Adding cardholders
Use this procedure to
add a cardholder and information that is specific to the Procurement Card.
- Select Supply Management > Purchasing Processing > Manage Procurement Cards > Procurement Card Processing.
- On the New Procurement Card Requests tab, click Create.
-
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.
-
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.
-
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.
-
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.
-
Click
Save.
The Companies tab is now available.