Credit Card Order

You can order a new card, replacement card or an additional card using the Card Order dialog box. Click the Card Order icon on the Loans – General tab or Credit Card Information dialog box to display the Card Order dialog box.

How do I? and Field Help

To order a card:

• Click the Replacement Card option to order a replacement card.
• Click the Additional Card option to order an additional card.
• Click the New Card option to order a new card.

Click the Credit Card Account down arrow to select the credit card account. Then, click the green arrow.

Click the Card Number down arrow to select a specific card number for the card order. For CPS and CSC users, the Card Number field will be disabled if ordering a new card. All digits of the cardholder number will be masked, except for the first 6 digits and last 4 digits of the number. You can click inside the field with the show/hide icon to show the cardholder number. When you tab out of the field, the cardholder number will be masked. The cardholder number will remain unmasked as long as the field has focus. Portico will log each time a user clicks inside a field to a cardholder number in the View Sensitive Data Audit report. To view a member’s cardholder number, users must be assigned to the Portico – User Can View PAN security group. You can also add the Portico – User Can View PAN permission to a credit union-defined security group using the Security Group Permissions – Update window.

The Name field displays the name that will appear on the credit card. You can change the Name field as needed. For CSC users, the Name field will be disabled if ordering a replacement card.

The Date of Issue field is a read-only field that displays the issue date that appears on the credit card.

The Expiration Date field contains the expiration date that appears on the credit card. For CPS and CSC users, the Expiration Date field will be disabled if ordering a replacement card or additional card. For new card orders for CPS users, the Expiration Date field is required and must be greater than the current day and no more than 5 years in the future. For CSC, if an expiration date is not entered and one is required, CSC will calculate an expiration date for the card. Card orders are sent to CPS and CSC in real-time.

Click the Number of Cards down arrow to select the number of cards.

For CSC users, the Card Type field will always be disabled. For CPS users, this field can be left blank and CPS will enter a default value or you can enter the type of plastic card stock design to use for the credit card (Length: 2 numeric) for new card orders. For CPS users, the Card Type field will be disabled if ordering a replacement card or additional card.

For CSC users, you can use the New Card option to add a co-owner and order a card for a co-owner when one does not exist. If a co-owner exists, an authorized user and card will be added.

If an issue occurs when ordering a card, where the card number is added, but the plastic is not ordered, an error will be received from CSC. Correct the error condition as needed and order the plastic using the Replacement Card option.

The card will be sent to the address on file with CPS or CSC.

Field	Description
CPS/CSC Address Line 1	Line 1 of the address on file with CPS or CSC.
CPS/CSC Address Line 2	Line 2 of the address on file with CPS or CSC.
CPS/CSC Address City	The city included in the address on file with CPS or CSC.
CPS/CSC Address State	The state included in the address on file with CPS or CSC.
CPS/CSC Address ZIP	The ZIP code included in the address on file with CPS or CSC.
Alternate Address Line 1	Line 1 of the alternate address. CPS Length: 20 alphanumeric CSC Length: 50 alphanumeric
Alternate Address Line 2	Line 2 of the alternate address. CPS Length: 20 alphanumeric CSC Length: 50 alphanumeric
Alternate Address City	The city for the alternate address. CPS Length: 20 alphanumeric CSC Length: 25 alphanumeric
Alternate Address State	Click the down arrow to select the state for the alternate address.
Alternate Address ZIP	The ZIP code for the alternate address. CPS/CSC Length: 10 numeric

If the card needs to be sent to a different address, click the Use Alternate Address option and enter an alternate address.

• Click the Use CPS/CSC Address option to send the card to the address on file with CPS or CSC.
• Click the Use Alternate Address option to send the card to the alternate address listed.

Click Submit to order the new, replacement or additional card(s). Click Cancel to close the dialog box.

Only one card order per processing cycle can be submitted.

Once a card has been ordered, the Card on Order check box is selected.

To allow users to order a replacement card or additional card, you must assign the Integrated Services – Online Credit Card Processing - Advanced User security group to one or more of your Portico users.

The Card Order dialog box is not available for Credit Choice users who restrict non-financial updates to consumer or business accounts.