Deactivate Expired Cards

Form ID: (AR512500)

You can use this form to view, and possibly deactivate, credit cards that have expired. For details on managing customer credit cards, see Automatic Payment Collection.

Note: This form appears in the system if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Deactivate	Deactivates the expired cards of the customers for which you have selected the Included check box in the table.
Deactivate All	Deactivates the expired cards of all the listed customers.

Selection Area

You use this area to define the criteria for selecting the customers for which cards have expired and will be deactivated.

Table 1. Expiration Period Section
Element	Description
Expiration Date	The latest card expiration date you are interested in.
Expired Within (Days)	The number of days in the date range for which you want to display data; this range ends on the date specified as the Expiration Date.
Customer Class	The class of customers for which you want to view expired cards. Leave the box blank to view information on all classes. The list of classes may be limited based on the roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. With the feature enabled, the Restrict Visibility To box appears on the General tab of the Customer Classes (AR201000) form. You can select a customer class if one of the following is true: The Restrict Visibility To box is empty for the customer class—that is, the visibility of the customer class is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer class, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Show Cards of Default Payment Method Only	A check box that you select to display information on only cards associated with the customer's default payment method.
Show Cards of Notified Customers Only	A check box that you select to display information on only cards associated with customers to which notifications about card expiration dates were sent by using the Notify About Expiring Cards (AR512000) form.

Table

The table contains the list of cards matching the criteria you selected.

Table 2. Table Columns
Column	Description
Included	An unlabeled check box that you select to include the card for deactivation.
Customer	The customer owning the card. If you click the name, the Customers (AR303000) form opens, on which you can view the details of the customer.
Customer Name	The name of the customer.
Customer Class	The customer class the customer is assigned to.
Payment Method	The payment method the card is associated with. If you click the method name, the Customer Payment Methods (AR303010) form opens, on which you can see the details of the payment method.
Card/Account Nbr.	The card display name.
Active	A check box that indicates (if selected) that the card is active.
Expiration Date	The date when the card expires.
Notification Date	The date when the customer was notified about pending card expiration.
Email	The email address of the customer.
Phone 1	The phone number of the customer.
Fax	The fax number for the customer.
Web	The URL of the customer website.