Difference between revisions of "Test Merchant Account Batch Re-Run"
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[[Category:CreditLine Manual|Re-run]] | [[Category:CreditLine Manual|Re-run]] |
Latest revision as of 13:52, 24 January 2008
This article is part of the Payment Processing Software Library |
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See also... | |
CreditLine Payment Processing Software Manual. This site can also be reached at http://docs.911software.com
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Test Merchant Account
The transactions authorized and batched using the test merchant account are not deposited into the live bank account. They are, however, recorded in CreditLine so that you can follow the procedure below to re-run the batches and transaction with a live account.
Unbatched transactions
→ If you have not yet batched the transactions, or for the transactions not yet batched, setup the new live account correctly, and then follow Expired Transactions Re-Run procedure, first.
Loss Prevention
- Don't Panic! CreditLine credit card software retains all the information necessary to move the money between acccounts correctly, as soon as the account is setup as required.
- Before any changes, backup your entire 911 folder!
- Update the software to the latest version before any major journal manipulation with CreditLine Batch Archive Dialog and Import/Export utilities. However, when performing routine software upgrades, batch out all outstanding transactions before upgrading the software.
- Make sure that the account is setup correctly, licensed and that no errors are displayed on startup of the server or in the CreditLine Manager Info Panel.
Batch Rerun
- Setup the new LIVE account correctly. Make sure you followed the Loss Prevention procedure at the beginning of the guide.
- Make sure to follow Expired Transactions Re-Run procedure for any unbatched transactions before the Batch Rerun sequence below, or you will lose them!
- Open CreditLine Batch Archive Dialog and follow the instructions below:
- Now you have the selected batch journal as the current journal.
- Export the transaction journal to a file using export procedure. Make sure to enable Include Tips check box if available.
- Delete the Transaction Journal. This will remove all unbatched transactions from the program.
- Reload configuration
- Import the exported file using import procedure. DO NOT check Directly To Journal since you need to obtain new auth codes from the processor.
- Reload configuration
- Do not reload the configuration or restart the program because that will refresh the list of backed up batches to include the most recent batches and will make things confusing.
- Verify the new journal with CreditLine ViewModify Dialog
- Batch the new journal as you normally would.
- Note the time on the system clock: . The batches are time-stamped every minute. For proper accounting, please wait until the clock changes to the next minute before running the next batch: .
- Do not reload the configuration or restart the program!
- Go back to Step 3 and repeat the steps for every batch that you need to re-run.