Real-time fuel vendor settings

When you add a new real-time fuel vendor, Professional Services helps you choose the TruckMate settings that fit your business needs. For SaaS (software as a service) TruckMate users, these settings are managed for you by Trimble Transportation. If you are an on-prem (on-premises) TruckMate user, you can change these settings yourself.

Change general real-time fuel vendor settings

  1. In the Card Management application, go to Tools > Setup > Vendors.

  2. Select your fuel vendor:

    1. Select A magnifying glass icon. Find. The Select Card Vendor window opens.

    2. Locate and select your fuel vendor from the list.

    3. Select OK. The Vendors header displays your vendor’s information.

  3. You can make changes to the settings in the header or on the Real-Time > General tab:

  4. When you have finished making changes, select The Post icon. Post.

Vendors header

The Vendors tab header.

Field Definition

Active

When selected, this vendor is available for use in the system.

Default

When selected, this vendor is the default vendor for your company.

Note: This option must be selected if you are working with parent and child accounts.

TM Vendor ID

The TruckMate vendor ID to associate with the fuel vendor. You can select A magnifying glass icon. Pick List to search for and select a TruckMate vendor ID. To view the vendor’s profile, select The Vendor Profile icon. Vendor Profile.

General

The General tab.

Field Definition

Local (COM+) Server

The name of the COM+ server.

Set TruckMate Currency Codes at Level

Available for Comdata only

The level at which a user can select specific TruckMate currency codes.

  • Account
    Can select currency codes at the fuel purchase level as defined on the Accounts tab.

  • Group
    Can select currency codes at a specific group level as defined on the Groups tab.

Card/Group

  • Card Updates (send/rcv)
    When selected, the system can exchange fuel card updates (such as PIN resets) with the real-time server.

  • Group Updates (send/rcv) (Available for TCH only)
    When selected, the system can exchange group-related information with the real-time server.

Dispatch

  • Dispatch Assigns (send)
    When selected, the system can send dispatch assignment updates (such as driver or power unit assignments to trips) to the real-time server.

    If you want to make sure that a cardholder can only use a card when they are on a trip, you may want to select this option and clear Dispatch Unassigns (send).

  • Dispatch Unassigns (send)
    When selected, the system can send dispatch unassignment updates (such as driver or power units being unassigned from trips) to the real-time server.

    If you want to ensure that a cardholder can only use a card when they are on a trip, you may want to clear this option and select Dispatch Assigns (send).

E-Check

  • E-Checks (send/rcv)
    When selected, the system can exchange electronic checks (such as driver pay) with the real-time server.

    Note: You must select this option if you are working with parent and child accounts.

POS

  • POS Info (receive)
    When selected, the system can receive point of sale (POS) updates (such as driver purchases) from the real-time server.

    Note: You must select this option if you are working with parent and child accounts.

Resource

Select the checkbox next to a resource to enable the vendor to send or receive details about that resource type:

  • Driver Updates (send/rcv)

  • Power Unit Updates (send)

  • Trailer Updates (send)

Other

  • Child Updates (receive) (Available for QuikQ and TCH only)
    When selected, the system can receive child account updates from the real-time server.

    Note: You must select this option if you are working with parent and child accounts.

  • RFID Updates (send/rcv)
    Select this checkbox to enable RFID (radio-frequency identification). RFID uses an antenna at the fuel lane to read a tag and then send that information back to the vendor.

Change communication settings

The TCPIP and Web Services tabs are used to establish communication with the real-time fuel vendor.

  1. In Card Management, go to Setup > Vendors > Real-Time.

  2. Make changes on the appropriate tab:

  3. When you have finished making changes, select The Post icon. Post.

TCPIP (Comdata, T-Chek)

The TCPIP tab.

Field Definition

Remote Server

The remote server address provided by the fuel vendor.

Card Updates Port

The port number used to transfer fuel card updates.

Dispatch Updates Port

The port number used to transfer dispatch updates. Enter a value in this field if you want Card Management to be able to communicate with Dispatch.

POS Info Port

The port number used to transfer POS updates. Enter a value in this field if you are retrieving POS information.

E-Checks Port

The port number used to transfer e-check updates. Enter a value in this field if the system is sending and retrieving e-check information.

Time-Out After

The number of seconds that can elapse without a response from the remote server before communication is stopped. The default value is 30 seconds.

Ping Ports Every

Available for T-Chek only

The number of minutes that can elapse before the system sends a ping request.

Download POS Every

Available for T-Chek only

The number of minutes that can elapse before the real-time server can download new POS transactions to the system.

Debug mode (log raw snd/rcv strings)

Trimble recommends selecting this option. If this option is selected, you can use SQL Execute to see the data exchanged between your server and the fuel vendor server. This can be useful when troubleshooting.

Web Services (Fleet One, QuikQ, TCH)

The Web Services tab.

Field Definition

Debug mode (log raw snd/rcv strings)

Trimble recommends selecting this option. If this option is selected, you can use SQL Execute to see the data exchanged between your server and the fuel vendor server. This can be useful when troubleshooting.

WSDL

The WSDL URL supplied by the fuel vendor.

Carrier Group (Parent/Child) WSDL

Available for QuikQ and TCH only

The WSDL URL for the parent/child web service as supplied by EFS or QuikQ.

Note: There must be value in this field if you are working with parent and child accounts.

Change dispatch settings (Comdata, QuikQ, TCH)

On the Dispatch tab, you can enable the fuel vendor to respond to dispatch activity in Dispatch.

The Dispatch tab.

  1. In Card Management, go to Vendors > Real-Time > Dispatch.

  2. Select one or more of the options on the Real-Time > Dispatch tab.

    Option Definition

    Update Card Status

    When selected, the system will update the card status when there is an update in Dispatch.

    Update Fuel Purchases Flag

    Available for Comdata only

    When selected, the system will instruct the real-time server to turn off fuel purchases when a trip change takes place.

  3. Select The Post icon. Post.

Vendor-specific settings

Each fuel vendor has its own setup tab with fields specific to that vendor’s integration with TruckMate.

  1. Go to Setup > Vendors > Real-Time.

  2. Make changes on the appropriate tab:

  3. When you have finished making changes, select The Post icon. Post.

Fleetone

The Fleetone tab.

The Download POS Every field sets the interval (in minutes) for downloading POS information.

There must be a value in this field if you are working with parent and child accounts.

The Log Rotate Days field sets the number of days after which the system will delete the POS log file.

Comdata

The Comdata tab.

The Security # field is where your Comdata security number is entered.

On the One-Time Cash Reasons grid, you can enter reasons that a user can select when assigning a one-time cash amount to a card.

For each reason you want to add, follow these steps:

  1. Below the One-Time Cash Reasons grid, select The Insert Record icon. Insert Record. A blank record appears on the grid.

  2. In the Code column, enter an alphanumeric value.

  3. In the Description column, enter a description for the code.

  4. Select The Post icon. Post.

QuikQ

The QuikQ tab

The Card Log Rotate Days field sets the number of days after which the system will delete the POS log file.

The Card Number Prefix field adds a prefix to each card number. Adding a prefix avoids situations where the first few digits of a card transaction are omitted.

You can create divisions for your TruckMate resources. This allows you to control which resources you want to export to QuikQ. The export process allows QuikQ to access your TruckMate resources.

Create a division

  1. Select The Insert Record icon. Insert Record below the Division Setup grid. An empty division record appears on the grid.

  2. Enter a Code and a Description for that code.

  3. Select The Post icon. Post Edit.

  4. Repeat Steps 1-3 for each division you want to add.

Assign a resource to a division

  1. Open Driver Profiles, Power Unit Profiles, or Trailer Profiles, depending on the resource you want to assign to a division.

  2. Navigate to the resource you want to assign.

  3. Go to the Fuel Card Management > QuikQ tab.

    The QuikQ tab in Driver Profiles.

  4. Enter an Account and Division.

  5. Select The Post icon. Post to save your changes.

  6. Repeat Steps 1-5 for each resource you want to assign to a division.

T-Chek

The T-Check tab.

These fields are where you enter the Company #, System User ID, and System Pin # provided by T-Chek.

TCH

The TCH tab.

The Card Log Rotate Days field sets the number of days after which the system will delete the POS log file.

Change e-check settings

  1. In Card Management, go to Setup > Vendors > E-Checks.

  2. Make changes on any of these tabs:

  3. When you have finished entering data, select The Post icon. Post.

Standard Settings

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Field Definition

Payee Type

The payee types the user can issue e-checks to. Options are:

  • Driver

  • Interliner

  • Vendor

Select Default next to the type that will appear by default when creating an e-check.

Default Post Type

Posting methods available when creating an e-check. Options are:

  • Direct Drv. Ded
    If the payee type is Driver, the system deducts the amount from the driver’s account directly.

  • Instant Check
    The system issues an instant check to the payee in the amount of the e-check plus any applicable fees.

Mode

The method by which an e-check is created and handled. Options are:

  • Real-Time Chk
    When selected, e-checks are created by the system on the E-Checks window and debited against the driver’s account instantly.

  • Local/Seed Chk (Comdata, QuikQ, T-Chek, TCH)
    When selected, the system creates an authorization code that allows the user to create offline e-checks. This mode allows for posting to the TruckMate accounting modules for future deduction.

    If you select this option, you must download a file of local seed values from the fuel vendor at regular intervals. After this information is imported, users can create checks using this mode.

    When an e-check is created or saved, the system generates the authorization number offline and creates a driver deduction or instant check. Because there is no real-time connection to the fuel vendor, the system will not record cashing of the e-check by the payee. For example, the system will not capture dates, locations, cashed amounts, or uncashed balances. The entire amount will be accounted for as a single transaction. It will presumably be deducted from the next paycheck to the driver or the next AP check to the vendor or interliner.

  • Real-Time Cash (Comdata, TCH)
    When selected, the system transfers a cash amount directly to the card.

Select Default to set the mode that the system will use by default.

Currency

Currencies that can be used to create e-checks. Options are:

  • US dollars (USD)

  • Canadian dollars (CAD)
    Note: TCH does not accept Canadian dollars.

Select Default next to the currency that the system will use by default.

Trip #

Sets whether a trip number is required when an e-check is created for a particular payee type. Options are:

  • Driver

  • Interliner

  • Vendor

Fee Type

Available for Comdata, QuikQ, T-Chek, and TCH only

Determines how the system will handle fees. Options are:

  • Plus
    The system adds fees to the original amount of the e-check.

  • Less (Comdata, TCH)
    The system deducts fees from the original amount of the e-check.

Select Default next to the fee type that the system will use by default.

Note: For Fleet One, these fields are read-only.

Send Money Code to Mobile

Available for TCH only

When selected, the Sent via Mobile-Comm option in the E-Checks window is selected by default.

E-Check Types

The types of e-checks available to the user. For each type, you can specify a default fee amount and whether the user can edit the amount in the E-Checks window. Select The Insert Record icon. Insert Record to add an e-check type.

COM+/Accounting/Fees Settings

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Field Definition

COM+ Server

Machine name of the e-check service.

Check Description

The default description attached to each e-check.

Cash Description

Available for Comdata, QuikQ, and TCH only

The default description attached to each one-time cash transaction.

Account/Group

The default account or group to be charged by the amount of e-checks. You can select A magnifying glass icon. Pick List to search for and select an account or group.

Contract

Available for TCH only

The contract to apply to e-checks. You can select A magnifying glass icon. Pick List to search for and select a contract.

Note: Contracts are imported on the TCH-Specific Settings pane.

Drv. Ded. Code For Check Amt

The default driver deduction code used for charging the e-check amount.

Drv. Ded. Code For Plus Fee

The default driver deduction code used for charging plus-type e-check fees.

Auto-Approve Direct Drv. Ded.

When selected, the system approves direct driver deductions automatically.

Lump Plus Fee (One deduction for both)

When selected, the default fee type is set to Plus for all Comdata e-checks.

Fee (Negative Accessorial) From Payee (Interliners Only)

If the payee type is Interliner, enter the following information to create a negative accessorial:

  • Acc. Code
    The accessorial code. You can select A magnifying glass icon. Pick List to search for and select a code.

  • Amt or %
    Sets the fee amount or percentage for the accessorial code.

You can specify a default negative accessorial for both US dollars (USD Default) and Canadian dollars (CAD Default).

Fee Settings (Payable to Card Vendor)

  • Default Fee
    The fee to be charged for every e-check, regardless of amount. Select the Amount or Percent checkbox to set whether the value in the field is a dollar amount or a percentage of the amount.

  • Default Extra Fee
    Additional fee to be charged for each multiple of the amount in the For Every field.

As an example, an e-check for $3,000 created with the settings in this illustration would incur a total fee of $35.

An example e-check on the Fee Settings pane.

Child Settings

For more information on parent and child accounts, see Parent and child accounts.

This tab only appears if at least one vendor has a value in the Carrier Group (Parent/Child) WSDL field on the Vendors > Real-Time > Web Services tab.

The Child Settings tab.

Field Definition

Automatic Driver Deduction

When selected, the system creates a driver deduction for every advance automatically.

Auto-Approve Direct Drv.Ded

When selected, the system approves the driver deduction automatically.

Drv.Ded.Code For Advance Amount

The deduction code used for driver deductions.

AP Invoice Line Item

When selected, the system creates an AP invoice line item for every advance automatically.

Auto-Hold AP Invoice

When selected, the system puts the AP invoice on payment hold automatically.

AP GL Acct For Advance Amount

The GL expense account number.

AP Expense/Driver Deduction

If AP Invoice Line Item is selected, choose the type of line to create on the invoice. Options are:

  • Expense
    Creates an expense line

  • Driver Deduction
    Creates a driver deduction line

Description

The text that will appear on the AP invoice next to the expense. When created, the system prefixes the freight bill number to this text automatically.

Bill Number

When selected, a freight bill number must be associated with the advance.

Real-Time Cash

The default value in the Mode field for e-checks created from child accounts.

Default Fee

The fee charged per advance. Select an option to determine the measurement:

  • Amount (default)

  • Percent

Lump Plus Fee (One deduction for both)

When selected, the system creates a single deduction that contains the advance and the fee.

Drv.Ded.Code For Plus Fee

The deduction code for the fee

Lump Plus Fee (One AP GL Account for both)

When selected, the system creates a single AP invoice line item that contains the advance and the fee.

AP Fee GL Acct For Plus Fee

The AP GL account number

Auto-Advance

The status code (as set up in Codes Maintenance) to trigger an auto-advance in Customer Service.

Successful Load of Funds

The status code used with the freight bill for a successful load of funds.

Unsuccessful Load of Funds

The status code used with the freight bill for an unsuccessful load of funds.

Successful Drv. Ded. Creation

The status code used with the freight bill for a successful driver deduction creation.

Successful AP Invoice Creation

The status code used with the freight bill for a successful AP invoice creation.

Change account information

For each vendor, you can create multiple accounts. Each card must be assigned to an account.

  1. In Card Management, go to Setup > Accounts.

  2. Make any changes in the accounts header.

  3. Make any changes in the appropriate vendor-specific fields:

  4. When you have finished making changes, select The Post icon. Post.

To establish communication with the TCH web service, a user ID or vendor account number and password is needed for each account and TruckMate user. Each user will be prompted when signing in to an account for the first time.

The Real-Time Card Vendor User ID & Password window.

Accounts header

The Accounts tab header.

Field Definition

Code

The fuel vendor account code

Note: If you are setting up a child account, enter the parent account code in this field as supplied by your fuel vendor.

Active

Select this checkbox to make the account available to use in the system.

Vendor

The fuel vendor attached to the account. Select A magnifying glass icon. Pick List to search for and select an active fuel vendor.

The first time you add a vendor, you may be prompted to enter a Vendor Account/User ID and Password. These are provided to you by your fuel vendor.

Description

Account description

CAD

TruckMate currency code for Canadian dollars. Select A magnifying glass icon. Pick List to search for and select the currency code. To make this currency the default for all transactions, select Default.

Note: TCH does not accept Canadian dollars.

USD

TruckMate currency code for American dollars. Select A magnifying glass icon. Pick List to search for and select the currency code. To make this currency the default for all transactions, select Default.

Dual

When selected, the account can accept both Canadian and American dollars.

FleetOne-Specific Settings

The FleetOne-Specific Settings pane.

Values for the Security Key and Dispatch ID fields is provided by Fleet One.

On the Prompt List grid, you can create prompts:

  1. Select The Insert Record icon. Insert Record below the Prompt List grid. A blank record appears on the grid.

  2. Select the PromptID dropdown list and choose a prompt type. There are four types:

    • NAME

    • LAST

    • DLIC

    • DLST

  3. Enter a description for the prompt in the DESCRIPTION column.

  4. In the Auto Update column, select either False or True.

  5. Select The Post icon. Post Edit.

QuikQ-Specific Settings

The QuikQ-Specific Settings pane.

Field Definition

Imports

On the Imports pane, you can import e-checks and RFID tags.

  • E-Checks
    Select the E-Checks checkbox and then select Import to download every e-check.

  • RFID
    Select this checkbox and then select Import to import RFID tags.

Export

On the Export pane, you can export resources to QuikQ.

  • All
    Exports all resources to QuikQ.

  • Division
    Exports all the resources assigned to a specific division.

    Select the checkboxes next to the resource types you want to export, then select A magnifying glass icon. Pick List to choose a division.

  • Company
    Select this checkbox to only export resources that belong to a company.

  • Owner Operator
    Select this checkbox to only export resources that belong to an owner-operator.

After you set your filters, select Export.

Remaining Credit

Shows the remaining credit for credit providers. This grid only supports up to five credit providers. Select Update to refresh this grid.

Product Override

On this grid, you can create limits for specific resources.

For example, you can limit a trailer to a specific credit amount, station, and expiration date.

The Used Date column shows whether the override has been used.

Select Update to refresh the currently selected override. Select Update All to refresh the entire grid.

T-Chek-Specific Settings

The T-Chek-Specific Settings pane.

Field Definition

Account Type

Sets the types of purchase options allowed for cards on this account. Options are:

  • T-Card
    All purchase options are allowed.

  • Debit Card
    Only debit transactions are allowed.

Real-Time Groups

On the T-Chek server, groups are optional and available only for informational purposes. If you choose to set up identical groups in your system (recommended) and on the T-Chek server, select this option to ensure that both locations reflect card updates accurately.

TCH-Specific Settings (card-based account)

If you are setting up a card-based account, do not select Parent/Child Account.

The TCH-Specific Settings pane.

These fields are available for card-based accounts.

Field Definition

Override Balance (One Time Cash)

For a one-time cash load, select this option if you want to override the current card balance with the new cash amount. If you do not select this option, the system adds the cash amount to the current card balance.

Use Money Code Seed Codes

Select this option if you are using seed codes to generate money codes.

Min # of Money Codes Alert

Enter the minimum number of seed codes a user must enter when creating an e-check.

Clear Trip Prompt After Completion

When selected, the system clears the trip number after the trip completes.

Imports

The following items are available from the TCH web service. Select one or more to import them.

  • Contracts

  • Policies

  • Products

  • Prompts
    All prompts appear on the Prompt List grid.

TCH-Specific Settings (parent/child account)

If you are setting up a parent or child account, follow these steps.

  1. Select the Parent/Child Account and Parent Contracts checkboxes.

    The Parent/Child Account and Parent Contracts checkboxes.

  2. Select Import. The system imports all parent contracts from the EFS server.

  3. Select Update. If there is only one parent contract ID, it appears in the Contract Id field. The current balance appears in the Balance field.

    If there is more than one parent contract ID, enter it in the Contract Id field or select A magnifying glass icon. Pick List to search for and select a contract ID. Select Update again to retrieve the current balance.

  4. To import child accounts, select Child Accounts and select Import. You can view child account information on the Child tab.

Create groups

If you are using Comdata, TCH, or T-Chek as your fuel vendor, you can create groups that you can assign multiple cards. All the cards in a group share the same properties and options.

Types of groups you could create include:

  • Drivers and non-drivers (such as employees)

  • Canadian drivers and American drivers

Although it is optional, Trimble recommends using groups. They can save you time when importing new cards.

  1. In Card Management, go to Setup > Groups.

  2. Make entries in the Groups header.

  3. Make entries in the vendor-specific fields:

  4. When you have finished entering data, select A checkmark icon. Post.

Groups header

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Field Definition

Cust ID/Group Number/Policy Number

The group code. The field name varies depending on the vendor.

Active

When selected, this group is available for use in the system.

Vendor

The group’s fuel vendor. You can select A magnifying glass icon. Pick List to search for and select a vendor ID.

Account

The group’s fuel vendor account. You can select A magnifying glass icon. Pick List to search for and select an account ID.

Description

Group description

Comdata

The Comdata pane.

Field Definition

Security Card 560017

The unique 10-digit password used for all transactions across all the Comdata accounts for a carrier and its associated companies.

Primary Card

The primary card’s number. Any number of secondary cards can be attached to the primary card.

Features

Sets the types of purchases a driver can make with a fuel card. Select All or None to select or clear all options.

The ATM dropdown field’s options include:

  • From Express Cash

  • From Cash

  • From either

  • No ATM access

Dollar Limits

The maximum amount allowed towards certain types of purchases over the period set in the Renew Limits section. Select Clear to reset all amounts to zero.

Volume Limits

The maximum amount allowed towards certain types of products over the period set in the Renew Limits section. Select Clear to reset all amounts to zero.

Renew Limits

Sets when the values in the Dollar Limits and Volume Limits sections are refreshed.

T-Chek

The T-Check group settings pane.

Field Definition

Card Type

The card type for the group. Options are:

  • Primary
    The primary fuel card, which can update any number of secondary cards

  • Secondary
    The secondary fuel card, which can receive funds from a primary card

  • Cash Only
    Card to be used for ATM cash withdrawals only

ATM Access

The level of ATM access allowed for fuel cards. Options are:

  • Allowed
    Cardholders can use cards to withdraw funds without restrictions.

  • Not Allowed
    Cardholders cannot use cards to withdraw funds.

  • PayChek Only
    Cardholders can withdraw funds from their personal accounts only.

  • Restricted
    Cardholders can withdraw funds up to the amount specified in the Cash Dollar Limit fields.

Off Network

Level of off-network access allowed for fuel cards. Options are:

  • Allowed
    Cardholders can use cards at any fueling station, on or off network.

  • Not Allowed
    Cardholders can only use cards at company-approved fueling stations.

  • Next Transaction Only
    Cardholders can use cards at off-network stations with the next transaction on the card.

Model #

The ID of the network of fueling stations that the cardholder can use depending on the value in the Off Network field.

gallons/liters

Limits the amount of fuel that can be purchased in a given period by a fuel card in this group.

Fuel Purchases Allowed

The types of fuel that can be purchased with a fuel card in this group.

Fuel Daily Dollar Limits

Sets how much can be spent on a card towards fuel.

Cash Dollar Limit

The amount of cash a driver or employee can withdraw at an ATM using a card in this group.

Misc Dollar Limit

The amount of miscellaneous cash available to a card in this group.

TCH

TCH has four vendor-specific group tabs:

General

The TCH General tab.

Field Definition

Contract ID

The policy number as assigned by TCH.

Hand Entry

When selected, a card number can be entered by hand at POS locations.

Payroll Cntr ID

ID that links a SmartFunds card to the cardholder’s payroll record. If an ID has been entered in this field, these options are available:

  • ATM
    Allows the cardholder to use the card at an ATM.

  • TCH Check
    Allows the cardholder to issue TCH checks.

  • ACH Transfer
    Allows the cardholder to make ACH transfers with a card.

  • Wire Transfer
    Allows the cardholder to make wire transfers with a card.

  • Debit Network
    Allows the cardholder to use a card at a machine that is connected to a debit network.

Prompt Trailer

When selected, the cardholder must enter trailer information when using a card at POS locations.

Allow to Purchase Reefer Fuel

When selected, the cardholder can purchase reefer fuel for temperature-controlled loads.

Volume

Maximum volume of reefer fuel that the cardholder can purchase on a card if Allow to Purchase Reefer Fuel is selected.

Prompts

You can specify the prompts that the cardholder must provide when using a card at POS locations.

The TCH Prompts tab.

Field Definition

Prompt

Prompt name

Validation

Validation to be used with a selected prompt. If the entry does not meet the validation requirement, the cardholder cannot use the card. Options are:

  • ALPHA
    Entry must contain only alphabetic characters.

  • ALPHANUMERIC
    Entry can contain a mix of alphabetic characters and numbers.

  • NUMERIC
    Entry must contain only numbers.

  • REPORT_ONLY
    Entry is the value in the Report and Exact Value column. At the time of the transaction, the cardholder must provide the entry value to the salesperson.

  • EXACT_MATCH
    Entry must match the value in the Report and Exact Value column.

Report & Exact Value

Entry required in the following validation cases:

  • If REPORT_ONLY is selected, the cardholder must supply this value to the salesperson at the time of the transaction.

  • If EXACT_MATCH is selected, the cardholder must enter this value at the time of the transaction.

Minimum

The minimum number of characters required for ALPHA, ALPHANUMERIC, and NUMERIC entries.

Maximum

The maximum number of characters allowed for ALPHA, ALPHANUMERIC, and NUMERIC entries.

Length Check

Options are:

  • False (default)
    The system does not validate the length of the entry.

  • True
    The system validates the length of the entry based on the values in the Minimum and Maximum columns.

Card Limits

On this tab, you can restrict card usage to specific products. You can also apply amount and time limits for each product.

The TCH Card Limits tab.

Field Definition

Product

Product name

Amount

The maximum amount of the product that can be purchased within a given time period.

Measure Unit

The measurement unit used with the value in the Amount column.

Reset Hour

The number of hours that must pass before the system will reset the amount of product that can be purchased.

Alternately, enter 0 in this column and, in each of the day columns, select True or False to set whether the system will reset the amount on that day.

Date and Time Restrictions

Use this tab to restrict card usage to specific dates and times.

The TCH Date and Time Restrictions tab.

Field Definition

Day

The day of the week on which card usage is restricted.

Begin Date

The date the card usage restriction period begins.

Begin Time

The time the card usage restriction period begins.

End Date

The date the card usage restriction ends.

End Time

The time the card usage restriction ends.