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.
Print	Click to print the Credit Card Codes report. Review the 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. Click Cancel to not delete the row.