Note: The following topic is for Premium Mobile administrators.
The Procurement Specialist my configure items that are required, optional and excluded on a per carrier basis. Later, when a user initiates a procurement transaction, he or she will be prompted to provide information based on these settings.
To edit Premium Mobile Configure Procurement Transaction Options, perform the following steps:
1. From the Organize tab in your Tool Bar, click Client Settings.
2. In the Client Settings menu, click the Procurement Configuration link.
3. In the Procurement Configuration section, click the Edit link on the Configure Procurement Transaction Options line.
The Configure Procurement Transaction Options screen opens.
4. In the Configure Procurement Transaction Options screen:
a. Select a Procurement Transaction Type from the drop-down list.
b. Select the Carrier for which you want to configure options from the drop-down list.
c. Click the Search button.
d. In the Order Info Section and the Invoice Info Section, you may use the:
arrows to reorder your list.
radio buttons to determine whether an item in your list is Required or Optional or to Exclude it.
checkboxes to select the Encrypt option (for credit card, account number, and other sensitive information including addresses).
Note: If any address field is marked as encrypted then it will be displayed as masked, (only last 2 characters are displayed in every address field till order is open.
drop-down list to move the item to the Invoice Info Section.
Note: The attachment column is informational only.
e. Click the Save button.