DTN Training Welcome to: The session will begin shortly. SAY

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Presentation transcript:

DTN Training Welcome to: The session will begin shortly. SAY Welcome to this DTN Training Webinar. The session will begin shortly.

SAY We are implementing a new and streamlined process for card transaction processing, settlement and payment at all Esso and Mobil retail sites, by upgrading the front-end processing and settlement systems. This training focuses on the DTN Portal, the application that you will use to retrieve reports and manage reports that are sent to Esso and Mobil Retailers. introduction

Additional Information SAY There are a few icons that are used during the training that let you know that there is more information to consider: NOTE: Indicates that there is additional information provided. WARNING: Indicates that special attention is required. Note Warning

BW support ACE Support systemsupport@exxonmobil.com 1-800-265-0060 DTN Support Issues with reports or the delivery of reports 1-800-779-5779 energysupplierhelp@dtn.com Settlement Information Portal: http://www.essoandmobilpos.com/fep/en BW Resources: DTN Virtual Training DTN User Guide DTN Quick Reference Guide Retailer Resources: Retailer Reports Guide Retailer Quick Reference Guide SAY There is support for the ACE application, through which the DTN Portal is accessed. ACE Support can cover account and login issues. If there are any issues with reports or their delivery, refer to DTN Support. There is a Settlement Information Portal, where you can find the DTN Virtual Training, which is a recording of this training. DTN User Guide DTN Quick Reference Guide There are also resources available for Retailers: Retailer Reports Guide Retailer Quick Reference Guide

DTN USER and QRG GUIDEs Settlement Information Portal: SAY This learning is based upon the Data Transmission Network (DTN) User Guide. There is also a Quick Reference Guide that you can use as a reference Both of these guides can be found on the Settlement Information Portal. Settlement Information Portal: http://www.essoandmobilpos.com/fep/en

? DTN activity DTN Activity SAY After each module, there will be an opportunity to pause and consider questions. After each module, there will be an opportunity for participants to ask questions and take breaks so the Facilitator can demonstrate, or have participant use, the DTN Portal to reinforce learning. DTN Activity

agenda DTN Portal Manage Retailers View Reports Use Reports SAY Today’s session is divided into 4 modules: First, we will start with an overview of the DTN Portal Then we will explore how to Manage the reports that are sent to Retailers This training will also show you how to View Reports The final section provides you with some tips on Using the reports, especially for reconciliation with payments from Imperial. A recording of these 4 modules is available online, through the Settlement Information Portal. Information about how to access the Settlement Information Portal is in your DTN User Guide. View Reports Use Reports

DTN Portal MODULE 1: MODULE 2 MODULE 3 MODULE 4 SAY A new settlement and payment systems and processes will be implemented at all Canadian Esso and Mobil retail site locations throughout 2018. The application that you will use to retrieve reports, as well as manage which reports will be sent to Retailers, is called the DTN Portal. There is a detailed DTN User Guide and Quick Reference Guide that can assist you in using the DTN application.

ACCESS ACE https://cs-selfserve.exxonmobil.com ACE Access systemsupport@exxonmobil.com 1-800-265-0060 DTN Access Complete ACE registration form requesting DTN access. SAY: You need the following to access the DTN Portal: An ACE account, Access to DTN, and A User ID and Password Because many BWs use ACE for invoicing and payments, you may be familiar with the ACE web address; if not, it is on the screen and in the User Guide and Quick Reference Guide. If you need access to ACE and the DTN portal, there is a System Support email address and phone number also on the screen. There is an ACE registration form that is used to get access, and where you can request access to the DTN Portal.

LOGGING ON Logging On Go to ACE Enter your User ID and Password SAY: If you have a userid and password, you can go to ACE application and log in.

Go to My Account Open Select My Account; a submenu appears Click on My Account in the submenu SAY: Once you are logged in… CLICK Select My Account to access the DTN Portal. A sub-menu will appear. CLICK Click on My Account again in the sub-menu.

My account DTN Portal: Opening page Account Number SAY: There a couple of things to note on the opening screen of the DTN Portal. CLICK The Account number appears in the top right. If BWs have more than one Sold-to number, they can view other account numbers by click on the Account Number. The Manager BW Site Report button allows BWs to manage which reports are sent to Retailers. We will get into more detail in the Manager Retailers module. Now let’s look at the other two main areas of the DTN portal. Account Number Manage Retailer Reports

Reports display Filter Icon Search Results CLICK: The Filter icon is used to find reports in the DTN Portal. CLICK BW reports are displayed here. Since we have not yet searched for any reports, you can see that “No Records Found” message is displayed. Note that the Search box displayed here is not used in the DTN Portal area of ACE. The next module looks at how to Manage Retailers and setup their individual Site Reports. Search Results Note: The Search box is not used in DTN.

DTN USER and QRG GUIDEs Settlement Information Portal: SAY For more information about what was covered in this module, you can find the DTN User Guide and Quick Reference Guide on the Settlement Information Portal. Settlement Information Portal: http://www.essoandmobilpos.com/fep/en

? Check-in Questi ns SAY Let’s take a moment to consider any questions you might have.

THANK Thank you! YOU SAY Thank you for attending this session.