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MESSAGE 051711-02
DATE May 17, 2011
AUTHOR Purchasing
Subject Access to P-Card query's extended

Message Text:

Access to the KS_PO_PCARD_STATUS and KS_PO_VCHR_TO_PCARD_XREF queries have been extended to users with either the KPO_Agy_P-Card_Reconciler or KPO_AGY_P-CARD_RECON_APPROVER role. The reports catalog will be updated to reflect this change.

KS_PO_PCARD_STATUS: This query will provide a listing of P-Card transactions that are not in "Closed"status. A P-Card transaction is in “Closed” status once the transaction has been picked up during the voucher build batch process and associated to a voucher.

Searching: The system must have the Business Unit and Billing Date (date the transaction is loaded into SMART ) entered to return results. The results will include all P-Card transactions with a status other than “Closed” and with a billing date prior to the billing date entered. Approved transactions will move to a voucher during the Monday or Thursday process if the budget status and chartfield status is Valid. If they are not valid, the transactions will not move. These fields are also listed in this query.

KS_PO_VCHR_TO_PCARD_XFER: This query will show the P-Card transactions associated to a voucher.

Searching: The system must have the Business Unit plus one (1) of the other prompts entered to return results. The other prompts are: Voucher, Employee ID (EmplID), or Control Account (CNTRLACCT).

Entering the Business Unit plus multiple prompts will not narrow the search results. Rather, the query will only return results for the BU and one additional prompt at a time. For example: entering a BU and Voucher ID will return the same results as entering a BU, Voucher ID and EmplID. The query is pulling transactions based upon the voucher and is not taking the EmplID into consideration. Entering the BU and EmplID will return all P-Card transactions that have been moved to a voucher for the EmplID entered. Entering the BU and CNTRLACCT will return all P-Card transactions that have been moved to a voucher for the specified Control Account.

SMART Team

 

 

 

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