Defining users for credit cards

Define users authorized to charge purchase orders to a specific credit card.

To define users for credit cards:

  1. Open the Credit Card Numbers form.
  2. Select the credit card number for which to define users, and then click the Users tab.
  3. User—Enter the name of the user to associate with the credit card number. The system automatically populates the user description.
  4. Default—Select to set the user as the default user for the credit card number.
  5. Click Submit.