Credit Card

In the Advanced Administration application you can add, modify or delete credit card information.

You may New, Delete, or Edit a Credit Card.

• To add a new credit card, you must first add the credit card names, numbers and other information.
• Buyers can use their assigned credit card to make purchases.

New

1. Click Setup | Payments | Credit Card

The Advanced Administration Application displays the Credit Card form.

2. Click [New Credit Card].

The Advanced Administration Application displays the New Credit Card form.

3. Click in each of the text boxes or drop-down menus, and type or select:
• Payment Type
• Name on Card
• Credit Card Number
• Expiration Date (mm/dd/yyyy)
• Credit Card Limit
• Currency
• Description a brief description of the card and its purpose (maximum 255 characters)
• Card Authorization Code if required for use
• Card Reference Number
4. Click [Select Bill to Address].

The Advanced Administration Application displays the Select Bill to Address form.

5. Click in the Search for Name text box, and type all or part of the name of a recognized Procurement application address, or use Wild Card Characters.
6. Click [Search]

The Advanced Administration Application displays all addresses matching your query.

7. In the Results text box, click the appropriate address, and click [Select].

The Advanced Administration Application re-displays the Credit Card form showing the selected billing address.

8. Click in the Corporate Card check box, to add a check mark, to indicate that this is a Corporate Credit Card.
9. Uncheck the check box if this a Personal Credit Card. If this is a personal card, you must select the name of the user.

Click [Select User] to assign a user to the card.

The Advanced Administration Application displays the Enterprise User form.

10. Click in the User Name text box, and type all or part of the name of a recognized Procurement application user, or use Wild Card Characters.
11. Click [Search]

The Advanced Administration Application displays all user names matching your query.

12. In the Results text box, click the Name of the appropriate user, and click [Select].

The Advanced Administration Application re-displays the Credit Card form showing the selected user name.

13. Click:
• [Save] to save the new credit card and leave the New Credit Card form, or
• [Cancel] to leave the New Credit Card form without adding a new credit card.

Delete

1. Select Setup | Payments | Credit Cards.
2. Click in the Name on Card text box, and type all or part of the name appearing on the card, or use Wild Card Characters.
3. Click [Search]

The Advanced Administration Application displays the information for all Credit Cards matching your query.

4. Click Delete to the left of a Credit Card to remove it from the database.

The Advanced Administration application request confirmation before deleting the credit card.

Note: Before removing a Credit Card, you must first remove its associations. If the Credit Card is associated with a supplier as a Payment Type, the Advanced Administration Application cannot remove the Credit Card, and displays an error message. First, New a replacement Payment Type for the supplier. After that, can you delete the Credit Card.

Edit

1. Select Setup | Payments | Credit Cards.
2. Click in the Name on Card text box, and type all or part of the name appearing on the card, or use Wild Card Characters.
3. Click [Search]

The Advanced Administration Application displays the information for all Credit Cards matching your query.

4. Click:
• Delete to the left of a Credit Card to Delete it from the database.
• Edit the left of a Credit Card you want to modify.

If you selected Edit, the Advanced Administration Application displays the Edit Credit Card form.

5. Click in each of the text boxes or drop-down menus, and type or select new values for:
• Payment Type
• Name on Card
• Credit Card Number
• Expiration Date (mm/dd/yyyy)
• Credit Card Limit
• Currency
• Description a brief description of the card and its purpose (maximum 255 characters)
• Card Authorization Code if required for use
• Card Reference Number
6. Click [Select Bill to Address].

The Advanced Administration Application displays the Select Bill to Address form.

7. Click in the Search for Name text box, and type all or part of the name of a recognized Procurement application address, or use Wild Card Characters.
8. Click [Search]

The Advanced Administration Application displays all addresses matching your query.

9. In the Results text box, click the appropriate address, and click [Select].

The Advanced Administration Application re-displays the Credit Card form showing the selected billing address.

10. Click in the Corporate Card check box, to add a check mark, to indicate that this is a Corporate Credit Card.
11. Uncheck the check box if this a Personal Credit Card. If this is a personal card, you must select the name of the user.

Click [Select User] to assign a user to the card.

The Advanced Administration Application displays the Enterprise User form.

12. Click in the User Name text box, and type all or part of the name of a recognized Procurement application user, or use Wild Card Characters.
13. Click [Search]

The Advanced Administration Application displays all user names matching your query.

14. In the Results text box, click the Name of the appropriate user, and click [Select].

The Advanced Administration Application re-displays the Credit Card form showing the selected user name.

15. Click:
• [Save] to save the new credit card and leave the New Credit Card form, or
• [Cancel] to leave the New Credit Card form without adding a new credit card.

Personal Credit Card

1. In the New Credit Card form:
• Uncheck the Corporate Card check box, and
• Click [Select User].

The Advanced Administration Application displays the Enterprise User Search form.

2. Click in the User Name text box, and type all or part of the name of a recognized Procurement application user, or use Wild Card Characters.
3. Click [Search]

The Advanced Administration Application displays all user names matching your query.

4. In the Results text box, click the Name of the appropriate user.
5. Click [Select].
6. In the Priority text box, enter an integer value.

This Priority allows a user with more than one credit card assigned to choose a preference for a card when they pay for a purchase. A priority level of zero (0) means that the credit card is the first one presented when a user pays for the purchase.

7. Click:
• [Save] to save the credit card user name, or
• [Cancel] to exit without making any changes.

Corporate Credit Card

1. In the New Credit Card form:
• Uncheck the Corporate Card check box, and
• Click [Select Organization].

The Advanced Administration Application displays the Organization Search form.

2. Click in the Search for Name text box, and type all or part of the name of a Buying Organization, or use Wild Card Characters.
3. Click [Search]

The Advanced Administration Application displays all Buying Organization names matching your query.

4. In the Results text box, click the Name of the appropriate organization.
5. Click [Select].
6. In the Priority text box, enter an integer value.

This Priority allows a user with more than one credit cards assigned to choose a preference for a card when they pay for a purchase. A priority level of zero (0) means that the credit card is the first one presented when a user pays for the purchase.

7. Click:
• [Save] to save the credit card Buying Organization name, or
• [Cancel] to exit without making any changes.