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Using the PS P-CARD System
Objectives
By the end of this class, you should be able to:
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Locate a P-card Transaction
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Allocate P-Card charges to the appropriate Chartfield strings;
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Split Transactions;
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Approve P-Card transactions;
•
Run P-card Reports;
Overview
The Procurement Card Allocation and Reallocation process in PeopleSoft includes:
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Receive and review the procurement card bank charges from VISA,
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Assign the accounting distributions (Allocation),
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Approve the charges.
Note: The system will not automatically allocate the charges if you do nothing by the 24th of
the month. With the PeopleSoft P-Card system, you are responsible for allocating the
charges, as well as reallocating the charges if you need to distribute charges among different
Chartfield strings.
-3March 2010
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