Card associations regularly update their merchant information. If you want to manually update this information or preserve the existing information you have for a merchant, do not select the Automatically Update This Merchant option. For more information about automatic updates, see Configuring Merchant General Information Automatically.
To configure merchant general information manually:
Select Administration > Merchants.
Click an ID in the Merchant ID column.
Review the following fields:
Merchant Name
A read-only field that identifies where the purchase was made.
Merchant ID
A read-only field that contains a unique identifier used to help reference a merchant.
Parent Merchant
A field that identifies the parent of an individual merchant. This field is used to provide merchant roll-up information for reporting purposes. You can change the parent merchant name for an individual merchant.
Association
A read-only field that identifies which card association provided the merchant data.
MCC
A read-only field that displays the four-digit code assigned to the merchant by the card association. It is used to classify the type of good or services provided by the merchant.
Clear the Automatically Update This Merchant check box. For more information, see Configuring Merchant General Information Automatically.
Complete the following merchant address fields:
Address 1
This field accepts a maximum of 25 characters.
Address 2
This field accepts a maximum of 25 characters.
ZIP/Postal Code
This field accepts a maximum of 10 characters. No validation is performed on this field.
Phone
This field requires exactly 12 characters. The phone number can be entered with or without dashes, and will automatically be formatted to display as 999-999-9999. No validation is performed on this field.
Fax
This field requires exactly 12 characters. The phone number can be entered with or without dashes, and will automatically be formatted to display as 999-999-9999. No validation is performed on this field.
In the Notes field, enter additional information as needed, up to a maximum of 3,000 characters.
To review the hierarchy ID and accounting codes associated with the merchant, or to add or delete a merchant as a transaction default, click Advanced and refer to the instructions in Creating Merchant Defaults by Hierarchy.
Select a chart of accounts from the Chart Name list. Then enter or select the segment values, using the drop-down lists or text boxes that display.
Complete any custom fields, if applicable.
Configure the Tax Management settings, if applicable. For more information about tax management, see Tax Management.
Override MCC Tax Management Setting
Select this option to override the tax management settings for the selected merchant. When this option is selected, the tax management setting at the MCC level does not apply to the selected merchant.
Enable Tax Management
When this option is selected, tax management fields will display on the Transaction Detail - General Information screen when the MCC setting is disabled, the merchant setting is enabled, and the Override setting check box is selected.
When this option is not selected, tax management fields will not display on the Transaction Detail - General Information screen when the MCC setting is enabled, the merchant setting is disabled, and the Override setting check box is selected.
Click Save.