Adding cardholders

Use this procedure to add a cardholder and information that is specific to the Procurement Card.
  1. Select Supply Management > Purchasing Processing > Manage Procurement Cards > Procurement Card Processing.
  2. On the New Procurement Card Requests tab, click Create.
  3. Specify this information:
    Procurement Group
    Select a procurement group.
    Program
    The administrator can control which user ID is attached to this request by selecting a program.
  4. On the Main tab, specify this information:
    Card User ID
    Specify the employee information of the cardholder.
    Employee
    Select the employee number.
    Name
    Specify the name of the person who is assigned to the procurement card.
    Phone Country Code/Phone Number/Extension
    Select the phone country code and specify the phone number/extension of the cardholder.
    Note
    Provide the informational text from the person who is requesting the card.
  5. In the Proxy section, specify this information:
    Proxy User ID
    Specify the information of the proxy that is assigned to this card.
    Name
    Specify the name of the procurement card proxy.
    Phone Country Code/Phone Number/Extension
    Select the phone country code and specify the phone number/extension of the proxy.
  6. In the Options section, specify this information:
    Card Type
    Select whether card is for an individual or a group.
    Tax Option
    Select whether the procurement card is Taxable or Exempt.
    Merchant Group
    Select the merchant group.
    Type
    Select a merchant group type.
    Single Transaction Limit
    Optionally, specify a limit for single transactions.
  7. Click Save.
    The Companies tab is now available.