Work Instruction
Functional Area: Accounts Payable / Run Posted P-Card Report (ZFAP_PCARD_POSTED)
Purpose P-Card Processing
Use this procedure to create a list display report of posted P-card documents
Trigger
Perform this procedure when you need to review P-card transactions that have been posted in UC Flex.
Prerequisites
None
Menu Path
· SAP Easy Access User Specific Menu
o Select P-Card ProcessorZFAP_PCARD_POSTED
· SAP Easy Access Generic Menu (no path)
Transaction Code
ZFAP_PCARD_POSTED
Helpful Hints
· The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
· On certain screens you may have to scroll to view some data entry fields.
· To exclude a value in the G/L Account Number field click in the field and go toEditSelection Options. On the Select by Initial Value window click and .
· Click to view the reporting details for a particular line item.
· Click to sort in ascending order.
· Click to sort in descending order.
· Click to filter specific line items.
· Click to sum the report.
· Click to sub-total the report.
· Click to view the report in printer format.
· Click to view the report in word.
· Click to view the report in excel.
· Click to download the report to a local drive.
· Click to e-mail the report.
· Click to change the columns on the report.
· Click to save a report display as a reporting variant.
· Click to choose a saved report display variant.
· Click to print the report.
11/8/2017
Ver: Rev 2014-1 / AP_ZFAP_PCARD_POSTED_Run Posted Rprt.udc
© University of Cincinnati / 1/1
Work Instruction
Functional Area: Accounts Payable / Run Posted P-Card Report (ZFAP_PCARD_POSTED)
Procedure
1. / Start the transaction using the transaction code.
POSTED P-CARD DOC REPORT (GENERAL VIEW)
2. / As required, complete/review the following fields:
/ Field / R/O/C / Description /
Company Code / Required / Organizational unit within Financial Accounting
Example:
UC
UC PCard Merchant Name / Optional /
Example:
JOE’S PIZZA
This is the vendor from whom the purchase was made.
UC PCard Acct Num-Last Six / Optional /
Example:
568923
The credit cards last 6 digits. This setting is used to narrow the display by a particular card.
UC PCard Cardholder Name / Optional /
Example:
LARRY CARAS
This is the P-card card holder name as it appears on the credit card.
UC PCard Hierarchy Name / Optional /
Example:
ACCOUNTS PAYABLE
This will be the Hierarchy Name of the P-card credit card account.
General Ledger Account / Required / Code identifying the account in the general ledger where this item will post; from a collection of balance sheet and profit and loss statement accounts; includes Assets (1), Liabilities (2), Fund Balance Accounts (3), Revenue Sources (4), Expense Accounts (5), GAAP Only Accounts (7), Transfer Accounts (8), and CO Secondary Postings (9)
Example:
≠202003
This setting must be maintained to exclude GL account 202003.
SAP Posting Date / Required /
Example:
12/01/2008 to 01/01/2009
Fiscal Year / Optional / State of Ohio mandated fiscal year (accounting period) running from July 1st of one year to June 30th of the following year
Example:
2009
3. / Perform one of the following:
If You Want To / Go To
Add the data selection criteria entered as a reporting variant / Step 4
Execute the report / Step 8
4. / Click.
ABAP: Save as Variant
5. / As required, complete/review the following fields:
/ Field / R/O/C / Description /
Variant Name / Required /
Example:
PCARD VARIANT
Meaning / Required / Description of variant
Example:
PCARD REPORT
6. / Selectto the left of Protect Variant.
7. / Click .
POSTED P-CARD DOC REPORT (GENERAL VIEW) (2)
8. / Click.
POSTED P-CARD DOC REPORT (GENERAL VIEW) (3)
9. / Review the displayed information.
10. / Clickuntil you return to the SAP Easy Access screen.
11. / You have completed this transaction.
11/8/2017
Ver: Rev 2014-1 / AP_ZFAP_PCARD_POSTED_Run Posted Rprt.udc
© University of Cincinnati / 7/8
Work Instruction
Functional Area: Accounts Payable / Run Posted P-Card Report (ZFAP_PCARD_POSTED)
Result
You have displayed a list of posted P-Card documents.
Comments
None
11/8/2017
Ver: Rev 2014-1 / AP_ZFAP_PCARD_POSTED_Run Posted Rprt.udc
© University of Cincinnati / 8/8