Adding a maximum and sequence to a customer token record

Optionally, you can add a Maximum and Sequence setting to the Distribution SX.e system record. These settings are not handled by CenPOS, so are not input using the CenPOS web browser.

Before you can add these settings to a token record, you must have already set up the customer token record using Customer Credit Card Setup, which does access the CenPOS web browser.

See Setting up credit card tokens.
  1. Select Customer > Setup > Credit Card.
  2. Use the Search pane to specify criteria to search for an existing token. Filter by Card Type, Customer, or ShipTo and click Search.
  3. Select a token in the grid.
  4. Click Edit.
  5. In General, specify these settings:
    1. Optionally, in the Maximum field, specify the maximum amount that can be charged in one transaction for this credit card. A zero entry means there is no maximum.
    2. Optionally, in the Sequence field, specify a 3-digit sequence number. Use this field only if you are setting up multiple credit cards for this customer and want to define the order in which cards are listed in the Payment #/Reference field of Sales Order Entry-Collect Payment. For example, specify 001 for one card, 002 for the next card. The default is 999. The card with the lowest number is displayed first during sales order entry.
    Note: No setup is required in the User Fields section. These fields allow you to set up user-defined fields. These fields are not processed or updated by the system or by CenPOS for credit card processing.
  6. Click Save.