New Credit Card
To add a new Credit Card, and its associated information:
- On the Credit Card page, click [New Credit Card] above the Credit Card list.
The Account Administration application displays the Credit Card > New page, with empty text boxes for all the information required about the credit card.
- Click in each of the empty text boxes and type, or select from drop-down menus, values for:
- Exact Name on Credit Card - the authorized user's name (or company designation if this is a corporate card).
- Credit Card Type - the brand of credit card or charge card.
- Card Number - the number of the card, which only the last four digits are shown; the remainder of the number is encrypted and shown as asterisks (****).
- Card Expiration - date
- Card Description - a description to be used when selecting from a list of cards, for example, Bill's Personal Visa Card, or Betty's Favorite Corporate Card.
- Corporate Credit Card - click to add a check mark if this is so.
- Bill to Address - click the Search icon to display a Search Page in which you can search for and select an appropriate name and billing address for the card.
| |
Click this icon to search a list of names and associated Bill to Addresses for the new credit card. |
Note: You can only select from the list of approved addresses. You cannot add a new address in this application. To add a new address to be used for any purpose in the Procurement application, you must use Setup Addresses in the Advanced Administration application, or contact someone who has the privilege to do so.
- When you have finished adding information:
- When you have finished viewing, adding and editing Credit Cards, click home.
The Account Administration application re-displays the Procurement Home Page.
