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    • 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.
    • 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 find your version on your i21 login screen.
    • Notify iRely Ready to Run Host and Site updates
      • Send all communications to support@irely.com or via an open helpdesk ticket for this project.


    • Update CF Network Tax X-Ref

    • Setup Index Pricing for Local Transactions as needed  
      • You will not be able to setup pricing in the controller any longer
      • You will not be able to do Transfer Cost + Markup any longer
        1. From Card Fueling module, click Setup. The Setup screen will be displayed.
          Click Price Index button. Price Index screen will be displayed.

                   

                     


              2. Click on the blank cell to enable typing action. Enter Price Index name, Description and Type.

                  Type has 3 selections: Retail, Cost, Fixed.

                 
                  

               3. Click Save toolbar button to save created Price Index.
                   Then click the Close toolbar button or X button.

        1. From Card Fueling module, click Setup. The Setup screen will be displayed. 
          The default tab on Setup screen is the Network tab screen.


        2. Select a Network and click Open toolbar button. Network detail screen will be displayed.
          Navigate to Site tab.


        3. Select a Site then click Open grid button. The Site detail screen will be displayed.




        4.  Modify any of the Site fields and/or columns. Click Save toolbar button and the changes will be saved.

        1. From Card Fueling module, click Setup. The Setup screen will be displayed.
          Navigate to Price Profile tab. Select a Price Profile where you want to setup Price Index. Click Open toolbar button to open Price Profile details.

                    
               2. On Price Profile detail screen, you can find the Index column. 

                   Click on the drop down symbol to display all available Price Profile. Records will be coming from Card Fueling > Setup > Price Index.

                 

                             
               3. Select Price Profile then click Save toolbar button.
                   Then click the Close toolbar button or X button.

        1. From Card Fueling module, click Index Pricing By Site Groups. The Index Pricing By Site Group search screen will be displayed. 


        2. Click New toolbar button. The Daily Index Prices screen will be displayed.




        3.  Enter/Select the following required fields: Pricing Index ID, Site Group, Date
           Fill in the grid columns: A/R Product, Index Price


        4. Click Save toolbar button. The Pricing Index ID will append on the screen title. 
          Then click the Close toolbar button or X button.


        5. In the Index Pricing By Site Group search screen, the created Daily Index Price will be listed.

    1. Update Index Pricing as needed
    2. Import First PT File
    3. Thoroughly Verify Transactions and Pricing
    4. Post Like Normal



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