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Credit Cards


The Credit Cards tab enables you to display and define data about credit cards associated with components.

The Primary Information screen supports department-level and location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.

Detail View Header

The field in the top section of this tab defines the data that displays.

Equipment ID

Identifier of the equipment unit currently selected in the grid or that you are defining. This field has a list box. The equipment unit year, manufacturer, and model display to the right of the ID.

When you insert a component with an asset category that supports automatic numbering and this field is blank, the system generates an equipment ID that follows the format specified in the Custom ID structure field on the Data -> Equipment Units -> Setup -> Asset Categories screen. If the asset category does not support automatic numbering, the equipment ID is based on either part/location settings or system settings. If you specify an ID and the component’s asset category supports automatic numbering, the ID is not overwritten.

Whether an asset category supports automatic numbering is specified on the Data -> Equipment Units -> Setup -> Asset Categories screen.

Detail View

The fields in the screen group in the bottom section of this tab define the credit card information. Unless otherwise indicated, these fields are optional.

Delete

To delete the entries in the fields to the right, place a check in this field and click Save.

Issuing company

Name of the company that issued the credit card. This field is optional.

Card number

Number of the credit card issued to the operator. Maximum field length is 30 characters. Required.

Issue date

Date (in MM/DD/YYYY format) that the operator was issued the credit card. Must be either earlier than or the same as the date in the Expiration date field. Required if a card number and expiration date are entered. Otherwise, optional.

Expiration date

Date (in MM/DD/YYYY format) that the credit card expires. Must be later than the date in the Issue date field. Required if a card number and issue date are entered. Otherwise, optional.