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1. Contact SITE SOFTWARE provider, to have the PT 3.0 update scheduled.
   1. Try to avoid Friday Saturday or Sunday dates so as to not have support availability gaps.  If you have to schedule a Friday, Saturday or Sunday. Irely will schedule you to the next Business Day available.    
2. Contact FleetCor to have the NETWORK update scheduled.
   1. Call FleetCor and get a NETWORK date scheduled to match the SITE controller change date. 
3. Call/Log into  iRely HELP DESK: 
   1. Once you have a date with FleetCor and the Site controller software company. Log onto iRely Help desk and update your Help Desk ticket. (  https://helpdesk.irely.com    ). The Ticket name will be “FleetCor PT 3.0 Conversion for : (Your company name) “.
   2. Update the information in the Ticket Description box under Steps to Complete with the dates.  The BILLING (iRely Date) will be the next business day after the network change.   
   3. iRely will fill in the Billing date. This will be the next available Business day available.
4. If your SITE schedule date changes, immediately contact FleetCor to change the NETWORK date. Then please log onto the Help Desk Ticket and change the Dates in the ticket description We will reschedule the iRely Date to the first working day after the new SITE/NETWORK change date. 

1. Review Download the NACS code sheet changes in with this link: CFN_PP Prod codes_To New CFN_PP V0.3 Conexxus NACS codes.xlsx

   1. Open in Excel: The most common product codes Descriptions have been highlighted in yellow.  Find your usual codes in the column for your network . then (CFN Orange, Pacific Pride Blue). Then look at the code in the Column titled "New Conexxus 4.0 Product Code"   (in Gren). This will be the new code sent for the code in the original network column.   If it is different,  Check the "New Product Description"description If it matches to your product and the code in green is different from the code in your network then add that line to your list.  If it is the same you dont have to.  If the description does not match to your current product code. Look at the new product description and choose one that does match.  add Check your network code. If it is not your current code. Note your current code and the new product to descriptions code in your list.  They have expanded the product descriptions and with it the old code you cirrent use and the new more distinct codecode to use.   We want to use the code that describes your product.  and will match the new code to your existing one if it is different.

      
      

      
      

1. Site Controller Change Date arrives:
   1. When the Site controller has been changed, the PT file is 24 hours behind, so the new format will be in the next day’s pull. So if you change the site controllers Friday, the data wont show up in the new format until Saturdays file pull. 
   2. Once you have downloaded your first new PT 3.0 transaction file from the website. (Do not try to import/process it). Make sure that all pre PT 3.0 transactions have been posted, and that the unposted transaction tab in CF>TRANSACTIONS is empty.
   3. Logon to the iRely Help Desk, open your ticket and bump the Priority to (Blocker). This will alert the PT 3.0 Team that you are ready for a call and conversion process.
   4. If your Site controller software did not change on the date it was supposed to,
      1. Immediately call FleetCor to have them stop the NETWORK change. You will have to reschedule the dates.   

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