SOP - Adding a Clients to Automated CSA and DSA

CONCORDE SOLUTIONS (PTY) LTD STANDARD OPERATING PROCEDURES Title: Adding a Clients to Automated Credit Card and Debit Card Split Analysis Original Issue: 30 July 2008 Revision Date: December 2008 Prepared By: Heinie Venter Approved By: Elliot Bunney Introduction  The CSA and DSA reports are emailed emailed to merchants automatically automatically every morning at 4am to assist a ssist them in the reconciliation of their debit and a nd credit cards. Each email report report contains a card split analysis of all card types with with amounts, sub totals and totals. This SOP details details how to add a new merchant to these reports. Loading Enterprise Manager Click “Start” on Taskbar Click “All Programs” Click “Microsoft SQL Server” Select “Enterprise Management”

1

 The Screen will then look as follows: Expand “Microsoft SQL Server” Root Expand “SQL Server Group” Look for a Server Called “DATASRV (Windows NT)” and Expand Expand the Folder Called “Databases” and Look for “Platinum” DB, Also expand “Platinum”  Than click on the “Tables” Icon On your right you will see Tables

2

Next Step (You now have the right Table on screen) Right Click on “Mailto” Table Select “Open Table”,  Then click “Return All Rows ”

 The Table will now open What you need: Merchant_ID Email Address Merchant Name Enter LastDate field Enter a “1” in the day field to activate reports for that day. Mon-Fri – leave SAT and SUN out unless told otherwise by Heinie

3

Enter New Merchant Information In the next open Line at the Bottom 1) 2) 3) 4) 5) 6) 7)

Numbers (ID’s) are Automated – ID Field Click in Name field and do the following Enter merchant in the “name” field Enter emails, divided by a ; sign, if more than one email addresses Enter the Merchant ID in MerchantID Field Enter Current Date for last date Field And add “1” to mon-fri fields and sat and sun as is

After you have entered all the information, click in another line on the same page,  This means the line is now saved, and you can close all the windows VIAthe X Button!

 You have successfully added another Merchant to the CSA and DSA Reports 4