Requesting a P-Card

Users request a P-Card, and the administrator decides whether to accept or reject the request. User selects their Card User ID - or - enters information such as name, phone number, etc. You cannot select an ID and enter data in any of the data fields for that ID. The same process applies to the required Proxy ID. When choosing pre-existing IDs, the information tied to the ID will display upon adding the request. For user’s whose IDs have not yet been established, the administrator will add them when issuing the card. After adding a request, you release it so that the administrator can review your request.

The statuses available for a card are:

  • Unapproved

  • Approved

  • Activated

  • Rejected

  • Cancelled

If any changes need to be made to a P-card after the request was approved, ask the administrator to make the changes. If a request was rejected, also ask your administrator.

Infor Process Automation users have a service available to them that notifies the P-card administrator when a new card request is released. For more information, see the LPA Services for Infor Lawson Reference Guide.

To request a card

  1. Access P-Card Card Request (PD10.1).
  2. Type the program name.

    The administrator can control which user ID is attached to this request.

  3. Add the contact information by choosing the Contacts tab. Use the following guidelines to enter field values.
    Cardholder Name

    Type the name of the cardholder requester.

    Employee

    The Employee ID of the cardholder.

    Cardholder Telephone

    Type the telephone number for the requester.

    Cardholder E-Mail

    Type the e-mail address for the requester.

    Cardholder Note

    Type informational text from the person who is requesting the card.

    Cardholder Employee

    Type the employee ID of the cardholder.

    Proxy Name

    Type the name of the proxy assigned to this card.

    Proxy Telephone

    Type the telephone number for the proxy assigned to this card.

    Proxy E-Mail

    Type the e-mail address for the proxy assigned to this card.

  4. Add any user-defined information by choosing the User Fields tab. Up to five fields of user-defined information are available.
  5. Select Accounts Payable companies that use this card to make purchases by clicking the Card Companies button. Each company has a default expense account for charges. Use the following guidelines to enter field values.
    Company

    Select the Accounts Payable company that is allowed to use this card.

    Account

    Select the general ledger expense accounting unit, account, and subaccount that is the default for all charge expenses for this card.

    Users have the option of overriding this expense account before approving the charge. Once a charge is closed, this account is debited, and the clearing account is credited for the charge expense (the clearing account is not used for PO-based charges).

    Note: 
    Dist Co

    Select the distribution company for this expense account. You must have set up a valid General Ledger company and intercompany relationship first.

    Dist Code

    Select the distribution code for to be applied for this card. Distribution codes automatically default one or more general ledger distribution accounts to an invoice.

    You set up distribution codes using Distribution Code (AP05.3).

    Default

    Select whether the company that is assigned to this card is the default. If an ad hoc charge is imported into the application without a company, this setting is used to default a company onto the charge.

    Activity

    Select the activity that is the default for all charge expenses for this card. You set up activities using Activity (AC10.1).

    Account Category

    Select the account category that is the default for all charge expenses for this card. You set up account categories using Account Categories (AC05.1).

  6. Select the Add form action and then the Release form action so the administrator can review the request.

Related reports and inquiries

To Run
List card requests and cardholders P-Card Cardholder Listing (PD210)