Overview
This report provides a list of all cards that have been exchanged or replaced due to damage or loss. When cards are exchanged guest account data is transferred to the new card. This report may be useful for:
-- inventory control
-- fraud detection via suspicious activity
Before You Start
-- only available as a detail report (no summary)
-- perms boilerplate
-- only captures exchanges that happen w POS or CSR (not online if you offer online replacement)
-- when cards are exchanged the new card must start in an inactive state, after the exchange it is active and data for the lost or damaged card is inaccessible (the old card can't be used, and it can't be looked up in PXS)
-- cards can only be exchanged same template - loy --> loy, sv-->sv
If you do not see this report in your Report Center, you do not currently have permission to run it. If you feel that this report could be useful for you, but it doesn’t appear on your list, please contact your user administrator for assistance.
SAMPLE OUTPUTS
All Cards, All Stores
HOW DO I INTERPRET THIS REPORT?
Interpretation Summary |
This report captures information on cards that have been media exchanged. It captures cards exchanged both through the POS and through the Account Services Media Exchange feature (a customer service feature). A media exchange is defined as the transfer of all information (including registration information, wallet balances, etc.) to a new card. The process requires that the card being transferred to in a media exchange be inactive at the start of the process. At the end of the process, the new card will be active with all correct balance and registration information, and the “old” exchanged card will be rendered unusable from that point. Most typically media exchange is used when a card’s magnetic strip is no longer functional and/or if a merchant has used virtual card numbers, and wants to convert the virtual cards into “real” plastic cards. Cards can only be exchanged within the same template. |
Column Name | Definition |
Store Number | The Paytronix number for the store where the card was activated (enrolled) |
Store Name | The Paytronix name for the store where the card was activated (enrolled) |
Card Template | The Paytronix name for the card type |
Current Card Number | The card (or account) number after the media exchange takes place - this is a unique identifier but could appear multiple times for different transactions. |
Exchanged Card Number | The number of the card (or account) before the media exchange took place. |
Transaction Date | The date and time when the transaction took place |
Transaction Type | There are several Paytronix terms for different transactions, including Accrual/Redemption and Balance Inquiry. The only transaction type that will appear in this report is "Card Exchange". |
Check No. | The number of the transaction - this corresponds to the check number at the restaurant‘s POS system. |
Terminal ID | The terminal in the restaurant where the card was exchanged. (CSR will have default #) |
Cashier ID | The POS ID of the server who was logged in at the time of card swipe or the time of check close (depending on your POS setup), or the user ID associated with the CSR account that made the exchange. (Cashier or CSR ID if done by CSR) |
Sender | What system sent the message – usually POS or PXS. POS means that the message came through the POS system. PXS means that the transaction came through the Paytronix website’s CSR interface. |
Account Status | Status of the account linked to the card. This can be ACTIVE, SUSPENDED or TERMINATED. |
Account Code | This is a unique code assigned to each account in your program.While unique per account, it could appear multiple times for different transactions. |
I LIKE IT, SO HOW DO I RUN THIS REPORT?
ON SCREENSHOT - highlight that you have to click ALL under Card Number, add graphic
First enter the date range for which you’d like to run the report.
Quick Date: Here you can choose Yesterday, Today, the current month, or last month. If you have set up your custom fiscal periods, you may also choose to run the report by fiscal period.
Manual Date Entry: Here you can type in your desired date range or find the day by clicking on the calendar icon to the right.
Check the “All” box if you would like to include all stores. You can also enter a specific store code to see one store or select a store group from the drop down box.
For one card, type the card number in the box next to “Card Number”; otherwise check “All” in the same section to see all cards.
Click Submit!