Defining credit cards

Define credit cards for use as payment on purchase orders.

To define credit cards:

  1. Open the Credit Card Numbers form.
  2. Click New Record.
  3. Organization—Enter the organization of the credit card if you use multi-organizational security.
  4. Last 4 of Credit Card—Enter the last four digits of the credit card number, and then enter a description of the credit card in the adjacent field.
  5. Type—Enter the type of the credit card.
  6. Expiration (Month/Year)—Enter a two-digit number for the month, and then enter a four-digit number for the year.
  7. Class—Enter the class of the credit card.
  8. Class Org.—Enter the organization of the class.
  9. Expiration Date—Enter the expiration date for the credit card. The system defaults Expiration Date to the month entered as the Expiration month, the last day of the Expiration month, and the year of Expiration.
  10. Name—Enter the name that appears on the credit card.
  11. Out of Service—Select to set this credit card record to out of service.
  12. Click Save Record.