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Batch Management
Simple Explanation: PCCharge has new batch management tools that
allow you to easily deal with batches that were not settled due to transaction
errors or other similar difficulties. With these tools, you can repair batches to re-
attempt settlement, manually update a batch's status in the PCCharge
database, and view a detailed history of open, settled, and indeterminate
(unsettled due to error) batches.
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Note: The tools in the Batch Management Utility are only available for
terminal-based processors. Host-based processors keep batch information on
their system, so these tools are not needed.
If your credit card processing company is host based (refer to the PCCharge
Appendices), skip ahead to the section Auto-Settle Utility (see page 193).
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Note: If you encounter indeterminate Amex batches while using the Amex
financial settlement service, you'll need to use the Amex Batch Management
Utility. The following section, Amex Batch Management, provides information
on using those tools (see page 193).
WARNING: The Batch Management Utility is a powerful tool. We
recommend that you do not use them unless you are comfortable with editing
your batch. Failure to use these tools properly may result in loss of transaction
data. We recommend that you use these tools under the direction of technical
support until you become comfortable with their use.
Installation of Batch Management Utility
1. Since the PCCharge Batch Management Utility is so powerful, it's not included in the
standard PCCharge installation.
2. The PCCharge Batch Management Utility must be used on the computer on which
PCCharge is located. To install the Batch Management Utility, double-click the file
Setup.exe found within the BatchManager directory on the PCCharge installation
CD.
3. Follow the on-screen installation instructions to install the Batch Management Utility.
4. We recommend that shut you PCCharge down before using the Batch Management
Utility.
5. Once you've installed and started the Batch Management Utility, click File then
Change. Specify or browse to the main PCCharge directory. By default, this is
C:\Program Files\Active-Charge.
6. Restart the Batch Management Utility. The tool is now ready for use.
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