Address Verification: Setup
Retail AVS Users
If you will be using Retail AVSRetail AVS is available to all Eagle for Windows users with ProtoBase, and is helpful when a customer is in the store purchasing goods, but their bank card cannot be scanned. The clerk is required to enter zip code information before the transaction can proceed, and can optionally enter the CV code. This additional information is sent to the processor along with the transaction data; however, the zip and CV code are NOT verified with Retail AVS. The benefit of Retail AVS is a reduction in processing fees for non-scanned transactions. only, you simply need to set the option Address Verification in POSR = Retail. Set this option to R if you have not purchased the AVS package, but you want to require clerks to enter the zip code when manually entering a credit card at POS.
M = Full Address Verification service (also known as MOTO AVS) exists on your system. MOTO AVS mode allows the clerk to process the transaction under full AVS rule. This option is functional only when the terminal is set up to process credit cards with ProtoBase. If you manually enter a credit card on a sales transaction and you don't invoke the AVS feature, the system will handle the transaction as Retail AVS. (Retail AVS is designed to be used when a customer is in the store purchasing goods, but their bank card cannot be scanned. The clerk is required to enter zip code information before the transaction can proceed, and can optionally enter the CV code. The benefit of Retail AVS is a reduction in processing fees for non-scanned transactions.)
MOTO AVS is only available if the option Address Verification on System (ID# 8291) is set to Yes.
N = Not using Retail or MOTO AVS. (ID# 8292) to R (Retail).
MOTO AVS Users
If you have purchased the full Address Verification (AVS) feature (aka MOTO AVS), the following options, configuration, and security must be enabled or set up on your Eagle system.
System Options
The system option, Address Verification on System (ID# 8291), must be enabled on your system.
In Options Configuration, verify that the option is set to Yes. In the Options Configuration window, set Subsystem to All and set Options to MSY - System Parameters to view the option. If the option is set to No, contact Epicor Direct at 800-538-8597. For help with the Options Configuration window, click here.
Application Options
Review and set up the following application options that apply to MOTO AVS.
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Address Verification in POSR = Retail. Set this option to R if you have not purchased the AVS package, but you want to require clerks to enter the zip code when manually entering a credit card at POS.
M = Full Address Verification service (also known as MOTO AVS) exists on your system. MOTO AVS mode allows the clerk to process the transaction under full AVS rule. This option is functional only when the terminal is set up to process credit cards with ProtoBase. If you manually enter a credit card on a sales transaction and you don't invoke the AVS feature, the system will handle the transaction as Retail AVS. (Retail AVS is designed to be used when a customer is in the store purchasing goods, but their bank card cannot be scanned. The clerk is required to enter zip code information before the transaction can proceed, and can optionally enter the CV code. The benefit of Retail AVS is a reduction in processing fees for non-scanned transactions.)
MOTO AVS is only available if the option Address Verification on System (ID# 8291) is set to Yes.
N = Not using Retail or MOTO AVS. (ID# 8292). If you have not purchased the AVS feature but you want to use Retail AVS (available to all Eagle for Windows users), set this option to R. If you have purchased full AVS (MOTO AVS), set this option to M.
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Address Verification Services Response CodesThis option determines which AVS response codes are provided by your processor, the message that displays at Point of Sale, and Point of Sale's reaction to the code. Select the appropriate table of response codes from the list, according to what processor you use. (ID# 8293)
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Card Value Response CodesThis option determines which Card Value (CV) response codes are provided by your processor, the message that displays at Point of Sale, and Point of Sale's reaction to the code. Select the appropriate table of response codes from the list, according to what processor you use. (ID# 8294)
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Days since last AVS test to allow invoicingThis option determines if a POS order that is being paid for by credit card (and verified with Address Verification) can be invoiced based on the system date and the date of the last successful AVS credit card test. If the number of days since the last successful test is greater than the value of this option, a new successful test or a manager override is required to invoice the order using the AVS-tested credit card. The maximum number of days you can enter is 999. Leaving this option blank means you do not wish to use this option. (ID# 8295)
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(Optional) Record "AVS override performed" alertsIf you want to set this option to Y, you must already have set up Eagle Alerts. If you have not set up Eagle Alerts yet, click here.
Set this option to Y if you want the system to generate an alert whenever someone performs an Address Verification (AVS) override. (ID# 3335)
ProtoBase Setup
MOTO AVS requires that Address Verification (AVS) be activated in the ProtoBase setup and configuration files. An Epicor representative will configure this for you.
Security Settings
The following security bits apply to MOTO AVS.
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Bit 797 "Allow access to AVS test modeThis security bit allows you to access the test mode in POS in order to perform an Address Verification (AVS) test on a credit card."
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Bit 798 "( MO) Allow AVS transaction invoicing when codes or dates prohibitThis security bit is for managers to allow them to complete an Address Verification (AVS) transaction when the test authorization was approved but the AVS response or CV response reported a problem. This manager override security bit is also used in the event that the number of days since the last successful AVS test exceeds the value set in the option "Days since last AVS test to allow invoicing" (ID# 8295)."
For help with setting security bits for users, click here.
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