Credit Card Configuration (Prefixes)

Applies to: RFMS Core
Use this article when: you need to control which receipt sequence credit card payments post to, including by store.
Does not cover: creating or maintaining receipt registers or general receipt setup.

Use Credit Card Configuration (Prefixes) to identify credit card types by their beginning numbers and send those payments to the correct receipt sequence. If your company uses separate receipt registers by store, you can also assign a default store to the prefix record

Navigation

Order Entry > Utilities > Set Up > Credit Card Setup > Credit Card Prefixes

What this Setup Controls

This setup lets you create prefix records that identify a credit card by its starting number or character. Each prefix record can be tied to a specific Receipt Sequence, which controls where that credit card payment is posted.

If you use separate receipt registers for different stores, you can also assign a Default Store so the prefix applies to a specific store.

Field Descriptions

Field	Explanation
Card Prefix	Enter the number or character that identifies a particular credit card.
Receipt Sequence	Select the receipt register where payments for that card prefix should be posted.
Set Default Store	Select this option if the rule should apply to a specific store. Enter the store code that should use this posting rule. Click on the F8 button to access the Store Code list.
Description	Enter a clear name for the credit card or the card/store combination.

Set Up or Update a Credit Card Prefix

1. Go to Order Entry > Utilities > Set Up > Credit Card Setup > Credit Card Prefixes
2. Add a new record, or select an existing one to edit.
3. In Card Prefix, enter the starting number or character for the card.
4. In Receipt Sequence, select the receipt register where that payment should post.
5. If the setup should apply only to one store, select Set Default Store and enter the correct store code.
6. In Description, enter a name that clearly identifies the record.
7. Save the record.

The Tool Bar

	Exit	Exits the Receipt Configuration.
	Help	Displays the on-line help system for the current screen.
	Select	Activates or selects the highlighted record.
	Insert	Adds a new receipt register.
	Edit	Allows changes to an existing receipt register.
	Delete	Deletes the highlighted receipt register.  This function requires an access code from RFMS.

Related Articles

• Full Order Entry Utilities User Guide

• Receipt Configuration