Adding a new distribution schema (Convenience Fee Handling use case)

Convenience Fee    

1. Are you ready?
   
   In this tutorial we are going to learn how to add a new distribution schema that includes convenience fee. This schema is used in case when a merchant has to send a specific fixed amount charged from every transaction to the reseller, associated with this merchant. In addition, in our case a merchant is sending a certain amount to the gateway to cover future merchant service fees.
   
   We will use the following parameters:
   

   Name: Convenience Fee Handling
   
   Account type: Bank Account
   Amount: 4.99
   Source: Total Fee
   Destination: Holding account => Reseller 1
   
   Account type: Payment Card
   Amount: 4.99
   Source: Total Fee
   Destination: Holding account => Reseller 1
   
   Account type: Payment Card
   Rate: 100
   Source: Remaining Fee
   Destination: Convenience Fee Balance
   
2. Log in to the system using your Username and Password and switch to the Management => Portfolio Perspective.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
3. Click   Distributionsbutton in the top section of the screen.
4. Click   Addbutton
5. Locate   Detail  groupbox
6. Enter Convenience Fee Handling into the Nametextbox
7. Locate   Active  checkbox and check it off.
8. Locate   Rules  groupbox
9. Select Bank Account in Account Typecolumn
10. Enter 4.99 into the Amountcolumn
11. Select Total Fee in Sourcecolumn
12. Select Holding Account in Destinationcolumn
13. Select Reseller 1 in the dropdown next to the Holding Account.

    screenshot
14. Now, let's create the second rule.
15. Click   Rulebutton
16. Select Payment Card in Account Typecolumn
17. Enter 4.99 into the Amountcolumn
18. Select Total Fee in Sourcecolumn
19. Select Holding Account in Destinationcolumn
20. Select Reseller 1 in the dropdown next to the Holding Account.

    screenshot
21. Let's create the third rule.
22. Click   Rulebutton
23. Select Payment Card in Account Typecolumn
24. Enter 100 into the Ratecolumn
25. Select Remaining Fee in Sourcecolumn
26. Select Convenience Fee Balance in Destinationcolumn
27. After you are done, your screen will look similar to the screenshot.

    screenshot
28. Click   Savebutton
29. Congratulations, you are done!
    
    Now you know how to add new distribution schema for convenience fee handling. Now, let's learn how to change merchant fee withdrawal source from merchant balance to convenience fee balance.

Portfolio perspective   Merchant   Distributions   Convenience fee   Remittance