Fiscal Services will contact units who have an existing eCommerce presence and Elavon Merchant ID to make the conversion to Touchnet Mason Marketplace. Other units or departments who would like to establish an eCommerce presence or those who have an online presence but are not using an Elavon Merchant ID should complete the Marketplace Application.
uStore and uPay Sites
The following section describes the main features of a uStore and a uPay site and may be used to help the unit decide which product is most suitable for their needs. Fiscal Services can also assist with this determination.
|Create an online store to sell products, manage registrations, collect fees, rentals, memberships, dues and other revenue via credit card||Add the ability to collect funds via credit card to an existing webpage|
|Web development/programming expertise not required||Web development for hosting site, any interfaces and on-going maintenance required|
|Fiscal Services will assist with the initial creation of the store||Technical support is the sole responsibility of the sponsoring department|
Please review the following information before submitting a Marketplace Application. You will be required to acknowledge your understanding of the requirements below when completing the application.
Payment Card Industry Data Security Standards (PCI -DSS)
Mason has an obligation to protect the confidentiality, quality and availability of university data. University data includes personally identifiable information such as credit card information. Mason accepts credit card payments on a department-by-department basis in accordance with state guidelines and PCI DSS. Departments must receive prior approval from Fiscal Services to receive payments by credit card. Failure to follow university guidelines or a lapse in identity security may result in the suspension or revocation of the right to accept credit card payments.
Any department that accepts credit cards for payment must follow the guidance provided by University Policy 2110. Any individual who has been granted access to the Mason Marketplace must sign the Payment Card Control and Security Procedures annually.
Recording Sales Transactions
Credit card transactions are recorded automatically to the fund/org and account code designated by the department. Units may have multiple fund/org and account combinations assigned to different products or services. These fund/org and account combinations are recorded in Banner Finance using detail codes (e.g. CC01). This automation eliminates the need for departments to submit a daily credit card sales report to Fiscal Services for manual input into Banner Finance.
Departments are responsible for reconciling sales transactions captured through their online storefronts with transactions posted to Banner Finance. Administrators may create transaction reports in Marketplace to match with transactions posted in Banner Finance. If a discrepancy is discovered, the reconciler must contact Fiscal Services for assistance in resolving the error.
Credits/Refunds to Customers
To enable refund functionality, an individual must be assigned the role of “Fulfiller w/Refund Rights.” If a refund or credit is due to the customer, the Fulfiller w/Refund Rights will initiate the refund/credit in Marketplace. Specific instructions for creating a credit/refund may be found on the Marketplace Refund Guide.
Occasionally, Mason will receive notice that a customer has disputed a charge. A copy of the chargeback notification will be forwarded to the Marketplace Store Manager. The department is required to provide all requested information in response to the notification by the due date indicated. Even when adequate documentation is provided the credit card provider may proceed with the chargeback. If the chargeback is accepted the sales transaction will be reversed.
Departments are responsible for collecting and paying sales tax on items that they offer for sale when appropriate. All tax must be collected at the time of the transaction. For questions regarding when it is appropriate to make sales tax collection please contact the Fiscal Services Tax Office at firstname.lastname@example.org. For questions regarding the account for sales tax collection and remittance, please contact Yoon Hwang, Manager of Accounting Operations at email@example.com.
Separation of Duties
Departments must establish internal controls that are intended to reduce the risk of an existing or potential control weakness. The chart below outlines the Marketplace Roles. Departments should consider these roles, along with who will reconcile the Marketplace transactions to Banner Finance, when assigning duties to department staff. Click chart below for more information on each Marketplace role.