Add a transaction type to an existing processing code

When you need to add another transaction type to an existing processing code, you can either create a new transaction type and add it or you can add an existing transaction type. In addition, when adding a transaction type, you can also add reversals at the same time.

To add another transaction type to an existing processing code:

1. From the main menu, select Configurations > Processing codes & transaction types.
   The Processing codes & transaction types screen displays with the Processing codes tab open by default.
2. Select the processing code to which you want to add a transaction type.
3. On the Processing code details screen, select Add transaction type.
4. On the Select processing codes types screen, select one or more processing code types to associate with the transaction type.
   • Authorization processing code—This code is used to authorize a transaction. It specifies the type of request, such as a purchase, cash advance, or balance inquiry, and directs the transaction to the correct network for approval.
   • Reversal processing code—This code is used to cancel or reverse a previously authorized transaction. It releases the funds and prevents the transaction from being completed.
   • Partial reversal processing code—This code is used to cancel or reverse only part of a previously authorized transaction. It releases a portion of the funds.
5. Select Next. The Transaction type tab displays. This is the first tab in the process. The other tabs displayed depend on which processing code or codes you selected. Possible tabs are Reversal transaction type, Partial reversal transaction type, Transaction flow, and Review.
6. On the Transaction type tab, select either Create new or Select existing.
   1. If you chose Create new:
      1. Enter a unique transaction type name and transaction type ID using 4–9 numbers, greater than 7000.
      2. In the Select the financial type and impact section:
         1. Select if the transaction type debits or credits funds.
         2. Select if transactions appear on statements.
         3. Select Next.
   2. If you chose Select existing:
      1. Choose the Select button next to the existing transaction type you want to add.
      2. Select Next.
7. On the Reversal transaction type tab (displayed only if you chose this type of processing code type), select either Create new or Select existing.
   1. If you chose Create new:
      1. Enter a unique Reversal transaction type name and define Reversal transaction type ID using 1–6 letters and numbers.
      2. Select Next.
   2. If you chose Select existing:
      1. Choose the Select button next to the existing Reversal transaction type you want to add.
      2. Select Next.
8. On the Partial reversal transaction type tab (displayed only if you chose this type of processing code type), select either Create new or Select existing.
   1. If you chose Create new:
      1. Enter a unique Partial reversal transaction type name and define Partial reversal transaction type ID using 1–6 letters and numbers.
      2. Select Next.
   2. If you chose Select existing:
      1. Choose the Select button next to the existing Partial reversal transaction type you want to add.
      2. Select Next.
9. On the Transaction flow tab, select a key to define how processing code and transaction type are linked.
   Note: A transaction flow defines how a processing code maps to transaction types and creates debit and credit entries after authorization.
   1. Select a key. Key options are:
      • Principal—Principal is the original amount, excluding interest and fees.
      • Installment—An installment splits a purchase or outstanding balance into multiple scheduled payments over time, with fees and interest calculated upfront.
      • Contract—Contract is the total amount, including the principal amount, interest, and fees.
      • Custom key—A custom key is any value you define, like fees or taxes.
   2. Select Next.
10. On the Review tab, verify that everything is correct and select Finish.

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If no transaction category is associated with the processing code, its status on the Transaction type tab will be Missing PC.

You can also create transactions types with the Create program transaction type endpoint.