PCard Setup Procedures
Before you can use the PCard System, you need to run the following setup options:
PCard Profile | Enables you to enter system settings related to receipt entry, encumbrances, and reconciliations. The PCard Profile must be set up before you can use the PCard System. Menu Path: System Administration > Administration > Profiles > PCard Profile |
PCard Definition File | Enables you to create a format that allows the system to "read" the reconciliation files received from your PCard provider. You must create a format record before you can use other setup and processing options. Menu Path: PCard Processing > Reference Tables > Reference Tables > PCard Definition File |
PCard Setup | Enables you to assign PCards to employees and set monetary limits on their card use. An option is also provided for adding users as either Primary Holders, Card Users, or Administrators. Menu Path: PCard Processing > Reference Tables > Reference Tables > PCard Setup |
PCard Vendor Setup | Enables you to associate vendors with a PCard format and link them to the merchants in the reconciliation files received from your PCard provider. Menu Path: PCard Processing > Reference Tables > Reference Tables > PCard Vendor Setup |