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general:ccprocess_assingcctousers

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general:ccprocess_assingcctousers [2023/04/28 15:02] 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 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. +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}} {{:general:user_profile_cc.jpg|User Profile Credit Cards}}
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 VCV Click** +Add** to add a row. The Credit Card Directory is displayed. 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 Tables > Credit Card Codes tab in the Finance application are 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.   * 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 **OK** to continue and return to the Purchasing Credit Cards tab.
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 VCV Click **Save**. VCV Click **Save**.
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general/ccprocess_assingcctousers.1682694152.txt.gz · Last modified: 2023/04/28 15:02 by emoreno