Setting up a merchant group

Merchant groups are set up either by merchant name or merchant category code. Use the following procedure to assign a merchant group to a P-Card program. Setting up merchant groups is an optional procedure.

Note: You cannot delete a merchant group if it is assigned to a P-Card.

To set up a merchant group

  1. Access P-Card Merchant Group (PD05.1).
  2. Add information about the merchant group. Use the following guidelines to enter field values.
    Program

    Select the program to which this merchant group belongs. You set up P-Card programs using P-Card Program Setup (PD01.1).

    Merchant Group

    Type the name of the merchant group you are adding.

    Description

    Type a description of the merchant group.

    Type

    Select how you want to identify the merchant group, by name or by merchant category code (MCC).

    Status

    Select the merchant group's status (Active or Inactive). An inactive merchant group cannot be assigned to a P-Card.

    If a merchant group is assigned to a card and its status is changed to Inactive, you cannot use the merchant group to limit charges.

    Merchant

    Select the merchant to belong to this merchant group, if you selected Name in the Type field.

    MCC

    Type the merchant category code, if you selected Code in the Type field.

  3. Select the Add form action.

Related reports and inquiries

To Run
List merchants, tax ID, and contact information P-Card Merchant Listing (PD204)
View charges imported into Lawson for a merchant, merchant group, or vendor P-Card Merchant Report (PD235)