The Updated Functions of Purchasing Card System and its Browsing Abilities.

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Presentation transcript:

The Updated Functions of Purchasing Card System and its Browsing Abilities

Odyssey Finance Purchasing Card Menu CM - PC This will be the new Purchasing Card Menu which will give you the ability to Browse and/or Maintain Purchasing Card Transactions, Browse Purchasing Card Transactions, and Print Reconciliation Reports.

Odyssey Finance Purchasing Card Menu New Approval Format Brief description of the three options on the New and Improved purchasing Card Menu including screen prints: BA – PS – PT New Fields and briefly explain steps to take New report requirements from Cardholders beginning with the January 04, 2010 Statement

Odyssey Finance Purchasing Card System BA- Browse/Maintain Purch. Card Transactions CM – PC - BA This too is a new screen which gives you the ability to browse at a list of all cardholders you are assigned as a data entry person and the total amount of transactions needing to be reviewed. They are listed in card number order and allows you to view all active and inactive p-card accounts assigned to you.

Odyssey Finance Purchasing Card System PS- Browse Purchasing Card Transactions CM – PC - PS The new option path PS will allow you to view all transaction history of the cardholders assigned to you as data entry person. Including completed, pending, pending approvals, rejected, disputed and resolved transactions. They are listed in card number order and allows you to view all active and inactive p-card accounts assigned to you.

Odyssey Finance Purchasing Card System PT – Print Reconciliation Reports CM – PC - PT This is a comfort screen and as you can see it is similar to your current Print Screen Option.

Odyssey Finance Purchasing Card Menu New Approval Format Brief description of the three options on the New and Improved Purchasing Card Menu including screen prints: BA – PS – PT New Fields and briefly explain steps to take New report requirements from Cardholders beginning with the January 04, 2010 Statement

Odyssey Finance Purchasing Card System BA- Browse/Maintain Purch. Card Transactions CM – PC - BA This screen gives you the ability to browse a list of all cardholders you are assigned as a data entry person and the total amount of transactions needing to be reviewed. Tip: By hitting the key your cursor will automatically take you to the very first option you are allowed to select.

Odyssey Finance Purchasing Card System BA – Display Purchasing Card Transactions CM – PC – BA – S - D This a Display screen, similar screen to the modify screen but as you can see its all blue and does not allow any changes to be done. It only confirms that this screen has displayed successfully.

Odyssey Finance Purchasing Card System BA – Modify Purchasing Card Transactions CM – PC – BA – S - M This is the screen you will see most of the time. It is an open transaction and again I have highlighted the new fields.

Odyssey Finance Purchasing Card Menu New Approval Format Brief description of the three options on the New and Improved Purchasing Card Menu including screen prints: BA – PS – PT New Fields and briefly explain steps to take New report requirements from Cardholders beginning with the January 04, 2010 Statement

Odyssey Finance Purchasing Card System BA – Display Purchasing Card Transactions CM – PC – BA – S - M This a Modified s creen, similar to your current modify screen but as you can see the arrows show its status and choices of action.

Odyssey Finance Purchasing Card System BA – Display Purchasing Card Transactions CM – PC – BA – S - D This is the new and improved maintain Purchasing Card Transaction screen now featuring additional fields. New fields you have not seen before are highlighted.

Odyssey Finance Purchasing Card System BA – Modify Purchasing Transaction with a Rejected Transaction CM – PC - BA The modification of a Rejected transaction requires you to D- commit before you can make any changes to your account and hit enter to refresh then resend for approval.

Odyssey Finance Purchasing Card System PT- Print Reconciliation Report CM – PC - PT This old path but new screen will allow you to view all cardholders assigned to you as data entry person. You can now choose the cardholder account you want to print a reconciliation report for instead of having to memorize their purchasing card numbers. They are listed in card number order and allows you to manually type in the complete account at the bottom as well if you choose to.

Odyssey Finance Purchasing Card System PT – Print Reconciliation Reports CM – PC - PT This screen is the familiar screen where you will only need to enter the date parameters you should be used to and enter to print.

Odyssey Finance Purchasing Card Menu New Approval Format Brief description of the three options on the New and Improved Purchasing Card Menu including screen prints: BA – PS – PT New Fields and briefly explain steps to take New report requirements from Cardholders beginning with the January 04, 2010 Statement