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Trace: • (Optional) Assign credit card codes to users • select_requestors • select_requisitions • select_purchase_orders • Run Payroll Guide
general:ccprocess_assingcctousers

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general:ccprocess_assingcctousers [2023/04/28 14:56] – created emorenogeneral:ccprocess_assingcctousers [2023/05/01 16:59] (current) – emoreno
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-==== (Optional) Assign credit cards to users ====+==== (Optional) Assign credit card codes to users ====
  
 [[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/purchasingcreditcards|District Administration > Maintenance > User Profiles > Purchasing Credit]] [[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/purchasingcreditcards|District Administration > Maintenance > User Profiles > Purchasing Credit]]
  
  
-Assign specific credit card codes to individual requisition users. If requisition users will not be selecting a credit card when submitting the PO, then the credit card codes do not need to be assigned to specific users. The business office will be able to select a credit card code on the PO at the time the payable is entered in Finance. +Assign specific credit card codes to individual requisition users. If users will not be selecting a credit card code when creating and submitting a requisition, then credit card codes do not need to be assigned to users. The business office can select a credit card code on the PO at the time the payable transaction is entered in Finance. 
  
-If a credit card code is assigned to a user, the user can select from the list of active and assigned credit card codes in the **Credit Card Code** drop-down field when entering a requisition on the Purchasing > Maintenance > Create/Modify Requisition and Create/Modify Contract Requisition pages in the Purchasing application.+If a specific credit card code is assigned to a user, the user can select from their assigned list of active credit card codes in the **Credit Card Code** drop-down field when entering a requisition on the [[https://help.ascendertx.com/business/doku.php/purchasing/maintenance/createmodifyrequisition|Purchasing > Maintenance > Create/Modify Requisition]] and [[https://help.ascendertx.com/business/doku.php/purchasing/maintenance/createmodifycontractrequisition|Create/Modify Contract Requisition]] pages in Purchasing. 
  
 +{{:general:user_profile_cc.jpg|User Profile Credit Cards}}
 +
 +VCV Click** +Add** to add a row. The Credit Card Directory is displayed.
 +
 +  * Select one or more credit card codes to assign to the selected user. Only credit card codes that exist on the [[finance:tables:creditcardcodes|Finance > Tables > Credit Card Codes]] tab are displayed.
 +  * Type data in the **Search** field to narrow the list of credit card codes displayed in the list.
 +  * Click **OK** to continue and return to the Purchasing Credit Cards tab.
 +  * Click **Cancel** to return to the Purchasing Credit Cards tab without making a selection.
 +
 +
 +^ Field                                        ^ Description   ^  /*Table with two rows*/
 +^Credit Card Code|The user-defined credit card code is displayed.|
 +^Description|The user-defined credit card code description is displayed.|
 +^Active|Indicates the credit card code status.|
 + 
 +
 +VCV Click **Save**.
general/ccprocess_assingcctousers.1682693808.txt.gz · Last modified: 2023/04/28 14:56 by emoreno

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