General Card Management setup
This topic describes Card Management setup options that apply to most environments.
For additional setup instructions for specific environments, see
Set up application configuration options for Card Management
These application configuration options (app configs) are in Application Configurator under CARDMGMT.EXE.
| Name | Description |
|---|---|
Auto-Approve E-Check Driver Deductions |
By default, driver deductions issued via e-checks must be approved manually before they can be posted. To have the system approve these deductions automatically, set this app config to True. |
Auto-Populate E-Check Trip |
By default, the Trip # field on the E-Checks tab is not populated automatically when you create an e-check. To have the trip number appear in this field when you assign a driver to the trip, set this config to True. Note: This is not applicable to payees that are not drivers. |
Comdata One-Time Cash Reason Required |
By default, the system will not force the user to provide a reason when assigning a one-time cash amount to a Comdata card. To change this behavior, set this config to True. |
Fuel Vendor Communication Log Path |
By default, communication logs are not saved. To save these logs, enter a valid path. |
Overwrite Echeck Description with FB# |
By default, the user can enter any value in the Description field on the E-Checks tab. To have the system put FB:xxxx in the field, where xxxx is the freight bill number, change the value of this option to True. The system will overwrite the value previously entered in this field. |
Post E-Checks |
By default, the system posts e-checks to accounting modules automatically. To change this behavior, change the value of this option to False. |
Set up Security Configuration options for Card Management
This table lists the Card Management setup options in Security Configuration.
| Location | Option | Description |
|---|---|---|
Security > Business Events > Allow Changes |
CARDMGMT - Allow Cancel of E-Checks |
Allows the user to cancel e-checks. |
CARDMGMT - Allow Edit of Auto-Approve Flag in E-Checks |
Allows the user to have direct driver deductions approved automatically. |
|
CARDMGMT - Allow Edit of Deduction Code in E-Checks |
Allows the user to enter a deduction code for direct driver deductions. |
|
CARDMGMT - Allow Edit of Post Flag in E-Checks |
Allows the user to choose the method by which an e-check is posted to the accounting modules. |
|
CARDMGMT - Allow Issue of E-Checks |
Allows the user to issue e-checks. |
|
CARDMGMT - Allow Log Purge |
Allows the user to purge log data. |
|
CARDMGMT - Allow POS Purge |
Allows the user to purge point of sale (POS) records. |
|
Security > Business Events > Misc > Card Management > TCH |
Money Code Limit Per Trans $ Money Code Limit Per Day $ Cash Advance Limit Per Trans $ Cash Advance Limit Per Day $ One Time Cash Limit Per Trans $ One Time Cash Limit Per Day $ |
Daily dollar limits and individual transaction dollar limits for money codes, cash advances, and one-time cash transactions |
Allow to Change Post Type |
options="header" change the Post Via field value for an e-check. |
|
Allow to Change Card Status |
Allows the user to change the Status field value for a card. |
|
Allow to Change Parent/Child Account |
Allows the user to make an account a parent or child account by selecting Parent/Child Account in the Setup window. |
|
Allow Card Limit Overrides |
Allows the user to change the No of Overrides field value for a card. |
|
Allow Location Overrides |
Allows the user to change the Override All Locations value for a card. |
|
Allow Driver Deduction override |
Allows the user to prevent the system from creating a driver pay deduction. |
|
Allow AP Invoice Line Item override |
Allows the user to prevent the system from creating an AP invoice line item. |
|
Security > Business Events > Misc > Card Management > FleetOne |
Reset Credit Limits |
Dollar limits for credit limits for different types of purchases |
Total Amount Limits |
Dollar limits for total card amounts for different types of purchases |
|
Override Count Limits |
Limits for the number of overrides allowed for different types of purchases |
|
Single Transaction Limits |
Dollar limits for individual transactions of different types |
|
Security > Business Events > Misc > Card Management > Comdata |
Echeck Limit Per Trans $ |
Dollar limit per e-check |
Security > Tabs Setting > Card Management |
Tabs Setting - Card Management |
Gives the user access to the applicable tab. |