Procurement card request approval routing

Procurement card request approval routing determines how a new procurement card request is reviewed before the card is activated.

When a request is released by a standard requester, the request is routed to the manager for approval. After manager approval, the request is routed for procurement card administrator review. The procurement card administrator reviews the request, specifies card details, and completes final approval.

When a request is released by a procurement card administrator, the request skips manager review and is routed directly for final processing.

The manager can perform these actions:
  • Approve - Route the request for procurement card administrator review.
  • Reject - Reject the request.
  • Unrelease - Return the request to New status for rework.
The procurement card administrator can perform these actions:
  • Approve - Complete final approval and activate the request when all required information is valid.
  • Reject - Reject the request.
  • return - Return the request to New status for correction.

During final approval, the system verifies whether a procurement card user record exists. If a required procurement card user record does not exist, the record is created as part of final processing. If proxy information is incomplete or invalid, resolve the proxy information before final activation.

Approving a procurement card request for manager review

Use this procedure to review a procurement card request that is waiting for manager approval:
  1. Select Procurement Cards.
  2. In the Processes panel, click Processing.
  3. Open the list or panel for requests that are awaiting manager approval.
  4. Open a procurement card request.
  5. Review the request information on the available tabs.
  6. Optionally, update request details if changes are required.
  7. Select one of these actions:
    Approve
    Routes the request for procurement card administrator review.
    Reject
    Rejects the request.
    Unrelease
    Returns the request to New status for rework.
  8. Optionally, specify the comments.
  9. Click OK.

Processing a procurement card request for final approval

Use this procedure to complete the final review of a procurement card request:
  1. Select Procurement Cards.
  2. In the Processes panel, click Processing.
  3. Open the list or panel for procurement card requests that are waiting for administrator processing.
  4. Open a procurement card request.
  5. Review the request information on the available tabs.
  6. On the Card Details tab, specify this information:
    Card Number
    Specify the procurement card number.
    Effective Date
    Specify the effective date for the card.
    Expiration Date
    Specify the expiration date for the card.
  7. Verify the company and distribution information.
  8. Verify proxy information if a proxy is assigned to the request.
  9. Select Actions > Approve.
    When final approval is complete, the procurement card request is activated. If the card user does not already exist as a procurement card user, the procurement card user record is created during final processing.