version 3.2 purchaseexpress quick step guide

version 3.2 purchaseexpress quick step guide

Copyright 2009 by American Express. All rights are reserved. No part of this document may be reproduced in any form or by any electronic or mechanical means, including information storage and retrieval systems, without the express prior written consent of American Express. This is confidential information that cannot be distributed to any third party. 01/2009

purchaseexpress quick step guide i table of contents introducing purchaseexpress... 1 installation and startup... 3 system requirements... 3 computer/domain access rights... 4 system requirements monitor... 4 installation steps... 5 american express software support... 9 starting purchaseexpress for the first time... 9 understanding the environment... 12 the purchaseexpress viewer hierarchy... 12 accessing shortcut menus... 13 closing windows... 13 identifying toolbar buttons... 13 reviewing the status bar... 13 the menu bar... 14 File... 14 Edit... 15 View... 15 Reports... 17 Upkeep... 17 Window... 18 Help... 18 tailoring your system... 19 verifying merchant information... 19 adding users... 20 changing passwords... 21 verifying your modem setup... 22 the daily workflow... 23 starting purchaseexpress... 23 entering orders... 23 submitting orders for authorization... 24 settling orders for payment... 24 additional resources... 25 glossary of terms... 26

ii purchaseexpress quick step guide

purchaseexpress quick step guide 1 introducing purchaseexpress what does purchaseexpress do? PurchaseExpress is a complete credit card authorization and submission program designed by American Express to meet the requirements of merchants who operate in a card-not-present environment either business-to-business suppliers or retail merchants. PurchaseExpress manages and processes American Express, Visa, MasterCard, Discover Card, Diners Club, Carte lanche and JC cards as well as Purchasing Cards from American Express, Visa and MasterCard. Corporate Purchasing Card customers require you to capture several pieces of information about their orders. PurchaseExpress sends this data to American Express during the authorization and settlement processes. PurchaseExpress assists you in gathering and tracking information required for authorizing orders and settling transactions with other card companies, while providing your clients with the level of information they require. PurchaseExpress can be set up for two different levels of data capture: Enhanced Data Capture (also known as Level 2 data capture) includes descriptive information about a charge. This information appears on your CPC client s Payment Reconciliation report. Line Item Detail (also known as Level 3 data capture or LID) includes itemized information about all items billed as a single charge amount. This detailed information is provided to your CPC clients that receive Recon P Plus. If your CPC clients require this enhanced itemization, you need PurchaseExpress with Line Item Detail (LID) capabilities. It is important to note while LID data may be provided for all clients patronizing a supplier s business, some clients businesses may not be set up to accept the extra data.

2 purchaseexpress quick step guide is purchaseexpress easy to learn? Yes. Its intuitive design and layout allows you to start using basic functions immediately, and discover other useful features as you become more familiar with the program. This guide contains installation instructions and a general overview of the product. An online help file provides step-by-step instructions and in-depth background information on all the product features. Onscreen ToolTips identify toolbar buttons, icons, fields and options; and a context-sensitive help feature provides immediate assistance when needed. how is purchaseexpress maintained? To provide you with the latest enhancements, PurchaseExpress service pack upgrades are available for downloading every 25 days. y automatically accessing the American Express S during the PurchaseExpress settlement process, you have the opportunity to download the most recent upgrade available.

purchaseexpress quick step guide 3 installation and startup This section outlines the steps for installing and starting PurchaseExpress. system requirements PurchaseExpress requires the following system configuration to run. Some users, especially those with large files, may require a more powerful system for better performance. To transmit orders, you must first install a modem by following the manufacturer s instructions before installing PurchaseExpress. Operating System Internet rowser Minimum System Requirements Microsoft Windows 98, NT 4.0 (Service Pack 6 or higher), 2000 Professional, XP (Service Pack 1 or higher), or Vista Microsoft Internet Explorer 5.0 or higher (required for high speed capability) Processor Windows 98/2000/NT: Pentium 200 Windows XP: Pentium 233 Memory Available Disk Space Media Support Monitor Modem Phone Line Windows 98: 96M of RAM (128M recommended) Windows 2000/NT/XP: 128M of RAM (256M recommended) 200 megabytes available space on the system drive CD-ROM and 3.5" diskette drives VGA 56.6 Kbps, Hayes-compatible Analog phone line DSL/ISDN/Cable Modem (required for high speed capability) Printer Any printer supported by Windows Note: During hardware installation, please ensure you have the most current drivers installed by contacting the manufacturer, or by visiting their Web site.

4 purchaseexpress quick step guide computer/domain access rights Users should check with their PC/LAN Administrator to verify appropriate access rights and privileges required to install and run PurchaseExpress on Windows 2000, NT, XP and Vista. To install PurchaseExpress and apply service pack upgrades, Administrator rights are required. You must have complete, unrestricted access to the computer/domain. To run PurchaseExpress, User access rights are required. You must have Read/Write/Create/Delete access to the following: Local Machine Shared Folders (Network Environment) Registry Key (and all subkeys): HKEY_LOCAL_MACHINE\Software\American Express system requirements monitor PurchaseExpress continuously monitors your system resources to ensure they meet the minimum system requirements to perform necessary functions. Using PurchaseExpress without the necessary disk space could cause authorization/settlement files not to be processed, resulting in delayed payments. To launch PurchaseExpress, 100M of available disk space is required. To connect and download files, the minimum hard disk space required is based on the size of your PurchaseExpress database (pllid.mdb), multiplied by 3, plus 100M. Example: If your database currently equals 20M in size, then you are required to have a minimum of 160M of available disk space; 20M x 3 + 100M = 160M. If your system resources fail to meet the minimum system requirements, you will receive a warning message. Contact your PC administrator for assistance in freeing up disk space, e.g., by removing temporary files or data and applications that are no longer needed. If corrective action is not taken, you will be unable to continue using PurchaseExpress. At this time, you will be advised to call American Express Software Support at 1-800-671-0971, from 9:00 A.M. to 7:30 P.M. Eastern Time, Monday through Friday.

purchaseexpress quick step guide 5 If you wish to reduce the size of your PurchaseExpress database file, please review the Purge function in the online help system. Select Help > Contents. From the contents listed, select the topic listed under Upkeep and Maintenance > Purge Data. installation steps To use PurchaseExpress, you must install the files onto your hard drive or network server. You cannot run this application directly from the CD. Installing the software is quick and easy. The Setup program asks a series of questions about how and where to install PurchaseExpress. Close all applications before starting the installation. If you are running Windows 2000, NT, XP or Vista, you must have Administrator rights to install or update PurchaseExpress. 1 Insert the CD in your CD-ROM drive. The PurchaseExpress Setup program launches automatically. If the Setup screen does not appear, use Windows Explorer to browse to the root folder of the CD and double-click on the setup.exe file. 2 The Welcome screen appears; click Next. 3 The Software License Agreement appears. Read the information and click Yes to accept the terms of this agreement.

6 purchaseexpress quick step guide 4 The default destination folder for the software is C:\PExpress. If you wish to change this, select rowse and choose a new destination. Click Next to continue. 5 Select a folder for the database. y default this is C:\PExpress\Data. This may be located on a network drive if multiple users will be accessing it. Click Next to continue.

purchaseexpress quick step guide 7 6 If you are creating a new database, the Setup program prompts for the location of your configuration files. These files containing information specific to your organization are located on the configuration diskette that accompanies the PurchaseExpress CD, or in some cases they may have been e-mailed to you. Insert your configuration diskette into the diskette drive or click rowse and choose the location of the files on your hard drive. Click Next to continue. 7 You are offered the option to save a copy of your setup files on your hard drive. This is recommended in case you need to reinstall later. Click the checkbox and click Next. 8 Click rowse and select the location where you would like to save your setup files. Click Next. 9 You may choose the program folder for the software to appear in your Start menu, or leave it as the default American Express. Click Next.

8 purchaseexpress quick step guide 10 If all the choices are correct, click Next to begin the installation, or click ack to return to a previous screen and change your selections. 11 The setup program offers to create a shortcut on your desktop for PurchaseExpress. Click Yes or No. 12 When installation is complete, remove the configuration diskette from the drive and click Finish.

purchaseexpress quick step guide 9 american express software support If you encounter any problems, please ensure that your system meets the requirements listed on page 3. If you still have problems, call American Express Software Support toll free at 1-800- 671-0971, from 9:00 A.M. to 7:30 P.M. Eastern Time, Monday through Friday. starting purchaseexpress for the first time The initial user record created during the first login is automatically assigned administrative access and authorized to configure numerous system settings, including adding more users to PurchaseExpress. (See Tailoring Your System on page 19 for more information.) 1 From the Start menu, point to Programs and select American Express. 2 Click PurchaseExpress. 3 Click OK. The first System Login screen appears. System Login Screen 4 Enter your User ID (3 to 5 characters), Password, Verify Password (enter your password again) and User Name (3 to 30 characters). User passwords are required to be a minimum of 8 characters, with at least 1 alpha character, at least 1 numeric character, and with no characters repeated more than 3 times sequentially. Clicking on the Password link will display the password requirements. 5 Click OK. Please make a note of your User ID and Password, and put it in a secure place. 6 An information dialog box appears. For security reasons, passwords must be changed at least every 90 days. Click OK to continue.

10 purchaseexpress quick step guide 7 A conversion utility automatically detects whether PaymentLink for Windows resides on your system. This utility allows you to move Customers, Users and Import Maps to PurchaseExpress. This conversion utility detects current versions of PaymentLink. Click this selection arrow and choose the version. If PaymentLink is not located in the standard directory, click the folder button to locate it. You have the following options: Data Conversion Screen If a previous version is detected, confirm the location and click Convert to continue. An information screen appears confirming the conversion process. Click OK. If a previous version is installed but not detected, click the Previous Version selection arrow and choose the version, then click the Open Folder button to locate it. Click Convert to continue. An information screen appears confirming the conversion process. Click OK. Click Skip if no previous version is installed; or if a previous version is detected, and you choose not to convert the data. 8 Any modems currently configured for your system are detected during installation. You are prompted to identify the one that PurchaseExpress should use. To continue with setting up your modem, click Yes. If you choose not to set up your modem, click No and proceed to step 10. 9 Select the modem to assign to PurchaseExpress and click the Make Default button. If only one modem is listed, no action is required. Click Close.

purchaseexpress quick step guide 11 Modem Setup Screen 10 The PurchaseExpress installation is complete.

12 purchaseexpress quick step guide understanding the environment efore proceeding, please acquaint yourself with the PurchaseExpress environment and navigational tips listed below. Viewer Menu Viewer Grid PurchaseExpress Viewer When you first start PurchaseExpress, you will see that the PurchaseExpress Viewer is divided into two distinct screens: Viewer menu and Viewer grid. All files and functions can be accessed from the PurchaseExpress Viewer. The left pane, referred to as the Viewer menu, lists all tasks and files associated with the system. The right pane, referred to as the Viewer grid, lists the contents of each folder (once orders are added). the purchaseexpress viewer hierarchy On the Viewer menu, you can click any item on the list to display its contents on the right. y clicking the plus sign (+) to the left of any item, you can display additional folders (criteria) associated with this task or function.

purchaseexpress quick step guide 13 accessing shortcut menus PurchaseExpress uses shortcut menus that can be accessed by selecting an item from the Viewer menu or records on the Viewer grid, followed by clicking the right mouse button. For example: To access the Orders shortcut menu, select Orders from the Viewer menu and RIGHT-CLICK. A shortcut menu appears, listing only the options relevant to all orders. Sample Shortcut Menu closing windows Every window has a Close button in the upper-right corner that you can click to close the window and/or quit the program. identifying toolbar buttons PurchaseExpress contains unique toolbars specific to the current window. As an example, the toolbar below is displayed on the main screen. Main Toolbar Toolbars consist of shortcut buttons to the most frequently used functions, relevant to the current procedure. To identify a button, place your pointer over the button; an online ToolTip (description) appears. reviewing the status bar The Status bar, located at the bottom of the screen, contains information specific to the data being viewed or entered. Status ar (right side) The right side of the Status bar contains information specific to the current grid. The example above indicates that there are 10 records on the grid, and they are filtered. The bar also contains the current date and time.

14 purchaseexpress quick step guide Status ar (left side) Sometimes, the left side of the Status bar contains additional information. For example, if an invalid Card Number is entered while inputting an order, the number is displayed in red; and the Status bar displays the message The card number is invalid. the menu bar The Menu ar contains drop-down menus that access most of the functions in PurchaseExpress. Menu items vary depending on the current item selected on the Viewer menu. (See Understanding the Environment on page 12.) Menu ar File New Manually adds new orders, customers, products, users and import maps to PurchaseExpress. Import Imports order, customer and product information from an external file or system into PurchaseExpress. (This function is only available when the order, customer or product grid is viewed.) Export Exports order, customer, product and archived information into a selected file format, for use in other applications. (This function is only available when the order, archive, customer or product grid is viewed.) Print Setup Sets up your printer. A standard Windows printer setup box allows you to select printer name, type, paper size, orientation, etc. Preview Previews a print request, prior to printing the actual report. Print Prints information directly related to the records currently viewed on the Viewer grid. When no records, or multiple records, are selected on the grid, a summary is printed. When a single order is selected, an invoice is printed. Transmit Displays a screen with options for transmitting orders for authorization and settlement to American Express and other card processors.

purchaseexpress quick step guide 15 Update Software Now Displays a screen with options for connecting to American Express and downloading PurchaseExpress service pack upgrades. This function should only be used when directed by an American Express Software Support representative. Exit Closes PurchaseExpress. Edit Cut Removes an entry, placing a copy on the clipboard to paste into other data areas of PurchaseExpress or another application. Copy Copies an entry to the clipboard to paste into other data areas of PurchaseExpress or another application. Paste Pastes an entry, previously cut or copied to the clipboard, into other data areas of PurchaseExpress or other application. Edit Edits orders, customers, products, users, import maps and merchant information. Delete Deletes orders, customers, products, users, import maps and transmission logs. Select All Selects all records currently displayed in the active grid. Customize Depending on your preferences and needs, this option allows you to modify the appearance of the current grid being viewed. Sorting rearranges the information in the order you specify, while filtering displays only the entries that meet your criteria. Columns can be both rearranged and hidden. View Viewer Toggles on/off the PurchaseExpress Viewer. The viewer allows access to most PurchaseExpress files and functions. Viewer Details Toggles on/off the grid pane from the viewer. The grid pane lists all records associated with the file selected on the viewer. Status ar Toggles on/off the status bar located at the bottom of the screen. When on, it shows the number of records contained in the current grid, the date and time, and status information specific to the data being viewed or entered, e.g., filtered information, invalid entry, etc.

16 purchaseexpress quick step guide Toolbar Toggles on/off the main toolbar. The toolbar consists of shortcut buttons that access PurchaseExpress files and most frequently used functions. Refresh Refreshes the current grid information. This feature is particularly useful for users who access a shared database on the network. (You can also press the F5 key.) The following items also appear on the View menu: Orders Displays a list of all active orders. Shortcut menu options allow you to add, edit, delete, transmit, import, export, archive, bill, print and customize this information. Archive Displays a list of all archived orders. Shortcut menu options allow you to copy, delete, export, print and customize this information. Recur. ill Displays a list of all active orders with installments waiting to be billed (used to establish installment schedules for recurring billing situations, e.g., leased equipment). Shortcut menu options allow you to add, edit, delete, make bills, edit schedules, print and customize this information. Scheduled Pay Displays a list of all active orders with scheduled payments. Shortcut menu options, from the associated Viewer grid, allow you to create a new order, edit, delete, and customize order information. Trans Log Displays a list of all active transmission logs generated every time you connect, or attempt to connect, to the card processor. Shortcut menu options allow you to delete, resettle, view and customize this information. Customers Displays a list of all customer records in your Customers file. This file contains client information for recall during order entry. Shortcut menu options allow you to add, edit, delete, import, export, print and customize your customer information. Products (Used for LID installations.) Displays a list of all product records in your Products file. This file contains product information for recall during order entry. Shortcut menu options allow you to add, edit, delete, import, export, print and customize your product information.

purchaseexpress quick step guide 17 Reports Pre-Authorization Lists Auth and ill (A), Auth Only (AO) and Verify Only (VO) transactions that have not yet been authorized. Post-Authorization Lists all orders previously submitted for authorization. Pre-Settlement Lists all orders eligible for settlement, including Refunds (RF) and all approved Auth and ill (A) and ill Only (P) transactions. Order Status Lists all active transactions, regardless of status. Sales Summary Lists the control totals, by batch, for orders transmitted for settlement within a specific date range. Settlement Detail Designed for payment reconciliation, this report lists all transactions settled within a specific date range. Upkeep Merchants Lists your Merchant ID (or multiple Merchant IDs, if PurchaseExpress is set up with more than one merchant). Editing is allowed for all fields except the SE Number. Users Lists all PurchaseExpress users, both active and inactive. All users can add new users and reset their own passwords. Only administrators can edit, activate and deactivate other users on the system, or add another administrator. Import Maps Creates file maps that represent the format and layout of the files being imported. Mappings are required for importing orders, customers and products into PurchaseExpress. Modem Setup Lists all modems configured on your system. You can update settings and add dialing properties for outside line access. (See Verifying Your Modem Setup on page 22.) Protocol Test Do not use unless instructed by an American Express Software Support representative. Processor Settings Provides you with processor-specific information about American Express and ankcards. This information can be modified with the assistance of an American Express Software Support representative.

18 purchaseexpress quick step guide User Options Allows you to select default application options (administrative access required) and change settings specific to your User ID. These options help reduce the time it takes to manually enter orders and can enhance overall system performance. Purge An option that purges archived orders and transmission logs by date range. Repair Database A tool that reconstructs and rebuilds your PurchaseExpress database. Window Lists all the screens that are currently open. A check mark identifies the active screen that is currently displayed. Help Contents Provides access to the PurchaseExpress online Help feature. Search For Help On Provides access to the online Help index and search features. How To Use Help Provides instructions on how to use the online Help feature. About PurchaseExpress Displays copyright and release information for PurchaseExpress. Click System Info for more information about your system.

purchaseexpress quick step guide 19 tailoring your system Perform the following tasks before using the system: Verify your merchant information. Add more users. Verify and test your modem setup. verifying merchant information PurchaseExpress is already set up with your merchant number, company name, address, phone number and two default charge descriptions. 1 From the Viewer menu, under Upkeep, click Merchants. The Merchants grid appears. 2 Verify the information. Use the scroll bar to view additional information to the right of the screen. 3 DOULE-CLICK on a merchant record. Save utton Merchant Edit Screen 4 You can edit all fields except the SE Number. A description for Default Charge 1 is required. Avoid using general terms. A second description field, Default Charge 2, is also provided.

20 purchaseexpress quick step guide 5 To edit processor data, you must have administrative access and a password supplied by American Express Software Support (1-800-671-0971). 6 When complete, click Save (Ctrl+S) on the Merchant toolbar. 7 Click the Close button at the top right corner of the Merchant screen. adding users The first user to start PurchaseExpress is automatically assigned administrative access to the system. It is recommended that this first user ID be used only for administrative duties rather than daily tasks. To add more users to the system: 1 From the Viewer menu, under Upkeep, select Users and RIGHT-CLICK. 2 Click New. Add New User Save Access Level Selection Add New User Screen 3 Enter the following information: User ID (must be 3-5 characters) Password (must be a minimum of 8 characters, with at least 1 alpha character, at least 1 numeric character, and with no characters repeated more than 3 times sequentially) User Name (must be 3-30 characters) When a new user logs into the system for the first time, they are required change their password the first time they use PurchaseExpress, and at least every 90 days thereafter. (See Changing Passwords on page 21.)

purchaseexpress quick step guide 21 4 Select the desired access level: Click Administrative Access or User Access. Administrative Access should only be used for administrative duties. Create a User ID with User Access for any administrator who will also be using PurchaseExpress for regular daily tasks, and instruct them to always log in with their regular User ID when not performing administrative duties. 5 Click Save (Ctrl+S) on the User toolbar; or click Add New User (Ctrl+N) to save the current entry and add another user. 6 Click the Close button at the top right corner of the User screen. changing passwords After a user has been initially added to the system, it is recommended they change their password the first time they use PurchaseExpress, and at least every 90 days thereafter. 1 Select your record from the Users grid and RIGHT-CLICK. 2 Click Edit. 3 Enter the new password (must be a minimum of 8 characters, with at least 1 alpha character, at least 1 numeric character, and with no characters repeated more than 3 times sequentially). 4 Click Save (Ctrl+S) on the User toolbar. 5 Click the Close button at the top right corner of the User screen.

22 purchaseexpress quick step guide verifying your modem setup During installation, PurchaseExpress detects your modem(s). To verify your modem settings, perform the following: 1 From the Viewer menu, under Upkeep, click Modem Setup. Modem Setup Screen 2 Select the modem from the list and click Make Default. The modem appears in the Default Modem field. 3 To modify the modem properties, click the Communications Properties dropdown list and choose a session. 4 Click the Properties button. 5 The Modem Properties screen appears. If necessary, make changes and click OK. The settings are saved. 6 After reviewing the properties for each communications session, click Close to exit.

purchaseexpress quick step guide 23 the daily workflow This section briefly describes a possible daily workflow, from the time you start PurchaseExpress, through the end-of-day submission. There are four key steps: Start PurchaseExpress. Enter orders. Submit orders for authorization (approval). Settle orders for payment. starting purchaseexpress 1 From the Start menu, point to Programs and select American Express. 2 Click PurchaseExpress. 3 The System Login screen appears. Enter your User ID and Password. (For security reasons, always use a User ID with User Access rights when performing daily workflow activities.) Click OK. entering orders Orders can be entered manually or by importing a file from an existing order entry system. To manually enter orders: Click Add New Order ( ) on the main toolbar. y default it will create an Auth and ill transaction, unless you select a different type using the arrow to the right of the icon. A blank Order screen appears. Enter the order information. To import orders: Click Import ( ) on the main toolbar. The Import screen appears. You are prompted to choose the type of data, create or select a file map, and identify the file being imported.

24 purchaseexpress quick step guide submitting orders for authorization The authorization process includes transmitting orders for authorization and retrieving approvals. Orders must be approved before goods are shipped or services are provided. You can choose to authorize all the orders, or a selection. To authorize all orders: Click Transmit ( ) on the main toolbar, and choose Send Authorization Requests and All Orders; then click OK. To authorize a selection of orders: Select the order(s) from the Pre Auth grid. Click Transmit on the main toolbar, and choose Send Authorization Requests and Selected Orders; then click OK. settling orders for payment Authorizing transactions verifies that your client s account is in good standing. Orders still must be settled before funds are deposited into your account. You can choose to settle all the orders, or a selection. To settle all orders: Click Transmit ( ) on the main toolbar, and choose Settlements and All Orders; then click OK. To settle a selection of orders: Select the order(s) from the Pre Settle grid. Click Transmit ( ) on the main toolbar, and choose Settlements and Selected Orders; then click OK.

purchaseexpress quick step guide 25 additional resources American Express provides the following documentation and services for PurchaseExpress training: Online Help File Provides detailed information about all PurchaseExpress commands and features. This online system is instantly available as a reference tool in your everyday work. To open the online help file, choose Contents from the Help menu. Import Guide Provides detailed instructions on importing order, customer and product information. This guide is included in the package. User s Guide Provides the online help file in a printable format; located on the installation CD. Copy the file named PE_User_Guide.pdf to your system. Adobe Acrobat Reader, provided for your convenience, is required for viewing this file.

26 purchaseexpress quick step guide glossary of terms Administrative Access The higher of two levels of user access. Allows a user to add, edit, activate and deactivate users, set up default system settings, create refund transactions and delete all records contained in a grid. American Express S (ulletin oard Service) A service, provided by American Express during settlement, that enables access to PurchaseExpress software upgrades every 25 days. (See also Service Pack.) Corporate Purchasing Card A cost savings program designed by American Express that helps corporate clients re-engineer their purchasing process by eliminating the issuance of purchase orders and checks to the supplier. Grid (Also known as Viewer Details.) A formatted list of records, displayed in the right pane of the PurchaseExpress Viewer, that corresponds to a file selected in the Viewer menu. Line Item Detail Also known as Level 3 data capture or LID, includes itemized information about all items billed as a single charge amount. You may enter product, shipping and descriptive information about each item billed for the following industries: Industrial Services, Hardware and Software, or Office Equipment and Supplies. Merchant An American Express or other bankcard supplier. PurchaseExpress Viewer PurchaseExpress files and functions are easily accessed from the two panes of the PurchaseExpress Viewer. The left pane, referred to as the Viewer menu, lists files and functions by category. The right pane, called the grid, contains a formatted list of records that corresponds to the selection highlighted in the Viewer menu. Service Pack A service pack is a file that contains updates to your software. The higher the service pack number, the more recent the version of software. y accessing the American Express S during settlement, you may download the latest service pack upgrade for PurchaseExpress.

purchaseexpress quick step guide 27 Transaction Type Indicates the action to take for an order: Auth Only (AO) The order is to be authorized only. Auth & ill (A) The order is to be authorized and automatically included in the next batch to be settled (if approved). ill Only (P) Creates a bill for a previously authorized Auth Only transaction, to be included in the next batch to be settled. Refund (RF) Creates a refund transaction to be included in the next batch to be settled. Can only be entered by a user with administrative access. Verify Only (VO) Creates a transaction that is submitted with the next batch authorization file to verify the Cardmember s address. Transmit A function used to initiate communications between a PC and a card processor used to authorize and settle transactions. Upgrade Refer to Service Pack. Viewer Menu An expandable list of files and functions located in the left pane of the PurchaseExpress Viewer. Viewer Details Refer to Grid.