Bank Cards Lookup

The Bank Cards Lookup is used to search for entities based on bank card information. For example, use this lookup to search for all entities that have a specific bank card type, an active bank card or entities that have bank cards that allow membership billing on those cards.

 

How Do I Perform a Template Lookup?

 

How Do I Perform an Advanced Lookup?

 

Note: If you are performing a template lookup, some of the fields described below may not appear on the form.

 

Data Fields:

 

Card Type

The card type of the entity that you wish to look up. Values in this drop-down list are validated against the tms_credit_card table (GC).

Status

The status of the card you wish to look up. Values in this drop-down list are validated against the tms_bank_card_status table (MH).

Last Status

The former status of the card you wish to look up. Values in this drop-down list are validated against the tms_bank_card_status table (MH).

Comment

A general comment on the bank card record that you wish to look up.

Start

The start date for the bank card you wish to look up.

Stop

The stop date for the bank card you wish to look up.

Last Status Date

The date that the status of the card that you wish to look up was last changed.

Memb Billing OK

This field indicates whether you wish to look up bank cards that have membership billing attached to them. Hard-coded values include 'Membership Billing OK', 'Membership Billing Not OK' and 'ALL'.

Affinity Card

This field indicates whether you wish to look up bank cards that have an affinity card attached to them. Hard-coded values include 'Affinity Card', 'No Affinity Card', and 'ALL'.