Procurement card request notifications

Email notifications are sent as the procurement card request moves through the approval work flow.

Notifications can be sent for these events:

A request is released for manager approval.
A manager approves the request.
A manager rejects the request.
A manager returns the request for rework.
A request is routed for procurement card administrator review.
A procurement card administrator approves the request.
A procurement card administrator rejects the request.
A procurement card administrator returns the request for correction.

Notifications help requesters, managers, and procurement card administrators track the status of the request and identify required actions.

Procurement card roles

Organizations can assign procurement card responsibilities through specialized procurement card roles.

These roles separate request creation, approval, card administration, proxy activities, and cardholder responsibilities to support compliance and audit requirements:

Procurement Card Requester: Creates and submits procurement card requests.

Procurement Card Approver: Reviews procurement card requests and procurement card transactions. An approver can approve, reject, or return requests, depending on the workflow step.

Procurement Card Administrator: Reviews procurement card requests after manager approval, specifies card details, completes final approval, and manages procurement card processing activities.
Procurement Card User: Uses procurement cards for business purchases, reviews charges, and provides transaction information.
Procurement Card Proxy: Performs procurement card tasks on behalf of a cardholder when the cardholder is unavailable.

Depending on organizational requirements, procurement card requests and transactions can be routed through one or more approval levels before final processing.