Accounting Finance:Chase Paymentech-New Merchant - Revision history

Christined: /* New Merchant Form */

2017-09-07T21:42:39Z

New Merchant Form

Nancyn at 20:02, 31 August 2017

2017-08-31T20:02:36Z

Nancyn at 17:17, 30 August 2017

2017-08-30T17:17:58Z

Nancyn at 17:16, 30 August 2017

2017-08-30T17:16:04Z

Nancyn at 17:15, 30 August 2017

2017-08-30T17:15:27Z

Nancyn at 17:14, 30 August 2017

2017-08-30T17:14:24Z

Nancyn at 17:13, 30 August 2017

2017-08-30T17:13:56Z

Nancyn at 17:13, 30 August 2017

2017-08-30T17:13:13Z

Nancyn at 17:10, 30 August 2017

2017-08-30T17:10:23Z

Nancyn at 17:09, 30 August 2017

2017-08-30T17:09:48Z

@@ Line 15: / Line 15: @@
 ==New Merchant Form==
-#Email the '''Chase Relationship Manager''' and cc: '''Manager, Finance'''and let him know we need a '''new merchant number'''. Basic information such as store trade name, physical address, estimated opening date (when terminal is required), contact person and phone number, type of terminal and where it should be linked: 1626312 or 1613455 (virtual terminals) will be required.
+#Email the '''Chase Relationship Manager''', cc: '''Manager, Finance''' and '''jpmc-rmboarding@chasepaymentech.ca''' to let him know we need a new merchant number'''. Basic information such as store trade name, physical address, estimated opening date (when terminal is required), contact person and phone number, type of terminal and where it should be linked: 1626312 or 1613455 (virtual terminals) will be required.
 #Let the '''Chase Relationship Manager'' know to inform you once the merchant account is available and make sure to write it in the '''MID worksheet''' and to update the merchant account information in '''Mochasoft''' [[#Update Internal Records]]
 #Track the '''action item on worksheet''' until completed {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Outstanding Issues\Chase Paymentech Action Items.xlsx|Chase Paymentech Action Items}}

@@ Line 38: / Line 38: @@
 #Enter sales order to delivery '''one case''' and '''one cleaning card''' to merchant.
 #Enter a '''credit''' to credit back the store for the free case of paper and the cleaning kit. Use item '''#02005312''' for both the item and the PST and '''#02081263''' for GST.
 ==Email Merchant with Instructions==

@@ Line 15: / Line 15: @@
 ==New Merchant Form==
-#Email the '''Chase Relationship Manager''' and let him know we need a '''new merchant number'''. Basic information such as store trade name, physical address, estimated opening date (when terminal is required), contact person and phone number, type of terminal and where it should be linked: 1626312 or 1613455 (virtual terminals) will be required.
+#Email the '''Chase Relationship Manager''' and cc: '''Manager, Finance'''and let him know we need a '''new merchant number'''. Basic information such as store trade name, physical address, estimated opening date (when terminal is required), contact person and phone number, type of terminal and where it should be linked: 1626312 or 1613455 (virtual terminals) will be required.
 #Let the '''Chase Relationship Manager'' know to inform you once the merchant account is available and make sure to write it in the '''MID worksheet''' and to update the merchant account information in '''Mochasoft''' [[#Update Internal Records]]
 #Track the '''action item on worksheet''' until completed {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Outstanding Issues\Chase Paymentech Action Items.xlsx|Chase Paymentech Action Items}}

@@ Line 40: / Line 40: @@
 ==Email Merchant with Instructions==
-Email the owner with additional information which will provide them basic and additional information.
+Email the owner with '''additional information'''.
 The delivery of your new Chase Paymentech terminal is fast approaching! Your Chase Paymentech merchant number is: ? and your American Express Merchant number is:?.

@@ Line 31: / Line 31: @@
 ==Free Case of Paper Rolls and Cleaning Card==
-As part of the roll out of the new Chase unit, a free case of thermal paper rolls and a cleaning card for the new terminal will be delivered to each store with their next delivery.
+As part of the roll out of the new Chase unit, a '''free case of thermal paper rolls and a cleaning card''' for the new terminal will be delivered to each store with their next delivery.
 *02533347- Thermal Rolls #5762 Debit (1 9/16”X2 ¼” 62” Long) $20.57 per case of 50's
 *02535862-Terminal Cleaner Card (CC-10W)-$1.21 each
-#Enter sales order to delivery one case and one cleaning card to merchant.
+#Enter sales order to delivery '''one case''' and '''one cleaning card''' to merchant.
-#Enter a credit to credit back the store for the free case of paper and the cleaning kit. Use item #02005312 for both the item and the PST and #02081263 for GST.
+#Enter a '''credit''' to credit back the store for the free case of paper and the cleaning kit. Use item '''#02005312''' for both the item and the PST and '''#02081263''' for GST.
 ==Email Merchant with Instructions==

@@ Line 28: / Line 28: @@
 #Goto UWD Extensions/70 Bank EDI and press '''F7'''
 #Press '''F6''' to add new record and add record for all payment types (note: the AMEX also has the Chase Merchant Number)
-#Update the Chase Merchant Numbers worksheet {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Pricing and Terminals\Chase Merchant Form.pdf|Chase Merchant Form}}
+#Update the '''Chase Merchant Numbers worksheet''' {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Pricing and Terminals\Chase Merchant Form.pdf|Chase Merchant Form}}
 ==Free Case of Paper Rolls and Cleaning Card==
 As part of the roll out of the new Chase unit, a free case of thermal paper rolls and a cleaning card for the new terminal will be delivered to each store with their next delivery.

@@ Line 22: / Line 22: @@
 ==Add Contact to Resource Online==
-#Email the Relationship Manager and provide him the name and email address of each person to be added to Resource Online
+#Email the '''Relationship Manager''' and provide him the '''name''' and '''email address''' of each person to be added to '''Resource Online'''
 #Update the the ROL worksheet {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\MID Numbers\Unipharm ROL USERS FOR EACH LOCATION.xlsx|ROL Locations}}

@@ Line 15: / Line 15: @@
 ==New Merchant Form==
-#Email the Chase Relationship Manager and let him know we need a new merchant number. Basic information such as store trade name, physical address, estimated opening date (when terminal is required), contact person and phone number, type of terminal and where it should be linked: 1626312 or 1613455 (virtual terminals) will be required.
+#Email the '''Chase Relationship Manager''' and let him know we need a '''new merchant number'''. Basic information such as store trade name, physical address, estimated opening date (when terminal is required), contact person and phone number, type of terminal and where it should be linked: 1626312 or 1613455 (virtual terminals) will be required.
-#Let the Chase Relationship Manager know to inform you once the merchant account is available and make sure to write it in the MID worksheet and to update the merchant account information in Mochasoft [[#Update Internal Records]]
+#Let the '''Chase Relationship Manager'' know to inform you once the merchant account is available and make sure to write it in the '''MID worksheet''' and to update the merchant account information in '''Mochasoft''' [[#Update Internal Records]]
-#Track the action item on worksheet until completed {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Outstanding Issues\Chase Paymentech Action Items.xlsx|Chase Paymentech Action Items}}
+#Track the '''action item on worksheet''' until completed {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Outstanding Issues\Chase Paymentech Action Items.xlsx|Chase Paymentech Action Items}}
-#If the merchant wishes to have AMEX, you will need to fill out an AMEX form and fax cover sheet to obtain a new AMEX merchant number {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Amex\Forms\AMEX Chain Addition Form.xlxs|AMEX Chain Addition Form}} {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Amex\Forms\Fax form - AMEX.docx|AMEX Fax Form}}
+#If the merchant wishes to have '''AMEX''', you will need to fill out an '''AMEX form''' and fax cover sheet to obtain a new AMEX merchant number {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Amex\Forms\AMEX Chain Addition Form.xlxs|AMEX Chain Addition Form}} {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Amex\Forms\Fax form - AMEX.docx|AMEX Fax Form}}
-#When you receive an email from AMEX, forward AMEX Merchant number to the Chase Relationship Manager (ask Chase to confirm that the AMEX merchant number has been programmed onto the new terminal).
+#When you receive an email from '''AMEX''', forward '''AMEX Merchant number''' to the '''Chase Relationship Manager''' (ask Chase to confirm that the AMEX merchant number has been programmed onto the new terminal).
 ==Add Contact to Resource Online==