General Card Management setup
This topic describes Card Management setup options that apply to most environments.
For additional setup instructions for specific environments, see these topics:
Set up application configuration options for Card Management
These application configuration options (app configs) are listed in Application Configurator under 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, set this app config to True. |
Auto-Populate E-Check Trip |
By default, the Trip # field on the E-Checks window is not populated automatically when you create an e-check. To have the trip number to appear in this field when you assign the 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 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. |
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 |
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. |
|
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 cleared, the user cannot change the Post Via field value for an e-check. |
|
Allow to Change Card Status |
When cleared, the user cannot change the Status field value for a card. |
|
Allow to Change Parent/Child Account |
When cleared, the user cannot make an account a parent or child account by selecting Parent/Child Account in the Setup window. |
|
Allow Card Limit Overrides |
When cleared, the user cannot change the No of Overrides field value for a card. |
|
Allow Location Overrides |
When cleared, the user cannot change the Override All Locations value for a card. |
|
Allow Driver Deduction override |
When cleared, the user cannot prevent the system from creating a driver pay deduction. |
|
Allow AP Invoice Line Item override |
When cleared, the user cannot 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 |
When selected, the user has access to the applicable tab. |