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maintenance:userprofiles:purchasingcreditcards
Purchasing Credit Cards - DA3000
District Administration > Maintenance > User Profiles > Purchasing Credit Cards
This tab is used to assign specific credit card codes to individual requisition users. If requisition users will not be selecting a credit card when submitting a 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.
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.
Notes:
- All data fields are display only and can be edited on the Finance > Tables > Credit Card Codes tab in Finance.
- Refer to the Accounts tab for more information about the Add User, Delete User, and Remove Process buttons.
Add a credit card code:
❏ 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 Tables > Credit Card Codes tab in the Finance application 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 |
|---|---|
| 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. |
❏ Click Save.
Other functions and features:
| Retrieve |
Click to retrieve information from the last save. If you click Retrieve, any unsaved changes will be lost. |
|---|---|
|
Click to print the Credit Card Codes report. |
|
 |
Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
Click Save. A message is displayed asking if you want to delete the row. Click OK. |
maintenance/userprofiles/purchasingcreditcards.txt · Last modified: 2023/04/28 15:02 by emoreno