.html
Merchant Use of Third Parties:
http://www.globalpaymentsinc.com/USA/customerSupport/industryInit/merchant-usethird-parties.html
PCI Standard: Overview for Merchants and Service Providers:
https://www.pcisecuritystandards.org/
http://www.globalpaymentsinc.com/GPDB/AccessDOC.aspx?SubDoc_ID=214
Payment Card Industry Data Security Standards for Service Providers (CISP) (SDP):
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http://www.globalpaymentsinc.com/USA/customerSupport/industryInit/PCI-serviceprovider.html
Other Compliance Information
MasterCard and Diners Club International Changes:
US Merchants:
http://www.globalpaymentsinc.com/USA/customerSupport/industryInit/mc-dc-us.html
Canadian Merchants:
http://www.globalpaymentsinc.com/Canada/customerSupport/industryInit/diners_club.html
Industry News:
http://www.globalpaymentsinc.com/USA/customerSupport/merchantNewsletter.html
Visa – New Brand Logo:
http://usa.visa.com/business/accepting_visa/marketing_center/visas_new_look.html
Visa 0% Tip Authorization:
http://www.globalpaymentsinc.com/USA/customerSupport/industryInit/visa-0-tip.html
Visa: Tips for Restaurant Staff:
http://www.globalpaymentsinc.com/GPDB/AccessDOC.aspx?SubDoc_ID=218
Visa: Bill Payments:
http://www.globalpaymentsinc.com/GPDB/AccessDOC.aspx?SubDoc_ID=213
Visa: Helping You Retain Customers:
http://www.globalpaymentsinc.com/GPDB/AccessDOC.aspx?SubDoc_ID=217
Visa: Verified by Visa:
http://usa.visa.com/merchants/risk_management/vbv.html
Rules for Accepting MasterCard:
http://www.mastercard.com/us/merchant/support/rules.html
Card Acceptance and Chargeback Management Guide for Visa Merchants:
http://usa.visa.com/merchants/new_acceptance/merchant_responsibility.html
American Express CAPN Project:
http://www.globalpaymentsinc.com/USA/customerSupport/industryInit/amex-CAPN.html
Additional useful sites:
http://www.mastercard.com/us/merchant/security/data_security_rules.html
http://usa.visa.com/merchants/new_acceptance/merchant_responsibility.html
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Index
A
Access Levels, 3
Accounts
Logging In, 8
Logging Out, 15
ActiveX Setup, 194
Adding to Customer Database
Contract Information, 146
Customer, 138
Payment Information, 140
Authorization
Overview, 5
Authorization Processing
Diagram, 5
Automatic BIN Range Detection, 233
Automatic Receipt Printing, 210
Auxiliary On-Us Field
Business Checks, 248
AVS Response Codes, 239
B
Basics, 8
Change Password, 9
Exiting Global Transport VT, 15
FAQ and Contact Information, 15
Getting Help, 14
Getting Started, 8
License Agreement, 9
Logging In, 8
Logging Out, 15
Main Menu, 10
Navigation, 12
Release Notes, 15
Tabs, 12
Transaction Entry Screen, 13
Batch Review, 128
Batch Upload, 135
Business Checks
Auxiliary On-Us Field, 248
C
Card Reader
Configuration, 203
Setup, 173
Cardholder Data Storage, 255
Change Password, 9
Check Reader
Configuration, 205
Check/ACH Repeat Transaction, 110
Check/ACH Transactions
Entering, 104
Repeat, 110
Sale, 105
Overview, 105
Sale
Receipt, 107
Void, 108
Check/ACH Void Transaction, 108
COM Port, 197, 199
Communication
Overview, 3
Complex Passwords, 249
Configure Menu Fields
Cash Drawer, 193
Input Unit, 193
Large Device Font-Smoothing, 193
Logo Printing, 193
Paper Conservation, 193
Paper Source, 193
Print as Images, 193
Printing Speed, 193
Send Command, 193
Speed for printing pages that include a
barcode or 2D symbol, 193
Configure PIN Pad, 201
Configure Receipt Printer and Automatic Receipt
Printing, 210
Controlled Access, 249
Credit Card Transactions
AVS Only, 32
Receipt, 34
Balance Inquiry, 64
Receipt, 66
Commercial Card Sale, 20
Receipt, 22
Entering, 16
Find, 41
Force Auth, 29
Receipt, 31
Partial Auth, 58
Receipt, 63
Pre-Auth, 23
Receipt, 25
Pre-Auth Completion, 49
Refund, 47
Repeat, 53
Receipt, 57
Return, 26
Receipt, 28
Reversal, 67
Sale, 17
Receipt, 19
Tip Adjustment, 38, 51
Receipt, 40
Void, 35, 44
Receipt, 37
Current Batch Summary Reports, 128
Custom Fields, 225
Creating, 225
Entering, 225
Viewing, 227
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Customer Database Transactions
Add Contract, 146
Add Customer, 138
Add Payment Information, 140
Check/ACH Recurring Transaction Receipt,
145
Credit Card Recurring Transaction Receipt,
142
Expiration Report, 153
Find Customers, 148
Overview, 138
Process Card On File Transactions, 150
Report, 151
CVV Information
American Express CID, 73
Discover CID, 73
MasterCard CVC2, 73
VISA CVV2, 73
CVV Response Codes, 240
D
Debit BIN Range Detection, 233
Debit Card Return Transaction, 78
Debit Card Sale Transaction, 75
Debit Card Transactions
Automatic BIN Detection Sale, 81
Automatic BIN Detection Sale Receipt, 84
Return, 78
Return Receipt, 80
Sale, 75
Sale Receipt, 77
Debit Transactions
Entering, 74
Processing Errors, 234
Declined - 12, 235
Detail Report, 117
Device Setup
Options, 197
Overview, 159
E
EBT Card Transactions
Balance Inquiry Receipt, 101
Cash Benefit Sale Receipt, 92
Food Stamp Return Receipt, 98
Food Stamp Sale Receipt, 89
Food Stamp Voucher Receipt, 95
EBT Transactions
Balance Inquiry, 99
Cash Benefit Sale, 90
Entering, 87
Food Stamp Return, 96
Food Stamp Sale, 87
Food Stamp Voucher, 93
End of Day Settlement
Batch Upload, 135
Overview, 134
End of Day Settlement, 134
Entering Check/ACH Transactions
Overview, 104
Repeat, 110
Sale, 105
Transaction Field Descriptions, 112
Transaction Receipt Field Descriptions, 113
Void, 108
Entering Credit Card Transactions
AVS Only, 32
Balance Inquiry, 64
Find, 41
Force Auth, 29
Overview, 16
Pre-Auth, 23
Pre-Auth Completion, 49
Refund, 47
Repeat, 53
Reversal, 67
Tip Adjustment, 38, 51
Transaction Field Descriptions, 69
Transaction Receipt Field Descriptions, 71
Void, 35, 44
Entering Customer Database Transactions, 138
Entering Debit Card Transactions
Overview, 74
Return, 78
Sale, 75
Transaction Field Descriptions, 85
Entering Debit Transactions
Transaction Receipt Field Descriptions, 86
Entering EBT Transactions
Balance Inquiry, 99
Cash Benefit Sale, 90
Food Stamp Return, 96
Food Stamp Sale, 87
Food Stamp Voucher, 93
Overview, 87
Transaction Field Descriptions, 102
Transaction Receipt Field Descriptions, 103
Entering Transactions
Commercial Credit Card Sale, 20
Credit Card Partial Auth, 58
Credit Card Return, 26
Credit Card Sale, 17
Debit Card Automatic BIN Detection Sale, 81
Epson TM-T20/ TM-U220 Setup
USB Connection, 188
Epson TM-T88V/TM-U220 Setup
Serial Connection, 185
USB Connection, 186
Epson TM-T88V/TM-U220/TM-T20
Connections, 185
Epson TM-T88V/TM-U220/TM-T20 Setup
Configure Printing Defaults, 191
Verify Printer Connection, 189
Errors and Troubleshooting
AMEX Invoice Ticket Number Length, 230
AVS Response Codes, 239
Business Check with Auxiliary On-Us Field,
248
CVV Response Codes, 240
Debit BIN Range Detection, 233
Debit Transaction Processing Errors, 234
Declined - 12, 235
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MeadCo ScriptX Error, 247
PIN Pad COM Port Error, 240
Transaction Results Descriptions, 236
USB-to-Serial Adapter Installation Error, 245
Excel Format, 122
Exiting Global Transport VT, 15
Exporting Reports, 120
Excel Format, 122
Field Descriptions, 123
PDF Format, 122
Tab Delimited Format, 121
XML Format, 121
F
FAQ and Contact Information, 15
Features
Overview, 2
Find Customer Database Customer, 148
G
Getting Help, 14
Getting Started, 8
Global Transport VT
Accounts, 3
Adding Customer Database Contract, 146
Adding Customer Database Customer, 138
Adding Customer Database Payment
Information, 140
Authorization, 5
Basics, 8
Batch Upload, 135
Change Password, 9
Communication, 3
Customer Database Expiration Report, 153
Customer Database Report, 151
End of Day Settlement, 134
Entering Check/ACH Transactions, 104
Entering Credit Card Transactions, 16
Entering Customer Database, 138
Entering Debit Card Transactions, 74
Entering EBT Transactions, 87
FAQ and Contact Information, 15
Features, 2
Find Customer Database Customer, 148
Help, 14
How Processing Works, 5
Introduction, 2
License Agreement, 9
Logging In, 8
Logging Out, 15
Main Menu, 10
Navigation, 12
Operating, 4
Outclearing, 7
Process Customer Database Transaction, 150
Reporting, 114
Reports, 114
Setting Up Devices, 159
Settlement, 6
Setup, 213
System Requirements, 7
Transaction Entry Screen, 13
User Access Levels, 3
Global Transport VT Basics
Transaction Entry Screen, 13
H
Help
FAQ and Contact Information, 15
Getting Help, 14
Release Notes, 15
How Global Transport VT Works
Authorization, 5
Outclearing, 7
Settlement, 6
I
Introduction, 2
Accounts, 3
Communication, 3
Features, 2
How Global Transport VT Works, 5
Operating Global Transport VT, 4
Overview, 2
Secure Communications, 3
System Requirements, 7
User Access Levels, 3
Invoice Duplicate
Description, 4
K
Keyboard
Navigation, 12
L
Language Options, 221
License Agreement, 9
Lockout Settings, 250
Logging In, 8
Logging Out, 15
M
MagTek Mini Swipe Reader Serial Setup, 175
MagTek Mini Swipe Reader USB Setup, 173
MagTek Mini Swipe Reader Wedge Setup, 174
MagTek MiniMICR Check Reader Setup, 176
MagTek MiniMICR Serial Setup, 177
MagTek MiniMICR Wedge Setup, 176
Main Menu
Overview, 10
MeadCo ScriptX Error, 247
Merchant Account Options
Description, 4
Invoice Duplicate, 4
Require Original PNRef, 4
Merchant User Group Setup, 228
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Mouse
Navigation, 12
Multiple Accounts
Overview, 3
N
Navigation, 12
Keyboard, 12
Mouse, 12
O
Operating Global Transport VT, 4
Outclearing
Diagram, 7
Overview, 7
P
Password
Change, 220
Past Batch
Detail Reports, 133
Summary and Detail Reports, 130
Summary Reports, 131
PCI Compliance Information, 249
Additional Information, 257
Cardholder Data Storage, 255
Complex Passwords, 249
Controlled Access, 249
Lockout Settings, 250
Remote Access Security, 255
Safeguarding Cardholder Account Information,
256
Vendor Release Agreement, 255
Wireless Settings, 254
PDF Format, 122
PIN Pad
COM Port Error, 240
Configuration, 201
Setup, 172
Post Authorization Transaction
When to Use, 23
Previous Batch Summary Reports, 129
Process Customer Database Transaction, 150
R
Receipt Fields
Account Number, 71, 86, 103, 113
Approval Code, 113
Authorization Code, 71, 86, 103
Available Card Balance, 71
AVSResponse, 71
Batch Number, 71, 86, 103
Card Type, 71, 86, 103
Card Verification Code, 71
Cardholder Signature, 72, 113
Cash Back, 86
Cash Benefit Balance, 103
Check Number, 113
Customer Code, 71, 86, 103
Customer ID, 71, 86, 113
CVResult, 71
Date and Time, 71, 86, 103, 113
Description, 72, 86, 103
Entry Method, 113
Expiration Date, 71, 86, 103
Food Stamp Balance, 103
Invoice Number, 71, 86, 103, 113
Merchant ID, 71, 86, 103, 113
Merchant Information, 71, 86, 103, 113
Message, 71, 72, 86, 103, 113
Name, 71, 86, 103, 113
Phone, 113
PO Number, 71
Receipt Copy, 72, 86, 103
Receipt Legend, 113
Result, 71, 86, 103, 113
Sale Tax Amount, 72
Street Address, 71
Subtotal, 72, 86, 103
Tip Amount, 72, 86
Total Amount, 72, 86, 103, 113
Transaction Entry Method, 71, 86, 103
Transaction ID, 71
Transaction Number, 71, 86, 103, 113
Transaction Type, 71, 86, 103, 113
Transit Number, 113
URL, 71
Zip/Postal Code, 71
Receipt Printer Configuration, 210
Receipt Setup
Add Message, 224
Register Number Setup, 224
Release Notes, 15
Remote Access Security, 255
Report Field Descriptions, 123
Report on Customer Database, 151
Reporting
Current Batch Summary, 128
Detail Report, 117
Exporting Reports, 120
Overview, 114
Past Batch Detail, 133
Past Batch Summary, 131
Past Batch Summary and Detail, 130
Previous Batch Summary, 129
Summary and Detail Reports, 115
Summary Report, 115
Reporting Fields
Account Number, 119, 127
Account Type, 118, 127
Account_Type_CH, 123
AccountNum_VC, 126
Acct_Num_CH, 124
AcqRefData_VC, 125
Address_VC, 127
Alternate_Tax_Amt, 125
Amount, 117, 119, 127
Amount_MN, 126
Approval Code, 119, 127
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Approval_Code_CH, 124
Auth Amount, 117
Auth Amount, 119
Auth Amount, 127
Auth_Amt_MN, 123
Auth_Date_DT, 125
AVS_Resp_CH, 124
BankResponseCode, 125
Batch_Number, 124
BatchID_VC, 125
Capture Amount, 117
Capture Amt, 119, 127
Cash_Back_Amt_MN, 123
Check Number, 119
Check_Type_Key, 126
CheckNum_CH, 126
City_Name_VC, 126
Company_Name_VC, 125
Convenience_Amt, 125
Cust Code, 119
Customer ID, 118, 127
CustomerID, 124
CV_Resp_CH, 124
Date, 118, 127
Date_DT, 123
Deposit Amt, 128
Deposit Quantity, 128
DL_VC, 126
DOB_CH, 126
EMail_VC, 126
Exp_CH, 124
Host_Approval_CH, 126
Host_Date_CH, 124
Host_Ref_Num_CH, 124
Host_Time_CH, 124
IDStateCode_CH, 126
IDType_VC, 126
InteracRefNum, 125
Invoice Number, 118
Invoice_ID, 123
Last_Update_DT, 123
Manual, 124
Merchant_Key, 123
Name, 119, 127
Name_on_Card_VC, 124
NameOnCheck_VC, 126
Orig_TRX_HD_Key, 124
Payment Type, 118, 127, 128
Payment_Type_ID, 123
Phone_VC, 126
Phone2_VC, 126
PO Number, 119, 127
PONum, 125
Reference Number, 118, 127
Register, 119, 127
Register_Number_CH, 123
Reseller_Key, 123
Result_Msg_VC, 126
Result_Msg1_VC, 126
Result_Msg2_VC, 126
Result_Txt_VC, 124
Results, 118, 127
Return Amount, 116, 129
Return Amt, 128
Return Count, 116, 129
Return Quantity, 128
Sale Amount, 116, 129
Sale Count, 116, 129
Settle Amount, 117
Settle Count, 117
Settle_Date_DT, 123
Settle_Flag_CH, 123
SS_CH, 126
StateCode_CH, 126
Status, 119, 127
Street_CH, 124
Tax_Amt, 125
Tender Type, 116, 129
Tip Amount, 117
Tip Amount, 119
Tip Amount, 127
Tip_Amt_MN, 123
Total Amount, 116, 129
Total Count, 129
Total_Amt_MN, 123
Trans Count, 117
Trans Type, 117
Trans_Type_ID, 123
Transaction_ID, 124
Transit Number, 119, 127
TransitNum_VC, 126
TRX_HD_Key, 123
TRX_Receipt_Cnt, 125
TRX_Settle_Msg_VC, 123
Type, 119, 127
Type_CH, 124
User, 119, 127
User_Name_VC, 123
Void_Flag_CH, 123
Zip_CH, 124
Zip_Code_VC, 126
Require Original PNRef, 4
S
Safeguarding Cardholder Account Information,
256
Screen Tabs, 12
Security
Setup, 214
Setting Up Devices, 159
Settlement
Diagram, 6
Overview, 6
Setup, 213
ActiveX, 194
Add Receipt Message, 224
Add Register Number, 224
Add User, 216
Card Reader, 173
Change Password, 220
COM Ports in Windows 7 or Windows Vista
Business, 197
COM Ports in Windows XP, 199
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Configure Devices, 197
Connecting Epson TM-T88V/TM-U220/TMT20, 185
Custom Fields, 225
Edit User, 218
Epson TM-T20/ TM-U220 USB Connection,
188
Epson TM-T88V/TM-U220 Serial Connection,
185
Epson TM-T88V/TM-U220 USB Connection,
186
Epson TM-T88V/TM-U220/TM-T20 Configure
Printing Defaults, 191
Epson TM-T88V/TM-U220/TM-T20 Verify
Printer Connection, 189
Find User, 218
Install USB to Serial Adapter in Windows 7 or
Windows Vista Business, 160
Install USB to Serial Adapter in Windows XP,
163
Language Options, 221
Magtek Mini Swipe Reader Serial, 175
MagTek Mini Swipe Reader USB, 173
Magtek Mini Swipe Reader Wedge, 174
MagTek MiniMICR Check Reader, 176
Magtek MiniMICR Serial, 177
Magtek MiniMICR Wedge, 176
Merchant User Groups, 228
Overview, 213
Pin Pad, 172
Required Transaction Fields, 222
Security, 214
Setup Fields
Baud Rate, 202, 204, 208
Card Reader Type, 204, 208
City, 216
Com Port, 202, 215
Country, 217
Data Bits, 202, 204, 208, 212
Email Address, 216
First Name, 216
Flow Control, 202, 204, 208
Key Management, 202, 204, 208
Last Name, 216
Parity, 202, 204, 208
Phone Number, 216
Pin Pad Type, 202, 212
Postal Code, 217
Province, 217
Security Activate, 215
Security Adjustment, 215
Security Change Security, 215
Security Deactivate, 215
Security End of Day, 215
Security Force Auth, 215
Security Inquiry, 215
Security Pre-Auth, 215
Security Preferences, 215
Security Refund, 215
Security Reload, 215
Security Reports, 215
Security Return, 215
Security Sale, 214
Security Tools, 215
Security User Admin, 215
Security Void, 215
State, 216
Stop Bits, 202, 204, 208
Street Address 1, 216
Street Address 2, 216
System Level, 216
Time Out, 204, 208
Time Out, 202
Time Out, 212
Time Zone, 217
User Name, 216
Setup Security Level, 216
Single Accounts
Overview, 3
Starting Global Transport VT, 8
Summary and Detail Reports, 115
Summary Report, 115
System Requirements, 7
T
Tab Delimited Format, 121
Tabs, 12
Transaction Active/Inactive, 147
Transaction Entry Screen, 13
Customer Information, 14
Overview, 13
Register, Card, Amount Information, 13
Transaction Fields
Account Number, 43, 112
Account Type, 43
Active/Inactive, 139
Add Credit Card, 147
Address Information, 139
Amount, 85, 102, 112
Approval Code, 43
Auth Amount, 43
Auth Code, 69
Authorization Code, 102
Bank Routing/Transit Number, 112
Bill Contract, 147
Capture Amount, 43
Card Holder, 69, 85, 102
Card Number, 69, 85, 102
Card Presence, 70
Cash Back Amount, 85, 102
Check Number, 112
Check Type, 112
City, 69, 112
Company, 139, 153
Confirmation, 147
Contract ID, 146
Contract Name, 146
Country, 139
Customer ID, 42, 69, 85, 112, 139, 151, 153
CV Presence, 70
CV2, 69
Date, 42
Date of Birth, 112
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Daytime Phone, 112, 139
Department, 139
Email, 112, 139
End Date, 146
Evening Phone, 112, 139
Execute this Contract, 147
Expiration Date, 69, 85, 102
Fax, 139
First Name, 139, 151, 153
Force Duplicate, 70, 85, 102
ID Number, 112
ID State/Province Code, 112
ID Type, 112
Invoice Number, 42, 70, 85, 102, 112
Last Name, 139, 151
Mobile Phone, 139
Name, 43
Name on Account, 112
Options, 222
Payment Declined, 147
Payment Method, 151
Payment Type, 43
PNRef, 69, 85, 102
PO Number, 43, 70
Receipt Language, 70, 85, 102, 112
Reference Number, 42
Register, 43, 69, 85, 102, 112
Result, 43
Show Custom Fields?, 70, 85, 102, 112
Social Security Number, 112
Start Date, 146
State/Province, 112
Status, 43
Street Address, 69, 112
Subtotal, 69, 146
Tax Amount, 69, 147
Tip Amount, 43, 69, 85
Title, 139, 151
Total Amount, 69, 85, 102, 147
Type, 43
User, 43
Voucher Number, 102
Zip Code, 69, 112, 139
Transaction Results
Declined - 12, 235
Transaction Results Descriptions, 236
Transactions
Entry Screen, 13
Reporting, 114
U
USB to Serial Adapter
Installation in Windows 7 or Windows Vista
Business, 160
Installation in Windows XP, 163
USB-to-Serial Adapter Installation Error, 245
User Management
Add, 216
Edit, 218
Find, 218
V
Vendor Release Agreement, 255
W
Wireless Settings, 254
X
XML Format, 121
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