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

2. 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

3. Additional Information
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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

4. BW support ACE Support systemsupport@exxonmobil.com 1-800-265-0060
DTN Support
Issues with reports or the delivery of reports
Settlement Information Portal:
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

5. DTN USER and QRG GUIDEs Settlement Information Portal:
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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:

6. ? 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

7. 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

8. MANAGE RETAILERS MODULE 1 MODULE 2: MODULE 3 MODULE 4 SAY
One of the features of the DTN Portal is used to manage which reports are automatically sent to Retailers.

9. Manage BW Site reports
Indicates which reports are automatically sent to Retailers
CLICK
The Manage BW Site Report is where BWs can manage the automatic distribution of reports to Retailers.
The term “Dealer” is interchangeable with “Retailer” in the DTN Portal and this training, and refers to an individual Esso or Mobil Dealer or Retailer.
Let’s have a look at how reports are automatically sent to Retailers in the DTN system.

10. Manage Dealers Scroll to find a Retailer
Type in Retailer Number to search
Drop-down menu with matching Retailer numbers appears
CLICK
The Manage Dealers screen lists all the Retailers that are linked to you.
Contact DTN Support to add the name of Retailer into the DTN Portal.
You can scroll to find the Retailer you want to manage.
Or you can type the Retailer Number into the search box and a drop-down menu will appear with matching Retailer Numbers.
Either way, simply click on the Retailer you want to manage to access their information.

11. Dealer Details Retailer name Report Recipients Retailer Language
French and English only
The Dealer Details screen allows you to enter, edit and delete the setting for sending reports to each Retailer
CLICK
The name of the Retailer appears under the Dealer heading.
The information about which address reports should be sent is listed under the Report Recipients heading.
And the Language in which the reports sent is listed in the Language field.
Although the language drop-down lists multiple languages, DTN reports are available in French and English only.

12. EMAIL ADDRESS Enter a valid email address
Before you can Select Reports to send to the Retailer
CLICK
In the field displaying Enter Address, enter the first address to which the Retailer wants to send reports.
You must enter a valid address before you can Select the Reports to send to that address.
An error message will appear if you try to Select the Reports before entering a valid address.
Once the address has been entered, you can select the reports to send to that .

13. Reports to send Select individual reports OR All reports CLICK
The individual reports that you want to send to this address will become highlighted when click on box with the report name and code.
Or you can choose to send All Reports to the address for the Retailer.

14. Retailer reports Code Report Name Description Credit Card Reports CCM
Card Settlement Report
Day/Shift summary totals and adjustments
DFM
Daily Card Sales Fee Report
Daily summary of total sales and card fees by card type
FMM
Monthly Card Sales Fee Report
Monthly summary of the daily card sales fee reports
PCR
PRICE PRIVILEGES/Car Wash Redemption Report
PRICE PRIVILEGES/Car Wash dollar amounts redeemed.
MSR
Multiple Sales Report
Daily report identifying multiple inside sales (credit only; no debit or Fleet) by truncated card number, to help detect possible fraud
RTV
Ticket Requests
Periodic report – Ticket retrieval request
Loyalty Reports
LDD
Dealer Loyalty Detail Report (2 reports)
LDDa: Transaction level dollar amounts for loyalty points issued/redeemed
LDDb: Transaction level details for loyalty points issued/redeemed
LPF
Daily Loyalty Potential Fraud
Periodic report – Summary of cards that were used multiple times at a site in one day
This is a list of the reports that can be sent to Retailers. There are reports that provide detailed daily and monthly Credit Card information, such as
Card Settlement Report, which provides sales totals and adjustments
Daily Card Sales Fee Report and Monthly Summaries, which provides total sales on a daily and month basis
PRICE PRIVILEGES and Car Wash Report, which provide the dollar values of redeemed points
As well, there are as reports to indicate potential fraud (Multiple Fraud) and Ticket Requests asking for ticket retrievals.
There are Loyalty Reports that itemize the number of loyalty points itemized and redeemed Dealer Loyalty Detail Report, as well as reports that detect potential loyalty fraud.
The last module in this training, Using Reports, goes into more detail about these reports.

15. Adding Select individual reports OR All reports
Maximum 4 addresses.
If you click on the box with the report name and code, these reports will be sent to this address. The reports will become highlighted when you click on them.
CLICK
Or you can choose to send All Reports to the address for the Retailer.
You must Save the information you have added for the Retailer before can Update the system.
Click Add Recipient if you need to add another address. You can add up to a maximum of 4 addresses.
Once you have added and saved the addresses and reports that are sent to each, you can click the Update Details button.

16. Completing Information updated on Dealer Details screen
Click Close to return to My Account
CLICK
Once the information has been updated, it will appear on the Dealer Details screen.
Click Close to return to the My Account screen.

17. Retailer updated Retailer information updated Click My Account CLICK
Once the Retailer information has been recorded, it can be updated at any time.
Click on My Account to return to the main page.

18. DTN USER and QRG GUIDEs Settlement Information Portal:
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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:

19. ?
Check-in
Questi ns
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Let’s take a moment to consider any questions you might have.

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