How can we help?

Popular topics: CSC Quick Find Portal Building a Personal CIF Record

Tracking Debit Card Inventory Changes in Entrust

Inventory Post Activity in Entrust

Post Activity records the physical movement of card stock.

Inventory Actions

Track debit card inventory according to this schedule:

Daily / As Needed
Physical Card Movement
Weekly
 Balancing
New stock arrives Card stock on hand in the vault
Cards loaded into the machine CR825 Single Hopper Machine
  • Personal Cards in machine hopper AND Business Cards in dual control lock box
Sigma DS4 Multi-hopper Machine
  • Personal Cards in machine hopper #
  • Business Cards in machine hopper #
Quality-rejected cards Balance recorded Quality-rejected cards against the Destruction log 

Note: Inventory and destruction logs have a retention period of 2 years.


Inventory Post Activity

Use this procedure to track the physical movement of blank card stock (see the Types tab for activity types and comment requirements). 

  1. If Entrust is not already running, log in to Entrust.
  2. Click Operations tab > Inventory Post Activity.
  3. From the Activity drop-down menu, choose the activity. 
  4. From the Card Stock drop-down menu, choose the card stock.
  5. In the Number of Cards field, enter the number of cards. 
  6. In the Optional Comments field, enter any comments that help others understand this activity. 
  7. Click Post.


Types

Use only the post activities listed below. Note: All activities MUST be posted individually for personal/consumer and business debit cards. It is IMPERATIVE that the comments indicate Personal card or Business card accordingly.

Activity Name Activity Definition What to Leave in Comments
Courier to Vault New card stock received from vendor Personal/Business Card -Courier ref #, actual # of cards received, initials of counters
Vault to Courier Office-to-office transfer of stock (only if Retail Support requests) Personal/Business Card -Tracking #, initials of counters
Vault to Branch Usage (Personal) Consumer/Personal card stock loaded into machine (sets of 25)
  • Sigma DS4 Multi-hopper #2
Personal Card -Initials of associates who loaded the machine
Vault to Branch Usage (Business) CR825 Single Hopper Machine
  • Business card stock stored in the Dual Control Business Card Lock Box

Sigma DS4 Multi-hopper Machine

  • Business card stock loaded into machine hopper #5 (sets of 25)
Business Cards - Initials of associates who loaded the dual control business card box (CR825) or machine hopper #5 (Sigma DS4)
Branch Usage to Vault Card stock returned to vault for machine maintenance Personal/Business Card -Initials of associates who returned stock to vault
QA Rejects Record any QA rejects from the Destruction log missing from the Entrust record at time of weekly balance (alternate method). Personal/Business Card -Date of destruction, initials of associates who destroyed the card









 


Was this article helpful?