Defining users for credit cards

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

To define users for credit cards:

  1. Select Purchasing > Setup > Credit Cards.
  2. Select the credit card number for which to define users, and then click the Users tab.
  3. Specify this information:
    User
    Specify the name of the user to associate with the credit card number. The system automatically populates the user description.
    Default
    Select to set the user as the default user for the credit card number.
  4. Click Submit.
Parent topic: Defining credit cards