To
add a new Floating DID driver card to an account:
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From The Account
Management Screen, select an account number from the Account
column. This is the account you will be adding a card into. Then
choose the option yes for Floating DID
Note:
If the account does not exist, you must first add
the account, it will be automatically defaulted to Floating
DID yes.
This displays
the Card Management Screen, which is a list of all
the cards in one account. From here, select the Add Driver
Card button.
This displays
the Driver Card Add screen. Fill in all the fields.
(Some fields have default values already in them. You may
leave or change these values.)
DID Number:
If you do not enter a 4-digit custom PIN number here, the
system will generate one for you.
Custom
(Host products): Use this link to select the products
this card will authorize. This change is effective immediately
and does not require a new card to be made. (See ‘Host Controlled Products’
for more information.)
Emboss
Line 1: Defaults to the account name.
Time Profile: Select one
of the time profiles you’ve created to restrict the times
of days and days of week this card will allow fueling.
Emboss
Line 2: Usually the driver name.
Per Fill
Limit Custom (Host): Enter in any per fill limit you want.
This change is effective immediately and does not require
a new card to be made. (See ‘Host
Controlled Limits’ for more information.)
Expiration
Date: Can be set globally in card
templates.
C-Store
OK: ‘Yes’ means that this card will be able to be used
at CFNnet sites.
Edit Templates:
If you have already created card templates, you may select
one to populate the fields in this form, and quickly create
a new card. Select the link to edit those templates.
Reason
Code: Used to track card history. Select a CFN Reason
Code when modifying a card.
Requested
By: Name of the authorized person at the account, who
requested the modification.
New Cards
Added: Tracks how many cards have been added to the account
since you’ve been on this screen.
Select the
Save button to save the card.
Once the data
has been successfully saved, the procedure is done.
NOTE: To quickly add
another card to the account, first make changes to any field if
necessary, and select the Add Next button. This will also increment
the number in the New Cards Added field. Also this is a
virtual card, no plastic is created. |