QRG for OCX Method Quick Reference Guide: OCX Control Properties Contents: Credit Cards: 1. 2. 3. 4. 5. 6. 7. Sale Refund Void Pre-Auth Offline Sale (Force Trans) Tips Batch Close Debit Cards: 1. 2. 3. 4. Sale Refund Tips Batch Close Command/Action Codes: 1. All Codes Credit Cards: Note: The following examples are the minimum properties needed for a manual, hand keyed, transaction being passed from a POS system using the OCX control method. For swipe, track 1 or 2 data from the card needs to be passed to .TRACK and .MANUAL passed with "1" to process correctly. Note: Use .ClearVariables to ensure that all properties are clear before sending a transaction. Sale: QRG for OCX Method .ACTION = 1 .CARD = 4012888888888886 .EXPDATE = 1208 .AMOUNT = 2.00 .SEND Refund: Without referencing original transaction: .ACTION = 2 .CARD = 4012888888888886 .EXPDATE = 1208 .AMOUNT = 2.00 .SEND With original reference number: .ACTION = 2 .TRANSID = 12345 ** .SEND Void: .ACTION = 3 .TRANSID = 12345 ** .SEND Pre-Auth: .ACTION = 4 .CARD = 40128888888888886 .EXPDATE = 1208 .AMOUNT = 2.00 .SEND Offline Sale: Without referencing original pre-auth: QRG for OCX Method .ACTION = 5 .CARD = 4012888888888886 .EXPDATE = 1208 .AUTH = 12345678 *** .AMOUNT = 2.00 .SEND With original reference number: .ACTION = 5 .TRANSID = 12345 ** .SEND Tips: Note: Traditionally tip amounts are hand-written on a sales receipt by the card holder and would only be entered by the server once the customer has left the location. To support this, a gratuity command is performed and added to the original transaction id. .ACTION = 13 .TRANSID = 12345 ** .TIPAMOUNT = 5.00 .SEND Batch Close: .ACTION = 31 .PROCESSOR = 0 **** .SEND ** .TRANSID value is original PNREF# of approved transaction. This number is nested within .REFERENCE from the original transaction response properties. If the transaction was already batched out, a VOID attempt will return a decline. In that case a REFUND needs to be processed. *** .AUTH value is the original authorization # assigned by the issuing bank. This number can be obtained on a pre-auth attempt as well as a voice authorization done over the phone with the processing bank. Depending on the issuing bank an auth code value can be valid from 3 to 7 days. **** .PROCESSOR is only necessary when batch closing CANADIAN credit or debit. Seperate batch close is not necessary when processing credit & debit in the USA. Debit Cards: QRG for OCX Method Note: Pin based debit transactions are managed by the pinpad controlled by the Pivotal Client. The only thing necessary to be sent from the POS is the proper command code and amount of the transaction. The pinpad will then take over for card swipe and the necessary prompts. Sale: .ACTION = 41 .AMOUNT = 2.00 .SEND Refund: .ACTION = 42 .AMOUNT = 5.00 .SEND Tips: Note: Pinbased debit tips are handled by a prompt on the pinpad. As long as the prompt is enabled in the Setup > Hardware -> Pinpad -> Advanced section of the client, the customer will be asked for a tip amount on any SALE transaction. Note: The Debit tip prompt is only supported in Canada. In the USA the full amount + tip needs to be entered as a regular sale. Batch Close: Only necessary for Canadian debit with "merchant initiated close." .ACTION = 31 .PROCESSOR = 1 **** .SEND Full List of Command Codes: Credit Card: Action Code Description 1 Sale 2 Credit QRG for OCX Method 3 Void Sale 4 Pre-Authorization 5 Post Authorization / Offline Sale 6 Void Credit 7 Void Post-Authorization 8 Commercial Card Sale 9 Commercial Card Credit 10 Commercial Card Post-Authorization 13 Gratuity 14 Sale with Gratuity Debit: Action Code Description 41 Sale 42 Return 43 Void 46 Void Return