General Card Management setup

The topics in this section describe Card Management setup options that apply to most environments.

These topics include additional setup instructions for specific environments:

Setting up Application Configurator options for Card Management

The following Card Management Application Configurator options are listed under Configuration Options > CARDMGMT.EXE.

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, change the value of this option to True.

Auto-Populate E-Check Trip

By default, the Trip # field on the E-Checks window is not populated automatically by the system when you create an e-check. If you want the trip number to appear in this field when you assign the driver (or a payee that is a driver) to the trip, change the value of this option 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, change the value of this option 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 window. 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 any previously entered value 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.

Setting up Security Configuration options for Card Management

This table lists Card Management setup options in Security Configuration.

Location	Option	Description
Security > Business Events > Allow Changes	CARDMGMT - Allow Cancel of E-Checks	When selected, the user can cancel e-checks.
CARDMGMT - Allow Edit of Auto-Approve Flag in E-Checks	When selected, the user can choose to have direct driver deductions approved automatically by the system.
CARDMGMT - Allow Edit of Deduction Code in E-Checks	When selected, the user can choose to enter a deduction code for direct driver deductions.
CARDMGMT - Allow Edit of Post Flag in E-Checks	When selected, the user can choose the method by which an e-check is posted to the accounting modules.
CARDMGMT - Allow Issue of E-Checks	When selected, the user can issue e-checks.
CARDMGMT - Allow Log Purge	When selected, the user can purge log data.
CARDMGMT - Allow POS Purge	When selected, the user can 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	When deselected, the user cannot change the Post Via field value for an e-check.
Allow to Change Card Status	When deselected, the user cannot change the Status field value for a card.
Allow to Change Parent/Child Account	When deselected, the user cannot make an account a parent or child account by selecting Parent/Child Account on the Setup window.
Allow Card Limit Overrides	When deselected, the user cannot change the No of Overrides field value for a card.
Allow Location Overrides	When deselected, the user cannot change the Override All Locations value for a card.
Allow Driver Deduction override	When deselected, the user cannot prevent the system from creating a driver pay deduction.
Allow AP Invoice Line Item override	When deselected, the user cannot prevent the system from creating an AP invoice line item.
Security > Business Events > Misc > Card Management > Fleet One	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	Tab settings	When selected, the user has access to the applicable tab.

Location

Option

Description

Security > Business Events > Allow Changes

CARDMGMT - Allow Cancel of E-Checks

When selected, the user can cancel e-checks.

CARDMGMT - Allow Edit of Auto-Approve Flag in E-Checks

When selected, the user can choose to have direct driver deductions approved automatically by the system.

CARDMGMT - Allow Edit of Deduction Code in E-Checks

When selected, the user can choose to enter a deduction code for direct driver deductions.

CARDMGMT - Allow Edit of Post Flag in E-Checks

When selected, the user can choose the method by which an e-check is posted to the accounting modules.

CARDMGMT - Allow Issue of E-Checks

When selected, the user can issue e-checks.

CARDMGMT - Allow Log Purge

When selected, the user can purge log data.

CARDMGMT - Allow POS Purge

When selected, the user can 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

When deselected, the user cannot change the Post Via field value for an e-check.

Allow to Change Card Status

When deselected, the user cannot change the Status field value for a card.

Allow to Change Parent/Child Account

When deselected, the user cannot make an account a parent or child account by selecting Parent/Child Account on the Setup window.

Allow Card Limit Overrides

When deselected, the user cannot change the No of Overrides field value for a card.

Allow Location Overrides

When deselected, the user cannot change the Override All Locations value for a card.

Allow Driver Deduction override

When deselected, the user cannot prevent the system from creating a driver pay deduction.

Allow AP Invoice Line Item override

When deselected, the user cannot prevent the system from creating an AP invoice line item.

Security > Business Events > Misc > Card Management > Fleet One

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

Tab settings

When selected, the user has access to the applicable tab.