Training Guide
Pro-Card
Pro-Card
Table of Contents
Pro-Card ...............................................................................Error! Bookmark not defined.
Pro-Card ..................................................................................................................................... 1
Reconciler ...............................................................................................................................................1
Reviewer ............................................................................................................................................... 12
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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
Action
1.
Click the Main Menu
2.
Click Purchasing folder.
3.
Click the Procurement Cards menu.
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Pro-Card
Step
Action
4.
Click the Reconcile menu.
5.
Click the Reconcile Statement menu.
6.
Click the Role Name list.
Step
7.
Page 2
Action
Click to select the Accounts Payable-Procard Recon list item.
Training Guide
Pro-Card
Step
Action
8.
Click the Look Up button.
9.
Click the Harker, Jon link.
10.
Click the Card Issuer list.
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Pro-Card
Step
11.
Page 4
Action
Click the CITIBANK MC - UTEP1 list item.
Training Guide
Pro-Card
Step
Action
12.
Click the Search button.
13.
Click the Show all columns button.
14.
Click the Comments button.
15.
Click in the Comments field.
16.
Enter "This item was needed for training purposes".
17.
Click the OK button.
18.
Click the Account Distribution button.
19.
Click the Look up button.
20.
Click the CAMPUS POLICE AND SECURITY link.
21.
Click the Show all columns button.
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Pro-Card
Step
Action
22.
Click the Horizontal Scrollbar.
23.
Click the Add rows button to add additional rows.
Step
Action
24.
Enter a number to indicate the additional rows. In this example, enter "1".
25.
Click the OK button.
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Pro-Card
Step
Action
26.
Click in the Percent field.
27.
Change the Percent field. Enter "50.00".
28.
Click in the Percent field.
29.
Enter "50.00" in the line 2 as well.
30.
Click the Refresh button.
31.
Click the Look up button.
32.
Click in the Account field.
33.
Enter search criteria in the Account field. Enter "63003".
34.
Click the Look Up button.
35.
Click the Office/Computer Supplies link.
36.
Click the Look up button.
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Pro-Card
Step
Action
37.
Click in the Account field.
38.
Populate the Account field. Enter "63003".
39.
Click the Look Up button.
40.
Click the Office/Computer Supplies link.
41.
Click the Look up button.
Step
Action
42.
Click the drop-down menu for Description field.
43.
Click to select the Contains list item.
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Pro-Card
Step
Action
44.
Click in the Description field.
45.
Enter "vpba".
46.
Click the Look Up button.
47.
Click the 14020600 link.
48.
Click the Refresh button.
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Pro-Card
Step
Action
49.
Click the OK button.
50.
Note: The Chartfield Status shows Not Chk'd.
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Training Guide
Pro-Card
Step
Action
51.
Click the Select All object.
52.
Click the Validate Budget button.
53.
Note: The Chartfield Status changes to Valid.
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Pro-Card
Step
Action
54.
Click the Select All button.
55.
Click the Verify button.
56.
Click the Scrollbar.
57.
Click the Save button.
58.
You have now learned to validate your Pro-card transactions.
End of Procedure.
Reviewer
This tutorial illustrates how to approve Pro-card transactions.
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Pro-Card
Step
Action
1.
Click the Main Menu button.
2.
Click the Purchasing menu.
3.
Click the Procurement Cards menu.
4.
Click the Reconcile menu.
5.
Click the Reconcile Statement menu.
6.
Click the Role Name list.
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Pro-Card
Step
7.
Page 14
Action
Click the Accounts Payable-ProcardReview list item.
Training Guide
Pro-Card
Step
Action
8.
Click the Look up button.
9.
Click the Turner,Tina link.
10.
Click the Card Issuer list.
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Pro-Card
Step
11.
Page 16
Action
Click the CITIBANK MC - UTEP1 list item.
Training Guide
Pro-Card
Step
Action
12.
Click the Search button.
13.
Click the Show all columns button.
14.
Click the Scrollbar.
15.
Click the Select All button.
16.
Click the Approve button.
17.
Click the Save button.
18.
You have now learned how to approve the Pro-card transactions.
End of Procedure.
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