Requesting a new procurement card

Use this procedure to create and submit a new procurement card request.

  1. Select Requisitions > Other Processes > PCard Requests.
    Note: If the menu label is different in your environment, select the menu item for requesting a new procurement card.
  2. Click Create.
  3. In the header section, specify this information:
    Procurement Group
    Select the procurement group[ for the request.
    Program
    Select the procurement card program.
  4. On the Main tab, in the Cardholder section, specify the required cardholder information.
  5. Optionally, in the Notes field, provide additional information about the request.
  6. In the Proxy section, specify the required proxy information if a proxy is required.
  7. In the Options section, specify the card type, tax option, merchant group, type, and the single transaction limit.
  8. On the Companies tab, click Create.
  9. Specify this information:
    Company
    Select the company that can be used with the procurement card.
    Distribution Account
    Select the distribution account.
    Distribution Code
    Optionally, select the distribution code.
    Default Company
    Select this check box if this company is the default company for the request.
  10. Repeat steps 8 and 9 to add additional companies.
    Note: You can add up to five companies to one procurement card request.
  11. Click Save As Draft to save the request without routing it for approval.
  12. Click Submit or Release to route the request for approval.
    If the employee does not have a supervisor defined, the request is not submitted.