Technical Note: 20060322014

Sterling Payment Tech EFT Setup (Canada)

(Maitre'D 2005, from Service Pack 3 and later versions of Maitre'D)
(Not supported in Maitre'D 2003)

Overview

The Sterling Payment Tech Electronic Funds Transfer solution supports credit cards with tips, in restaurant and retail.
Note Debit cards are NOT supported in Canada.

What is needed

From Posera:

From Datacap:

Datacap contact:
Stephanie Heim 215-997-8989

From Sterling Payment Tech:

Sterling Payment Tech Sales: 813-371-8268

Requirements

Installing the DSIClientX control

The DSIClientX control is not included in Maitre'D installation. This application is an XML ActiveX client controlled software that sends encrypted payment authorization requests via a local area network or Internet to Datacap's dial and Internet payment servers.

 

The control is available as a free 5mb self installing executable from http://www.datacapepay.com/
It may be installed before or after Maitre'D and takes just a minute to install (requires a reboot).

DO NOT TRY TO SKIP THIS STEP !!!!!

Maitre'D Setup

Electronic Funds Transfer / View / Options / Interface

Interface:

Datacap - DSIClientX

Moneris:

Disabled

Protocol:

Generic (USA and Canada)

IP Address:

as provided by Sterling Payment Tech

Electronic Funds Transfer / View / Options / Identification

Merchant Number:

as provided by Sterling Payment Tech

Note: First 12 digits = Merchant Number, Last 3 digits = Terminal ID, for 13 digits total

Use Pre-Authorization:

Enabled for fine dinning restaurants.

Disabled for fast-food restaurants and retail.

Note: Remaining information is as per your client's desired configuration and local authorities.

Electronic Funds Transfer / View / Options / Operation

POS refresh:

No less than 5

External Close Batch:

Disabled
Note: When a Batch is closed in Maitre'D, it sends  a message to Sterling Payment Tech to verify accuracy of transactions between Maitre'D and Sterling. If the amounts do not match, you must take corrective actions to balance the batch before you try to close it again.

Close Debit Batch:

Disabled
Note: Remaining information is as per your client's desired configuration and local authorities.

Electronic Funds Transfer / Transaction

All 5 Back-Office transaction types are supported by Sterling Payment Tech.

Note: No reports are available in Maitre'D. They are found on the Sterling Payment Tech site.

P.O.S. Control / Payments / Media Types / Credit Cards

Description:

Type in a description for this type of credit card. This description is displayed on the workstations when employees select this media type and printed on readings.

Payment type:

Charge

Payment surplus:

Tip Entry, as credit card companies do not allow cash advances.

Note: Remaining information is as per your client's desired configuration and local authorities.

P.O.S. Control / Payments / Media Types / Credit Cards / Option

Folio:

Enabled.
Note: Remaining information is as per your client's desired configuration and local authorities.

P.O.S. Control / Payments / Media Types / Credit Cards / Card Property

EFT Category:

Select the credit card type.

Electronic Fund Transfer:

Enabled

Hide card number:

This option can not be disabled with CISP compliant protocols. It masks some digits of the credit card number on the EFT voucher.

Show on Merchant Copy:

This option can not be enabled with CISP compliant protocols.

Validation:

If you enable this option, the Back-Office verifies if the credit card number entered agrees with certain digits that are always present in credit card account numbers. If you disable this option, the Back-Office does not validate the credit card number. You can override this option from the workstation by entering a minus sign after the card number.

Expiration:

Enabled. The expiration date of a credit card has to be entered in the format MM / YY.

Debit Card:

Disabled

Custom Card:

Disabled

Number of digits:

Some credit card companies have credit card numbers that may vary in their total number of digits. For example, Visa cards may have either 13 or 16-digit numbers, whereas other cards have a set number of digits, for example, Master Card cards that have 16 digits and American Express cards that have 15. Two fields should be filled in order to validate the credit card number's length. Type the credit card's appropriate number of digits in the first field then type 0 in the second field to specify that this is a fixed number of digits (zero is the default for the second field). Conversely, you will need to enter a number of digits in each field for cards, such as Visa, that have two possible card number lengths. Type in 0 in both fields for credit card numbers with varying lengths, which will remove the need to validate the number of digits.

Starting With:

Type in the first digits of the credit card. Some credit card numbers always begin with the same digits. These digits can be used for validation. For example: For Visa payment type's "Starting with" field, type in 4. For Master Card, type in 5, and for American Express, type in 34 or 37. If both fields are blank, the first digit is not selected.

Setting the Employees

P.O.S. Control / Employees / Configuration / Invoice / Payment

EFT reprint:

Enable this option to allow the employee to print duplicate EFT vouchers before the transaction is finalised.

P.O.S. Control / Employees / Configuration / Media

Enable all Credit Cards payment types.

P.O.S. Control / Employees / Employee / POS Operation / Option

Modify Check Amount:

Disabled, as Sterling Payment Tech does not support Tip Adjustment.
Note: Instead, perform a Void CCA Status followed by another pre-authorization.