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You can use the following link to register to re-watch the webinar where this training material was presented on 6/17/2020.
Expand title Preliminary Requirements - Upgrade Your Sites
- As of Last week 60% of the Network sites have been updated and PacPride continues to plan for remaining sites to be updated by 7/1 in time for a cutover.
- Contact your Account Manager if for any scheduling questions on when your sites will be upgraded if they have not been completed yet.
- PacPride also recommends the following a day or two after their sites are upgraded.
- Go onto pacpridenet.com, run a transaction report and make sure the products they dispense are correct.
- If they are not, the site may not have been set up incorrectly or the transfer price set up is for a different product then they actually dispense.
- They should email ConvCoorHelp@fleetcor.com attaching the report identifying the site and the product they expected to see.
- We are here to help you support you and answer your questions at any time during this transition!
- We anticipate this to be a very busy time, and we will have multiple team members assisting on this transition.
- We recommend that all communications occur via helpdesk, or our general support email address of support@irely.com and to not email any iRely staff directly.
- This will help to ensure that any available resource can assist and know the current status of where you are at in this transition.
- Upgrade Your Sites
Expand title 1-2 Weeks before Cutover - Optional - Update to version 19.1 or higher if on an older version i21 Card Fueling
- This is optional, but recommended for additional error reporting on Tax X-Ref setup.
- You can process the new PT files on version 18.3.
- You can find your version on your i21 login screen.
- Familiarize yourself with this documentation and the timing of the steps that need to occur.
- Optional - Update to version 19.1 or higher if on an older version i21 Card Fueling
Expand title After Last Billing of the Old Month and Before First Billing of New Month Expand title Notify iRely after your done with your Month End and are Ready for iRely to Run Host and Site Updates - Do not email any iRely staff directly. We anticipate this to be a very busy time, and we will have multiple team members assisting on this transition.
- To ensure that any available resource can assist and know the current status of where you are at in this transition
- We recommend that all communications occur via helpdesk, or our general support email address of support@irely.com
- iRely will perform the following updates and notify you when complete and ready for you to verify the results
- Update i21 Network Sites to new Site #
- Update i21 Network Sites with new Host #
- Update i21 Network Items with Leading Zeroes on Product Code
- Add i21 Network Tax State X-Ref for new
- Add Federal and State Environmental Tax Codes
- Add i21 Network State Tax X-Ref for new Tax Codes
Expand title Customer Responsibility - Adjust Network Settings - Select Card Fueling > Setup Menu
- Select Network and Open PacPride record
Select Detail Tab
- #1 - Change Type of Network to "CFN"
- #2 - Set New Participant Number
- See Host x-ref provided by PacPride for your new host number.
- #3 - Change Import Mapping for Trans to CFN
- #4 - Change Import Mapping for Cards
- This should not need changed if you are currently importing Cards, as the CSU format was already in the new format.
- #5 - Change Import Mapping for Network Cost.
Expand title Customer Responsibility - Verify Sites and Hosts match the X-ref - Select Card Fueling > Setup Menu
- Select Network and Open PacPride record
- Select Site Tab
- Recommend searching for your Operated Sites and confirming that the Site Number Matches
- All Active Sites with a matching record in the PacPride Site X-Ref will be assigned a new number.
- Note any sites not included with PacPride X-ref will retain the old PacPride Alphabetic Site and are likey inactive.
- New Remote/Extended Remote Sites will continue to be automatically added when a transaction occurs.
- Note the PT file only has a Site State, and the other address fields will be blank.
Expand title Customer Responsibility - Verify State X-Ref - Select Card Fueling > Setup Menu
- Select Network and Open PacPride record
- Select CFN State Code Tab
- Verify Records exist and no changes should be necessary.
Expand title Customer Responsibility - Verify Network Tax Code X-Ref - Select Card Fueling > Setup Menu
- Select Network and Open PacPride record
- Select Tax Code Tab
Expand title Add New Taxes for Federal Lust and Environment Fees - The New PT File separates out Federal Lust and Federal Environmental Fee
- This will cause errors if not setup
Expand title Add New Tax Codes Include Page How to Add a Tax Code How to Add a Tax Code Expand title Insert New Network Tax Record Include Page How to Create a Network Tax Code How to Create a Network Tax Code Customer Responsibility - Setup Index Pricing for Local Transactions as needed
You will not be able to setup pricing in the controller any longer and will need to setup indexes for Local Sites Pricing
You will not be able to do Transfer Cost + Markup any longer
- Note: Transfer Cost + Markup will continue to work for Remote and Extended Remotes Sites
Expand title How to Create Price Index Include Page How to Create Price Index How to Create Price Index Expand title How to Add a Site Group to an Existing Site Include Page How to Edit Network Site How to Edit Network Site Expand title How to Setup Price Index on a Price Profile Include Page How to Setup Price Index in Price Profile How to Setup Price Index in Price Profile
Expand title Customer Responsibility - Daily Processing Expand title Create Index Pricing by Site Groups Include Page How to Create Index Pricing By Site Groups How to Create Index Pricing By Site Groups Expand title Download PT File Widget Connector url http://youtube.com/watch?v=J2I-cA5_kFE - Note the file name is actually 1 day ahead of the transaction that it contains:
- So you would want to download 08/02/20 #CSV to process the August 1 Transactions.
Expand title Import First PT File - Thoroughly Verify Transactions Grid for Pricing and Taxes
- Post Like Normal
- Invoicing will Run Like Normal
Revision Info:
- Latest Site list as of 08/06/20 : All_Sites.csv
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