Enter a Customer's Credit Card Information

Use the Credit Card Maintenance (CCRM) program enter a new credit card for a customer or change a customer's existing credit card information.

Enter the customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list. For an accounts receivable consolidation (ARC), enter the number of the paying parent customer. The customer's previously saved credit cards are listed:

Field Name	Displays
Card name	The name of the credit card
Card type	The type of credit card
Last 4 digits	The last four digits of the credit card number
Expiration month	The month the card expires
Expiration year	The year the card expires

Choose the appropriate options:

To	Do This
Add a credit card for the customer	Click Add. If credit card processing is automated through the credit card interface, see Credit Card Portal. If the customer number is a one-time customer account (specified in Customer Maintenance), you can only add a card when entering a sales order. A temporary customer profile is created for the card information, with the order number as the card name. While you cannot add a new card for a generic customer account in this program, you can update card information if you need to correct any details.
Delete a credit card	Highlight the line and click Delete. Note You cannot delete a card that is used on an open sales order; you must first remove the credit card reference from the order(s). Click Select and then click Orders to see where the credit card is used. A program option enables you to limit the display to open orders.
Change information for an existing credit card	Highlight the line and click Select or double click the line. See step 3.
Specify a different customer	Click OK.
Exit the program	Click Exit.

Enter or change data in these fields:

Note
If credit card processing is automated through the credit card interface, the fields listed below are display only. Click the Update button to make changes. See Credit Card Portal.

Field Name	Type / Max Length	Action / Description
Customer no	Display only	The customer number you specified
Card name	Required 30 alphanumeric	Enter a name or description for the card. This name appears when selecting a card for payment transactions (e.g., when a sales order is entered). This field cannot be changed after a credit card is added.
Profile ID	Display	The profile ID assigned by the credit card processor when card holder (e.g., name, address) information was added
Card type	Required/Display	Select a card type. The list of card types is maintained in Credit Card Types Maintenance.
Last 4 digits	Optional/Display	Enter the last four digits of the credit card number.
Expiration month	Required/Display	Select the expiration month.
Expiration year	Required/Display	Select the expiration year.
Token number	Display	The token number assigned by the credit card processor when credit card information (e.g., number, expiration) was added
Added by	Display	The user ID of the person that added the card
Date/time added	Display	The date and time the credit card was created
Changed by	Display	The user ID of the person that last made a change to card information
Date/time changed	Display	The date and time the credit card was changed

Choose the appropriate options:

To	Do This
Change a field	Move the cursor to the field and enter changes. Click Apply to accept the changes or click Cancel to abandon the changes. If credit card processing is automated through the credit card interface, you cannot make changes on this screen. Click the Update button to access the Credit Card Portal.
Delete the displayed credit card	Click Delete. Note You cannot delete a card that is used on an open sales order; you must first remove the credit card reference from the order(s). Click Orders to see where the credit card is used. A program option enables you to limit the display to open orders.
Enter or change notes	Click Notes. See Enter or Change Notes.
Display changes made to this credit card record	Click Audit. See Display an Audit Trail. Click OK to return to this program. Note This button displays only if the audit trail for the Customer Credit Cards (C1K) file is activated in Audit Trail Maintenance.
Review or change credit card information	Click Update. See Credit Card Portal. This button displays only if credit card processing is automated through the credit card interface.
Display interface activity for this credit card	Click Log. See Display the Credit Card Interface Log. Click OK to return to this program. This button displays only if credit card processing is automated through the credit card interface.
Display sales orders entered using this credit card	Click Orders. See Display Credit Card Orders. Click OK to return to this program.
Accept the displayed information and return to the list of credit cards	Click OK.
Return to the menu	Click Exit.

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