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Bank of the West
EDS – Premier
CMU - Configuration Manager Utility - User Guide
Version: 4.01
July 30, 2012
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Bank of the West EDS Premier CMU User Guide Version 4.01 July 30, 2012
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Contents Purpose ......................................................................................................................................................... 3
Accessing the CMU ....................................................................................................................................... 4
Finding a EDS Customer ................................................................................................................................ 6
Maintaining the EDS Premier Designated Billing Account ............................................................................ 8
Enabling a Custom Payee Endorsement ..................................................................................................... 11
Enabling the Auto-populate (Intelikey) feature. ......................................................................................... 15
Disabling the Smart Client Virtual Batch Ticket .......................................................................................... 19
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Bank of the West EDS Premier CMU User Guide Version 4.01 July 30, 2012
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Purpose The purpose of this Guide is to provide instructions for using the CMU to:
• Maintain EDS Premier Designated Billing Account • Enable Custom Payee Endorsements to use the Account Level Name instead of
Customer Name • Enable Auto-populate (Intelikey) functionality for Item Level Custom Fields • Disable Smart Client Batch Ticket functionality.
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Bank of the West EDS Premier CMU User Guide Version 4.01 July 30, 2012
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Accessing the CMU To access the CMU go to the EDS Premier Dashboard Menu, and select the CMU - Configuration Manager Utility menu item.
The following pop-up will display as the application is being launched. Note: the pop-up box below will disappear and a few seconds may pass before the Main CMU application window is visible.
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The Main Application window will be displayed.
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Finding a EDS Customer
To find an EDS Customer CLICK on MERCHANTS from the menu on the left of the main application window. This will display a Merchant List box as well as all of the Merchant Profile tabs.
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Scroll through the list of merchants on the left, or enter the first few characters of the customer name into the input box labeled “Click here to filter rows”. CLICK on the desired customer name to select and the page will be updated to display the Customer’s General Profile information.
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Maintaining the EDS Premier Designated Billing Account Locate the desired Merchant in the Merchant List dropdown and select.
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CLICK the BILLING PROFILE TAB.
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When the Customer’s Billing Profile page is displayed, ENTER/UPDATE the Merchant Billing Account at the top of the page. CLICK SAVE at the bottom of the page to retain the changes.
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Enabling a Custom Payee Endorsement Locate the desired Merchant in the Merchant List dropdown and select.
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Scroll down to the bottom of the Customer’s GENERAL PROFILE page to locate the section titled: PAYEE ENDORSEMENT.
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CLICK on the CUSTOM radio button to enable the custom endorsement. The endorsement fields will be blank. Complete the fields as indicated below. Click the SAVE button at the bottom of the page after completing the input for each field, or after a maximum of 3 fields. Note: If you wait to save until the input for all fields is complete you may receive an error message indicating the Merchant can’t be updated. If you receive this error try again, saving after each field is entered. Also, the tab key will not advance the cursor to the next field, each field will need to be clicked to select.
Custom Payee Endorsement – Account Level Setup Info HORIZONTAL LOCATION 80 ENDORSEMENT LINE 1 Pay to the order of Bank of the West ENDORSEMENT LINE 2 For Deposit Only 121100872 ENDORSEMENT LINE 3 ENDORSEMENT LINE 4 Acct#: FONT TYPE Microsoft Sans Serif FONT SIZE 20
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CLICK on the CUSTOM radio button. Fields will be blank, complete the fields as detailed in the table on previous page as shown below. CLICK on SAVE at the bottom of the page to retain
changes.
Note: If you wait to save until the input for all fields is complete you may receive an error message indicating the Merchant can’t be updated. If you receive this error try again, saving after each field is entered. Also, the tab key will not advance the cursor to the next field, each field will need to be clicked to select.
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Enabling the Auto-populate (Intelikey) feature. Locate the desired Merchant in the Merchant List dropdown and select.
CLICK on the CUSTOM FIELDS PROFILE TAB.
When the Custom Fields Profile page is displayed, select the desired Item Level Custom Field then CLICK EDIT.
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The EDIT CUSTOM FIELD dialog box will be displayed. CLICK the checkbox for ENABLE INTELLIGENT KEYING, then CLICK OK.
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After clicking OK, the Edit Custom Fields dialog box will close and the Custom Fields Profile page will update to reflect the change. CLICK on SAVE at the bottom of the page to retain the changes.
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Disabling the Smart Client Virtual Batch Ticket Locate the desired Merchant in the Merchant List dropdown and select.
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Locate the VIRTUAL BATCH TICKET section on the Customer’s GENERAL Profile page. By default this options is enabled, as shown below.
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To disable the Virtual Batch Ticket, CLICK on the ENABLE CHECKBOX within the section of the page. CLICK SAVE to retain the changes.
PurposeAccessing the CMUFinding a EDS CustomerMaintaining the EDS Premier Designated Billing AccountEnabling a Custom Payee EndorsementEnabling the Auto-populate (Intelikey) feature.Disabling the Smart Client Virtual Batch Ticket