Assigning companies to approved cardholders

  1. Select Supply Management > Purchasing Processing > Mange Procurement Cards > Procurement Card Processing.
  2. On the Procurement Card Approval tab, open a record.
  3. On the Companies tab, click Create.
  4. Specify this information:
    Company
    Select a company number.
    Distribution Account
    Select the distribution company for this expense account. You must set up a valid Global Ledger company and intercompany relationship first.
    Distribution Code
    Select the distribution code for the card. Distribution codes are automatically used on one or more Global Ledger distribution accounts into an invoice.
    Default Company
    Select this check box if the company that is assigned to this card is the default. If an ad hoc charge is imported without a company, then this field is used as a default company on the charge.
  5. Click Save.