OpusPAY

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(c) Company name, 2020

Plan Summary - Custom - Trans View

This page allows the user to view a Custom Plan for merchants.

Plan Summary - Custom - Trans View

Back

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	-	1. Allows the user to navigate back to the Plans Grid screen. Refer to the specification for that page here.	-	-	-	-	-	-

Plan Name

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. Displays the name of a Plan.	Y	-	N	255	-	-

Standard / Custom Radio Buttons

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Radio Buttons	Standard Plan means OpusXenta is invoicing the merchant. Custom Plan means Gateway is paying OpusXenta.	1. Displays if the plan is a Standard or Custom Plan.	-	-	N	-	Standard	-

Merchant Country

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. Displays the country that this Plan applies to.	-	-	-	-	-	-

Currency

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. Allows the user to select the billing currency for this Plan. Merchants assigned to this plan will be billed in the currency selected. 2. The country selected determines which currency is available for the Plan. Refer to the specification for this screen here. 3. If only one currency is available for the country selected, set this field to the currency by default. 4. If user clicks on Save without selecting a Currency, display inline error message.	Y	-	Y	-	-	4. Please select a Currency

Status

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	If the Plan Status = Active, the Plan can be assigned to merchants. If the Plan Status = Inactive, it cannot be assigned to merchants.	1. Displays the Status of the Plan (Active or Inactive).	-	-	N	-	-	-

Add Row

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	At least one Tier-Level row is required.	1. Allows the user to add Tier-Level volume and rates.	-	-	N	-	-	-

Quantity From

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Number	-	1. Displays the minimum number of transactions required for this Tier-Level. 2. Number only, no decimals.	Y	-	N	-	-	-

Quantity To

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Number	-	1. Displays the maxiumum number of transactions required for this Tier-Level. 2. Number only, no decimals.	Y	-	N	-	-	-

Invoice By

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	Transaction means that invoicing = Rate X number of transactions. Month means invoicing = Rate each month.	1. Displays what the invoicing will be based on. 2. Should be pre-populated with below options: Transaction Month	Y	-	N	-	Transaction	-

Rate

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Number/Decimal	-	1. Displays the Fixed Rate for a Tier Level. 2. Format should allow two decimal places.	Y	-	N	-	-	-

Edit

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	-	1. Allows the user to update Tier-level row of volume and rates. 2. When clicked change Edit button to Save button.	-	-	N	-	-	-

Delete

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	-	1. Allows the user to delete Tier-level row of volume and rates.	-	-	N	-	-	-

Edit

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	-	1. This should open the Plan Summary in Edit mode. Refer to the specification for the modal here.	-	-	Y	-	-	-

Transaction Charges Tab

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Tab	-	1. This displays the Tier levels for this Plan. 2. This tab should be highlighted to identify the tab the user is on.	-	-	Y	-	-	-

Assigned Accounts

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Tab	-	1. This tab will display the selection of all Parent Merchant Accounts added to this group plan.	-	-	Y	-	-	-