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:
❏ Click +Add to add a row. The Credit Card Directory is displayed.
Field | Description |
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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.
Retrieve |
Click to retrieve information from the last save. If you click Retrieve, any unsaved changes will be lost. |
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Click to print the Credit Card Codes report. |
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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. |