Procurement Card Inbox
Your inbox contains the procurement card transactions sent to you for verification
and posting. You can perform the following actions from the inbox:
- Post charges.
- Change the G/L account and/or cost object of the charge.
- Drill down to the "Procurement Card Details" page to split the
charges or change the transaction.
- Print the transactions listed on the page.
Review Transactions
Use the tabs on the right to see all the transactions in your inbox, ten at
a time. See Related Topics (below) for an explanation of the
list tabs.
Sort Transactions
- Click on the Sort by bar on the right.
- Click on a field to sort on it.
The screen refreshes itself and then displays the transactions sorted by the selected field.
When you sort by amount, the debit amounts will be in descending order.
| Fields (left to right) |
Description |
Use |
Selection Box:
(untitled) |
Used to select a transaction listed on the page. |
Click in the box to select the transaction you want to post.
You can also use the Select All and Deselect All buttons (top
of column) to select/deselect the entire list of transactions. |
Document Date:
|
Date the transaction occurred. |
Display only. |
| Document Number: |
Document number assigned to the credit card transaction. |
Click the document number to see more details on the charge,
or to split the charges. |
Cardholder Name:
|
Name of the person whose procurement card was used for the
transaction. |
Display only. |
| Vendor: |
Identifies the vendor who was paid by the procurement card. |
Display only. |
G/L Account:
|
G/L account assigned to the transaction. |
You can change this field. To find the G/L account number,
click the Search button to the right of the field. See Related
Topics below for more information. |
Cost Object:
|
Cost center, internal order, or WBS element the cost is charged
to. |
You can change the cost object. |
Debit Amount:
|
Amount charged to the credit card. |
Display only. |
Credit Amount:
|
Amount credited to the credit card. |
Display only. |
Split Charges
Click once on the link to the document number to split the charges
among cost objects, G/L accounts, or both. You go to the "Procurement Card
Details" page.
Post Transactions
- Click in the selection box on the left to select the transaction(s)
you want to post.
Note: You can also use the Select All and Deselect All
buttons (top of column) to select/deselect the entire list of transactions.
- Click the Post Selected Items button. The transaction you just posted
appears with a green check mark on the left.
- Click the Refresh button to see your updated inbox.
Print the Page
Click the Print button (upper left) to print the contents of the page
you are on.
JV/Credit Card Report
To run a report on the credit card transactions, go to the JV/Credit Card
Report on the Accounting tab.
Related Topics:
Icons
Perform a Search
Using the List Tabs
|