- From Card Fueling module, click Card Accounts. If this is the first record you are creating, it will open the Accounts screen, then the Search Customer screen. Otherwise, it will open the Account search screen where existing card accounts are displayed.
- In Account Search screen, click the New toolbar button to open the new Account screen, then the Search Customer screen.
- In Search Customer screen, select customer then click Open Selected toolbar button. This will display the new Account screen. Cards tab screen will be the default active tab. Account Number and Name fields will be autopopulated by default.
- Navigate to Details tab screen and enter the following required fields: Account Status Code, Terms Code, Discount Schedule, Remote Price Profile ID, Ext. Remote Price Profile ID, Sales Person and Invoice Cycle. Fill in the other fields as needed.
- Navigate to Cards tab screen and enter the following required details to the grid area: Network ID, Card Number, Card Description, Card PIN Number and Last Used Date.
- Click Save toolbar button to save the new card account.
- Click Close toolbar button to close the new card account.
Overview
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