OpusPAY

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(c) Company name, 2020

View Account - Primary Contact

This screen allows the user to add sub-accounts to their merchant portal.

View Account - Primary Contact

Back

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	-	1. When clicked this should navigate the user to the Accounts screen without saving any changes. Refer to the specification for that page here.	-	-	Y	-	-	-

Gateway Tab

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Tab	-	1. This should display the Gateway details.Refer to the specifications for this screen here.	-	-	Y	-	-	-

Given Name

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Primary Contact's Given Name.	Y	-	N	255	-	-

Business Email

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Primary Contact's Business Email.	Y	-	N	255	-	-

Primary Contact Tab

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Tab	-	1. This displays and allows the user to edit the Primary Contact of the Account. 2. This tab should be highlighted to identify the tab the user is on.	-	-	Y	-	-	-

Edit

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	-	1. Navigate the user to the Edit Account - Primary Contact screen. Refer to the specifications for that screen here.	-	-	-	-	-	-

Last Name

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Primary Contact's Last Name.	Y	-	N	255	-	-

Merchant Account Name

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Merchant Account name.	Y	-	N	255	-	-

Website URL

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the website of the organisation.	-	-	N	255	-	-

Country

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. This should display the Country for the organisation.	Y	-	N	255	-	-

State

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. This should display the State for the organisation.	Y	-	N	255	-	-

Suburb/Town

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. This should display the Suburb/Town for the organisation.	Y	-	N	255	-	-

Address Line 1

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display Address Line 1 for the organisation.	Y	-	N	255	-	-

Phone Number

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Primary Contact's Phone Number.	Y	-	N	255	-	-

opuspay API Credentials Tab

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Tab	-	1. This displays the Accounts API Credentials. Refer to the specifications for that screen here.	-	-	Y	-	-	-

Plan Tab

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Tab	-	1. This displays the Plan assigned to the Parent Entity. Refer to the specifications for that screen here.	-	-	Y	-	-	-

Address Line 2

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	-	1. This should display the Address Line 2 for the organisation.	-	-	N	255	-	-

Post Code

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. This should display the Post Code for the organisation.	Y	-	N	255	-	-

View Terms & Conditions

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Hyperlink	-	1. Clicking on the Terms & Conditions hyperlink will navigate the user to the published Terms & Conditions. Refer to the specifications for this screen here.	-	-	-	-	-	-

Invoice Account Directly

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Checkbox	-	1. If checked, indicate in the database that this account is to be invoiced directly for it's transactions.	N	-	N	-	-	-

Status

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Combo-Box	-	1. This should display the Status for the organisation.	Y	-	N	255	-	-

Main Agency Account / Agency Payment

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Main Agency Account Note: If the parent account = yes, then 'Main Agency Account' would display
Text	This value can be come in two different ways. 1. At new merchant registration in opuspay. 2. Enabling agency payment for existing merchant through edit merchant.	1. If main agency account is YES, then this account would act as an agent and its sub account would inherits its payment gateways which are compatible for the sub account accepted countries. 2. If main agency account is NO, then this account would not act as an agent.	N	-	Y	-	-	-
Agency Payment Note: If the parent account = No, then ' Agency Payment' would display
Text		1. If the sub account have agency payment then 'Agency Payment' value would be Yes. 1A. If the sub account have not agency payment then 'Agency Payment' value would be No. 2. This value come via follwoings: A. Ethier admin needs to give Main ageny account fucntioanlity to the parent account of the sub account via registration module. B. Or the admin needs to give Main agency account functionality to parent account via manage merchant account module, then sub account would inherit agency payment.