Procurement card holders

For each card, the administrator specifies a card number, an expiration date, and an effective date after the card is received from the bank. The administrator activates the card so that it is available to the cardholder to create purchases. Cardholders cannot create a purchase order or import a charge until the request has been approved and the card is activated. After a card number has been assigned and the card is activated, it cannot be changed. Similarly, a card cannot be canceled if there are open charges.

The administrator includes these key decisions for each card:

• Whether the card is used buy a single person or group of people
• Whether the card is limited to taxable purchases or exempt purchases
• Selecting a merchant group for the card and whether to include or exclude them from transactions
• Limiting or excluding purchases to items that belong to an item list
• Limiting the ability to create purchase orders to buyers that belong to a buyer list
• Limiting a single purchase to a maximum transaction amount