Procurement Card Details
You can split the charge or change other fields on this page before posting
the transaction.
Note: After a transaction has been posted, it cannot be changed.
Review/Change Transactions
You can change the G/L Account, Cost Object, Debit Amount,
Credit Amount (for a reversed charge) and Transaction Notes.
All other fields are display only.
Header text (display only)
| Company Code: |
Company code the transaction was assigned to. |
| Document Type: |
Identifies the type of document created.
SC = procurement card transaction |
| Document Date: |
Date the transaction occurred. |
| Document Number: |
Document number assigned to the credit card transaction. |
| Posting Date: |
Date transaction was posted. |
| Posting Period: |
Fiscal period in which the charge was created. |
| Reference: |
Text referring to the cardholder who made the transaction. |
| Fiscal Year: |
Fiscal year the credit card transaction was created. |
| Header Text: |
Text that was entered when the credit card transaction was created. |
| Originator: |
Person who created the transaction. |
Line item text
| # (display only) |
Indicates the line item of the transaction. |
| G/L Account: |
G/L account to which the cost is assigned.
Note: To find a G/L account, click the Search
(binoculars) button on the right of the field. See Related Topics below
for performing a search. |
| Cost Object: |
Cost center, internal order, or WBS element the cost is charged to. |
Line item text:
(display only)
|
Description about the charge. |
| Debit Amount: |
Amount charged to the cost object.
Note: If the Debit Amount field can be changed, then
the Credit Amount field is display only. |
| Credit Amount: |
Amount credited to the cost object. You can change this field only for
a reversed charge.
Note: If the Credit Amount field can be changed, then
the Debit Amount field is display only. |
| Procurement Card Transaction Notes: |
Reason you are changing the transaction. |
Split a Charge
1. Enter these fields in the blank lines below the line item you want to split:
a) G/L account - Click the Search (binoculars) button on the
right to find a G/L account number. See Related Topics below for performing
a search.
b) Cost object
c) Debit amount
d) Credit amount (for reversed charges)
Important: Be sure the total debits and credits match.
Note: If you need more than ten line items, use the list tabs
on the right to display more lines. See Related Topics below
for using the list tabs.
2. Type in an explanation for the charge(s) in the Procurement Card Transaction
Notes box on the bottom left of the screen.
3. Click the Check button to verify your changes.
Post Transaction
1. If the check was successful, click the Complete button. The message
that your document was posted appears on top of the page.
2. Click the Return to Inbox button.
You return to the "Procurement Card Inbox" page. A green check mark
indicates your transaction was posted. Click Refresh and it
will disappear from your inbox.
Return to Inbox
Click the Return to Inbox button at any time to return to
the "Procurement Card Inbox" page without saving your changes.
Related Topics:
Icons
Perform a Search
Using the List Tabs
|