9700 Cash Advantage Supplemental Fee Installation

Description: The Advantage Program is a series of patron-facing and POS configuration options designed to help merchants offset operational costs. Refer to the instructions below for the 9700 Cash Advantage Supplemental Fee installation.

WARNING: Advantage Program and Debit/EBT transactions are incompatible!

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All Advantage Program participants should be aware of the following disclosure: Advantage Program Disclosure Agreement.

Prerequisites

• Merchant has a Shift4 processing account and has been assigned to a Merchant ID Number (MID)
• The merchant’s Oracle Hospitality 9700 system has been configured to be used with Shift4

Overview

The supplemental cash advantage program allows merchants to apply an across the board service charge.

Limitations

• The supplemental fee cannot be applied to Non-Revenue Service Charges.
• If you are already using auto service charge functionality built into the Oracle 9700 product, you will need to make operational changes to accommodate this supplemental fee.

Installation

Use EMC to configure the 9700 system as appropriate.

Configure 9700 using EMC

Open EMC on the 9700 server.

Configure the Supplemental Fee Service Charge

1. In EMC, click Configurator.
2. In EMC, click on the Service Charges link under the System Information header.
3. Click on the Insert Record  icon in the toolbar to create a new service charge record.
4. In the Insert Record dialog box, set the record number as desired and click the OK button.
5. If necessary, click the new record to highlight it.
6. Click the Toggle Table/Form View button in the toolbar to view the record in form view.
7. Set the record fields as listed below. Note any fields not listed can be set as desired.
   • Name: Supplemental Fee
   • General Tab - Percent: Set this to the appropriate amount (For example, 3.00, 3.50, 4.00, etc.)
   • General Tab - Tax Class: Select 0-None if the fee is not taxable. If the supplemental fee is taxable in your jurisdiction, select the tax class that applies.
   • General Tab - Privilege: 0 (Zero)
   • General Tab - Tips Paid Tender/Media: 0-None
   • General Tab - Percent To Tips Paid: 0
   • General Tab - Report Group; Set as appropriate
   • General Tab - Amount: 0.00
   • General Tab - All Options should be unchecked
   • Itemizers Tab - All Options should be unchecked
   • Menu Levels Tab - All Main Menu Levels and All Sub Menu Levels should be checked.
   • NLU/SLU Tab - All settings should be 0-None or 0 as appropriate
   • Output Tab Options - Print on Customer Receipt should be checked
   • Output Tab Options - Print on Journal should be checked
   • Output Tab Options - Print on Guest Check should be checked
8. Click the floppy disk in the toolbar to save the changes.
9. Close the Service Charges tab.

Configure the RVC Discount/Service

1. In EMC, select the revenue center in the dropdown list in the bottom right corner.
2. In EMC, click on the RVC Parameters link under the RVC Information header.
3. Set the fields as listed below:
   • General Tab - Automatic Service Charge: Select the Supplemental Fee created in the steps above from the dropdown list
   • Options tab General - 10 - Auto Service Charge Defaults to Off should be unchecked
4. Click the floppy disk in the toolbar to save the changes.
5. Repeat the above step for all revenue centers
6. Close the RVC Parameters tab.

Set Menu Item Classes to Apply Auto Service Charge

1. In EMC, select the revenue center in the dropdown list in the bottom right corner.
2. In EMC, click on the Maintenance link under the Menu Items header.
   
   
3. Click on the Maintenance link.
   
   
4. Click the Toggle Table/Form View button in the toolbar to view the record in form view.
5. Click on the Class tab at the bottom of the window.
6. On the first menu item class, click the '...' button on the Options field to show the list of options for that menu item class.
7. Ensure that Option 12 - Add to Automatic Service Charge Itemizer is checked.
   
   
8. Click the OK button.
9. Click on the next menu item class and repeat steps 7-8 until all classes have been modified.
10. Click the floppy disk in the toolbar to save the changes.
11. Repeat the above steps for all revenue centers.
12. Close the Menu Item Maintenance tab.

Add Service Charge Exempt Button to Touchscreen

It may be necessary for the Supplemental Fee to be removed from the check in certain situations. This function can be placed on any touchscreen but would typically be placed on the payment or function screen. This functionality should be controlled by employee class privilege so that only managers are allowed to exempt the Supplemental Fee.

1. In EMC, select the revenue center in the dropdown list in the bottom right corner.
2. In EMC, click on the Design link under the Touchscreens, Keyboards, and KD >> Workstations section.
3. Select the touchscreen where the remove Supplemental Fee button should be placed.
4. Click the Toggle Table/Form View button in the toolbar to view the record in form view.
5. Find an open space on the screen to place a new button. If no open space is available on the screen, it will be necessary to make another button smaller. That is done by dragging the edges in.
6. Right-click on the open space and select Insert key, then Form Factor 1X1. Resize the button after it has been created, if necessary.
   
   
7. Change the following settings for that button:
   • Legend - Remove Supp Fee
   • Key Type: 11 - Function
   • Key Number: 534 - Exempt Auto Service Charge
8. Repeat the above steps for any additional touchscreens that need the remove supp fee button.
9. Click the floppy disk to save the changes.
10. Close the Touchscreen Design tab.

Confirm Privileges on Auto Service Charge Exempt Function

Checking proper privileges is required to prevent an employee from removing a Supplemental Fee that they are not authorized to remove. Every employee role should be checked to confirm that only authorized employees are privileged to remove the Supplemental Fee.

1. In EMC, click on the Employees link under the Personnel header.
   
   
2. Click the first role record to highlight it.
3. Click on the Maintenance link.
   
   
4. Click the Toggle Table/Form View button in the toolbar to view the record in form view.
5. Click on the Class tab at the bottom of the window.
6. On the first class, click the '...' button on the Transaction Privileges field to show the list of options for that employee class.
7. Ensure that 12 - Authorize/Perform Automatic Service Charge Exemptions is checked if the employees linked to the role should be allowed to remove the Supplemental Fee.
   
   
8. Repeat the above step for all roles.