Pro-Card
Pro-Card
Table of Contents
Pro-Card
Pro-Card
Reconciler
Reviewer
Page 1/ Training Guide
Pro-Card
Pro-Card
Pro-Card
Under the Procurement card (Pro-card) section, you can validate, verify and approve the Pro-card transactions.
Reconciler - Learn how to verify, validate and stage a pro-card transaction
Reviewer - Learn to approve the pro-card transactions.
Reconciler
This tutorial will illustrate how to verify and validate Pro-card transactions.
Step / ActionClick the Main Menu
Click Purchasing folder.
Click theProcurement Cardsmenu.
Click theReconcilemenu.
Click theReconcile Statementmenu.
Click theRole Namelist.
Step / Action
Click to select theAccounts Payable-Procard Reconlist item.
Step / Action
Click theLook Up button.
Click theHarker, Jon link.
Click theCard Issuerlist.
Step / Action
Click theCITIBANK MC - UTEP1list item.
Step / Action
Click theSearchbutton.
Click theShow all columnsbutton.
Click theCommentsbutton.
Click in theCommentsfield.
Enter"This item was needed for training purposes".
Click theOK button.
Click theAccount Distributionbutton.
Click theLook upbutton.
Click theCAMPUS POLICE AND SECURITYlink.
Click theShow all columnsbutton.
Click the Horizontal Scrollbar.
Click theAdd rows button to add additional rows.
Step / Action
Enter a number to indicate the additional rows. In this example, enter"1".
Click the OK button.
Step / Action
Click in thePercentfield.
Change thePercentfield. Enter"50.00".
Click in thePercentfield.
Enter"50.00" inthe line 2 as well.
Click theRefreshbutton.
Click theLook up button.
Click in theAccountfield.
Enter search criteria in theAccountfield. Enter"63003".
Click theLook Upbutton.
Click theOffice/Computer Supplieslink.
Click theLook up button.
Click in theAccountfield.
Populate theAccountfield. Enter"63003".
Click theLook Upbutton.
Click theOffice/Computer Supplieslink.
Click theLook up button.
Step / Action
Click the drop-down menu for Description field.
Click to select theContainslist item.
Step / Action
Click in theDescriptionfield.
Enter"vpba".
Click theLook Upbutton.
Click the14020600link.
Click theRefreshbutton.
Step / Action
Click the OKbutton.
Note: The Chartfield Status shows Not Chk'd.
Step / Action
Click the Select Allobject.
Click the Validate Budgetbutton.
Note: The Chartfield Status changes to Valid.
Step / Action
Click theSelect Allbutton.
Click theVerifybutton.
Click the Scrollbar.
Click theSavebutton.
You have now learned to validate your Pro-card transactions.
End of Procedure.
Reviewer
This tutorial illustrates how to approve Pro-card transactions.
Step / ActionClick theMain Menubutton.
Click thePurchasingmenu.
Click theProcurement Cardsmenu.
Click theReconcilemenu.
Click theReconcile Statementmenu.
Click theRole Namelist.
Step / Action
Click theAccounts Payable-ProcardReviewlist item.
Step / Action
Click theLook up button.
Click theTurner,Tinalink.
Click theCard Issuerlist.
Step / Action
Click theCITIBANK MC - UTEP1list item.
Step / Action
Click theSearchbutton.
Click theShow all columnsbutton.
Click the Scrollbar.
Click theSelect Allbutton.
Click theApprovebutton.
Click theSavebutton.
You have now learned how to approve the Pro-card transactions.
End of Procedure.
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