Add a Credit Card Type

Use Credit Card Types Maintenance (TCRM) program to add, change, and delete the types of credit cards that you accept.

You must select a credit card type is required when you add a credit card (e.g., in Credit Card Maintenance, Sales Order Maintenance or Cash Receipts Entry).

Current credit card types are listed:

Field Name

Displays

Card type

The credit card type

Description

The description of the card type

  1. Choose the appropriate options:

To

Do This

Add a credit card type

Click Add. See step 2.

Delete a credit card type

Highlight the line and click Delete. See Delete.

Copy a credit card type

Highlight the line and click Copy. See Copy.

Display or change a credit card type

Highlight the line and click Select or double click the line. See step 2.

Print the list of credit card types

Click Print. See Print.

Exit the program

Click Exit.

  1. Enter or change data in these fields:

Field Name

Type / Max Length

Action / Description

Card type

Required
15 alphanumeric

Enter the credit card type you want to add.

Note
This field cannot be changed after a credit card type is created.

Description

Required
30 alphanumeric

Enter descriptive information about the credit card type.

AR payment method

Optional

Select a payment method to link the card type to or leave blank.

If you accept credit card payments, you can link each card type to a different AR payment method (maintained in AR Payment Method Codes Maintenance) or to a common one for all credit card payments.

If you want system-assigned payment numbers unique to the type of card, set up each card type with its own payment method.

  1. Choose the appropriate options:

To

Do This

Accept the data

If this is a new credit card type, click OK. The program prompts for another credit card type. See step 2.

If you made changes to an existing record, click Apply to accept the changes or Cancel to abandon the changes.

Return to the list of credit card types

Click OK.

Exit the program

Click Exit.