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1. O O wel e A nom e Click on Crock to view CN Express SU Page 71 Refund Creait Recording New Transactions Main Address Add Purchase Card Comments Responses har Account Dei Routing Class Tl card Amount Division ID P rece Action Refund Credit BillZip Acct Type First Name si Middle eel Last Name O Crus Currency g efe De eT el em 4 Press Enter if needed to open a new data entry form Use the Tab key on your 5 Fill in the required boxes beginning with the Account number The pe vooniete MOVE irom required boxes are outlined in bold To move from box to box box to box not the Enter key The Enter key saves press Tab the entire transaction a Ata minimum you must fill in the following boxes You Must Fill in For Credit Card For Purchase Card For Check ACCOUNT Account Number Account Number Account Number Example Example Example 12345678012345678 12345678012345678 12345678012345678 EXP Expiration Date Expiration Date Example 0204 Example 0204 ROUTING Bank Routing Transit Number Example 929999292 AMOUNT Amount of sale don t type a Amount of sale don t type Amount of sale don t type dollar sign a dollar sign a dollar sign Example 1234 67 Example 1234 67 Example 1234 67 A message like the following appears if the credit card or purchase card account number is v
2. Toggle Flags on Selected Transactions Unflag All Transactions whether or not in view Unflag All Transactions in View Unflag Selected Transactions Alt T then L then U P View Auric Systems International Home Page Alt H then H Page 200 CN Express SU Table of Keyboard Shortcuts D Keyboard Shortcuts Type of Task To Do This Press These Or Click on This Keys Icon Print Change Print Setup Print Receipt Alt T then P Print Report Ctrl R ooo Processing Configure Processor Setup Alt C then O Service Setup Receipt Configure Receipt Settings change content of Alt C then R receipt Print Receipt Alt T then P l Report Change Print Setup change orientation of report AltF then S Print Report Ctri R __ Submit Submit All Flagged Transactions Alt T then F Submit One Transaction Immediately NOW Ctri I or Alt T then T Now System Configure System Setup for authorizations Alt C then Y currencies countries Exit CN Express shut down Alt F then T CN Express SU Page 201 Table of Keyboard Shortcuts D Keyboard Shortcuts Type of Task To Do This Press These Or Click on This Keys Icon Table Apply Table Layout to Active and Completed Alt V then Y toggle View Completed Transactions Table Ctrl 3 Transaction Cancel Changes Alt T then H Close Transaction Alt T then C Open New Transaction also saves previous transaction E
3. Transaction Type Sale Transaction Date Disposition Entered Authorization Code Account Number AAec eee TO Card Type MC Amount 50 00 Customer Ref Customer Signature Changing Receipt Settings CN Express Page 139 Changing Receipt Settings Customizing CN Express Page 140 CN Express Chapter 12 Working with Batches This chapter describes how to close batches manually and view the batch history If your processing service doesn t support these capabilities you won t be able to use them in CN Express CN Express Page 141 Closing Batches Working with Batches Closing Batches You must repeat the manual close batch procedure separately for each division Most processing services offer a regular automatic schedule for closing out batches groups of transactions After a batch is closed completed transactions can t be changed further for example you can t void them even though the closed transactions still appear on your Completed Transactions table Some processing services let you close batches manually whenever you like You must make arrangements for manual batch closes directly with your processing service To close a batch manually 1 Press Alt T Transactions 2 Press O Close Batch to view a screen like the following Close Batch Ea CHIE press will send a batch close request to the processor Click UE to continue Cancel to cancel or
4. Refund Credit Alt T then R Save Transaction without opening new Alt T then S transaction s Split Capture Alt T then I Submit All Flagged Transactions Alt T then F Ctrl I Submit One Transaction Immediately NOW Void Partial Void Alt T then V User Set Password Alt C then S Set User Settings Alt C then U View CN Express Manual View Quick Reference Guide Alt H then Q Page 202 CN Express SU Table of Keyboard Shortcuts D Keyboard Shortcuts CN Express SU Page 203 Table of Keyboard Shortcuts D Keyboard Shortcuts Page 204 CN Express SU Index A Account number defined 28 truncated during export 133 153 truncated during refunds 133 truncated in data base 133 truncated on screen 28 Activation key 4 32 169 170 ADMIN user adding users 15 17 archiving transactions 159 160 changing default password 14 changing users 18 20 customizing system settings 131 139 delayed captures and 68 69 133 deleting ADMIN user 21 deleting users 20 21 hidden screens and 175 installing CN Express 7 10 11 passwords See Passwords setting up the processing service 33 193 196 turning DEMO mode on and off 35 38 Archive 159 160 Archive date 160 Auric Systems International contacting 169 recommendations 11 16 138 153 157 Authorizations Also see Transactions defined 64 delayed captures and 68 69 133 first transaction 39 recording and saving 64 67 split cap
5. This is the Print Preview print Ge E3 27 ld 4 fi h button Fage 1 of 1 E HF LaserJet 5P Properties HF LaserJet 5F Where LPT 1 Copie Number of copies i L Ly W Collate Print A pages in range kd f Current Page f Pages Enter page numbers andor page ranges separated by commas For example 1 3 5 12 Page 128 CN Express SU Printing Tables Reports and Receipts Printing a Receipt 5 Press Enter to print the receipt 6 Click on to exit the Print Preview screen A typical receipt contains two sections one for the merchant and one for the customer Each section contains the same information For example Merchant 111111111111 Batch Transaction Type Sale Transaction Date Disposition Entered Authorization Code Account Number Wrenn 0A Card Type MC Amount 50 00 Customer Ref Customer Signature You can t change the orientation of receipts they re always portrait However you can change their content if you re an ADMIN user For more information see Changing Receipt Settings on page 138 CN Express SU Page 129 Printing a Receipt Printing Tables Reports and Receipts Page 130 CN Express SU Chapter 11 Customizing Your System Settings If you re an ADMIN user you can customize e The way CN Express handles authorizations e Some of the information that appears on the data entry forms e The content of rec
6. Phone 603 924 6079 E mail support AuricSystems com Web Site www AuricSystems com Please have your serial number handy When you purchased CN Express over the Internet the serial number and activation key were faxed or e mailed to you CN Express SU Page 169 Maintenance and Troubleshooting You can also find your serial number and activation key under the Help menu 1 Press Alt H Help menu 2 Press A About 3 Scroll down to Serial Number and then Activation Key 4 Write down the numbers and press Enter to leave the Help menu Your problem might involve your specific processing service For troubleshooting tips for your processing service refer to the CN Express web site www AuricSystems com Page 170 CN Express SU Maintenance Contract Maintenance and Troubleshooting Maintenance Contract After you switch to the live CN Express by entering your serial number and activation key you immediately start your maintenance contract To find out about or renew your contract 1 Press Alt H Help menu 2 Press A About to view a screen like the following About CNIExpress CX 6000 Ee xj CN IExpress CX 6000 Curent User ADMIN Copyright 1996 2002 Auric Systems Intemational tte e AunicS ystems com Maintenance Expires 373172004 ontiguration Client Version 3 38 Gateway Papmentech Orbital Gatewa Interface Version 1 0 Gateway Info BIN O00001 OTD 1
7. calle _ 13 ehd 50 00 Delayed Capture Authorized NEMO52 0 Does not l authorize the Active Transactions Completed Transactions transact i on Accourit Amount Actor Status Auth Code Fesul Code Bi Page 68 CN Express SU Recording New Transactions Delayed Capture Deposit You don t need to fill out or save any information for a delayed capture The processing service does that automatically But you must flag the Delayed Capture before you send it to the processing service 1 Click on the delayed capture transaction that you want to submit 2 Press Alt T Transaction menu 3 Press L Flag 4 Press F Flag Selected Handling a Manual Delayed Capture Deposit To set up manual creation of delayed captures see Chapter 11 Customizing Your System Settings on page 131 If the Service Authorizes the transaction After your processing service receives the authorization transaction it processes and sends it back The ADMIN user can set up your system to prevent automatic creation of a delayed capture deposit This change isn t recommended but here s what you see The Screen Shows This Active Transactions Completed Transactions Does not authorize the transaction CS habia 75 00 Authorization ered Tent O sale Ammam Archon Auth Code Result Code Respo DEMOS O Approy Active Transactions Completed Transactions Account Amount Act
8. 6102 angg 5040 ebe4 ane 4 B12 1007 1011 610z Pars Account Amauri 50 00 250 00 75 00 100 00 20 00 50 00 120 00 50 00 75 00 tr a Action Sale Sale Refund Credit Sale Refund Credit Refund Credit Refund Credit Sale Sale mot Status Deposited Deposited Refunded Deposited Refunded Refunded Refunded Deposited Deposited m I Auth Code Result Code DEMOS6 DEMOO DEMOSE DEMOSS DEMOS1 Perk 2 d 1 aaa 01 01 01 01 01 01 01 01 i Page 188 CN Express SU A Advanced Filtering Techniques A Filter That Uses Nested Brackets You set up this filter Define Filter J Show transactions Where all of the following apply 1 2 Card Type is equal to MIC 2 Created Date is egual to 11 20 01 C3 any of the following apply 3 1 Acton is equaltoa Retund Credit 3 2 all of the following apply 3 2 1 Action ig equalta Sale 3 2 2 Amount is equal to 50 Click here to add new condition gt To create the nest brackets at 3 2 1 and 3 2 2 click on 3 2 This filter tells CN Express you are looking for transactions that used Master Card and were created on 11 20 01 and are either credits in any amount or sales in the amount of 50 You ll see Active Traneactions Completed Transactions m Account Amount Action Auth Code Result Code 3974 20 00 RetundCredit Refunded 011 2 6102 50 00 RetundCre
9. Batch History to review recent batch operations Division 111111111111 Cancel Batch History 3 Press Enter 4 Wait When the batch is closed a message like the following appears CHIE xpress e a 1 Batch closed successtully 5 Press Enter Page 142 CN Express Working with Batches Batch History Batch History The batch history is a record of the batches that were closed manually It doesn t include batches closed automatically by the processing Service To view the batch history 1 Press Alt T Transaction 2 Press B Batch History to view E Batch History O x DateTime Action Division ID Result User Processor Response SB 16 2003 10 35 22 AM Close 111111111111 Succeec ADMIN No Message 3 You can sort the information on the batch history screen by clicking on any one of the column headings You can only sort on one column at a time Each time you click an arrow appears next to the column name e means that the column is sorted in ascending order starting with the smallest value and going up to the largest e means that the column is sorted in descending order starting with the largest value and going down to the smallest 4 When you ve finished viewing the batch history press Enter to leave the screen CN Express Page 143 Batch History Working with Batches Page 144 CN Express For information on fields press
10. BillAddrese City BillAddress Country Bill amp ddress E mail Bill4ddress First ame Billddress HomePhone gt fl Columns Available Default Cancel 3 The two boxes on the screen list Available Columns columns that are currently hidden from view and Columns to Show columns that appear on the tables To move a column from one box to the other click on the column name Then Click on To Move The selected column into the Columns to Show box All the columns into the Columns to Show box The selected column into the Available Columns box All the columns into the Available Columns box Return all columns to their default position with Default seven columns listed in the Columns to Show box H A ea we CN Express SU Page 107 Adding Removing and Re ordering Columns on the Tables Changing Tables Layout Sorting Filtering 4 The first column shown in the Columns to Show box is the first column to appear on the tables right after the flag To change a column s position click on the column you want to move Then Clickon To Move a Column To the top of the table the first position on the a screen next to the flag Up one spot E Down one spot B To the bottom of the table the last position on the y screen farthest from the flag 5 Press Enter to save your changes CN Express shows the tables with the columns you chose at Step 2 and in the order yo
11. Creating Your First DEMO Transaction Instead of pressing Enter in Step 3 you can click on Don t type a dollar sign in Amount CN Express automatically adds a to U S currency l Press Ctrl 2 to view the Active Transactions table 2 Press F2 Main menu 3 Press Enter to start a new transaction 4 Type information into the boxes that are bold In This Box Type Account credit card 5151301400246102 Tab to the Exp box account number Exp expiration date 0204 Tab to the Amount box of card Amount amount of 50 Tab to the Action box transaction Press the Tab key 5 The action describes the type of transaction sale refund credit or void for example In the Action box click on to view a list like the following Forced Capture Refund 6 Click on Sale or on Authorization and Capture 7 Ifany other boxes are bold you must Tab to them and fill them in Your screen is set up for your specific processing service Each processing service requires different information Otherwise go to Step 8 8 Press Enter CN Express SU Page 27 Creating and Sending Your First Transaction Starting Up Shutting Down First Transaction You ve just saved your first transaction Your screen should look like this postr Teta ech Uo ce ares bey File Edit Transaction view Configure Help SE S F Act
12. Press Alt T Transaction menu 4 use this procedure see Changing the General Press R Refund Options on page 132 The following message is displayed If you don t see the Refund selection on the Transaction menu you CN Express E don t have refund credit W privileges CJ a 7 Are pou sure You want bo create a refund for this transaction 5 Press Y 6 CN Express automatically creates a refund credit transaction on the Active Transactions table Now you can go to the Active Transactions table to process the refund Page 70 CN Express SU Recording New Transactions Refund Creadit Using the Main Data Entry Form for a Refund Credit 1 Press Ctrl 2 to see the Active Transactions table 2 Press F2 Main data entry form 3 Click on one of the following Crest or Pres or Cr e Click on Crest to view Main Address Add l Purchase Card Comments Responses C Account redit Prenasd card Check Exp cvwop cas Amount Division wL O d Action BilZi Auth Code a Currency fe TI Check Fraud Order No SEE Pecna e Click on card tO view Main Address Add l Purchase Card Comments Responses Cua Piena card Cie Account FT Exp CV VCID a Class Ezz Amount Tax Division ID Action enz OOO shiz stomps Auth Code Cust Ref Eo e PO Humber Doo O O Currency Su Check Fraud Order Ho _
13. Press Enter if needed to open a new data entry form Use the Tab key on your 5 Fill in the required boxes beginning with the Account number The O ig uk required boxes are outlined in bold To move from box to box box to box not the Enter q gt key The Enter key saves press Tab the entire transaction At a minimum you must fill in the following boxes aa For Credit Card For Purchase Card For Check ACCOUNT Account Number Account Number Account Number Example Example Example 12345678012345678 12345678012345678 12345678012345678 EXP Expiration Date Expiration Date Example 0204 Example 0204 ROUTING Bank Routing Transit Number Example 929999292 AMOUNT Amount of sale don t type a Amount of sale don t type Amount of sale don t type dollar sign a dollar sign a dollar sign Example 1234 67 Example 1234 67 Example 1234 67 A message like the following appears if the credit card or purchase card account number is valid CN Express SU Page 65 Authorization Recording New Transactions The following message appears if the credit card or purchase card account number is invalid Koy Invalid 6 At the Action box type A Authorization or click on to select the action recognized by your processing service 7 Your processing service might recommend that you fill in more information on the Main data entry form for example a Bill Zip Check with your manager or your
14. and deleting or closing it It also explains how to flag and unflag transactions CN Express SU Page 91 Selecting a Transaction Changing and Flagging Transactions Selecting a Transaction Selecting One Transaction You select a transaction by clicking on it or by moving to it using the Up and Down Arrow keys on your keyboard A selected transaction is highlighted and or surrounded by a dotted line Active Transactions Completed Transactions amount aAcuon Lard ype STALLS 50 00 Sale ME Entere ACCOUN fy ENEE Silt leew 20 00 Aetund Credit Entered FOO 75 00 Refund Credit Visa Entered m 2624 100 00 Sale Visa Entered Selecting Several Transactions That Are Listed Next to Each Other Suppose you want to select the first three transactions shown above 1 Click on the first transaction You can also hold down the Shift key while you 2 Hold down the Shift key on your keyboard press the Down Arrow key 3 Click on the last transaction you want to select 4 Release the Shift key All the transactions between your clicks are highlighted Active Transactions Completed Transactions m Account Amount Action Card Type 6102 50 00 Sale ME Entered a044 250 00 Sale ME Entered e 3574 20 00 Refund Credit ME Entered ni4 75 00 Refund Credit Visa Entered m 2624 100 00 Sale Visa Entered Page 92 CN Express SU Changing and Flagging Transactions Selec
15. merchant s account After you send an authorization transaction to your processing service the processing service decides whether to authorize the transaction or fail it In either case the transaction appears on your Active Transactions screen Usually if the authorization is successful CN Express automatically creates a delayed capture deposit transaction which appears in your Active Transactions table The ADMIN user can set up CN Express so that delayed capture deposits must be created manually however this change 1s not recommended The procedures below explain what you should do in each situation Every processing service has its own deadline for completing an authorization and delayed capture If you send the delayed capture deposit after that time the processing service may return the transaction as Failed or it may automatically generate a new authorization code and complete the transaction Each processing service treats this situation in its own way Handling an Automatic Delayed Capture Deposit After your processing service receives the authorization transaction it processes and sends it back If the authorization is successful CN Express automatically creates a delayed capture deposit transaction Here s what you see If the Service The Screen Shows This Authorizes the l transaction Active Transactions Completed Transactions Account Amount Action E uth Code Fesult Code mol ll
16. ordering columns of information e By sorting the information on transactions e By filtering out hiding certain transactions CN Express remembers how the layout of tables and how they were sorted at the moment when you shut down When you start CN Express again the tables appear with the same layout and sorts However CN Express turns off any filter that s active when you shut down The filter still exists but you have to reapply it after you start up CN Express SU Page 103 Deciding Whether Your Changes Affect Both Tables Changing Tables Layout Sorting Filtering Deciding Whether Your Changes Affect Both Tables Auric Systems International recommends that you leave the check marks next to Apply Filter and Apply Table Layout When you change the table layout or filter you can apply your changes to both tables at the same time or just the table you are viewing Press Alt V View menu to view Main Address Add l Purchase Card Comments Responses F2 F3 F4 F F Auto Fit Columns Active Transactions Folder Chrl 2 Completed Transactions Folder Ctrl 3 vw Apply Filter to All Active and Completed vw Apply Table Layout to Active and Completed All Transactions Today s Transactions vw Filtered View a wr Refresh The menu above shows the default there s a check mark next to Apply Filter and another check mark ne
17. status of the selected and time a transaction was transaction immediately transaction processed and other information Message showing the type of credit or purchase card p TET Vie Select show and highlight Unlock re open the data entry form allow changes 11 7 01 5 22 45 PM Entered ja The first transaction in the table Open blank data entry forms for a new transaction p The transaction one line above y Save changes to the data entry form s The transaction one line belo a i x Cancel changes to the data entry form s The last transaction in the table You can also perform some of these tasks with the following keys on your keyboard Press This Key To Do This Up and Down To move from transaction to transaction on the Arrows transaction table where you re working Enter To save changes to the data entry form s and also open a blank set of forms for a new transaction Alt T then H To cancel changes to the data entry forms Ctrl I To send one selected transaction immediately Now CN Express SU Page 55 Status Bar Understanding the CN Express Screen Status Bar When you move your cursor over a button the Status bar shows a message explaining what the button does Unilag Flagged Transactions in Selection m Locked 2 It also shows whether the data entry forms are Locked they can t be changed or Unlocked opened they ca
18. ALT H Help then F Field Reference You may want to view or print this list before you begin importing or exporting Chapter 13 Importing Exporting and Archiving This chapter describes how to import and export files in CN Express and how to archive You must be an ADMIN user to archive CN Express SU Page 145 Importing Files Importing Exporting and Archiving Importing Files You can export to either a Microsoft Excel file or a text file but you can import only from a text file You can import transactions into the Active Transactions table from a text file 1 Press Alt F File menu 2 Press I Import to view Select File to Import sample txt small Ext File name Files of type Text files txt csv imp hi Cancel Configure Import Fields Columna with Data from sample_txt O ten Account 4 N 19 Exp Ah Amount M unassigned uth Lode Authorized Amount M p240 1519 1015 1570 11 03 255 95 Linda Authorized Date OT 5191 4090 3756 0100 11 02 oO Harry ANS AM E 5191 4090 3756 0100 12 02 104 48 Carl BillAddress Address2 A M 30 i al Billddress Apt A M E p240 1519 1015 1570 09 02 70 50 Beth Bil ddrezs Country LU Bil ddress E mail 4N 50 Bil ddress FirstName A N 20 Bil ddrezs HomeFhone A M 20 Bil ddrezs MiddleN ame 4M 5 Bil ddrezs Work Phone A N 20 Captured Date DT Check Acct Type LU Check Fraud
19. Activation Key 4 Write down the numbers 5 Press Enter to leave the Help menu Page 4 CN Express SU Chapter 2 Installing and Setting Up CN Express This chapter describes the minimum and recommended system requirements for CN Express Single User how to install the software on your computer system and how to set up CN Express CN Express SU Page 5 Minimum and Recommended System Requirements Installing CN Express Minimum and Recommended System Requirements Minimum System Requirements CN Express requires e A minimum of 128 Mbytes of memory e An active TCP IP connection and fixed IP address for submitting transactions to your processing service CN Express runs on any of the following platforms e NT 4 0 e NT 2000 XP For initial installation you ll need approximately 40 Mbytes of hard disk space You should install Internet Explorer 5 5 or better with 128 bit encryption Recommended System Requirements For the best performance use Windows NT 4 0 NT 2000 or XP with a minimum of 128 Mbytes of memory You should keep a minimum of 100 Mbytes of free disk space to ensure a long lived and trouble free installation Additional information about system requirements 1s available at www AuricSystems com Important Information Your processing service has its own minimum operating requirements See Appendix C Processing Service Information on page 193 for information on
20. Auth Code 6102 50 00 Sale Deposited DEMOFa oO0 Congratulations You ve completed your first transaction Creating a Demo Failed Transaction The previous example resulted in a successful transaction If you want to see what happens when a transaction fails repeat the procedure but enter an Amount with an odd number of cents for example type in 50 99 The demonstration version and DEMO mode of CN Express are set up so that the processing service declines any transaction where the amount includes an odd number of cents Page 30 CN Express SU Chapter 4 Going Live and Changing Your Password This chapter explains how to switch to the live version of CN Express how to turn DEMO mode on and off and how to try out a live transaction actually sending it to your processing service It also describes how to change your own password even if you aren t an ADMIN user CN Express SU Page 31 Switching to the Live Version Going Live and Changing Your Password Switching to the Live Version The live CN Express requires an active TCP IP connection to process transactions That is the TCP IP connection must be active if you want to submit transactions to the processing service After installing CN Express you may switch from the demonstration version to the live version at any time Auric Systems International strongly recommends e Practicing with and configuring CN Express i
21. Auth Code o e heck Currency Check Fraud Order Ho TT elle od ele 12 ome E The word DEMO appears in the upper right corner As long as when CN Express is live DEMO is on the screen you can t really send transactions to your and in the DEMO mode processing service CN Express SU Page 13 Changing the Default Password for ADMIN Installing CN Express Changing the Default Password for ADMIN Only the ADMIN user can change the ADMIN password Your new password must be at least four characters long CN Express is case sensitive For example ADMIN Admin and admin are three different passwords A Do not forget your new ADMIN user password You should change the default password for the ADMIN user immediately The ADMIN user has special privileges For example the ADMIN user can decide which users are allowed to give refunds and how much money they re allowed to handle You don t want everyone to be able to make those decisions To change the default password for ADMIN 1 Press Alt C Configure menu 2 Press S Set Password to view Set Password 4 i x j Current User ADMIN Current Password f Ba New Password Re enter to Confirm Cancel 3 Type the default password ADMIN in the Current Password box 4 Press the Tab key on your keyboard 5 Type anew password in the New Password box The password ap
22. Authorized DEMO19 00 Approved TITIA 3574 75 00 Authorization Entered 2028 90 01 Authorization Entered 2028 100 00 Capture Authorized DAMO19 00 Approved I Account Amount Action Status Auth Code Result Code Response Text R m m m 3574 75 00 Authorization Entered 2028 90 01 Authorization Entered 2028 100 00 Capture Authorized DEMO019 00 Approved Page 100 CN Express SU Changing and Flagging Transactions Flagging or Untlagging an Active Transaction If You Press The Screen Shows ALT T L A Z Account Amount Action Status Auth Code Result Code Response Text FLAG ALL P 8044 25 00 Authorization and Capture Entered X m anng Me 2 Anhorizaton and Captura Entersd L omea Ce dere ete a 1008 50 00 Authorization and Capture Entered nma meee NOTE THE FILTERED P 3574 75 00 Authorization Entered REFUND TRANSACTIONS P 2028 90 01 Authorization Entered P 2028 100 00 Capture Authorized DEM019 00 Approved NOT SEEN ARE ALSO FLAGGED CN Express SU Page 101 Flagging or Untlagging an Active Transaction Changing and Flagging Transactions Page 102 CN Express SU Chapter 9 Changing Tables Layout Sorting Filtering CN Express lists information on active transactions and completed transactions on two separate tables You can change the appearance of these tables in several ways e By changing the layout of the table s adding removing or re
23. Auths to Pending Captures 4 You may change any of the settings as explained in the following table CN Express Customizing CN Express Changing the General Options Option Automatically Update Successful Auths Truncate Account Numbers Create Reject File in Separate Directory Ca With a Check Mark When you send a sales transaction to your processing service for authorization and the processing service authorizes it then CN Express automatically converts the successful authorization to a pending deposit delayed capture From now on CN Express truncates shortens account numbers in the data base after processing is completed You cannot recover the full account numbers If you select this option a export files always contain truncated account numbers regardless of how you set up exports and b you won t be able to create refunds using the COMPLETED TRANSACTIONS table You select the directory where you want the reject file s stored Without a Check Mark F F CN Express processes authorizations but doesn t automatically create a delayed capture transaction pending deposit You must manually change the authorization to a delayed capture CN Express does not truncate account numbers in the data base They are still truncated on the AcTIvE TRANSACTIONS and COMPLETED TRANSACTIONS tables Reject file s remain in EXPORT directory 5 Click on
24. Express SU Changing Tables Layout Sorting Filtering Filtering the Tables Define Filter for Active Transactions a x O Show transactions where alll of the following apply Chek here to add new condition gt a OF Cancel 3 Click on Click here to add new condition to view Define Filter for Active Transactions a x 3 Show transactions where of the following apply _ CT Aation sea 4 Click on Action to view Define Filter for Active Transactions k x a Show transactions where all ofthe following apply 12 Action is equal to lt Cin Action ition gt ard Type 5 Click on Amount to view CN Express SU Page 111 Filtering the Tables Changing Tables Layout Sorting Filtering Click hered add new condition gt 6 Click on is equal to to view Define Filter for Active Transactions X O Show transactions where all ofthe following apply C1 Amount is equal to g Click heret is equal to ails J less than or equal to greater than is greater than or equal to is null is in list is between 7 Click on is less than to view Define Filter for Active Transactions O Show transactions where all of the following apply 1 Amount is less than or equal g__ Click here to add new coseitin gt 8 Click on and type 100 in the box that appears Define Filter for Active Transactions CO Show trans
25. Only part of the order worth 50 was shipped capture deposit transaction the processing service actually takes part of that money part of the 1 Amount from the card aoa aici sale 2 Click on the delayed capture transaction you want to partially merchant s account capture For example To record and save a split capture transaction Press Ctrl 2 to see the Active Transactions table Active Transactions Completed Transactions m Account Amount Action Status Auth Code Result Code Respo m 6102 50 00 Sale Entered 3 Press Alt T Transaction menu 4 Press I Split Capture to view E Split Capture JOf x CNIE xpress will split this capture into two transachons allowing pou to capture part of the authorized amount when only part of an order has been shipped Capture Amount for This Transaction B 50 00 Remaining Will be Placed in a New Active Transactioni 0 00 Flag Original Transaction Optional Cancel 5 At the Capture Amount for this Transaction box fill in the amount of the transaction you want to capture Page 82 CN Express SU Recording New Transactions Split Capture The rest of the amount appears automatically in the Remaining box as shown below 6 Let s say you only want to capture 50 of the original 150 transaction Type 50 in the Capture Amount box That original transaction wasn t flagged If you want to flag the 50 portion the Captur
26. SU Page 109 Filtering the Tables Changing Tables Layout Sorting Filtering Filtering the Tables A filter lets you view some of the transactions in the tables while it hides the rest for example you might want to see only today s transactions or only transactions under 100 You decide whether the filter applies to both tables or only the table you re viewing CN Express provides one standard filter and lets you create any custom filter Standard Filter To view only today s transactions 1 Press Alt V View menu 2 Press T Today s Transactions Your First Custom Filter The following sections describe how to define apply turn off re start pot ee een and change a basic custom filter on how custom filters work see Appendix A Advanced Filtering Suppose you want to view active transactions under 100 only Techniques on page 177 l Normally your Active Transactions table shows all active transactions even those over 100 Active Transactions Completed Transactions Account Amount Action Auth Code Result Code 250 00 Sale Entered 10 00 Sale Entered 40 00 Sale Entered 60 00 Sale Entered 200 00 Returnd Credit Entered 25 00 Void Entered a mpm To create a custom filter that shows only transactions under 100 CN Express lets you store only one custom filter new filter you replace the i old filter 2 Press E Set Filter to view Page 110 CN
27. Tables and Reports Changing the Print Setup for Tables and Reports You can print tables and reports in either portrait or landscape sideways The default is portrait To change the orientation of a report to landscape 1 Press Alt F then S to view Print Setup ea Printer Marne 3 5 oS Properties Status Default printer Ready Type HF Lasenet 5P Where LPT Comment Paper SIZE Letter O28 11 in Orientation i Portrait Source First Available Tray ae C Landscape Cancel 2 Click on the Landscape radio button to change the orientation of the page to landscape 3 Press Enter From now on every table printout and standard report is printed in landscape until you change the print setup or shut down CN Express CN Express SU Page 125 Customizing Table Printouts and Standard Reports Printing Tables Reports and Receipts Customizing Table Printouts and Standard Reports Every table printout and most standard summary reports are based on Bet egdeo meas the transactions currently on view in the Active Transactions or report and the Flagged Records with Currency Completed Transactions table So if you want to customize a printout or Breakdown report always report you have to change the transactions that are on view as show all flagged explained in Chapter 9 transactions even if they re not on view You aaa sh alas You can customize table printouts
28. Transactions C PROGRAM FILES CNIEXPRESS_ SU EXPORT JANUARY The Export Wizard isn t case sensitive so it considers JANUARY January and januaRy to be the same name 4 Click one of the choices under File Format to choose whether your file is saved in Text or native Microsoft Excel format 5 Press Alt N Next to view step 2 Select Records to Export Select whether you want to export Completed Transactions or Active Transactions Select a filter to export only those records that meet a certain set of critena or choose Ho Filtering to export all records of the speciied Record Type Record Type Filte f Completed Transactions f Today s Transactions Active Transactions f Na Filtering Custom Fiter Set Exporting today s completed transactions Finigh Close 6 Click on one radio button under Record Type e Completed Transactions is the default it saves your completed transactions to an export file e Active Transactions saves your active transactions to an export file 7 Click on one of the choices under Filter e Today s Transactions means that only today 5 transactions in the table are exported Today s transactions are exported even if they aren t visible in the table This is the default e No Filtering means that all the transactions in the table are exported even the hidden transactions If you want a custom filter you must build it here e Custom Filter let
29. Transactions filter If you click Flag All yesterday s active transactions are also flagged even though they aren t in view 3 To choose one of the menu items press the key for an underlined letter For example e To Flag Selected transactions press the F key on your keyboard To Unflag All press the L key on your keyboard If you want to Toggle Selected Flags you can skip the steps above and press Ctrl F CN Express SU Page 99 Flagging or Unflagging an Active Transaction Changing and Flagging Transactions Active Transactions Completed Transactions M _ Account Amount Action Status Auth Code Result Code Sapt 75 00 Authorization 90 01 Authorization Suppose you set up your screen as follows with three transactions selected and all refund transactions filtered out not showing 100 00 Capture Entered Entered Authorized DERMOT If You Press ALT T L F FLAG SELECTED ALT T L T TOGGLE SELECTED FLAGS ALT T L Z FLAG AUTHORIZED ALT T L V FLAG ALL IN VIEW The following table shows what happens as to your screen as you select each type of flag TII The Screen Shows Response Text 3574 75 00 Authorization Entered 2028 90 01 Authorization Entered 2028 100 00 Capture Authorized DEMO019 00 Approved Auth Code Result Code Response Text 3574 75 00 Authorization Entered 2028 90 01 Authorization Entered 2028 100 00 Capture
30. bracket Page 186 CN Express SU A Advanced Filtering Techniques A Filter That Uses Brackets Set up this filter Define Filter x J Show transactions where any of the following apply 1 all of the following apply 1 1 Acton tg equaltoa Retund Credit Bracket 1 2 Amount is greater than 50 2 Acton ts egual to Sale Chek here to add new condition gt This filter tells CN Express that you re looking for transactions that are either credits greater than 50 or sales in any amount You ll see _ Active Transactions Completed Transactions m Account Amount Action Auth Code Result Code l ale ntere m 6102 50 00 Sal E d 0 ale nbere m 8044 250 00 Sal E d 0 l efun redit ntere 5040 75 00 Retund Credi E d 0 ale nbere m 2624 100 00 Sal E d 0 CN Express SU Page 187 A Filter That Uses Nested Brackets A Advanced Filtering Techniques A Filter That Uses Nested Brackets You can create complex filters by nesting brackets setting up brackets and sub brackets Suppose you want to trace a duplicate transaction and find out if a credit was issued in the correct amount You know that a Master Card was used that both sales and credit were completed on the same day 11 20 01 and that both sales were for 50 But you re not sure how much the credit was for Here s the screen you start with Active Traneactions Completed Transactions m
31. on your screen Page 28 CN Express SU Starting Up Shutting Down First Transaction Creating and Sending Your First Transaction Sending Your First DEMO Transaction To send your first transaction to your processing service 1 Press Alt T Transaction menu 2 Press F Submit Flagged The following message appears Submitting to Processor Cancel 3 Wait CN Express DEMO mode simulates goes through the motions of sending the transaction to the processing service When processing 1s complete this message appears Submission Complete E X D Submission Complete Total Transactions Processed 1 1 Transaction Captured 50 00 Completed Transactions will be moved to Completed Transactions Folder Processed 1 transactions in 4 68 seconds 4 68 seconds transaction 4 Press Enter CN Express SU Page 29 Creating and Sending Your First Transaction Starting Up Shutting Down First Transaction You ve just submitted your first transaction not really though in the demonstration version or DEMO mode nothing goes to the processing service CN Express automatically moves the transaction off the Active Transactions table Active Transactions allay Transactions r Amount Action Status Auth Code Result Code Response T 5 Press Ctrl 3 Completed Transactions to view fempet Transactions rea Transaction ip TZ Acco __Action Status _
32. tab If CN Express can t immediately connect to your processing service this information determines whether and for how long CN Express keeps trying to connect Option With a Check Mark Without a Check Mark Timeout if No F CN Express waits for the P If CN Express keeps Response In processing service to waiting for the processing respond during the amount service to respond of time shown in the CN Express gives up Minutes Seconds box If waiting only when it s there s no response at the paused or shut down end of that time CN Express gives up CN Express SU Page 195 Paymentech Orbital Gateway C Processing Service Information The default and minimum time shown in the Minutes Seconds box is 1 minute 10 seconds The maximum time is 59 minutes 59 seconds Within those limits you can enter any length of time you prefer How Paymentech Orbital Gateway Supports CN Express Features Feature Check processing Class Close batch Comment fields Fraud detection Multiple currencies Multiple merchant IDs Partial voids Purchase Card Level II Split captures Paymentech Orbital Gateway Supports Supports you can select default class settings for imports using the import screens and for users using the Configure Users screen Supports Supports but only processes one comment field Comment 1 Supports you can select fraud detection for each transaction fraud information appears i
33. then press S The transactions you want may have been archived and are no longer available for viewing on CN Express See Archiving Completed Transactions on page 159 I cant see some of the fields data entry forms and menus mentioned in this manual CN Express hides the fields forms and menus that your processing service doesn t use and can t process For example you won t see the Line Items tab and data entry form if your processing service doesn t use them If you re not sure what your processing service expects see Appendix C Processing Service Information on page 193 CN Express hides some menus and screens because they re only available for ADMIN users for example the screen for setting up the processing service To see those menus and screens you must be logged in as an ADMIN user None of my transactions are going to the processing service even though I keep submitting them Are you in DEMO mode If you re in DEMO mode the word DEMO appears in the upper right hand corner of your screen Also the authorization codes for transactions begin with DEM When you re in DEMO mode you aren t really saving and sending transactions You must ask an ADMIN user to turn off DEMO mode Is your processing service currently available You should see a message from CN Express if it isn t available Contact your processing service directly for more information CN Express SU Page 175 Troublesh
34. transaction 1s automatically saved and sent to your processing service You receive a message like the following Host Processing Complete r x wD Refunded Auth Code Type ED we Result Code avs Sg cvv e SS Deposit Date DO f BatchiD g20030515 TxAefNum DEOOSE SB OB 4F96F 4F661 8959ABD045EA297F5369 ide 1 3 Press Enter Page 88 CN Express SU Sending Transactions What Happens after You Send a Transaction What Happens after You Send a Transaction When your processing service finishes processing the transactions here s what you ll see in CN Express When the Processing Service Accepts a When the Processing Service Rejects a The Action Was i Transaction Transaction Authorization sales The transaction stays in the Active The transaction stays in the Active only Transactions table the action Transactions table status is Failed becomes Delayed Capture Deposit you may need to fix the problem before you resend it Sale or Refund Credit The transaction moves to the The transaction stays in the Active or Delayed Capture Completed Transactions table you Transactions table status is Failed Deposit or Void or don t have to do anything you must fix the problem before Voice Authorization you resend it In all cases the failed transaction is no longer flagged Active Transactions Completed Transactions Account Amour Acton Status Auth Code Re
35. using and changing password See Password logging in 24 174 V View menu 43 Voice authorizations Also see Transactions defined 76 recording and sending 76 79 Voids Page 214 CN Express Also see Partial Voids Also see Transactions defined 75 recording and sending 75 status of 89 CN Express Page 215 CN Express Index Page 216 CN Express
36. your specific processing service CN Express Single User is designed to be installed and run from the desktop It should not be run from a shared server If you re working in a shared environment use CN Express Multi User Page 6 CN Express SU Installing CN Express Installing CN Express Installing CN Express CN Express always automatically installs in the demonstration not the live version After you configure CN Express the way you want and practice using it you switch manually to the live version e With the demonstration version of CN Express transactions never go anywhere the demonstration version merely acts as if they did e With the live CN Express transactions are really sent to and processed by your processing service The live CN Express also offers a DEMO mode This is not the same as the demonstration version although it acts the same DEMO mode can be switched on and off for individual users You can install the demonstration version even if you haven t purchased and registered the live CN Express The demonstration version lets you try out the application and procedures without worrying about mistakes However you can t run the demonstration version on the same computer as the live version 1 Begin the installation from the Auric Systems International web page www AuricSystems com Go to Downloads and follow the instructions for downloading CN Express Single User CX 6000 The f
37. 2 Current Processor Payrmnentech Server CNlE press Server Version 3 38 3 To renew your contract click on the date when your Maintenance Expires to view CN Express SU Page 171 Maintenance Contract Maintenance and Troubleshooting Renew Maintenance Contract To renew Your maintenance contract follow these easy steps 1 Follow this link to Auric Systeme International s support page to obtain a new activation key http ALCS patens COMsENEWCNESL 2 Copy and paste or type in the new activation key click OF and you re ready to gal Activation Rey 4 Follow the directions on the screen Page 172 CN Express SU Backup and Restore Maintenance and Troubleshooting Backup and Restore You should back up the CN Express data base regularly Before you back up or restore shut down CN Express To back up CN Express copy the DATA directory from your hard drive on to a zip disk or floppy Look for the Data directory in your program files in the CN Express SU folder If you need to restore the data base copy the backup files over the existing DATA directory CN Express SU Page 173 Troubleshooting Questions and Answers Maintenance and Troubleshooting Troubleshooting Questions and Answers I can t log in Did you log in under the correct User Name The CN Express login screen always shows the User Name of the last user who logged in Did you type your password correctly You mus
38. 3 TERM This license will terminate immediately and without notice if you fail to comply with any term or condition of this Agreement You agree upon such termination to destroy all copies of the Program including all documentation 4 LIMITED WARRANTY Program media if any is warranted to be free from defects in material and workmanship upon delivery to you Upon return to us postage prepaid any media found by us to be defective when delivered to you will at our election be replaced or your purchase price will be refunded We do not warrant that the operation of the Program including documentation will be uninterrupted or error free Except with respect to indemnification as set out below in no event will we be liable for direct indirect special incidental or consequential damages arising out of the use of or inability to use the Program or documentation and in no case shall our liability exceed the amount of the license fee THE FOREGOING WARRANTY IS PROVIDED IN LIEU OF ALL OTHER WARRANTIES EXPRESS OR IMPLIED AND EXCEPT AS PROVIDED HEREIN WE MAKE NO WARRANTIES OR REPRESENTATIONS OF ANY KIND EITHER EXPRESS OR IMPLIED WITH RESPECT TO THE PROGRAM MEDIA OR DOCUMENTATION INCLUDING THEIR QUALITY PERFORMANCE MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Some states do not allow the limitation of implied warranties so these limitations above may not apply to you 5 INDEMNIFICATION We agree to indemnify you and hold you har
39. 4 Click the radio button next to No No Fraud Check 5 Press Enter On the Main data entry form for the transaction s the check mark disappears from the Check Fraud box Page 98 CN Express SU Changing and Flagging Transactions Flagging or Untlagging an Active Transaction Flagging or Unflagging an Active Transaction CN Express uses flags in the Active Transactions table to show which transactions will be sent to your processing service e lt A flag means that the transaction is ready to send e No flag means the transaction isn t ready to send CN Express automatically places a flag next to every new transaction when you save it You can also add and remove flags yourself 1 Press Alt T Transaction menu 2 Press L Flag to view Flag unflag only the selected highlighted transactions ag Selecteer H Flag Selected Remove flags from all selected highlighted eNUntlag Selected transactions that have flags give flags to all Toggle Selected Flags selected transactions that don t have flags Flag Authorized Flag only transactions with Authorized status Flag All in view Flag unflag all active transactions currently Uniflag All in views shown in the table in view even if they t sel Flag All aren t selected Unflag All Flag unflag all active transactions even if i they aren t selected and aren t shown in the table For example you re using the Today s
40. CN Express CX 6000 Single User Version 3 38 Federally Approved AES Encryption Auric Systems International P O Box 458 sales AuricSystems com Peterborough NH 03458 support AuricSystems com 603 924 6079 www AuricSystems com Copyright 1994 2004 by Auric Systems International All rights reserved CN Express is a registered trademark of Auric Systems International Windows is a trademark of Microsoft Corporation All other product names are trademarks of their respective owners License Agreement 1 LICENSE You have the non exclusive right to use the following CN Express program and documentation Program This Program may only be used on the number of computers licensed by you You may physically transfer the Program from one computer to another provided that the Program resides on only one computer at a time for each Program license YOU MAY NOT USE COPY MODIFY DECOMPILE REVERSE ENGINEER TRANSFER OR DISTRIBUTE THE PROGRAM OR DOCUMENTATION EXCEPT AS EXPRESSLY PROVIDED IN THIS LICENSE AGREEMENT 2 BACKUP AND TRANSFER You may make copies of the Program solely for backup purposes If you do so you must reproduce and include the Program s copyright notice on each backup copy You may transfer this license to another party provided the other party agrees to these terms and conditions If you transfer the license you must simultaneously transfer the documentation and destroy all backup copies of the Program
41. General Currencies Countries Check the names of counties to show when entering addresses WAEN e ata a a cssusssmmusmmusesmnnunetnnnnnsnnnnne ALB Albania O DZA Algeria O ASM American Samoa O AND Andorra O AGO fAngola OI ALS Anguilla O ATG Antigua and Barbuda O ARG Argentina O ARM Armenia A ABW Arubal Ej Default country for new addresses JUSA United States Cancel 7 4 Use the scroll bar to view the countries available Click on the box ou must enter the correct country for next to a country to add or remove a check mark purchase cards so make sure you check mark e Ifyou want a country to be a choice on the Address data entry every country where you form make sure it s check marked If necessary click on the expect purchase card ransacions box to add a check mark For example General Currencies Countries Check the names of countries to show when entering addresses COI BFA Burkina Faso CI BDI Burundi CI KHM Cambodia eal CI CMA Cameroon CAN Canada CI CP Cape Werde D Lhi i umn an delana m m m i a i iiaii i e Ifyou don t want a country to be a choice on the Address data entry form make sure it isn t check marked If necessary click on the box to remove the check mark Page 136 CN Express Customizing CN Express Setting Up Countries 5 Click on the Default Country box to view a list of all countries that have chec
42. Jeader E E AS The table is set up to print on one page if this status bar doesn t appear click See eee eee ee on View then STATUS BAR Page 1 of 1 Pages Paper Size Saree lle Status Ready F 4 e 2 Press to view Page 120 CN Express SU Printing Tables Reports and Receipts Printing the Tables i Print Preview Of x Fille View Format Go 2640 83 S2508 2 Be 2 42 lt Margins Left mE S au Bottom 0 9 deader The table is set up to print across several pages Page 1 of 3 Pages Paper Size g5 x11 Status Ready A The table is now set up to print across three pages in this case portrait pages Reducing the Number of Columns in the Printout When you print a table you print exactly the information that shows on the screen If you have problems fitting all that information on the printed page you can change the table layout to show fewer columns as described in Chapter 9 CN Express SU Page 121 Printing a Standard Summary Report Printing Tables Reports and Receipts Printing a Standard Summary Report To print a standard summary report on the table you are currently viewing l Press Ctrl R Reports to view Select Report xj poa E E a Available Reports Records in Curent View by Action Records in Current Wiew by Status Records in Current View by Card Type Records in Current View by Action Status and Card Type Flagge
43. LES or they are exactly 100 Amount Action 50 00 Sale 250 00 Sale 100 00 Sale SAccourt Page 182 CN Express SU A Advanced Filtering Techniques A Filter with Two Conditions When You Choose None Not all The System Selects Transactions that meet none of the conditions they aren t SALES and they also aren t exactly 100 Transactions do not meet at least one of the conditions either they aren t SALES or they aren t exactly 100 So You See Active Transactions Completed Transactions Amount Action elund Lredit 5040 75 00 Refund Credi i elund Lredit m 3574 20 00 Refund Credi Acton m 6102 50 00 Sale m 8044 250 00 Sale m 5040 75 00 Refund Credit m 3574 20 00 Refund Credit CN Express SU Page 183 A Filter with Two Conditions A Advanced Filtering Techniques is equal ta is not equal to is lass than is less than or equal to Working with Is greater than is greater than or equal to is null i in list is between You re using this table Active Transactions Completed Transactions Account Amount Action Status Auth Code Result Code Respo m 6102 50 00 Sale Entered m 8044 250 00 Sale Entered m 5040 75 00 Retund Credit Entered m 2be4 100 00 Sale Entered E 3574 20 00 Retund Credit Entered The filter looks like this Define Filter Ea CJ Show transactions where all of the follo
44. N Express SU Page 53 Data Entry Forms Understanding the CN Express Screen Main Address Add l Purchase Card Comments Responses Jee G5 veld eT nt e Inthe Comment 1 2 3 and 4 boxes type information about the transaction that you want to store for your own use Whatever you type also appears in the Comment 1 and 2 boxes on the Main data entry form The same two boxes appear on both forms e In Shipping Ref type shipment information such as the FedEx number Responses Form You can view the Responses data entry form but you can t enter or change information The processing service fills in this form when it responds to each submitted transaction If your processing service supports fraud detection it sends you the results of its fraud check somewhere on the Responses form You might see special Fraud Detection boxes on your form You must contact your processing service directly to find out whether they offer fraud detection how to set it up and how the processing service sends fraud information to you blair Address Add l Purchase Card Comments Responses feu a Auth Code e 2 ae Jere TE vc vee e A nem Page 54 CN Express SU Understanding the CN Express Screen Transaction Buttons Messages Bar Transaction Buttons Messages Bar The Transactions Buttons Messages bar contains two message areas and nine buttons Message showing the Message showing the date Save and send one
45. Password box The password appears as a series of asterisks 8 Press ENTER to view CN Express SU Page 19 Setting Up Other Users Installing CN Express Edit User Settings Ea User Information Privilege Settings Defaults Last Name Ones First Mame ohn Fasswor Password Re enter Password 9 Type the new password into the unlocked Password box The The new password must A password appears as a series of asterisks be at least four characters long E 10 Type the password again in the Re enter Password box The CN Express is case password appears as a series of asterisks sensitive For example ADMIN Admin and admin 11 Press Enter to enter the changes you ve made are three different passworas 12 Press Enter to save your changes and exit the Configure Users screen Deleting a User 1 Type Alt C Configure menu 2 Press U Users to view Page 20 CN Express SU Installing CN Express Setting Up Other Users CNlExpress Users x User LastName FirstName Demo DefaultDivisionID ADMIN User Administrative N DEMO User Dermo T raining PE WONES Jones John H 3 Click on the user s name in this case JJONES You can t delete the ADMIN user You can 4 Press D Delete to remove the user from the user list delete the DEMO user es CN Express displays the following message CHIE xpress E 2 Are you sure yo
46. Printing a Standard Summary Report Using Buttons Printing a Standard Summary Report Using Buttons To print a standard report using buttons CNlExpress for Paymentect Orbital G atew y ADMIN O x File Edit Transaction View Configure Help Step 1 lt lt pt ar AlS Click here Completed Transactions oh tesco a A e Auth Code Result Code I 3574 560 00 x 2 4006 50 00 P 8102 tq 50h Available Reports c4 a044 Records in Curent View by Status Records in Curent View by Card Type Records in Curent View by Action Status and Card Type Flagged Records Flagged Records with Currency Breakdown KA B A al active transactions Description of Selected Report Step 2 Choose one o Shows total count and amount for all records in current hain Address Add l Purchase Card Co view Active or Complete according to filters set for current view and broken down by Card Type Account 20s ia r Cea Amount p50 F TR R CI Action Authorization and C Cancel Step 3 urchase 3 j card Comment 1 D e EE Click here The Print Cres Auth Code Preview screen Currency USD Check Fraud Order Ho ___ appears entered 8 5 16 2003 4 21 02 PM n a gt ra E Now Da a fo cnnn tep 4 Click on Step 5 Step 6 Click on Click on CN Express SU Page 165 Creating a Custom Report Using Buttons Using the On Screen B
47. Shutting Down First Transaction This chapter explains how to start up and shut down CN Express This chapter also describes how to create your first DEMO transaction in CN Express This chapter doesn t explain everything you can view or do on the CN Express screen For more information you ll want to read Chapter 5 Using the CN Express Screen on page 41 and Chapter 6 Recording New Transactions on page 59 CN Express SU Page 23 Starting Up CN Express Starting Up Shutting Down First Transaction Starting Up CN Express To start up CN Express 1 On your desktop double click a to view single User CNIExpress CX 60008 l Wersion 3 36 User Password OF Cancel 2 Type your User name if it isn t already shown If someone else was j peg Oh pee neice 3 Press the Tab key on your keyboard you their user name in the User box cane an 4 Type your Password The password appears as a series of asterisks You must type your own user name een ee CN Express is case 5 Press Enter sensitive For example ADMIN Admin and admin CN Express opens on the main CN Express screen are three different passwords Page 24 CN Express SU Starting Up Shutting Down First Transaction Shutting Down CN Express Shutting Down CN Express To shut down CN Express do one of the following e Either press Alt F File menu then T Exit e Or press Alt F4 When yo
48. TANDINGS WRITTEN OR ORAL WITH RESPECT TO THE SUBJECT MATTER OF THIS AGREEMENT Should you have any questions concerning this Agreement please contact in writing Auric Systems International 85 Grove Street P O Box 458 Peterborough NH 03458 CN Express CX 6000 Single User Version 3 38 Federally Approved AES Encryption Auric Systems International P O Box 458 sales AuricSystems com Peterborough NH 03458 support AuricSystems com 603 924 6079 www AuricSystems com Table of Contents Chapter 1 Welcome to CN Express Single User 1 Usine Tms NAMA sicsisscanecucuasteosiceonsciensiense caidas NEAN 2 Printing This Manual and the Quick Reference Card 0 3 Contacting Auric Systems International cc cccccseeeeeeeeeeeeees 4 Chapter 2 Installing and Setting Up CN Express 5 Minimum and Recommended System Requirements 6 stalne CINE XO CSS ei ies e a a 7 Starune Up the First Time acai nA e TN 12 Changing the Default Password for ADMIN cceeeeeeeeeeeees 14 Seremae UPOtHEr USES eases cscestinrss wats a E 15 Uninstalling and Reinstalling CN EXD ess cccccccccccceeeeeeeeeeeees 22 Chapter 3 Starting Up Shutting Down First TransacUONinon a 23 Startin UP CNE reS cast baste cna ence a A a o 24 Shute Down CNIEYPrESS oerein e E 25 Before You Try Your First Transaction cccccccccccsssssssseeeeeeeees 26 Creating and Sending
49. Tables Printing Tables Reports and Receipts Printing the Tables To print the table you are currently viewing 1 Press Ctrl P to view a screen like the following E Print Preview Mel xi This is the File View Format Go print i ee HE o nen En as Segni B eB e 4 Margins Left 0g Top og Right og Bottom 0 9 leader Z Cee ban SS SS BI q ee L Page 1 of 1 Pages Paper Size aa yi Status Ready ve This screen shows a report that is set up to print on one page Its orientation the way the page 1s facing 1s portrait This is the default 2 Press Ctrl P again to view Page 118 CN Express SU Printing Tables Reports and Receipts Printing the Tables Printer Mame aa HP LaserJet SP an LPT1 Properties Status Ready Type HP LaserJet SP where LPT1 Comment Print to File EPOS Ee Page range all Copies Number of Pages All Number of Copies i C Pages Collate Copies cancel f Current Page Enter page number and or page ranges separated by commas For example 1 3 5 12 Page Setup 3 Press Enter to print 4 Press Alt F then C to exit the Print Preview screen If the table you re printing doesn t fit comfortably on the page two things may happen e The table prints in such small type that you can t read it e Some of the columns on the table aren t printed at all If that s t
50. Users Installing CN Express New User Information A unique name for the user account any combination of 4 to 20 characters ree P A check mark in this box means the specific user Demo Training Mode always works in DEMO mode since transactions aren t really saved or sent to a processing service this mode is most useful for training cites P The last and first names of the user FistName Oo A unique password at least four characters you ll Passwor see in the boxes Password Re enter Password A check mark in this box means the user must enter his or her password to start CN Express if you I Require Password for this User remove the check mark the user can change the password to no characters blank and still log in Auric Systems International recommends that you Keep a check mark here User Information Privilege Settings Defaults Cancel 5 Fill out the boxes You can t give two users the same user name or e e ihe Same passwor Auric Systems International recommends keeping the check mark at Require Password for this User 6 Click on the Privilege Settings tab to view Mew User Information User Demo Training Mode A check mark in this box means the user can make User Information Privilege Settings Defaults refunds if this box is left blank the user can t make refunds Allow Refunds A check mark in this box means the user
51. Your First Transaction c ceeseeeeees 21 Chapter 4 Going Live and Changing Your Password 31 Switching tO the Live Version sacs cassette ain anid ee eae 32 Setting Up Your Processing Service ccccccccceceecceeeeeeeeeeeeeees 33 Switching the Live Version into DEMO Mode eens 35 Using the Live CN EXDIeSS urone a E 39 Changing Y our Password scare e an toda acer 40 CN Express SU Page i Table of Contents CN Express SU Chapter 5 Understanding the CN Express Screen 41 Understanding the CN Express Sereen cccccccccceeeeceeeeeeeeeeeeees 42 Mend Baf oea dessin the Asche lat tad taressglined E Gnaagtabeamiondaeaamrees 43 Print Flag Batons Bar sesiis hanodaveintsandebedssaiveensies 44 Active and Completed Transactions Tables cccccceeeeeeeeeeees 45 Filter Buttons Message Bar ene O O 48 Dati eT VB OMS earen pnn e ides RE E eines ea veants 49 Transaction Buttons Messages Bar ccccccccecceceeeeeeeeeseseeeseeees 55 BNI dled T ett terrace sd go sacs set catvnctn ae a ares Ss ose nate E eon 56 Standard Buttons and Keyboard Commands ccccccseceeeeeeees 57 Chapter 6 Recording New Transactions 00s0ee0e 59 BS EG ESEA EAE AESI E AA EEA bs maleate enamored 60 ADON ZA ON e E 64 Delay ed Cap mire Deposite tersenen eE Ei Havens 68 FRG ENGR C OME necer a ean tee Reena axe Maan cere 70 OIG octet acta nesta rha tila teedeesbtnt E 75 Voi
52. a custom filter You can t delete a filter 1 Press Alt V View menu just by shutting down CN Express The filter is 2 Press E Set Filter turned off but you can re start it after you re start 3 Press C Clear CN Express You also replace an old filter automatically whenever you define and Enter a new filter CN Express SU Page 115 Filtering the Tables Changing Tables Layout Sorting Filtering Page 116 CN Express SU Chapter 10 Printing Tables Reports and Receipts CN Express lets you print either the Active Transactions table or the Completed Transactions table exactly as it appears on the screen CN Express also provides six standard reports Each report summarizes different information about the transactions currently on view in either the Active Transactions or Completed Transactions tables For example one report transaction action tells you the total number and total dollar amount of transactions on the table you re viewing organized by the type of transaction Two of the reports Flagged Records and Flagged Records with Currency Breakdown include all flagged transactions whether or not they re on view Finally CN Express lets you print receipts for any transaction This chapter explains how to print change the appearance of and change the content of table printouts and standard reports It also explains how to print receipts CN Express SU Page 117 Printing the
53. actions where all of the following apply 1 Amount i less than or equal to Click here to add new condition gt Page 112 CN Express SU Changing Tables Layout Sorting Filtering Filtering the Tables 9 Click on to view only transactions less than 100 Active Transactions Completed Transactions Account Amount Action Auth Code Result Code 10 00 Sale Entered 40 00 Sale Entered 60 00 Sale Entered 25 00 Yord Entered kH HE Active transactions where any of the following apply Amount is less than 100 4 Refreshing the Filter Let s say you ve set up and applied your filter showing all transactions less than 100 You begin to add new transactions including several transactions that are greater than 100 Those transactions appear on the Active Transactions table even though the filter is on To apply the filter to the new transactions 1 Press Alt V View menu 2 Press S Refresh Refresh re applies the filter hiding all transactions over 100 even the new ones Turning Off and Re starting a Filter To turn off a filter and show all the transactions press Alt V then N All You also turn off a filter Transactions when you shut down CN Express However the filter isn t deleted To re start the filter press Alt V then F Filtered View After you re start CN Express you can restart the filter CN Express SU Page 113 Filtering the Tables Changing Tables L
54. alid The following message appears if the credit card or purchase card account number is invalid Koy Invalid Page 72 CN Express SU Recording New Transactions Refund Creait 6 At the Action box press R Refund Credit or click on to select If you don t see the the action recognized by your processing service Refund or Credit selection at the Action box you 7 Your processing service might recommend that you fill in more don t have refund credit l TREN privileges information on the Main data entry form for example a Bill Zip ee Check with your manager or your processing service Then list the recommended information here for future reference Recommended Fields on Main Form Fill In 8 Press the following function keys if you need to record additional information e F3 Address data entry form e F4 Add l Purchase Card data entry form e 5 Line Items data entry form if available e F6 Comments data entry form 9 Even 1f there are no bold boxes required fields on these forms your processing service may recommend that you fill in additional information Check with your manager or your processing service Then list the recommended information here for future reference Recommended Fields on Other Forms Fill Iin 10 Press Enter CN Express SU Page 73 Refund Creait Recording New Transactions CN Express saves your transaction adds it to the Active Transactions ta
55. alid CN Express SU Page 61 Sale Recording New Transactions The following message appears if the credit card or purchase card account number is invalid Koy Invalid 6 At the Action box type S Sale or click on to select the action recognized by your processing service 7 Your processing service might recommend that you fill in more information on the Main data entry form for example a Bill Zip Check with your manager or your processing service 8 Then list the recommended information here for future reference Recommended Fields on Main Form Fill In 9 Press the following function keys if you need to record additional information e F3 Address data entry form e F4 Add l Purchase Card data entry form e 5 Line Items data entry form if available e F6 Comments data entry form 10 Even if there are no bold boxes required fields on these forms your processing service may recommend that you fill in additional information Check with your manager or your processing service Then list the recommended information here for future reference Recommended Fields on Other Forms Fill In Page 62 CN Express SU Recording New Transactions Sale Recommended Fields on Other Forms Fill In 11 Press Enter CN Express saves your transaction adds it to the Active Transactions table automatically locks it against further changes and clears the data entry forms for the next transact
56. ard Comments Responses Cowl Sccmme LY Eo cvvec Joess I Mr card Ai card Amount 0 00 Tax 0 00 Division wf heck Currency sr Check Fraud Order Ho SSS Page 60 ml sl LH le oa nom CN Express SU Recording New Transactions Sale e Click on DA to view Main Address Add Purchase Card Comments Responses Cet Routing ar Dir Action ize CO Acct Type i urchase Check mele e e no 4 Press Enter if needed to open a new data entry form Use the Tab key on your 5 Fill in the required boxes beginning with the Account number The O ig uk required boxes are outlined in bold To move from box to box box to box not the Enter q gt key The Enter key saves press Tab the entire transaction At a minimum you must fill in the following boxes aa For Credit Card For Purchase Card For Check ACCOUNT Account Number Account Number Account Number Example Example Example 12345678012345678 12345678012345678 12345678012345678 EXP Expiration Date Expiration Date Example 0204 Example 0204 ROUTING Bank Routing Transit Number Example 929999292 AMOUNT Amount of sale don t type a Amount of sale don t type Amount of sale don t type dollar sign a dollar sign a dollar sign Example 1234 67 Example 1234 67 Example 1234 67 A message like the following appears if the credit card or purchase card account number is v
57. artial Void bos and enter the amount to vad The remainder of the deposit will remain captured Partial Void Just void this amount 250 00 Are you sure you want to void this transaction 5 Ifyou would like a partial void click on the box next to Partial Void then fill in the amount you want voided for this example say 100 6 Press ENTER 7 CN Express automatically creates a Void transaction on the Active Transactions table for the amount you specified Page 80 CN Express SU Recording New Transactions Partial Void Active Transactions Completed Transactions a Account Amount Action Status Auth Code Result Code Respo 0035 200 00 Sale Entered The original transaction remains on the Completed Transactions table The partial void on the Active Transactions table is treated like any other new transaction Now you can return to the Active Transactions table and start another transaction CN Express SU Page 81 Split Capture Recording New Transactions Split Capture When the processing Split captures let you submit part of a delayed capture transaction You service approved the authorization il reserved might want to use a split capture for example if part of an order ships money in the card before the rest of the order the split capture lets you process only the H ie part that shipped The following example assumes an original order of When you send a split 150
58. assword Edit User Settings M Demo Training Mode User Information Privilege Settings Defaults Last Name Jones First Name lohn Faszzwor fi Password Re enter Password J Require Password for this User Cancel Click on the box next to Demo Training Mode to add a check mark The change affects only this one user all other users may work in the live 5 6 Press Enter CNIExpress 7 Press Enter TO 8 Press Alt F4 to exit CN Express 9 The user then logs in with his or her own user name and password As soon as the user logs in DEMO mode begins Page 36 CN Express SU Going Live and Changing Your Password Switching the Live Version into DEMO Mode Turning off DEMO Mode Only the ADMIN user can turn off DEMO mode The change affects only this one user you have to change user settings one by one When CNI Express is live the word DEMO does not appear in the upper right hand corner If the user is ready to work in the live CN Express DEMO mode must be turned off To turn off DEMO mode e Either exit CN Express and log on as a user who s permitted to work in LIVE mode e Or change the user settings for the specific DEMO user so that user can work in LIVE mode To edit the user settings 2 6 T 8 9 Log into CN Express as the ADMIN user Press Alt C Configure menu Press U Users Click on the user s name to view a screen like the foll
59. ayout Sorting Filtering Changing a Filter To change the filter to show all transactions between and including 50 and 100 1 Press Alt V View menu 2 Press E Set Filter to view Define Filter for Active Transactions 7 x ia Show transactions where all of the following apply 12 Amount is less than or equal to g Click here to add new condition gt 3 Click on is less than to view is equal to is not equal to is less than is less than or equal to Is greater than is greater than or equal to is null I Ih list is between 4 Choose is between 5 Click on type 50 in the box 6 Click on the second and type 100 in the box Your filter should look like this Define Filter for Active Transactions A x C3 Show transactions where all of the following apply 1 Amount is between 50 and Click here to add new condition gt Page 114 CN Express SU Changing Tables Layout Sorting Filtering Filtering the Tables When you OK the new 7 Click on to view all transactions between and filter the old filter is replaced If you need the including 50 and 100 old filter you have to build it again Active Transactions Completed Transactions Account Amount Action Auth Code Result Code 80 00 Sale Entered Fea 7 Active transactions where any of the following apply Amount is between 50 and 100 h Deleting a Custom Filter To delete
60. ble automatically locks it against further changes and clears the data entry forms for the next transaction Now you can start another new transaction Page 74 CN Express SU Recording New Transactions Void Void To record a void transaction When the processing service approves a void l transaction it stops a f transaction you already Press Ctrl 3 to see the Completed Transactions table comnie isd The 2 Click on the transaction you want to void transaction never appears i E ae 3 Press Alt T Transaction menu statement 4 Press V Void A message like the following is displayed ee If your processing service permits partial voids a 2 Are you sure you want to woid this transaction different message may be displayed 5 Press Y 6 CN Express automatically creates a Void transaction on the Active Transactions table Active Transactions Completed Transactions Account Amount Action Status Auth Code Result Code Respo 0035 200 00 Sale Entered POCO Std rec stored d 4006 100 00 Void Entered The original transaction remains on the Completed Transactions table The void on the Active Transactions table is treated like any other a new transaction it must be flagged and submitted before it takes effect Now you can go to the Active Transactions table and start another transaction Each processing service has its own deadline for completing a void If you send the voi
61. ble Printouts and Standard Reports 126 Prine a ReCCIpC ancien cues ee eee 128 Chapter 11 Customizing Your System Settings 131 Changing the General Options cogs a vswse cade iore i AAS 132 CUS SW PC UPFC CICS eii 134 petting Up Countries cssssteteiiietscecasnadaluheatstataele aeeaiei 136 Changing Receipt Seng S orriei a wae 138 Chapter 12 Working with Batches assansnnnnnnnnnnnnnnnnnnae 141 Cl sing Batches necsesienier aes 142 Bu O e E a Nacatecs tauieeateniese 143 Chapter 13 Importing Exporting and Archiving 145 porine Flessen a E NA 146 Exporting Transactions reun T T 152 Archiving Completed Transactions ccccccccccccsssssssssseeseeeeees 159 Chapter 14 Using the On Screen Buttons 0 161 Recording and Saving a Transaction Using Buttons 162 Sending Transactions in a Group Using Buttons 00 163 Flagging Unflagging Transactions Using Buttons 164 Printing a Standard Summary Report Using Buttons 165 Creating a Custom Report Using Buttons eee 166 Chapter 15 Maintenance and Troubleshooting 169 Maintenance Contract iacsscuericcianenssiubeitecaacsnededeasteniienetaienies 171 Backup and RESIOlS ensi a 173 Troubleshooting Questions and Answers ccccssssssseeeeeeeeeees 174 Appendix A Advanced Filtering Techniques 177 Understanding th
62. by changing the table s layout filter changing the table s layout or filter only by and sort Standard summary reports aren t affected by changes in adding or removing flags layout and sorts but you can customize them by applying a filter Here s an example Let s say you start with this table Active Transactions Completed Transactions Account Amauri Action Status Auth Code Result Code Respa m 6102 50 00 Sale Entered m 8044 250 00 Sale Entered m 5040 75 00 Refund Credit Entered m 2be4 100 00 Sale Entered E S RIC eacc aaa aa a aa a maae You request the standard report called Records in Current View by Action Status and Card Type Here s the report that CN Express prints out Printed with CNIExpress Version 3 0 5 4 Printed by user ADMIN on 2 3 02 Includes Active Transactions Current Transactions Summary Report Transaction Type Summary Credit Count 2 Amount 95 00 Sale Count 3 Amount 400 00 Transaction Status Summary Entered Count 5 Amount 495 00 Card Type Summary Visa Count 2 Entered Total 175 00 MC Count 3 Entered Total 320 00 Page 126 CN Express SU Printing Tables Reports and Receipts Customizing Table Printouts and Standard Reports If you apply a filter to the table to show only today s transactions your table looks like this Active Transactions Completed Transactions m Account Amount Action Status Auth C
63. can export transactions if this box is left blank the user can t M Allow Export export Type the maximum amount that the user is allowed Single Transaction Cunency Limit to handle during any transaction including sales and l refunds if this box is left blank the user can handle any amount there isn t any maximum Page 16 CN Express SU Installing CN Express Setting Up Other Users 7 Click on the Defaults tab to view a screen like the following User Information Privilege Settings Defaults Acton Division Y Class MOTO The information you should enter on this screen depends on the requirements of your processing service This screen shows the defaults that appear on the Main data entry form every time this particular user starts a new transaction Each processing service handles fraud checking in its own way Ask your processing service for an explanation of their requirements and options Under Action a default action appears automatically You can leave this as is or select another action If you leave Division blank the default division also known as Merchant ID is the first one you ve established under processor setup Other divisions may be available The default class way in which the transaction was received 1s by MOTO mail order or telephone The other choices are recurring or E commerce over the Internet The default
64. ccount number is exported Auric Systems International strongly recommends that you do not export full account numbers 14 Press Alt F Finish A message like the following appears CN Express SU Page 157 Exporting Transactions Importing Exporting and Archiving CHIE xpress Es I Export Complete Exported 99 Records to C Program Files CNIExpress_ SUSE xport anuary TT 15 Press Enter All the transactions you specified are exported to a text or Microsoft Excel file The Export Wizard remembers your changes Re Using the Export Wizard Say that the next time you export you want to use the same setup you specified last time for the Export Wizard l 2 3 4 Press Alt F File menu Press X Export Wizard Type a file name Press Alt F Finish The transactions are exported in exactly same the way as the last export from the same table and using the same filter fields delimiter and so on Page 158 CN Express SU Importing Exporting and Archiving Archiving Completed Transactions Archiving Completed Transactions When you archive you first choose a set of transactions that were You can t archive active completed on or before a specific date that you select Then you send transactions Even if you re viewing the Active those transactions to a text file for storage The transactions no longer Transactions table you ll appear on the Completed Transactions table and are
65. ce Authorization and Capture Forced Capture 76 PALV O Ieee eee es E eee nner ea eee eee 80 DPT PUES nra e E ES OEEO ETO 82 Chapter 7 Sending Transactions cccccscceeeeeeeeeeseeeeeees 85 Sending Several Transactions in a GrOup ccecccccccceeeeeeeeeeeeeees 86 Saving and Sending One Transaction in One Step c ccee 88 What Happens after You Send a Transaction cceeeeeeeeeeees 89 Chapter 8 Changing and Flagging Transactions 91 SEICClING a Transat Oense aa E EA E E TE 92 Changing Editing an Active Transaction c ccccsseseeeeeeeens 94 Deleting or Closing an Active Transaction cccccsssseeeeeeeeeees 95 Requesting Fraud Detection on a Transaction 00eeeeeeeees 97 Flagging or Unflagging an Active Transaction ccccceeeeeeeees 99 Chapter 9 Changing Tables Layout Sorting Filtering 103 Deciding Whether Your Changes Affect Both Tables 104 Adding Removing and Re ordering Columns on the Tables 106 Sorne the ADIeS chen can tne teleiGtes on S E 109 Pilterime ne Vales sorser 110 Page ii CN Express SU CN Express SU Table of Contents Chapter 10 Printing Tables Reports and Receipts 117 Prin Ce TAO CS yc dots inden stve E E 118 Printing a Standard Summary Repotrt ccceeeeseeeeeeeeeees 122 Changing the Print Setup for Tables and Reports 000000000000000 125 Customizing Ta
66. ch to the live CN Express or change processing services you must fill in information from your processing service Make sure you re logged into the system as an ADMIN user Press Alt C Configure menu Press O Processor Setup to view a screen like the following Gateway 5 O x Settings Merchant IDs URLAProxy Bin Terminal ID Time one Installation ID W Send Comment 1 Field to Gateway Cancel http Hururu net The screen tabs and boxes that you see are set up for your specific processing service and may look quite different from the ones shown above Fill in the boxes as needed Contact your processing service for their requirements and refer to Appendix C Processing Service Information on page 193 If the Send Comment 1 Field to Gateway appears and if you don t want to automatically send Comment to your processing service click on the box to remove the check mark Chapter 5 provides more information about comment fields CN Express SU Page 33 Setting Up Your Processing Service Going Live and Changing Your Password 6 Press Enter to save the changes Page 34 CN Express SU Going Live and Changing Your Password Switching the Live Version into DEMO Mode Switching the Live Version into DEMO Mode Only the ADMIN user can turn DEMO mode on and off The following sections describe how to turn on start up and turn
67. cted flags Ctrl F 99 Fraud detection 17 54 90 97 98 Fraud detection score 90 H Help menu 43 I ICVerify ICV style files 147 150 151 Import 146 151 Installation installing CN Express 7 11 shared server warning 6 system requirements 6 TCP IP connection 32 uninstalling CN Express 22 K Keys overview all keys by task 199 203 Alt to cancel changes 55 Alt to view menus 43 198 Arrows to move from transaction to transaction 55 Ctrl to print 44 198 Ctrl to select transactions 93 Ctrl to send a transaction Now 55 Ctrl to view active completed transactions tables 45 Ctrl Tab to move from form to form 49 Enter to save new transactions 55 61 65 72 77 198 Esc to leave a menu 43 F1 F7 to view help and data entry forms 198 Shift to select transactions 92 Tab to move from box to box 49 198 L Live version of CN Express 7 32 39 Locked CN Express SU Page 209 CN Express Index Also see Unlock password 19 transaction 56 M Menus See individual menus such as Configure Microsoft Excel 152 159 MOTO mail order or telephone 17 51 149 O Order date 53 P Partial voids Also see Transactions defined 80 recording and sending 80 81 status of 89 Password ADMIN 12 changing ADMIN default 12 14 changing for user 18 20 changing yourown 40 creating 16 entering at startup 12 24 forgetting 174 resetting service 174 unlocking 19 Print CN Express Manual 3 Quick Re
68. cters The six data entry forms are Main Address Add l Purchase Card Comments and Responses With some processing services you may see additional tabs for example Line Items You can add delete and change information on all the forms except the Responses form The Responses form displays information received from your processing service To view a form click on the tab for the form Main Address Add l Purchase Card Comments Responses You can also view these forms by pressing the following function keys on your keyboard Press This Key To View F2 Main data entry form F3 Address data entry form F4 Add l Purchase Card data entry form F5 Line Items data entry form if available F6 Comments data entry form F7 Responses data entry form You can move from form to form by pressing two keys on your keyboard at the same time Ctrl Tab You can move from box to box within each form by pressing the Tab key on your keyboard You must fill in the boxes marked in bold The boxes you see on each form and the boxes that are bolded will depend on your processing service The following is a brief summary of each form CN Express SU Page 49 Data Entry Forms Understanding the CN Express Screen Main Form On the Main data entry form you record information on credit card purchase card or check transactions You must fill out the boxes marked in bold especially the account number expiratio
69. ction cancel changes to a transaction submit transaction s print a receipt change the flags on transactions close batches view batch history void or refund transactions other features may be available such as split capture Choose a data entry card to view auto fit columns view Active or Completed Transactions tables create or change or apply a filter apply table layout refresh the filter To view these menus using your keyboard press the Alt key and a letter key at the same time as follows Press These Keys Together TOEN Alt F File menu Alt E Edit menu Alt T Transaction menu Alt V View menu Alt C Configure menu Alt H Help menu To leave a menu without making a selection press Esc not Enter CN Express SU Page 43 Print Flag Buttons Bar Understanding the CN Express Screen Print Flag Buttons Bar The Print Flag Buttons bar contains six buttons Place a flag next to a transaction Print a receipt Print whichever Remove a flag from a transaction transaction table is in view _ FAS Print and view reports Submit all flagged transactions You can also print by pressing the Ctrl key and a letter key as follows Press These Keys Together To Print The table you re viewing Ctri R Standard report Page 44 CN Express SU Understanding the CN Express Screen Active and Completed Transactions Tables Active and Completed Transactions Tables CN Expres
70. d Records Flagged Records with Currency Breakdown Description of Selected Report view Active or Complete according to filters set for current view and broken down by Action 2 Double click on the report you want to view a screen like the following This is the print Print Preview button These buttons let you zoom in and out Page 1 of 1 ve On the following pages are examples of the six types of reports Page 122 CN Express SU Printing Tables Reports and Receipts Pined 4h CA Egress verion dae 24 Pinned by Wer ADAIN on S120 Fies Ache Tree ecioe Transaction Action Summary Atorka Comt 2 Amott FIGS O41 Ret id Cott 1 Amot Pid 3g Cant re Comt 1 Amont 00 00 Atorka aid Capt re Comt J Amot FI00 00 Records in Current View by Action Poinked Whe Epes verion JS 24 Ponied by Wer ADR on S10 Foie Ache Treacle Card Type Summary YEA Comt 2 Ert fed Total 001 Ls Comt 2 Ert red Total F100 00 AH EX Comt 3 Ert red Total S939 Records in Current View by Card Type Printing a Standard Summary Report Pined Win ed Egress version 3224 Ponied by Wer ADR on 21200 Fies ACI Terescione Transaction Status Summary ANhorked Comt 1 Amott Fi0000 Eve red Comt amp Amoa ht 253 60 Records in Current View by Status Pond wi h CH Epez version J3 E23 Ponied byer ALMIN on 2912204 Fides Ache Trercaciore Current Transactions Summary Report Transaction Act
71. d after that time the processing service may return the transaction as Failed and nothing is voided CN Express SU Page 75 Voice Authorization and Capture Forced Capture Recording New Transactions Voice Authorization and Capture Forced Capture Your processing service provides you with the phone number for the Voice Authorization Network When you need an authorization code you phone the network You must then type the authorization code onto the Main data entry form before you submit the transaction If you omit the code the processing service won t process the transaction You can only ask for an voice authorization on a sale When you receive authorization by phone you should 1 Press Ctrl 2 to see the Active Transactions table 2 Press F2 Main data entry form e Click on Main Address Add l Purchase Card Comments Responses Amount 0 00 Pi Acton size ____ id Turcha Auth Code Currency oF Check Fraud SSS e Click on Main Address Add l Purchase Card Comments Responses accon J ET ev ve Jee EOIS card Amount 0 00 Tax 0 00 Division wif O OOO urchase card Cec Currency Sao Check Fraud Order Ho S lel DH le oa nom Page 76 CN Express SU Recording New Transactions Voice Authorization and Capture Forced Capture Most processing services don t give authorization codes for c
72. d by Paymentech Time Zone Your time zone for example Eastern or Pacific Page 194 CN Express SU Paymentech Orbital Gateway C Processing Service Information Field Installation ID Send Comment 1 Field to Gateway Merchant ID called Division ID if Bin is 000001 Host URL Use HTTPS proxy server Address Port Fill Out by Typing Enter a number of your own choosing for the CN Express installed on this computer If CN Express is installed on more than one computer in your company you must enter a unique installation number for each one Paymentech uses this number to help create a unique identification for each transaction for more precise detection of duplicates Check mark the box if you want your processing service to automatically receive the information you placed in the comment field on the Main data entry form and or the Comments data entry form ID assigned by Paymentech you can add a description but only the assigned number is processed Tampa Merchant ID is 12 characters long and Salem Division Number is 6 characters long URL assigned by Paymentech Check mark the box if you re connecting to the Paymentech HTTPS gateway through a proxy server Address of the proxy server if you re using one Port for the proxy server if you re using one Changing the Server Connection You can change the default Server Connection information if necessary under the URL Proxy
73. data entry 61 65 72 77 Choose Destination Location 8 Close Batch 142 CN Express 12 28 29 42 162 163 Comments data entry form 53 54 Completed Transactions table 30 45 46 Configure Import 146 Configure Import Default Values 149 Configure Import File Layout 148 Confirm Void partial void 80 Credit Card Main data entry 60 64 71 76 Data Entry Forms general 49 Define Filter 111 112 114 115 178 180 182 184 186 187 Edit User Settings 19 20 36 37 Enter Serial Number and Activation Key 32 Export Active Completed Transactions View to File 152 Export Wizard Steps 1 through 4 154 157 Exporting Active Completed Transactions to Text File 153 Filter Buttons Message bar 48 Finished installation 10 Fraud Check Settings 98 Login 12 24 Main data entry form 50 51 97 Menu bar 43 New User Information 15 Paymentech HTTPS Gateway 194 Preferences 132 136 Print Preview Receipt 128 Print Preview Reports 122 Print Preview Table Layout 118 Print Setup 125 Print Flag Buttons bar 44 Processor Setup 33 194 Purchase Card Main data entry 60 64 71 76 Ready to Install 9 Receipt Settings 138 Page 212 CN Express CN Express Index Re Enter Password 19 Responses data entry form 54 89 90 Selecta Processor 9 Select File to Import 146 Select Layout Template ICV style imports 150 Select Program Folder 8 Select Report 122 165 166 Set Password 14 40 Split Capture 82 Status bar 56 System Setup Countr
74. ddress is the same as the ship to address you can quickly copy information from one form to the other by clicking either Copy to Shipping or Copy to Billing On this form you can customize the list of countries in the Country box see Setting Up Countries on page 136 Page 52 CN Express SU Understanding the CN Express Screen Data Entry Forms Additional Purchase Card Form On the Add l Purchase Card data entry form you record additional information on purchase cards Your processing service might require this information for some purchase cards Main Address Add Purchase Card Comments Responses Discount Duty Freight Invoice Number DO Of Order Date FI Customer it Tax Exempt ii Entered SS mc a afm fey ale vix Howl To record the order date do one of the following e Either type the date into the Order Date box November 001 on e Orclick on to view lt P gt oO oo 2 3 44 Toda Clear Click on the Customer is Tax Exempt box 1f the customer is tax exempt The default is no tax exemption Comments Form On the Comments data entry form you record and store information for your own use Your processing service might make use of this information or it might not In any case the information is stored with the transaction even after the transaction is completed You can display it on the tables export and archive it like any other information C
75. dit Refunded 011 2 6102 50 00 Sale Deposited DEMOS 011 2 E SUE EESE SUN Sle 8 ems motae eee oie Note that only Master Cards are listed even though Card Type isn t shown on the Completed Transactions table The field you are filtering on doesn t have to be a column in the table CN Express SU Page 189 A Filter That Uses Nested Brackets A Advanced Filtering Techniques Page 190 CN Express SU Appendix B Client Server When you start up CN Express two programs start not just one The first program the one where you manage transactions is the CN Express client The other program is the CN Express server The server contains the CN Express data base and business logic When you work in CN Express both client and server must be running The server starts automatically when you click on E The server shuts down automatically when you shut down CN Express You should never shut the server down separately when CN Express is running Because of this client server arrangement e You must have TCP IP on when you re submitting transactions to the processing service e You can easily upgrade to a multi user version of CN Express in the future if you desire CN Express SU Page 191 B Client Server Page 192 CN Express SU Appendix C Processing Service Information This appendix contains specific information on the various checking credit card and purchase card processing serv
76. e CN Express data entry forms 2 Save the transaction 3 Send the transaction to your processing service on your own schedule 4 Ifthe processing service rejects the transaction you have to change it before you re send it If the processing service accepts the transaction your work is done This chapter contains step by step instructions for the first two tasks recording and saving a new transaction The types of transactions you can record are sale authorization delayed capture deposit deposit refund credit void and voice authorization Your processing service may use different names for these transactions Some processing services also permit partial voids and split captures CN Express SU Page 59 Sale Recording New Transactions Sale When the processing service approves a sales transaction it takes money the Amount from the card holder s account and puts it in the merchant s account To record and save a sale transaction 1 Press Ctrl 2 to see the Active Transactions table 2 Press F2 Main data entry form 3 Click on one of the following e Click on Cre to view Main Address Add l Purchase Card Comments Responses Pieras Crec Account Exp CY VCID a Class ae Tl Amount Division ID d Action Biz Auth Code a Currency oF Check Fraud Order Ho Sr e Click on to view Main Address Add l Purchase C
77. e Amount automatically click on the box next to Flag Original Transaction Now your screen looks like this E Split Capture OF E4 CHIE xpress will split this capture into two transactions allowing you to Say your original capture part of the authorized amount when only part of an order has transaction actually was been shipped flagged In that case you just ignore the Flag Capture Amount for This Transactions 50 00 Original Transaction box The Capture Amount is a fect cae if the box Remaining Mill be Placed in a New Active Transaction 31 00 00 isn t check marked 7 Press Enter Both transactions appear on the Active Transactions table Since you clicked on the box in Step 6 a flag now appears next to the 50 transaction as shown below Active Transactions Completed Transactions m Account Amount Action Status Auth Code Result Code Respo m 102 50 00 Sale Entered 100 00 Delayed Capture You can split any delayed capture as many times as you want For example you could split both the 100 transaction above and the 50 transaction The split captures are treated like any other new transaction Split captures are tracked on the Responses data entry form Now you can start another new transaction CN Express SU Page 83 Split Capture Recording New Transactions Page 84 CN Express SU Chapter 7 Sending Transactions After you record and save your transac
78. e Define Filter Screen cc eeecccceceeeeeeeeees 178 CN Express SU Page iil Table of Contents CN Express SU A Filter with Two Cond itions cccccccssesssseessessccccsecessessseces 181 AvFilter That Uses Brackets cinsa 186 A Filter That Uses Nested Brackets 000 000 ccccccccccessseccceeeeeeeeeees 188 Appendix B Client Server cccccssesseeeeeseeeeeeeeneeeneeenes 191 Appendix C Processing Service Information 193 Paymentech Orbital Gateway vccentiic a a 194 Appendix D Keyboard Shortcuts cccccesssseseeeeeeeeees 197 MOEK erae a 205 CN Express SU Page iv Chapter 1 Welcome to CN Express Single User Thank you for selecting CN Express Single User SU CX 6000 to process your credit card purchase card and check transactions CN Express connects you directly with your credit card purchase card and check processing service CN Express offers the following features e Secure storage of credit card and checking account numbers using Federally approved AES encryption e Commands fill in the blank forms menus and buttons that make it easy for any user to record and send transactions e On screen information about each transaction that you can customize for your individual needs e Prompts messages and reports that tell you the exact status of each transaction e Standard reports and filters available with one click of the mouse CN Expr
79. e for future reference Recommended Fields on Other Forms Fill in 11 Press Enter CN Express saves your transaction adds it to the Active Transactions table automatically locks it against further changes and clears the data entry forms for the next transaction Now you can start another new transaction CN Express SU Page 79 Partial Void Recording New Transactions Partial Void A partial void lets you void part of a transaction You might want to use When a processing a partial void for example if a customer buys 250 worth of goods Ber eS Approves a parias and then cancels one item worth 40 you issue a partial void for just void transaction it stops part of a transaction you 40 of the transaction already completed That part of the transaction nevera poean onie Each processing service has its own deadline for completing a partial credit card holder s void If you send the void after that time the processing service may Statement return the transaction as Failed and nothing is voided To record a partial void transaction 1 Press Ctrl 3 to see the Completed Transactions table 2 Click on the transaction you want to partially void 3 Press Alt T Transaction menu 4 Press V Void to view Confirm oid O x CNIE xpress will create a new active transaction which wall void this deposit when submitted IF you don t want to void the entire transaction mark the P
80. edit Amount 0 00 Division IB Turchase Faca Comett Commments heck Currey Check Fraud Order Ho i alale le eje v nom Locked A Data Entry forms Transactions Buttons Messages bar Status bar The following sections briefly describe the functions of each part of the screen To move around this screen using the keys on your keyboard press Tab to move forward Shift Tab to move back and Ctrl Tab to view the next data entry form Page 42 CN Express SU Understanding the CN Express Screen Menu Bar Menu Bar The Menu bar contains six menus Import and export a file print reports archive completed records print the Active Transactions or Completed Transactions table change the print setup exit CN Express After a menu appears you can choose an item on the menu by pressing a key on your keyboard Look for the underlined letter in the item s name and press that key For example press Alt F then T to Exit shut down CN Express Cut copy paste select all on the data entry forms Create a new transaction Add or change users set password set up processing service change receipt or table layout or system settings Get this user manual the Quick Reference Guide and field list go to ASI home page get system information including serial no get free Acrobat reader File Edit Transaction View Configure Help edit or save or delete or close a transa
81. eipts Click on the Configure menu then click on System Settings to view the following tab where you can handle most of these tasks General Currencies Countries o Change the way Set up the choice of Set up the choice of authorizations are currencies available countries available handled truncate on the Main data on the AppRess data account numbers in entry form and set entry screen and set the data base and the default currency the default country choose how reject might not appear files are handled This chapter explains how to set your options under each tab It also explains how to change receipt settings CN Express Page 131 Changing the General Options Customizing CN Express Changing the General Options The general options control how captures are created automatically or manually whether account numbers are truncated in the data base and the location of the reject file 1 Press Alt C Configure menu 2 Press Y System Settings to view System Setup E X General Currencies Countries After Submittin W Automatically Convert Successtul Auths to Pending Captures Truncate Account Numbers Importa Create Reject File in Separate Directory C Program Files CNIE xpress SUSE sport 3 Ifnecessary click on the General tab Typical default settings under the General tab are shown above there s only one check mark next to Automatically Convert Successful
82. epeeeeeenpemeneene eee gt H El Al active transactions 5 You set up this filter so that you can view only sales that are equal to 100 Define Filter Ea C3 Show transactions wher all f the following apply 12 Action is equalta Sale Click here to add new condition The following sections describe what happens when you change each of the circled items in the filter CN Express SU Page 181 A Filter with Two Conditions A Advanced Filtering Techniques all any Hone Working with not all You re using this table Active Transactions Completed Transactions Account Amount Action Status Auth Code Result Code Respo m 6102 50 00 Sale Entered m 8044 250 00 Sale Entered m 5040 75 00 Retund Credit Entered m 2b24 100 00 Sale Entered m 3574 20 00 Refund Credit Entered The filter looks like this Define Filter ere all of tHe 1 Action is equalta Sal E Show transactions w following apply 2 Amount is equal tg Click here to add v condition gt Here s what happens when you click on all and make a choice from the menu lata The System Selects So You See All Transactions that meet all conditions they are SALES and Active Transactions Completed Transactions they are also exactly 100 Account Amount Action m 2624 100 00 Sale Any Transactions that meet at least one of the conditions either they are SA
83. ess works with many different operating systems processing services and currencies No matter what processing service you use and no matter where your business takes you CN Express is ready This chapter contains information on using the manual and contacting Auric Systems International CN Express SU Page 1 Welcome to CN Express Single User Using This Manual Using This Manual The step by step instructions in this manual explain how to operate CN Express using your keyboard for most tasks The names of keys on your keyboard are printed in bold as follows Enter Here are some examples If You See Do This Press Enter Press the Enter key Press Alt T Press the Alt key and the letter T key at the same time Press Ctrl P Press the Ctrl key and the letter P key at the same time Press F2 Press the F2 function key Press Y Press the letter Y key by itself The titles of screens and any information that appears on the screens for example the names of boxes or tabs are printed as follows Active Transactions If you prefer to use only your mouse and the on screen buttons to record send and report on transactions see Chapter 14 Using the On Screen Buttons on page 161 Page 2 CN Express SU Printing This Manual and the Quick Reference Card Welcome to CN Express Single User Printing This Manual and the Quick Reference Card You can view and print this manual from the Help menu Pre
84. essage like the following appears CHIE xpress Ej 1 Export Complete Exported 99 Records to C Program Files CNIExpress_ SUSE xport anuary TT 9 Press Enter All the transactions in the table you re viewing are exported to a text or native Microsoft Excel file Using the Export Wizard The Export Wizard exports transactions from either the Active Transactions or Completed Transactions table even if you are not viewing that table You decide exactly which transactions and which items of information fields you want to export It doesn t matter what layout or filter you re using on the table 1 Press Alt F File menu 2 Press X Export Wizard to view CHIE xpress Export Wizard step 1 Select File Select the file to which you would like the data exported and specify the format You require By default exported files are created in the CANPROGRAM FILESSCNIEXPRESS SUSExport directory but you can specity another path C PROGRAM FILESSCNIEXPRESS_SUSExport Browse File Forma f Text TAT CSW After you type a file name Microsoft Excel 4L5 you can click on Finish lt Back ff ne O Erin Close at any time and your files zar Err Llose will automatically be exported in the same way you last set them up 3 Type a unique file name next to the last slash after the file path for example Page 154 CN Express SU Importing Exporting and Archiving Exporting
85. ew Responses data entry form View File menu View Edit menu View Transaction menu View View menu View Configure menu View Help menu Exit CN Express Select all in a field box Copy Toggle flags for selected transactions Print table you re viewing Print standard report Submit one transaction NOW Paste Cut View Active Transactions table View Completed Transactions table Save transaction and open a new data entry form for the next transaction Move to the next box in the data entry form Move to next data entry form Page 198 CN Express SU Table of Keyboard Shortcuts D Keyboard Shortcuts The following table is organized alphabetically by type of task Your processing service may not support some of these tasks Press These Or Click on This Keys Icon iw Ades Dan tayFom Yew omnesDantnp Fam Vw tints Danuta VwMamDan any fom Begin Wizard Alt F then X Type of Task To Do This CN Express SU Page 199 Table of Keyboard Shortcuts D Keyboard Shortcuts Press These Or Click on This Keys Icon Filter Apply Filter to All Active and Completed toggle a Refresh Filtered View Set Filter define a custom filter Alt V then E View All Transactions Alt V then N View Today s Transactions Alt V then T Flag Flag All Transactions whether or not in view Flag All Transactions in View Flag Selected Transactions Alt T then L then F O F Type of Task To Do This
86. ference Card 3 receipts 128 reports 122 126 165 166 setup 125 tables 118 121 126 Privileges admin user 14 setting for individual users 16 Processing service batches 142 connecting with 195 currency and 134 data entry forms and 175 Page 210 CN Express CN Express Index fraud checking 17 interacting with CN Express 1 operating requirements 6 Paymentech Gateway 194 196 responses 54 89 90 sending transactions to 29 30 59 83 setting up 33 Processor See processing service Purchase cards Also see Processing service Also see Transactions country 136 data entry form additional purchase information 53 Q Quick Reference Card 3 R Receipt 128 Recurring transactions 17 51 Refresh 113 Refunds Credits Also see Transactions completed transactions table and 70 defined 70 Main data entry form and 71 74 privilege settings 16 70 73 status of 89 system settings and 133 Reports change content filter 166 customizing 126 127 filters and 126 166 printing 122 125 165 166 Restore 173 S Sales Also see Transactions defined 60 first transaction failed 30 first transaction successful 27 30 recording and saving 60 63 CN Express SU Page 211 CN Express Index status of 89 Screens Active Transactions table 30 45 46 110 113 115 126 Add Purchase Card data entry form 53 Address data entry form 52 Archive Completed Records 159 Batch History 143 Check Main
87. files for import e The check mark on Fields Include Quotes removes the quotes around fields in your import file If you remove the check mark your data looks like this g240 1519 1015 1570 117 03 290 90 Linda Foole S131 4090 3 756 0700 117 02 ar05 Harry Bratton You want a clean file without quotes So be sure to check mark this option if the file you re importing has quotes around the data fields e Click on Expiration Date as YYMM if the expiration dates in your import file appear with the year first then the month that is November 2003 appears as 03 11 A check mark in this field alerts CN Express that the file uses the Y YMM format Page 148 CN Express SU Importing Exporting and Archiving Importing Files Default Values Tab 1 Click on the Default Values tab to view File Layout Default Values Action Authorization and Capture Check Fraud Division ID 111011111111 O Class MOTO Tender CreditCad 2 You may need to change the default Action e If your imported file includes an Action field for each transaction and if the column is labeled Action leave the default Action as is CN Express ignores it and imports the action s listed in the Action column e Otherwise you must set the Default Field to one action for example refund credit for all imported transactions All your imported transactions will show that same action when they appear on the Active Tran
88. ged active transactions a group Conrac Tan Danan EN 4 _ CNIEXpress for Paymentech eway File Edit Transaction View Configure Help PREILI S E Account f Amount i cei Submission Complete 580 00 50 00 Total Transactions Processed 4 O x 92 5 4 Transactions Captured 354 00 35 00 Step 1 Completed Transactions will be moved to Completed Transactions Folder Click here Processed 4 transactions in 13 75 seconds 3 44 3 seconds transaction E Ci al active transaction Main Address Add Purchase Card C Account eos redit card Amount 35 00 Step 2 p A Action authorization and C Wait When the Turchase messageappears Leaf Coment click here Auth Code i Entered S uc 5716 2003 4 21 02 PM ta lt gt gt als vi x Nowi Updating F fi Locked F Currency USD CN Express SU Page 163 Flagging Unflagging Transactions Using Buttons Using the On Screen Buttons Flagging Unflagging Transactions Using Buttons You can t send active transactions to your processing service unless they re flagged To flag or unflag transactions 1 Select one or more transactions in the Active Transactions table 2 Do one of the following e Eitherclickon FP to flag the transaction s e Or click on to remove the flag from the transaction s Page 164 CN Express SU Using the On Screen Buttons
89. he case you must change the format of the page so that the table fits better For example you can do one or more of the following e Change the print setup so that the orientation of the page is landscape instead of portrait CN Express can fit more information across a landscape page See Changing the Print Setup for Tables and Reports on page 125 e Unshrink the page so that the table is printed across two or more pages e Reduce the number of columns in the printout so that CN Express can print more of the table in larger type The following sections describe how to unshrink the page and reduce the number of columns in the printout You can customize a table printout by changing the layout filtering and sorting CN Express SU Page 119 Printing the Tables Printing Tables Reports and Receipts Shrinking the Page When you shrink the page you re telling CN Express to print all the information on a table on one page If you unshrink CN Express prints the information across the width of two or more pages When your printout is complete you have to physically place the pages side by side to see the full table as it appears on your screen To unshrink the page 1 Press Ctrl P to view a screen like the following Print Preview Oy x This is the File View Format Go Shrink to Page 260 Xe 2 a a n Be lt 2 amp button Margins Lett o9 Top 0 9 Right 09 Bottom 0 9
90. he demonstration version of CN Express you may want to Do This For Instructions See START UP page 12 CHANGE THE ADMIN PASSWORD RECOMMENDED page 14 SWITCH TO THE LIVE CN EXPRESS page 31 CN Express SU Page 11 Starting Up the First Time Installing CN Express Starting Up the First Time 1 On your computer desktop double click on A to view When you double click you click the mouse button quickly two times Single User CNIExpress CX 60008 Yersion 3 38 User Password Cancel You must type both the User name and Password The User 2 Inthe User box type ADMIN in all capital letters name is ADMIN The Password is ADMIN 3 Press the Tab key on your keyboard cuales ume bee 4 In the Password box type ADMIN in all capital letters starts up change the password immediately The screen hides your password and shows as explained on page 14 e 5 Press Enter to view a screen like the following Page 12 CN Express SU Installing CN Express Starting Up the First Time E CNIExpress for Paymentech Orbital Gateway ADMIN File Edit Transaction View Configure Help SE Slr DEMO H Account Amount Action Status Auth Code Result Code I gt a All active transactions B Sap Main Address Add l Purchase Card Comments Responses predit Amount 0 00 Division wL O OO d al Turchase E C
91. hecks e Click on Cr to view Main Address Add Purchase Card Comments Responses Cear Prenasd card Use the Tab key on your keyboard to move from box to box not the Enter key The Enter key saves Amount 0 00 Currency the entire transaction You Must Fill in ACCOUNT EXP ROUTING AMOUNT AUTH CODE For Credit Card Account Number Example 12345678012345678 Expiration Date Example 0204 Amount of sale don t type a dollar sign Example 1234 67 Authorization code given to you during the voice authorization Example 123456 Account I Routing action Voce J az ee ta ate et ef v x Now 4 Press Enter if needed to open a new data entry form For Purchase Card Account Number Example 12345678012345678 Expiration Date Example 0204 Amount of sale don t type a dollar sign Example 1234 67 Authorization code given to you during the voice authorization Example 123456 5 Fill in the required boxes beginning with the Account number The required boxes are outlined in bold To move from box to box press Tab Ata minimum you must fill in the following boxes For Check Account Number Example 12345678012345678 Bank Routing Transit Number Example 929999292 Amount of sale don t type a dollar sign Example 1234 67 Authorization code given to you during the voice aut
92. horization Example 123456 CN Express SU Page 77 Voice Authorization and Capture Forced Capture Recording New Transactions A message like the following appears if the credit card or purchase card account number is valid SS The following message appears if the credit card or purchase card account number 1s invalid Koy Invalid 6 At the Action box press V Voice Authorization or click on to select the action recognized by your processing service 7 At the Auth Code box fill in the code you received from the processing service 8 Your processing service might recommend that you fill in more information on the Main data entry form for example a Bill Zip Check with your manager or your processing service Then list the recommended information here for future reference Recommended Fields on Main Form Fill In 9 Press the following function keys if you need to record additional information e F3 Address data entry form e F4 Add l Purchase Card data entry form e F5 Line Items data entry form if available e F6 Comments data entry form 10 Even if there are no bold boxes required fields on these forms your processing service may recommend that you fill in additional information Check with your manager or your processing service Page 78 CN Express SU Recording New Transactions Voice Authorization and Capture Forced Capture Then list the recommended information her
93. ices If your processing service supports a particular feature of CN Express the fields and menus related to that feature appear on your screen For example if your processing service supports multiple currencies the Currency box appears on the Main data entry form and the ADMIN user can select from a list of currencies under System Settings But 1f your processing service doesn t support multiple currencies neither the Currency box nor the list of currencies appears Specifications supported features and system requirements are continually changing CN Express changes to keep pace You can always find the latest information at www AuricSystems com CN Express SU Page 193 Paymentech Orbital Gateway C Processing Service Information Paymentech Orbital Gateway Setting Up the Paymentech Orbital Gateway Processing Service When you configure the processing service setup press Alt C then O you view a screen like the following E Paymentech Orbital Gateway Pe Ioj x Settings Merchant IDs URL Prowy Biri joooo0 Salem Terminal ID O01 Time one Easter Installation ID 100 i Send Comment 1 Field to Gateway Click on each tab provided Settings Merchant IDs also known as Division Numbers URL Proxy and fill in the following information Field Fill Out by Typing Bin 000001 for Salem or 000002 for PNS or as assigned by Paymentech Terminal ID 001 or as assigne
94. ield title to It e Eitherclick Default to automatically assign field titles e Orclick on one of the titles in the Fields list and drag it to the correct unassigned column to identify the column Place the field title right on top of the word unassigned e Or leave it unassigned the information in that column won t import Two tabs appear on the Configure Import screen File Layout and Default Values The following steps describe the choices offered under each tab e Ifyou don t have any changes to the file layout or the default values go directly to Step 5 on page 149 e Ifyou are importing ICVerify ICV style files go to TC Verify ICV Style Files on page 150 CN Express SU Page 147 Importing Files Importing Exporting and Archiving File Layout Tab The following information appears under the File Layout tab File Layout Gefault values Delimite Options Tab First Row Contains Field Names I Fields Include Quotes Comma Other Hl Expiration Date as y MM 1 Choose a delimiter The default delimiter is a tab 2 Ifmnecessary click on one of the choices under Options e Click on First Row Contains Field Names 1f the first row in the imported file is a list of field names CN Express automatically tries to match and label the information in your file with the field names used in CN Express Auric Systems recommends leaving off field names when you prepare text
95. ies 136 System Setup Currencies 134 System Setup General 132 Table Layout 107 Transactions Buttons Messages bar 55 Users 15 18 20 Welcome 7 Scroll bars 46 Serial number 4 169 170 Server 191 Shipping ref 54 Shutdown 25 43 113 115 198 Sorts 25 109 143 Split captures Also see Transactions defined 82 recording and saving 82 83 Startup 12 24 System settings customizing 132 137 T Tables See Transactions Also see Screens Tax exemption 53 TCP IP connection 32 191 Technical support 4 169 Templates 147 150 151 Tender defined 149 TEST mode 176 Transaction menu 43 99 Transactions Also see individual types of transactions such as Sales archiving 159 160 choosing 92 93 CN Express SU Page 213 CN Express Index class of MOTO E Commerce Recurring 17 51 closing 95 96 closing batches 142 deleting 95 detecting fraud 97 98 editing 94 exporting 152 156 filtering See Filters flagging or unflagging 99 164 importing 146 151 layout of tables 104 108 limiting amount user can handle 16 partial voiding 80 printing See Print recording and saving 59 83 162 saving and sending one Now 88 sending ina group 86 87 163 sorting See Sorts status of failed authorized 89 unlocking 56 94 voiding 75 Troubleshooting 169 174 176 Truncate See Account Numbers U Uninstall 22 Unlock password 19 transaction 56 94 Users adding 15 changing user information 18 creating username 16 creating
96. ing If you archive again on the same day CN Express adds a consecutive number to the file name for example 20030517 001 CNA name for the archive that includes files completed on or before 2003 in May 05 and on the 17th day 3 You must select a cut off date Archive Date for transactions that will be archived Do one of the following e Either type a date in the Archive Date box e Orclick on J to view a calendar and select a date e Or keep the default date which is 30 days earlier than today s date for example if today is December 4 the default date is November 4 CN xpress archives all transactions that occurred on or before the date you chose 4 Press Enter to start the archive 5 Wait After a while you ll see a message like the following CNIEXpress aa x i i Archive Complete 5 Archived 5 transactions completed before 5 17 2003 to file C Program Files CNIExpress SU archives 20030517 CN4 6 Press Enter Your completed transactions are now archived Page 160 CN Express SU Chapter 14 Using the On Screen Buttons The previous chapters in this manual described how to use keyboard short cuts for data entry and processing This chapter describes how to use the on screen buttons and your mouse to record and send a transaction flag or unflag a transaction print a report and change the contents of a report using a filter This chapter doesn t explain eve
97. ion Now you can start another new transaction CN Express SU Page 63 Authorization Recording New Transactions Authorization When you send an authorization request you re asking the processing When the processing service to determine if a credit card is valid and if it is to reserve O money for the transaction To record and save an authorization authorization transaction it reserves enough money transaction in the card holder s account to complete the ana on dae Amour 1 Press Ctrl 2 to see the Active Transactions table and then holds it as a 3 Click on one of the following e Click on Creat to view Main Address Add l Purchase Card Comments Responses Amount 0 00 Division ID OOOO p Action Authorization vf Buze Turchase C Auth Code SS Wheck Currency oF Check Fraud Order Ho a e Click on to view Main Address Add l Purchase Card Comments Responses Ur card Amount 0 00 Tax 0 00 Division wf p Action Authorization f size Shipzip romp O urchase Check Currency ia Check Fraud Order Ho O O Do ae e A nom Page 64 CN Express SU Recording New Transactions Authorization e Click on DA to view Main Address Add Purchase Card Comments Responses Cet Routing ar Di Action suze C Acct Type Lf urchase Crus Currency i 7 IPEE TEELES 4
98. ion Status Auth Code Result Code Bi a4 4 HAR O0 Sale Entered 0 To manually create a delayed capture authorization 1 Double click on the successful Authorized authorization 2 In the Main data entry form tab to the Action box 3 Press C Delayed Capture or click on to select the action recognized by your processing service 4 Press Alt T then S to save your change You must flag the transaction before you submit it CN Express SU Page 69 Refund Creait Recording New Transactions Refund Credit There are two ways to record a refund credit transaction When the processing A Uae e Ifthe original sale transaction is still on the Completed refund credit transaction it takes money the Transactions table you can start your refund credit transaction Amount from the on the Completed Transactions table merchant s account and ene ears e Ifthe original sale transaction has been archived you must start l your refund credit transaction by filling out the Main data entry form Only the ADMIN user can decide if you re allowed to issue credits and how much you re allowed to refund see Adding a User on page 15 Using the Completed Transaction Table for a Refund Credit 1 Press Ctrl 3 to see the Completed Transactions table If the system settings are set to truncate account numbers in the data base 2 Click on the sale transaction you want to refund you won t be allowed to 3
99. ion Summary Atorka Comt 2 Amott Hiei Reta id Comt 7 Amot Fsbo Capita re Comt 1 Amont F000 Ahorkatoi ad Caph re Comt 3 Amont Fil Oo Transaction Status Summary Antorked Comt 1 Amott Fi00 OO Ert red Comt 6 Amot 359 60 Card Type Summary via Comt 2 Ert fed Total 001 Records in Current View by Action Status and Card Type CN Express SU Page 123 Printing a Standard Summary Report Printing Tables Reports and Receipts Printed with CNIExpress Version 3 38 2 13 Ne ee eee Ahyar fy user Ppa eepe Printed by user ADMIN on 5 31 2003 h Includes Flagged Transactions Includes Flagged Transactions Flagged Transaction Summary Flagged Transaction Summary Canadian Dollars Total Count 1 Count 5 Amount 125 00 Amount 402 00 Sri Lanka Rupees Count 1 Amount 125 00 US Dollars Count 3 Amount 152 00 Total Count 45 Amount 402 00 Flagged Records Flagged Records with Currency Breakdown Both of these reports include all flagged transactions even if they are not on view that is the reports include flagged transactions that are filtered out 3 Click on 4 Press Enter to print the report 5 Click on to exit the Print Preview screen You can change the orientation of a report portrait or landscape by changing the print setup You can customize a report by using filters Page 124 CN Express SU Printing Tables Reports and Receipts Changing the Print Setup for
100. ion or are check marked on the list Card Type It isn t valid with Amount A list of choices appears Click on one or more choices is between Transactions that are SALES and are at least XX and no more than a Completed Transactions than XX for this example Account Amount Action between 50 and 100 FOO ee Ns m 2624 100 00 Sale CN Express SU Page 185 A Filter That Uses Brackets A Advanced Filtering Techniques A Filter That Uses Brackets Here s your starting screen Active Transactions Completed Transactions m Account Amount Action Status Auth Code Result Code Respo m 6102 50 00 Sale Entered m 8044 250 00 Sale Entered m 5040 75 00 Retund Credit Entered m 2be4 100 00 Sale Entered Suppose you want to view two types of transactions e Credits refunds that are greater than 50 e Sales in any amount The following filter wouldn t work There aren t any transactions that are both credits and sales Define Filter LJ Show transactions where all of the following apply Ch Acton is qualto Refund Credit C2 Amount is greater than 50 C3 Action is equal ta Sale Click here to add new condition gt If you change all to any you ll see all credits all sales and any transactions even voids and authorizations where the amount is greater than 50 No matter how you change the filter it won t work To see exactly what you want to see you have to use a
101. is no check mark your processing service won t automatically check transactions for fraud If you click on the box to add a check mark your processing service should automatically check all transactions for fraud Gi 8 When you ve finished filling out the forms press Enter to add the user to the list 9 Press Enter to save your changes and exit the Configure Users screen CN Express SU Page 17 Setting Up Other Users Installing CN Express Changing User Information 1 Type Alt C Configure menu If you aren t the ADMIN user but want to change 2 Press U Users to view your own password see Changing Your a Password on page 40 CNIEXpress Users CS x S User LastName FirstName Demo Default DivisionlO ADMIN User Administrative H DEMO Demo Trainng Y OOOO OOOO JJO NES Jones Johri H 3 Click on the user s name in this example JJONES 4 Press E Edit to view Page 18 CN Express SU Installing CN Express Setting Up Other Users Edit User Settings User JJONES User Information Privilege Settings Defaults Last Name Jones First Name lohn Faszswor fi Password Re enter Password W Require Password for this User 5 Change any information you want to change 6 To change the password click on B to view Re Enter Password Enter the current password for AO MIA Password Cancel 7 Type the current ADMIN password in the
102. ist Click Nest to continue Program Folder Existing Folders AcCessOres Administrative Tools CNIExpress AutoProcessor CreditNow AuboProcessor Jase Software Startup lt Back Cancel Page 8 CN Express SU Installing CN Express Installing CN Express 5 Click on to view Ready To Install a x Setup now has enough information to start installing CHIEspress Single User Click Back to make any changes before continuing Click Cancel to exit Setup Current settings Destination Directory C Program Files CNIExpress_ SLU Program Folder CNIExpress Single User ae lt Back Cancel 6 Click on to view CNlExpress Single User Setup Please select a processor Cancel 7 Click on to view a screen like the following CN Express SU Page 9 Installing CN Express Installing CN Express CNlExpress Single User Setup Please select a processor AuthonzeNet Paymentech Orbital Gateway Cancel Click on the processing service you want to use 8 Click on to view Click Close to end the Setup Back Eancel 9 Click on An icon appears on your desktop A Page 10 CN Express SU Installing CN Express Installing CN Express Auric Systems International strongly recommends that you practice using the features of CN Express in the demonstration version before you switch to live After installing t
103. ive Transactions Completed Transactions J Account Amount Action Status Auth Code Result Code Response T 50 00 Authorization and Capture Entered CNiExpress for Payr ment loj x T All active ansactions 1 BA mE Main Address Add l Purchase CNA Comments Responses Cru Account 6102 KY Exp 102704 cvwoD Class MOTO h card Amount 50 00 Division ID 111111111111 DEMO p Action Authorization andC x N EO Turchase ead Conmertt CQ id Comme SCSC S C Auth Code E W heck Currence USD Check Frau _ Order Ho eee 6 13 2003 4 13 43 PM Jemeea SS Nc ajajja tle vx Hom Locked yp After you enter the transaction a flag appears automatically This flag shows that your transaction 1s ready to send to your processing service Also after you enter the transaction your screen shows a truncated shortened account number Full account numbers appear on the screen only while you re entering or editing a transaction The account number is the credit card purchase card or bank account number for the transaction The bottom half of your screen the Main data entry form may look Denne Sites different it shows the exact boxes fields that your processing service l las Press e e i oanu Help then F Field expects For example if your processing service doesn t expect Division Reference ID information that box won t appear
104. k marks For example KM Eambedaj 7rnnnnnnn CO CMR Cameroon CAN Canada CI CP Cape Werde O CrM Capman Islands O CAF Central African Republic CI TCD Chad C CHL Chile C CHN Chinal H Default country for new addresses jusa United States 6 Click on one country Every time you start a new transaction this country will automatically appear in the Country box on the Address data entry form This is the default 7 Click on to save your changes CN Express Page 137 Changing Receipt Settings Customizing CN Express Changing Receipt Settings To change some of the content on your receipts 1 Press Alt C Configure menu 2 Press R Receipt Settings to view Receipt Settings I Do not print expiration date Cancel 3 You can type any information you like in each of the Line boxes For this example assume the information typed in is an address Any Corporation 111 Any Street Anyplace NH 4 Ifyou remove the check mark next to Do not print expiration date the expiration date is printed on the receipt Auric Systems International recommends that you keep the check mark For this example assume the check mark remains 5 Press Enter From now on when you print a receipt the information you typed in the Line boxes appears Page 138 CN Express Customizing CN Express Any Corporation 111 Any Street Anywhere HH Merchant 111111111111 Batch
105. ked If necessary click on the box to add a check mark For example General Currencies Countries Check the currencies to show CI EEK Kroons EGF Egyptian Pounds CI ERN Nakfas ESP Spanish Pesetas el C ETB Ethiopian Birra P ee Page 134 CN Express Customizing CN Express Setting Up Currencies e Ifyou don t want a type of currency to be a choice on the Main data entry form make sure it isn t check marked If necessary click on the box to remove the check mark 5 Click on the Default Currency box to view a list of all currencies that have check marks For example La a a n a LI ETB Ethiopian Birs a C FIM Markkas O FJD Fiji Dollars FEP Falkland Islands Pounds LI FAF French Francs C GBP Pounds Sterlinal H Default currency usp US Dollars 6 Click on one currency Every time you start a new transaction this currency will automatically appear in the Currency box on the Main data entry form This is the default 7 Click on to save your changes CN Express Page 135 Setting Up Countries Customizing CN Express Setting Up Countries On the Address data entry form you have a box that lets you choose from a list of countries for billing or shipping addresses To change the list or change the default country 1 Press Alt C Configure menu 2 Press Y System Settings 3 Click on the Countries tab to view
106. mless from and against any claims actions or demands alleging that the Program infringes any United States patent trademark copyright or other intellectual property right of any third party registered with the United States Patent and Trademark Office However we shall have no obligation hereunder for or with respect to claims actions or demands alleging infringement that arise by reason of the combination of the Program or any part thereof with any items not supplied by us The foregoing indemnities are conditioned on prompt written notice of any claim action or demand for which indemnity is claimed complete control of the defense and settlement thereof by us and your cooperation in such defense 6 EXPORT CONTROLS You may not use the Program or applications incorporating Program components except in compliance with all applicable United States export laws and regulations 7 CHOICE OF LAW This license shall be governed and construed in accordance with the laws of the State of New Hampshire without giving effect to its conflicts of laws principles and the courts of which shall have exclusive jurisdiction over all disputes arising hereunder 8 ACKNOWLEDGMENT YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT UNDERSTAND IT AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS YOU ALSO AGREE THAT THIS AGREEMENT IS THE COMPLETE AND EXCLUSIVE STATEMENT OF AGREEMENT BETWEEN THE PARTIES AND SUPERSEDES ALL PRIOR PROPOSALS AGREEMENTS OR UNDERS
107. n Records in Curent View by Status Records in Curent View by Card Type Records in Curent View by Action Status and Card Type Flagged Records Flagged Records with Currency Breakdown Step 3 Choose one Be Main Address Add l Purchase Card al C Account 5044 redit i Amount 55 00 35 r Action Authorization and C Phe O Bit Cancel Pret Description of Selected Report Shows total count and amount for all records in current view Active or Complete according to filters set for current view and broken down by Card Type se Step 4 card Comment 1 r Click here Auth Code a o Preview screen i Currency USD Check Fraud Order Ho T i appears entered e We 5 16 2003 4 21 02 PM mlaj djel vja Now Step 5 Step 6 Step 7 Clickon amp Click on Click on CN Express SU Page 167 Creating a Custom Report Using Buttons Using the On Screen Buttons Page 168 CN Express SU Chapter 15 Maintenance and Troubleshooting This chapter describes how to back up and restore the CN Express data base and how to handle possible problems with CN Express If you need to contact Auric Systems International please copy down any error messages you received and keep notes on what happened before and after the trouble started This information will help us solve your problem quickly To contact technical support for CN Express
108. n be changed Page 56 CN Express SU Understanding the CN Express Screen Standard Buttons and Keyboard Commands Standard Buttons and Keyboard Commands The following buttons appear on many of the screens in CN Express ne To Do This Button Ok Save all the changes you just made Undo cancel all the changes you just Cancel made and return to the CN Express screen Bring back the original settings for this Default screen or data entry form that are shipped with CN Express Most of the tasks handled by the CN Express buttons are also handled by keys on your keyboard For a summary see Appendix D Keyboard Shortcuts on page 197 CN Express SU Page 57 Standard Buttons and Keyboard Commands Understanding the CN Express Screen Page 58 CN Express SU Usually you ll be filling out information on one transaction at a time You can also import transactions from a file See Chapter 13 Importing Exporting and Archiving on page 145 Your data entry forms may look different from the ones shown in this chapter Your forms are set up to provide the exact information your processing service needs Chapter 6 Recording New Transactions CN Express connects you directly with your processing service for fast and easy processing of credit cards purchase cards and checks To complete a transaction you 1 Fill out information on the card holder s transaction using th
109. n date amount and action for each new transaction redit Click on to view Main Address Add l Purchase Card Comments Responses redit Amount 0 00 Division ID d Turchase C Auth Code Wheck Currency oF Check Fraud Order Ho O O to view Click on Main Address Add l Purchase Card Comments Responses Amount 0 00 Tas 0 00 Division wL O OOOO urchase heck cs Currency aie Check Fraud Order Ho O O D 1 e e A nen Click on to view Page 50 CN Express SU Understanding the CN Express Screen Data Entry Forms Main Address Add Purchase Card Comments Responses Crt P card Amount 0 00 Division ID Action size AcctType os SES The Class box offers three choices e MOTO for transactions received by mail order or telephone the default e E Commerce for transactions received over the Internet e Recurring when you re billing an account repeatedly and probably regularly for example the account is billed monthly the first time the account 1s billed you select MOTO or E Commerce every month after that you select Recurring You may type a comment in the Comment 1 and 2 boxes information about the transaction that you want to store for your own use Whatever you type also appears in the Comment 1 and 2 boxes on the Comments data entry form The same two boxes appear on both f
110. n the demonstration version e Placing the live version in DEMO mode when new users need to gain experience with the features of CN Express see page 35 To switch from the demonstration version to live 1 Type Alt C Configure menu 2 Press K Serial Number and Activation Key to view Enter Serial Number and Activation Key SerialNumber q 4 i Actvationkey J 4 Cancel 3 Type in your serial number and activation key When you purchased CN Express over the Internet the serial number and activation key were faxed or e mailed to you 4 Press Enter When you go live all the transactions you entered and submitted in the demonstration version disappear from the Active Transactions and Completed Transactions screens Page 32 CN Express SU Going Live and Changing Your Password Setting Up Your Processing Service Setting Up Your Processing Service You must set up the live CN Express to handle your specific processing service CN Express is designed to work with many different processing services Check with your processing service for its special setup requirements also see Appendix C Processing Service Information on page 193 To set up your processing service l JEE You can t view this screen or make changes unless you re an ADMIN user When you install CN Express in the demonstration version this screen is already filled out for you When you swit
111. n the overall error codes Supports but only for Paymentech Salem Supports as a CN Express option Supports Supports Purchase Card Level III is not supported on the Paymentech Orbital Gateway side Supports Page 196 CN Express SU Appendix D Keyboard Shortcuts This chapter describes how to use your keyboard to perform most actions and view most screens in CN Express CN Express SU Page 197 Table of Keyboard Shortcuts D Keyboard Shortcuts The following tables are organized by the type of key Type of Keys Press OO After a menu appears Alt Keys Alt F you can choose an item P baih on the menu by pressing Press bot AE O a key on your keyboard the Alt key Look for the underlined and the letter Alt T letter in the item s name key at the and press that key For same time Alt V example press Alt F then T to Exit shut down Alt CN Express To leave a menu without AHO OO making a selection press Alt F4 EEE Ctrl Keys Ctrl A Press both aac and the letter ctrl F or number key at the Ctrl P same time Ctri R Ctrl I Ctri V Ctrl X Ctrl 2 Ctrl 3 Instead of pressing Enter Other Keys O El you can click on Q teg Ctrl Tab To Do This View Help CN Express Manual View Main data entry form View Address data entry form View Add Purchase Card data entry form View Line Items data entry form if available View Comments data entry form Vi
112. no longer available only archive completed transactions in CN Express oe oe It s a good idea to archive completed transactions on a regular or Microsoft Excel file without removing schedule either weekly or monthly completed transactions from CN Express use the export procedure nol You can store archives as long as you like Before you delete an archive archive make sure that you don t need it to comply with Federal State or your own company policies The following sections describe how to archive transactions and how to open archive files You can read archives with a standard text editor or you can load them into Microsoft Excel or a database program Archiving Transactions To archive completed transactions You must be an ADMIN user to archive 1 Press Alt F File menu 2 Press A Archive to view Archive Completed Records Archive Date a 2003 All transactions completed on or before this date will be archived to an external file and removed from CHIE xpress These records will be archived to the following file C Program Files CHIExpress_ SU SArchives 2003051 7_001 CNA Click OR when vou are ready to continue or Cancel to cancel Cancel CN Express automatically fills in the name of the archive file based on the Archive Date For example 20030517 CNA is the file CN Express SU Page 159 Archiving Completed Transactions Importing Exporting and Archiv
113. ns even if you shut down CN Express and another user logs on unless you manually change the size of the columns by dragging For example set your cursor on the line between Status and Auth Code then drag right to increase the width of the Status column as shown below or drag left to decrease it ae m Trans e HER amp H amp SETE gree LE AS Active Transactions Completed Transactions Then T amount Aion Satu oboe Rerun coe erronee To CN Express SU Page 47 Filter Buttons Message Bar Understanding the CN Express Screen Filter Buttons Message Bar A filter lets you display a selected group of active and or completed transactions for example all of the sales transactions that are over 100 The Filter Buttons Message bar contains four buttons and two message areas Define a custom filter Show all transactions Apply the custom filter and Message tells you how show only the filtered many transactions are on transactions view in the table Show only today s Message tells you what transactions type of transactions are in the table Page 48 CN Express SU Understanding the CN Express Screen Data Entry Forms Data Entry Forms You can t change the data entry forms if you re viewing the Completed Transactions table Most boxes fields limit the amount or kind of information you can enter For example the Account box on the Main form lets you type a maximum of 19 chara
114. ns on the Tables Changing Tables Layout Sorting Filtering Adding Removing and Re ordering Columns on the Tables You can change the table layout by adding removing and changing the order of columns on the Active Transactions table and on the Completed Transactions table You decide whether your changes apply to both tables or only the table you re viewing Every field on every data entry card can become a column on the tables When you first install CN Express the tables are already set up to show eight columns e Flag e Account e Amount e Action e Status e Auth Code e Result Code e Response Text These are the default columns You might want to add columns to see additional information about transactions for example the billing addresses or the types of credit cards used To add remove or change the order of columns on the tables 1 Press Alt C Configure menu Page 106 CN Express SU Changing Tables Layout Sorting Filtering Adding Removing and Re ordering Columns on the Tables The Flag column doesn t appear on the Table Layout screen you can t hide or move the Flag column 2 Press L Table Layout to view Table Layout Available Columns Columns to Show Activity Date gt Account Authorized Amount Amount Authorized Date Achor AWS Status AWS Message 2 Auth Code Batch ID Billddress Address Result Code Response Test Bil ddressAddress lt BillAddress 4pt
115. numbers in 133 Data entry forms 49 54 Defaults action 17 apply filter 104 class 17 country 131 137 currency 131 135 division merchant ID 17 export wizard 155 fraud check 17 importing 149 password 14 quick export 153 system settings 132 table layout 104 106 107 CN Express SU Page 207 CN Express Index tax exemption 53 user information 17 Delayed Captures Deposits Also see Transactions authorizations and 64 batch closings and 68 creating automatically 68 69 132 133 creating manually 69 defined 68 flagging 69 status of authorized failed 89 DEMO mode 7 26 27 32 35 38 Demonstration version of CN Express 7 11 13 E Commerce 17 51 149 Edit menu 43 Export privileges 16 Quick Export 152 154 system settings and 133 Wizard 154 156 F Failed transactions 30 89 File menu 43 Filters applying to tables 104 105 brackets 186 187 changing 114 115 changing relation of field to condition 184 185 changing relations of conditions 182 183 creating defining 110 113 creating for export file 155 customizing reports with 126 166 deleting 115 Filter Buttons Message bar 48 hidden transactions and 175 nested brackets 188 refreshing 113 restarting 113 standard today s transactions 110 127 turning off 113 Page 208 CN Express CN Express Index Flag adding orremoving 99 164 defined 28 99 delayed captures deposits 69 hiding or moving 107 split captures 83 toggling sele
116. ode Result Code Respo m 6102 50 00 Sale Entered m 8044 250 00 Sale Entered m 2b24 100 00 Sale Entered 4 Mlay F 3 Fea 73 Active transactions Where all of the following apply Action it equal to Sale 3 If you request the same standard report Records in Current View by Action Status and Card Type it now looks like this Printed with CNIExpress Version 3 0 5 4 Printed by user ADMIN on 2 3 02 Includes Active Transactions Current Transactions Summary Report Transaction Type Summary Sale Count 3 i A t 400 00 Only the transactions iiia currently on view are Transaction Status Summary included in the report m Amount 400 00 Card Type Summary visa Count 1 Entered Total 100 00 MC Count 2 Entered Total 300 00 The following steps explain how to use the CN Express standard filter to create and print a report that includes only today s transactions 1 Press Alt V View menu then T Today s Transactions Press Ctrl R Reports Choose the type of report you want Press Alt P Print I 5 Click on amp then press Enter 6 Click on to exit the Print Preview screen CN Express SU Page 127 Printing a Receipt Printing Tables Reports and Receipts Printing a Receipt You can print a receipt for any transaction 1 Click on the transaction 2 Press Alt T Transaction menu 3 Press P Print Receipt to view
117. off the DEMO mode of the live CN Express You can t switch from the live CN Express back to the demonstration version once you re live you re always live unless you uninstall and reinstall But you can switch from the live CN Express from the LIVE mode to the DEMO mode In DEMO mode practice transactions aren t really sent to the processing service the actions taken in DEMO mode never affect real credit cards purchase cards or checks and they never affect information in the live CN Express Turning on DEMO Mode When CNIExpress is in DEMO mode the word DEMO appears in the upper right hand corner You can turn on DEMO mode in two ways e Either log on to CN Express using DEMO as the user name and as the password e Or change the user settings for a specific user whenever that user logs on CN Express automatically starts in DEMO mode Once DEMO mode begins any live transactions on the Active Transactions and Completed Transaction tables temporarily disappear They reappear as soon as the DEMO user exits and a LIVE user logs on someone who s permitted to work with the live CN Express To change the user settings for a specific user 1 You must log in as the ADMIN user 2 Press Alt C Configure menu 3 Press U Users 4 Double click on the user s name to view a screen like the following CN Express SU Page 35 Switching the Live Version into DEMO Mode Going Live and Changing Your P
118. ollowing screen appears Welcome to the CHIEspress Single User Setup program This program Installs CNIEsxpress Single User on your computer PLEASE NOTE Default UserID for program is ADMIN Default Password for program it ADMIN Passwords are case sensitive WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted ta the masimum extent possible under law H Cancel CN Express SU Page 7 Installing CN Express Installing CN Express 2 Click on 3 Read the license screen Print it if you like Click on to accept the license and to view Choose Destination Location i x Setup will install the CHIE xpress Single User folder in the following directory To install to this directory click Next To install to a different directory click Browse and select another directory You can choose not to install CNIExpress Single User by clicking Cancel to exit Setup Destination Directory C Program FilesS CN E xpress SL Browse Space Required 15850 K Space Available 648894 F lt Back Cancel to view 4 Click on Select Program Folder x Setup will add program icons to the Program Folder listed below ou may tupe a new folder name or select one from the Existing Folders l
119. on the template you prefer 3 Press Enter CN Express automatically sets up the defaults for the import file 4 Ifnecessary change the defaults as described earlier in this chapter If you make changes then want to undo them e Click on Layout Templates dont click on Default e Re select the template you want Page 150 CN Express SU Importing Exporting and Archiving Importing Files 5 When you re satisfied with the ICV style layout and when you ve filled out both File Layout and the Default Values the way you want them press Enter A message like the following appears CHIE xpress E a i Import Complete 1 Imported 99 Records from C Program Files CNIE xpress SU Imporksicple tst Processed 99 records in 11 15 seconds 6 89 reacords second 6 Press Enter When the import is complete the transactions appear on your Active Transactions table Every column that you identified with a field title is imported If an imported column doesn t appear on the table you need to change your table layout to show that column CN Express SU Page 151 Exporting Transactions Importing Exporting and Archiving Exporting Transactions If you want to store completed transactions and remove them from the Completed Transactions table use the archive procedure not export Using Quick Export When you export transactions they are saved in a text txt or csv file or Micr
120. onditions on page 181 e Or click on Add Bracket to add a bracket Define Filter CJ Show transactions where all of the following apply 1 is less than 100 2 all of the following apply 2 1 Action is equal ta g Click here to add new condition gt CN Express SU Page 179 Understanding the Define Filter Screen A Advanced Filtering Techniques You can apply and store just one custom filter at a time When you press Enter for a new filter the old one is automatically over written If you need the old one again you ll have to re create it A bracket contains two or more conditions that act together For more information see A Filter That Uses Brackets on page 186 9 Make the changes you want alll any 10 Click on the condition relation all to view a not all 11 Select the condition relation you want 12 Click on to view the filtered table Page 180 CN Express SU A Advanced Filtering Techniques A Filter with Two Conditions A Filter with Two Conditions Suppose your Active Transactions table looks something like this Active Transactions Completed Transactions m Account Amount Action Status Auth Code Result Code Respo i ale ntere 6102 50 00 Sal E d ale ntere m 8044 250 00 Sal E d elund Lredit nbere 5040 75 00 Refund Credi E d ale nbere m 2624 100 00 Sal E d elund Lredit nbere l E 20 00 Refund tredt T Ened tetee
121. one of the following e Either save the changes Press Alt T then S e Or cancel the changes Press Alt T then H You can t save your edits by pressing Enter Now you can work on another transaction Page 94 CN Express SU Changing and Flagging Transactions Deleting or Closing an Active Transaction Deleting or Closing an Active Transaction If you delete an active transaction the transaction does not go through EE ore for example no refund is made you remove it entirely from the a completed transaction system and no record is kept that the transaction ever existed If you close an active transaction the transaction does not go through for example no refund is made but a record is kept The closed transaction appears on the Completed Transactions table and can be exported or archived like any other transaction Deleting a Transaction To delete an active transaction 1 Click on the transaction 2 Press Alt T Transaction menu 3 Press D Delete The following message appears CHIE xpress E 7 Are pou sure You want to permanentl delete selected transactions 4 Press Y Yes The transaction disappears from the Active Transactions table It is never submitted and no record is kept that it ever existed Closing a Transaction To close an active transaction 1 Click on the transaction 2 Press Alt T Transaction menu 3 Press C Close CN Express SU Page 95 Deleting
122. ooting Questions and Answers Maintenance and Troubleshooting Are you interacting with your processing service in TEST mode If you re in TEST mode the word TEST appears in the upper right hand corner of your screen and your processing service isn t really processing transactions You must ask an ADMIN user to turn off TEST mode for your processing service press Alt C then O I can t switch users out of DEMO mode even though there s no check mark next to Demo Training on the User Information screen You re in the demonstration version of CN Express You must enter your serial number and activation key to switch to the live CN Express You can then switch users into and out of DEMO mode whenever you like See Chapter 4 Going Live and Changing Your Password on page 31 Page 176 CN Express SU Appendix A Advanced Filtering Techniques This appendix describes how to create advanced custom filters It assumes that you ve read Filtering the Tables on page 110 CN Express SU Page 177 Understanding the Define Filter Screen A Advanced Filtering Techniques Understanding the Define Filter Screen You can filter on any listed field even though it doesn t currently appear in the tables To view the Define Filter screen 1 Press Alt V then E to view Add or delete condition Relations of conditions to or bracket Step 7 each other Step 10 Define ilter a A x Field S
123. or Closing an Active Transaction Changing and Flagging Transactions The following message appears CHIE xpress E Are vou sure you want to close selected transactions and move therm to the Completed Transactions folder 4 Press Y Yes The transaction disappears from the Active Transactions table It is never submitted However a record is kept and the transaction appears on the Completed Transactions table For example Active Transactions Completed Transactions Status uth Code Result Code B Page 96 CN Express SU Changing and Flagging Transactions Requesting Fraud Detection on a Transaction Requesting Fraud Detection on a Transaction You must always arrange for fraud detection directly with your processing service Some processing services do not support fraud detection at all Your processing service may allow you to request fraud detection on individual transactions The default 1s that submitted transactions are not checked for fraud You can request fraud checking in two ways e By changing the default in the user set up see Setting Up Other Users on page 15 Only the ADMIN user can change the default e By requesting fraud checking for an individual transaction on the Main data entry form If your processing service allows you to request fraud detection a Check Fraud box appears on the Main data entry form If a check mark appears automatically for every new tran
124. orms Your Main data entry forms may look different than the ones shown above e You may not see some of the buttons and boxes If you don t see them you don t need them For example international currencies aren t available for some processing services In that case you won t see the Currency box If your processing service does accept international currencies you can customize the list that appears in the Currency box see Setting Up Currencies on page 134 e You may see additional buttons and boxes for example Customer IP The Customer IP is used only with transactions received over the Internet E commerce It s shown only if your processing service uses and supports customer IP information CN Express SU Page 51 Data Entry Forms Understanding the CN Express Screen Address Form l On the Address data entry form you record the billing and shipping When entering addresses i EE ENET addresses for merchandise possible 123 3rd Street instead of 123 Third Street N Billing Click on l to view Address Main Address Addit Purchase Card Comments Responses Se ttt Soong e LY State e Yn i MES ane hove C Wak Pre Yt Copy to Shipping weno Ll LH fella vo Click on Main Address Ada Purchase Card Comments Responses Bigg FesNeme Middle LastName 7 Copy to Billing rem Ree ele ore be von If the bill to a
125. osoft Excel xls file that you may be able to edit However the transactions also remain on the CN Express Active Transactions or Completed Transactions table You have two options for exporting transactions to a text file or Microsoft Excel file e Using Quick Export e Using the Export Wizard Quick Export exports the transactions from whichever table you re currently viewing Active Transactions or Completed Transactions The current table layout and filter affect the amount of information and the kinds of transactions you export For example if your table layout doesn t include the billing address the billing address isn t exported If your filter hides sales transactions sales transactions aren t exported 1 Press Alt F File menu 2 Press E Quick Export to view Export Active Transactions iew to File eo 2 x eae in E Export e c EB File name Save as type Text files tet cev Cancel 4 3 In the File name box type a unique file name For this example assume the file name is January Page 152 CN Express SU Importing Exporting and Archiving Exporting Transactions Quick Export isn t case sensitive so it considers JANUARY January and januaRy to be the same name 4 Click on next to the Save as type box to choose how your transactions should be saved either in a plain text file or in a Microsoft Excel file 5 Press Enter to view Expor
126. ou how many transactions reached the processing service before you pressed the button 4 Wait until the message disappears the processing service finishes es with the transactions A report appears automatically Page 86 CN Express SU Sending Transactions Sending Several Transactions in a Group Submission Complete D Submission Complete Total Transactions Processed 6 2 Transactions Captured 800 00 3 Transactions Declined 208 89 Completed Transactions will be moved to Completed Transactions Folder Processed 6 transactions in 19 98 seconds 3 33 seconds transaction 5 Press Enter The submission is finished CN Express SU Page 87 Saving and Sending One Transaction in One Step Sending Transactions Saving and Sending One Transaction in One Step You can click on at Step 2 instead of pressing Ctrl I You can also use Ctrl I to send a single transaction after you ve saved it Click on the transaction to select it then press Ctrl I Most processing services allow one step submission for all types of transactions If you think your processing service limits the use of this feature contact the processing service or see Appendix C Processing Service Information on page 193 To save and send a single transaction in one step 1 Fill out the data entry forms for the transaction Do not press the Enter key on your keyboard 2 Press Ctrl I The
127. owing Edit User Settings User JONES User Information Privilege Settings Defaults Last Name Ones First Hame ohn Click on the box next to Demo Training Mode to remove the check mark Press Enter Press Enter Press ALT F4 to exit CN Express The user then logs in with his or her own user name and password When the user logs into CN Express in the usual way CN Express 1s live for that user not in DEMO mode Any transactions the user created saved or submitted in DEMO mode no longer appear on the CN Express SU Page 37 Switching the Live Version into DEMO Mode Going Live and Changing Your Password Active Transactions or Completed Transactions tables They reappear as soon as the user returns to DEMO mode In LIVE mode transactions are really saved and really sent to the processing service Page 38 CN Express SU Going Live and Changing Your Password Using the Live CN Express Using the Live CN Express Do not select Sale in the Action box Otherwise when you press Alt T then F the processing service will really charge 1 to the credit card holder When you ve finished working in the demonstration version or in DEMO mode you may want to try out the live CN Express without completing a real transaction Since you have to use a real credit card number make sure that you e Type 1 one dollar in the Amount box e Type A Authorize in the Action box When
128. pears as a Series of asterisks _ 6 Press the Tab key on your keyboard 7 Type your new password again in the Re enter to Confirm box The password appears as a series of asterisks 8 Press Enter From now on when you log in as ADMIN you must use the new password You can t add or delete users archive or change your processor setup unless you log into CN Express as an ADMIN user and you can t log in without your password Page 14 CN Express SU Installing CN Express Setting Up Other Users Setting Up Other Users Vormt bean ADMiN You can add and delete users change their user privileges the types of user to add or delete other information they can see or change on CN Express decide whether a a or change their user they can issue refunds and limit the amount of money they can handle information during a single transaction Adding a User To add a user to the system 1 Make sure you are logged into the system as an ADMIN user 2 Press Alt C Configure menu 3 Press U Users to view CNIExpress Users ee X User LastName FirstName Demo Default DivisionID eee ere SUSI ae ee LS eee OOooo DEMO User DemorT raining a CN Express comes with two user accounts ADMIN for the ADMIN user and DEMO so that anyone can use CN Express in DEMO mode Edi Add tien Canes 4 Press A Add to view CN Express SU Page 15 Setting Up Other
129. processing service Then list the recommended information here for future reference Recommended Fields on Main Form Fill In 8 Press the following function keys if you need to record additional information e F3 Address data entry form e F4 Add l Purchase Card data entry form F5 Line Items data entry form if available e F6 Comments data entry form 9 Even 1f there are no bold boxes required fields on these forms your processing service may recommend that you fill in additional information Check with your manager or your processing service Then list the recommended information here for future reference Recommended Fields on Other Forms Fill Iin Page 66 CN Express SU Recording New Transactions Authorization Recommended Fields on Other Forms Fill In 10 Press Enter CN Express saves your transaction adds it to the Active Transactions table automatically locks it against further changes and clears the data entry forms for the next transaction Now you can start another new transaction CN Express SU Page 67 Delayed Capture Deposit Recording New Transactions Delayed Capture Deposit When the processing service approved the authorization it reserved money in the card holder s account When you send a delayed capture deposit transaction the processing service actually takes that money the Amount from the card holder s account and deposits it in the
130. processing service you decide whether to complete a transaction If the chances of fraud directly to find out if fraud detection is available and how to set it up es To see more information about fraud detection are high you may want to close or void the transaction l Click on Details if available to view Fraud Detection Details Ea i Transaction Scored Successtully 5 Score 314 The following reason was giver 1 16 High risk merchant amount actrvity The following 2 exceptions were returned 002 BIN number for credit card ts made available through one of the hacker programs available from the World Wide Web 007 Biling address is not a US address 2 When you ve finished reading the details press Enter For information on how your specific processing service uses the Responses data entry form contact your processing service Page 90 CN Express SU Chapter 8 Changing and Flagging Transactions M You might want to change an active transaction for any number of You can t change reasons For example information on completed transactions only on awene OE e You need to correct a mistake in the data entry forms e You need to fix the transaction after the processing service declined it e The card holder asked you to cancel the transaction and you need to delete or close it This chapter contains step by step instructions for selecting a transaction changing it
131. rM Class LU CH Order ID M Comment 1 A ME4 Comment 2 A NE4 Comment 3 A NI64N x Required Fields File Layout Default Values Delimite Options First Row Contains Field Hames IY Fields Include Quotes Expiration Date as MM Default Layout Templates Cancel Page 146 CN Express SU Importing Exporting and Archiving Importing Files In the field list the abbreviations stand for A N Alphanumeric DT Date LU Look up N Number Y N Yes No or On Off CN Express remembers your choices under the File Layout and Default Values tabs and keeps them the same for every import until you change them Layout Templates is used to access custom import templates such as the IC V style files supplied with CN Express Every column you want to import Columns with Data from needs a field title The Fields list shows the available field titles Some of the field titles are marked with an asterisk These fields are required and must be assigned to a column for example Account account number Amount and Exp expiration date Step 4 describes how to assign field titles to columns The field title includes information about the type and size of the field For example Account A N 19 means that you can enter a maximum of 19 letters or numbers alphanumeric A N in the account field If a column title is labeled unassigned you may assign a f
132. ress Enter to save your new password From now on you must SS use your new password when you start up CN Express Page 40 CN Express SU Chapter 5 Understanding the CN Express Screen On the main CN Express screen you can quickly switch between displays of work in progress Active Transactions and completed work Completed Transactions You can also quickly switch between the data entry forms for credit cards purchase cards and checks You will work primarily on this main CN Express screen with commands pull down menus messages and on screen buttons This chapter explains the CN Express screen the data entry forms and the on screen buttons Most of the tasks you want to perform in CN Express can be handled from your keyboard without using the buttons and the mouse The use of keyboard commands is explained in the step by step procedures that follow this chapter CN Express SU Page 41 Understanding the CN Express Screen Understanding the CN Express Screen Understanding the CN Express Screen Menu bar Print Flag Active Transactions Completed Filter Buttons Message bar Buttons bar Transactions tables lolx E Express for Payme itech Orbital Gateway ADMIN File edit Transaction Configure Help A a r s H Account Amount Acton f Status Auth Code Resutt Code ifesponse T KA BE ERE a active transactions 0 Main Address Add l Purchase Card Comments Responses r
133. rything you can view or do with the buttons For more information about individual buttons see Chapter 5 Understanding the CN Express Screen on page 41 CN Express SU Page 161 Recording and Saving a Transaction Using Buttons Using the On Screen Buttons Recording and Saving a Transaction Using Buttons The following picture shows the basic steps in recording and saving most transactions using the buttons Your Main data entry form may look different it shows the exact boxes fields that your credit card service expects E CMIEXpress for Paymentech Orbital Gateway ADMIN a O x File _ dit Transaction wiew Configure Help AEA Step 1 pe feere Joce Click here e eont Amount Action Status Auth Code Result Code Response T B a soi Step 2 main J ddr dd Purchase Card Comments Responses Click here Step 3 Choose one Currency Check Fraud Order Ho Step 4 v x Now Click here Bi Locked A Step 5 Fill out required boxes Step 6 Click here To move from box to box on the data entry forms use your mouse or press the Tab key on your keyboard You must fill out all boxes that are outlined in bold Page 162 CN Express SU Using the On Screen Buttons Sending Transactions in a Group Using Buttons Sending Transactions in a Group Using Buttons You can use the following buttons to submit flag
134. s lists information on active transactions and completed transactions Active Transactions Table Click on the Active Transactions tab to view Active Transactions Completed Transactions Auth Code Result Code Respo Completed Transactions Table Click on the Completed Transactions tab to view Active Transactions Completed Transactions m Account Amount Action Status Auth Code Result Code Respo i 2 a Apaan You can also view these tables by pressing the Ctrl key and a number key at the top of the keyboard don t use the keypad Press These Keys Together To View Active Transactions table Completed Transactions table CN Express SU Page 45 Active and Completed Transactions Tables Understanding the CN Express Screen Columns of Information The Active Transactions and Completed Transactions tables are set up to show eight columns of information when you first install CN Express e Flag e Account e Amount e Action e Status e Auth Code e Result Code e Response Text You can add columns to show information such as billing name and address shipping name and address and order date For a detailed description of all the possible columns press ALT H Help then F to view the field reference list For information on changing the table layout see Chapter 9 Changing Tables Layout Sorting Filtering on page 103 Scroll Bars Once a
135. s you export only some transactions in the table even if the transactions i Able isalready filtered for example only Visa transactions or only sales over 100 CN Express SU Page 155 Exporting Transactions Importing Exporting and Archiving If you select Custom Filter click on 38t to view the Custom Export Filter screen for information on creating filters see Filtering the Tables on page 110 8 Click on Heset if you change your mind and want to return to the default choices 9 Press Alt N Next to view CHIE xpress Export Wizard Ea Step 3 Select Fields to Export Choose the fields you would like to esport to the file Press the C Default button to select the most common fields The Select Fields screen Available Column Columns to Show works exactly like the Table Layout screen see Adding Removing and Re ordering Columns on the Tables on page 106 Exp Bil ddress Last ame AVS Message A Amount Batch ID Action a y x gt gt gt Bil ddress ddress1 Status BillAddress Address2 Z Auth Code Result Code Billddrese Country Billddress E mail BillAddress FirstName 10 The fields listed in Columns to Show will be exported the eight default fields are shown above If you wish to export different information move fields to and from Available Columns using the arrow keys in the center of the screen You can also change
136. saction the default has been changed and every transaction is automatically checked for fraud If the box is blank for new transactions then transactions aren t automatically checked for fraud but you can manually request fraud checking The following sections describe how to manually mark or unmark a transaction for a fraud check Marking a Transaction So It s Checked for Fraud To mark one or more transactions for fraud detection 1 Select the transaction s 2 Press Alt T Transaction menu 3 Press U Fraud Detection The following message appears CN Express SU Page 97 Requesting Fraud Detection on a Transaction Changing and Flagging Transactions Fraud Check Settings Set the Check Fraud indicator on all selected transactions to f ves Request Fraud Check C No No Fraud Check Cancel By default Yes is selected a dot appears in the radio button 4 Press Enter On the Main data entry form for the transaction s a check mark appears in the Check Fraud box Unmarking a Transaction So It s Not Checked for Fraud To unmark one or more transactions they won t be checked for fraud 1 Select the transaction s 2 Press Alt T Transaction menu 3 Press U Fraud Detection The following message appears Fraud Check Settings Set the Check Fraud indicator on all selected transactions to f es Request Fraud Check C No No Fraud Check Cancel
137. sactions table 3 You may need to change other defaults such as Division Class MOTO recurring or E commerce and Tender credit card purchase card or check The choices that appear depend upon your processing service 4 Click on the Check Fraud box to add a check mark if you want your processing service to check every imported transaction for fraud 5 When you ve filled out both File Layout and the Default Values the way you want them press Enter A message like the following appears CNIExpress E d i Import Complete 1 Imported 99 Records from C Program Files CHIExpress_ SU mport sanple tst Processed 99 records in 11 15 seconds 6 68 records second 6 Press Enter CN Express SU Page 149 Importing Files Importing Exporting and Archiving When the import is complete the transactions appear on your Active Transactions table Every column that you identified with a field title is imported If an imported column doesn t appear on the table you need to change your table layout to show that column ICVerify ICV Style Files CN Express is able to import ICV style files using built in templates The same procedure works with any other custom made import templates To import ICV style files on the Configure Import screen 1 Click on Layout Templates to view Select Layout Template Ss X ICV Style All Fields ILY Style Base Fields or versions lt 2 0 2 Click
138. ss F1 The Quick Reference Card is also available from the Help menu press Alt H then Q for easy reference while you work The Quick Reference Card runs through the basic steps for starting up shutting down recording and saving a transaction sending a transaction editing and deleting a transaction filtering and printing To view and print the manual and Quick Reference Card you need Adobe Acrobat Reader You can download Acrobat Reader for free 1 Press Alt H Help menu 2 Press G Get Acrobat Reader 3 Follow the instructions at the Adobe Acrobat website Bound hard copies of this manual are also available from Auric Systems International Contact support support AuricSystems com to purchase your copies CN Express SU Page 3 Welcome to CN Express Single User Contacting Auric Systems International Contacting Auric Systems International To contact Auric Systems International Phone 603 924 6079 E mail support AuricSystems com technical support sales AuricSystems com sales Web Site www AuricSystems com When you call please have your serial number handy When you purchased CN Express over the Internet the serial number and activation key were faxed or e mailed to you After you install the live CN Express you can find your serial number and activation key under the Help menu 1 Press Alt H Help menu Press A About 2 3 Scroll down to find Serial Number and then
139. sult Code er A e tn meaner aa PJA Sale canal nes d a pe nnn OO35 100 55 Sale Failed 13 Ezd 50 00 Delayed Capture DEMOSz 0 The reason for the failure appears on the Responses data entry form You may decide to close or delete the transaction if you decide to re send the transaction you should fix the problem first What Happens on the Responses Form CN Express receives a response from the processing service for each transaction you send it adds the response to its database of information on the transaction This information is shown on the Responses data entry form To view the Responses data entry form press F7 CN Express SU Page 89 What Happens after You Send a Transaction Sending Transactions The following is an example of a response Main Address Add l Purchase Card Comments Responses TxRefN ur DEOO7CD1F73BDF3722667286BF20A9D035381DD8 ids 0 Batch ID 520030515 Result Code Approved Low Fraud Auth Code DEMOBE Auth Date 571572003 10 15 42 AM Deposit Date 571572003 10 15 42 AM ANS jA Zip Match Zip 4 Match Locale No M cvw P B51572003 10 15 42 Abd Captured S alae je ele vio E TSE ue Auth Code DEMOBE If your processing service offers fraud detection it might place the Your processing service fraud information in the Fraud Detection boxes shown above or in some ey eee other part of the Response form Fraud detection information can help detection Contact your
140. t type your password exactly the same way every time you use it including capital letters For example ADMIN Admin and admin are three different passwords If this is the first time you re using CN Express type ADMIN in the User box and ADMIN in the Password box Once CN Express starts up please change the ADMIN password immediately I can t remember my password An ADMIN user must reset your password Speak to your manager If you re the ADMIN user and you can t remember your password contact Auric Systems International and ask about our password resetting service I cant enter information in the data entry forms You may be viewing the Completed Transactions table You can t enter change or delete information if you re viewing completed transactions Press Ctrl 2 to view the Active Transactions table Do one of the following e Either press Enter to open a new transaction e Or double click on a saved transaction to open it for editing Page 174 CN Express SU Troubleshooting Questions and Answers Maintenance and Troubleshooting I cant see the transactions I want on the transaction tables You may be in a filtered view Do one of the following Press To View Alt V then N All the transactions in CN Express Alt V then T Just today s transactions Alt V then E To make sure your filter is set up correctly If you re using the correct filter you may need to refresh it Press Alt V
141. tep 2 Relation of field to condition Step 4 Condition Step 6 2 Click on Action to view a list of fields 3 Click on the field you want for example Amount 4 Click on is equal to to view the list of field relations is equal to Is not egual to is less than is less than or equal to is greater than is greater than or equal to I null is in list is between 5 Click on the field relation you want Some relations may not be valid for some fields For example is in list is not valid for Created Date or Amount Also since Amount is a required field it can never be is null completely empty Page 178 CN Express SU A Advanced Filtering Techniques Understanding the Define Filter Screen 6 Click on the condition line In some cases the system brings up a menu or calendar In other cases a data entry box appears and you must type the condition Define Filter J Show transactions wher all of the following apply Add Condition Add Bracket 7 Clickon or T to view Delete Curent Aow 8 Do one ofthe following e Either click on Add Condition to add a new condition line Define Filter E4 T Show transactions where all ofthe following apply oa is less than 100 2 all of the following apply C21 Acton i equal to lt Chick here to add new condition gt For information on filters with two or more conditions see A Filter with Two C
142. the order of the columns by using the arrow keys on the right side of the screen 11 Press Alt N Next to view Page 156 CN Express SU Importing Exporting and Archiving Exporting Transactions CNlExpress Export Wizard step 4 Set Export Options Choose the options you d like to apply when exporting this file riot all options are available for all export formats When you re done click Finish to complete the Export Wizard and to export the file Exporting To C Program Files CHIE xpress _ SUAExport JANL Options J Export Field Names in First Record Include Quotes Around Each Field Show Unmasked Account Numbers aeRO TEL ITI PSS EEJ 12 Click on one radio button under Delimiter A delimiter divides one item of information from the next in your file The default delimiter is a Tab between each item 13 Click on one or more of the Options boxes e Export Field Names in First Record is the default It is recommended that you leave a check mark in this box If you remove the check mark no field names appear in the export file e Include Quotes Around Each Field places quotes around each text field to make it clearer when a field ends This is especially helpful if you chose commas for your delimiter if a text field contains commas the quotes prevent confusion about the actual end of the field e Show Unmasked Account Numbers should remain unchecked When this box is check marked the full a
143. the processing service finishes authorizing this transaction it appears on the Active Transactions table either as a successful authorization or as a delayed capture You should immediately delete this 1 transaction 1 Make sure you re in the live version of CN Express and not in DEMO mode the word DEMO does not appear on the upper right hand corner of the screen Click on the transaction Press Alt T Transaction menu Press D Delete Press Y Yes a ee CN Express SU Page 39 Changing Your Password Going Live and Changing Your Password Changing Your Password To change your own password 1 Make sure you re logged into the system under your own User name and password 2 Type Alt C Configure menu 3 Type S Set Password to view Set Password Current User JIONES Curent Password If you don t remember your current password Po you can t change it You New Password must ask someone with ADMIN privileges to help Re enter to Confirm you Cancel 4 Type your current password in the Current Password box ee 5 Press the Tab key on your keyboard Your password must be 6 Type anew password in the New Password box you ll see between 4 and 20 enarecierevend 7 Press the Tab key on your keyboard ee ee 8 Type your new password again in the Re enter to Confirm box sensitive For example f JONES Jones and jones you Il see ae are three different passwords 9 P
144. ting Completed Transactions To Text File Exporting To C Program Files CN Express_SU Export January TX Celimite Options Tab J Export Field Hames in First Record T Include Quotes Around Each Field Show Unmasked Account Numbers C Comma Other 6 Click on one radio button under Delimiter A delimiter divides one item of information from the next in your file The default delimiter is a Tab between each item for text files and a Comma between each time for Microsoft Excel files 7 Click on one or more of the Options boxes e Export Field Names in First Record is the default It is recommended that you leave a check mark in this box e Include Quotes Around Each Field places quotes around each text field to make it clearer when a field ends This is especially helpful if you chose commas for your delimiter if a text field contains commas the quotes prevent confusion about the actual end of the field e Show Unmasked Account Numbers should remain unchecked When this box is check marked the full account number is exported Auric Systems International strongly recommends that you do not export full account numbers If you ve changed your system settings to truncate account numbers in the data base the exported account numbers are automatically truncated whether or not you check mark this box 8 Press Enter CN Express SU Page 153 Exporting Transactions Importing Exporting and Archiving A m
145. ting a Transaction Selecting Several Transactions That Are Not Listed Next to Each Other Suppose you want to select just the flagged transactions shown above 1 Click on the first flagged transaction 2 Hold down the Ctrl key on your keyboard 3 Click on each of the flagged transactions 4 Release the Ctrl key The exact transactions you click on are highlighted Active Transactions Completed Transactions m P 6102 odd m 3574 a040 Account Amount Action Card Type 50 00 Sale ME Entered 250 00 Sale MC Entered 20 00 Refund Credit ME Entered 75 00 Refund Credit Visa Entered m 224 100 00 Sale Visa Entered Removing One Transaction from a Selected Group Suppose you ve selected several transactions and want to remove one from the group 1 Hold down the Ctrl key on your keyboard 2 Click on the transaction you want to remove 3 Release the Ctrl key and the transaction is no longer selected CN Express SU Page 93 Changing Editing an Active Transaction Changing and Flagging Transactions Changing Editing an Active Transaction Instead of double clicking in Step 1 you can select the transaction then do one of the following Either press Alt T then E Or click on a To change or add to the information for any active transaction 1 Double click on the transaction Change the information on any of the data entry forms 2 When you ve completed your changes do
146. tion you re ready to send it to your processing service You can record and send individual transactions in one step if you want to In most cases however you want to record a lot of transactions and then send them in a group to your processing service This procedure has two advantages First it lets you make changes to any of the transactions before you send them Second it cuts down on processing time since many transactions are processed in a group This chapter describes how to send transactions in a group how to save and send one transaction in one step and what happens after you send a transaction CN Express SU Page 85 Sending Several Transactions in a Group Sending Transactions Sending Several Transactions in a Group After you record and save transactions you must send them to the processing service To send several active transactions in a group 1 Make sure appears next to every transaction you want to send to your processing service If a flag doesn t appear e Click on the transaction e Press Alt T Transaction menu e Press A Flag e Press F Flag Selected 2 Press Alt T Transaction menu 3 Press F Submit Flagged The following message appears on the screen If you press locessin Cancel J itti the submission stops but Submitting to Processor On only after it finishes the transaction it s currently processing A summary report pops up to tell y
147. to save your change CN Express Page 133 Setting Up Currencies Customizing CN Express Setting Up Currencies On the Main data entry form you might have a box that lets you choose Your processing service the type of currency being used for the transaction This box appears may accept only a few of the currencies available only if your processing service accepts multiple currencies If your EE special sere processing service only accepts U S dollars CN Express hides the arrangements Ask your l poce scing service abouli Currency box and also hides the Currencies tab under Preferences their options and requieiment gt To change the choices available in the currency box or to change the default currency 1 Press Alt C Configure menu 2 Press Y System Settings 3 Click on the Currencies tab to view General Currencies Countries Check the currencies to show CI AED UAE Dirhams AFA Afghanis CI ALL Leks O AMO Armenian Drams O ANG Netherlands Antilian Guilders O ADN New Kwanzas O AOR Kwanza Reajustados O ARS Argentine Pesos CI ATS Schillings CAUD Australian Dollars Ej Default currency JUSD US Dollars Cancel 4 Use the scroll bar to scroll through the currencies available Click on the box next to a currency to add or remove a check mark e Ifyou want a type of currency to be a choice on the Main data entry form make sure it s check mar
148. transaction table contains more columns and or more transactions than can fit on the screen scroll bars appear on the bottom and on the right hand side Active Transactions Completed Transactions Armourt Action Status A Auth Code Result Code Billddress e 930 50 Sale Entered 0 25 00 Retund Credit Entered 50 00 Sale Entered Failed Page 46 CN Express SU Understanding the CN Express Screen Active and Completed Transactions Tables Making Columns Fit In the previous examples the far left columns for example Bill Address don t fit the screen you have to scroll to see them You can automatically re size auto fit the columns so that they all appear on the screen with the width of each column adjusted to its contents To auto fit 1 Press ALT V View 2 Press U Auto Fit Columns to view z zi Trans Pag Vie 4H S r amp Active Transactions Completed Transactions 7 Account Amount Action Status Auth Code Result Code Response Text _ mentech Orbital Gateway ADM 51 x onfigure Help When you drag you hold down the left mouse button and slide the entire mouse right or left If your table layout includes more than about 10 columns you may still need to scroll after you auto fit If the contents of a column change for example entries are longer you may want to auto fit again Once you auto fit the change remai
149. tures and 82 CN Express SU Page 205 Index CN Express status of 89 Auto fit 47 Automatically update successful auths 132 133 Backup 173 Batches close automatically 142 close manually 142 history 143 Buttons overview arrows moving columns 107 108 sorting columns 143 bill to address 52 cancel 57 86 cancel changes to data entry forms 55 check 50 copy to billing 52 copy to shipping 52 credit card 50 default 57 details 90 filter 48 finish export 154 157 flag 44 layout templates 147 Now 55 88 OK 57 open data entry forms 55 printreceipt 44 printreport 44 print table 44 purchase card 50 reset export options 156 save changes to data entry forms 55 ship to address 52 shrink to page 120 submit 44 transactions 55 unlock 55 Buttons using 161 166 Page 206 CN Express CN Express Index C Capture Also see Delayed Captures Deposit forced capture voice authorization 76 79 split capture 82 83 status of 89 system settings and 132 133 Capture amount for this transaction 82 Check See Processing service See Transactions Class MOTO E Commerce Recurring 17 51 Columns adding removing re ordering 106 108 auto fitting 47 default 106 Comments 33 51 54 Configure menu 15 21 40 43 106 108 131 139 Country 52 136 137 Credit cards See Processing Service See Transactions Currency 51 134 135 Customer IP 51 Customer is tax exempt 53 D Data base truncate account
150. u chose at Step 3 Even if you shut down CN Express the table layout remains the way you left it Page 108 CN Express SU Changing Tables Layout Sorting Filtering Sorting the Tables Sorting the Tables You can sort the Active Transactions and Completed Transactions tables in ascending or descending order for any one displayed column including the account number Account You sort each table separately if you sort the Active Transactions table you won t automatically sort the Completed Transactions table If you sort on the Flag column ascending order places all flagged transactions last descending order places all flagged transactions first To sort a column You can only sort on one 1 Click on the column title An arrow appears to show how the column at a time transactions are sorted e In ascending order smallest value to largest Active Transactions Completed Transactions m Account Amount Action Status NO E e Sale Entered m 1007 90 00 Sale Entered m 1007 100 00 Vor Failed m 3574 200 00 Sale Entered FO40 930 50 Sale Entered e In descending order largest value to smallest Active Trangactions Completed Transactions m Account Amount V Action Sale Entered me 3574 200 00 Sale Entered m 1007 100 00 Yotd Failed m 1007 90 00 Sale Entered 2 Click on the column title to switch back and forth between ascending and descending order CN Express
151. u shut down CN Express saves all the transactions you entered or changed and all the user preferences table layouts sorts and configurations that you set up CN Express SU Page 25 Before You Try Your First Transaction Starting Up Shutting Down First Transaction Before You Try Your First Transaction You are about to learn how to send a transaction You don t want this first transaction to be really saved or really submitted to your processing service Therefore make sure you are working in either the demonstration version of CN Express or in the DEMO mode of the live version For more information about the DEMO mode see Chapter 4 Going Live and Changing Your Password on page 31 Make sure that the word DEMO appears in the upper right corner of the CN Express screen If DEMO doesn t appear do not try the sample transaction As long as DEMO appears on the upper right corner of the CN Express screen you can practice any procedure in this manual without affecting real credit cards purchase cards or checks and without sending real transactions to the processing service Page 26 CN Express SU Starting Up Shutting Down First Transaction Creating and Sending Your First Transaction Creating and Sending Your First Transaction For this example you must be in the DEMO mode or in the demonstration version of CN Express The word DEMO must appear in the upper right hand corner of your screen
152. u want to delete the selected user accounts Ho When you delete a user 5 Press Y Yes you don delete any transactions that the user CN Express displays a message like the following entered or processed EE CNIExpress Ea i One user account was deleted 6 Press Enter 7 Press Enter again to save your changes and exit the Configure Users screen CN Express SU Page 21 Uninstalling and Reinstalling CN Express Installing CN Express Uninstalling and Reinstalling CN Express To uninstall CN Express either the live working CN Express or the demonstration version 1 Exit CN Express Click on the Start button on your desktop 2 3 Click on Programs 4 Click on CN Express Single User 5 Click on Remove CN Express Single User 6 Click on CN Express is removed from your computer 7 You must manually remove the CN Express directory from your system You can find it using Windows Explorer The default name of the directory is CN Express_SU and its default location is under Program Files Decide whether you want to save the current data base of transactions e Ifyou do first back up your data base as explained in Backup and Restore on page 173 Then delete the entire directory e Ifyou don t delete the entire directory To reinstall CN Express use the installation procedure described earlier in this chapter Page 22 CN Express SU Chapter 3 Starting Up
153. uttons Creating a Custom Report Using Buttons The Flagged Records report and the Flagged Records with Currency Breakdown report always show all flagged transactions even if they re not on view You can t customize those reports by changing the table s layout or filter only by adding or removing flags Most standard summary reports and all table printouts are based on the transactions currently on view So if you want to change the content of the report or printout you have to change the transactions that are on view You need a filter If you want a report that only shows transactions over 100 you need a custom filter Custom filters let you choose exactly which transactions appear on your screen and on the report or printout The steps shown on the next page explain how to use the CN Express standard filter to create and print a standard summary report that includes only today s transactions Page 166 CN Express SU Using the On Screen Buttons Creating a Custom Report Using Buttons Step 1 Click here CNlExpress for Paymentech Orbital Gateway ADM do e Ke x Step 2 File Edt Trangaction view Configure Help Click here pP E FA S Completed Transactions H Accedunt Amount Acton Status Auth Code Result Code anore io x 560 00 E 7 elect Report x Avallable Reports 50 00 cH Records in Curent View by Actio
154. wing apply 12 Action is egualto Sale Click here to ag new condition gt Here s what happens if you click on is equal to and make a choice from the menu eee The System Selects So You See Choose is equal to Transactions that are SALES and Active Transactions Completed Transactions are exactly 100 not less and not more Account Amount Action mP 2624 4100 00 Sale i is not equal Transactions that are SALES and to are not exactly 100 Amount Action 50 00 Sale 250 00 Sale Accourt Page 184 CN Express SU A Advanced Filtering Techniques A Filter with Two Conditions ess The System Selects So You See is less than Transactions that are SALES and l l are less than 100 does not E e E Amount Action ete eau iehate sli nen ee exactly 100 is less than Transactions that are SALES and or equal to are either less than 100 or exactly 100 Action is greater Transactions that are SALES and than are greater than 100 does not include transactions that are ool exactly 100 is greater Transactions that SALES and are than or equal either greater than or exactly 100 to Action 100 00 Sale is null Transactions that are SALES and do not have an amount filled in Active Transactions Completed Transactions m Account Amauri Action is in list Transactions that are SALES and This choice is used with items such as Act
155. xt to Apply Table Layout So by default any change you make applies to both tables The menu below shows no check mark next to Apply Filter So any filter you turn on applies only to the table you re viewing when you actually turn the filter on However Apply Table Layout still has a check mark If you change the table layout both tables change Main Fe Address F3 Add l Purchase Card F4 comments Fe Responses FF 4ubo Fit Columns i Active Transactions Folder Chrl Completed Transactions Folder Ctrl 3 Apply Filter to All Active and Completed y Apply Table Layout to Active and Completed All Transactions Today s Transactions tw Filtered View 2 2 2 2 ee eee ees ro we Refresh Page 104 CN Express SU Changing Tables Layout Sorting Filtering Deciding Whether Your Changes Aftect Both Tables You can remove or add check marks as follows 1 Press Alt V View menu 2 If you want to change the way the filter works press I If you want to change the way the table layout works press Y A check mark means that whatever change you make next change the filter change the table layout applies to both tables No check mark means that whatever change you make next applies only to the table you re viewing at that time CN Express SU Page 105 Adding Removing and Re ordering Colum

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