Objective
The Form of Payment Options control settings specific to the use of credit cards in Concur Travel. In this lesson, you’ll learn how to access these settings, and what impact these settings have on the booking process.
To access Form of Payment Options on the Travel Configuration page, use CTRL + F to search for the setting as shown in the graphic below.
The available settings in Form of Payment Options on the Travel Configuration Page include:
Review the following sections for more information.
When this setting is enabled, the user/arranger will not be able to save their profile or make a booking without providing a personal credit card defaulted for Air or Rail.
The Credit Cards section on the User Profile page is where the user can add their credit card information by selecting Add a Credit Card:
For more information on how to add credit cards, please see unit Exploring the Legacy Concur Travel Profile in Course Getting Started with Legacy Concur Travel for Business Users.
You use this field to link corporate credit cards to custom fields, such as cost centers, so expenses are mapped to predefined values.
When enabled, the traveler will be able to choose a card that is linked to a custom field previously set up under Manage Custom Fields.
For more information on custom fields, please see the unit Working in Manage Custom Fields.
Enable the check-boxes For Air and Rail and/or For Hotels to allow travelers to choose between a corporate ghost card or a personal credit card during the booking process.
Note
When users are allowed to choose the method of payment, it’s recommended to also consider the following options:
When enabled, this option forces the user to choose a credit card on the Review and Reserve page in Concur Travel.
The default selection in the method of payment drop-down menu will be Please choose a credit card:
The user can select the corporate ghost card or the card in their profile from the drop-down menu. By default, the corporate card will be displayed in yellow and before the profile card:
If you want to invert the display order of the cards, consider the following configuration option.
When this setting is enabled and both personal (IBA) and ghost (CBA) cards are available, the payment fields list personal cards first, sorted alphabetically by the Display Name in the user’s profile. The first personal card becomes the default selection in the drop-down, overriding any other credit card default settings. Ghost card options are displayed after the personal cards.
The user will see the following displayed in the Method of Payment of the Review and Reserve page:
For more information about corporate ghost cards, please see unit Working with Corporate Ghost Cards.
If enabled, this setting allows traveler arrangers and travel users making guest bookings to add a credit card at the time of booking travel.
If enabled, this setting allows administrators to control what credit card numbers can be used as temporary cards in Concur Travel. Temporary cards will not be saved to the system and are only valid for this reservation.
For more information on how to set up Bank Identification Number (BIN) restrictions, please see unit Working with Credit Card BIN Restrictions.
If enabled, this setting will restrict the option of temporary cards for hotel purchases only. This setting applies to Guest bookings.
