Meeting Finance & Purchasing Portal New Request Type Procard

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Introduction

In this article, we will discuss the creation of a new request type for Procard in the Finance Portal. The Procard is a type of purchasing card used by employees to make purchases on behalf of the company. The new request type will allow employees to request a Procard, update their existing Procard, or deactivate their Procard account. We will also discuss the approval process for Procard requests and how it will be integrated with the existing Service Request tab.

Background

The Finance Portal is a web-based application used by employees to request services and make purchases on behalf of the company. The portal is used by various departments, including Finance and Purchasing. The Procard is a type of purchasing card used by employees to make purchases on behalf of the company. The Procard is used for business-related expenses, such as travel, entertainment, and office supplies.

New Request Type for Procard

The new request type for Procard will be created as a separate tab in the Finance Portal. This tab will allow employees to request a Procard, update their existing Procard, or deactivate their Procard account. The new request type will have the following features:

Request New Procard & Works Access

  • Employee Name: The employee requesting the new Procard
  • Supervisor/Manager: The supervisor or manager of the employee requesting the new Procard
  • Process: The process when a new request is received:
    • DeMarcos will receive the request and will forward the application to the requestor.
    • DeMarcos will request an explanation for business needs from the manager.
    • Send email to HR to initiate the CBI for the requestor.
    • Is it possible for an email to be sent to HR through Knack to process the CBI?
    • Then, can DeMarcos receive an email once CBI is complete by HR?
    • Wait for CBI results & once received it is forwarded to Dan for approval.

Request a Contract or Scope Card

  • Master Agreement #: The Master Agreement number
  • DO # & Dollar Amount: The Department Order number and dollar amount
  • Single Transaction Limit: Will there be a single transaction limit? If so, please provide.
  • Reconciler: Who will reconcile the transactions?

Account Update Request

  • Current Name on Card: The current name on the ProCard
  • Updated Name: The updated name on the ProCard
  • Approver Update: Change the Approver for ProCard transactions. Who will be the new approver?
  • Lost/Stolen/Replace ProCard: Provide details on what occurred:
    • Is Procard # needed?

Create a Budget Line for ProCard Transactions

  • FDUO #: The FDUO number

Deactivate ProCard/Works Account

  • Reason for Deactivation: The reason for deactivation (is this an open text field or drop list of options?)
  • Employee Name: The employee being deactivated (added not in original request. Is this needed?)

FDUO Request

  • FDUO #: The FDUO number

Approval Process

The approval process for Procard requests will be integrated with the existing Service Request tab. The approval process will involve the following steps:

  1. DeMarcos will receive the request and will forward the application to the requestor.
  2. DeMarcos will request an explanation for business needs from the manager.
  3. Send email to HR to initiate the CBI for the requestor.
  4. Is it possible for an email to be sent to HR through Knack to process the CBI?
  5. Then, can DeMarcos receive an email once CBI is complete by HR?
  6. Wait for CBI results & once received it is forwarded to Dan for approval.

Integration with Knack

Knack will be used to process the CBI for the requestor. An email will be sent to HR to initiate the CBI process. Once the CBI is complete, an email will be sent to DeMarcos to notify them of the completion of the CBI process.

Benefits

The new request type for Procard will provide several benefits, including:

  • Improved Efficiency: The new request type will allow employees to request a Procard, update their existing Procard, or deactivate their Procard account in a more efficient manner.
  • Streamlined Approval Process: The approval process for Procard requests will be integrated with the existing Service Request tab, making it easier for employees to request a Procard.
  • Enhanced Security: The new request type will provide enhanced security features, including the ability to request a Procard, update their existing Procard, or deactivate their Procard account.

Conclusion

Introduction

In our previous article, we discussed the creation of a new request type for Procard in the Finance Portal. The new request type will allow employees to request a Procard, update their existing Procard, or deactivate their Procard account. In this article, we will answer some frequently asked questions (FAQs) about the new request type for Procard.

Q&A

Q: What is the purpose of the new request type for Procard?

A: The purpose of the new request type for Procard is to provide a more efficient and streamlined process for employees to request a Procard, update their existing Procard, or deactivate their Procard account.

Q: How will the new request type for Procard be integrated with the existing Service Request tab?

A: The new request type for Procard will be integrated with the existing Service Request tab, making it easier for employees to request a Procard. The approval process for Procard requests will be handled through the existing Service Request tab.

Q: What are the benefits of the new request type for Procard?

A: The benefits of the new request type for Procard include improved efficiency, streamlined approval process, and enhanced security.

Q: How will the new request type for Procard affect employees who currently have a Procard?

A: Employees who currently have a Procard will be able to update their existing Procard or deactivate their Procard account through the new request type.

Q: How will the new request type for Procard affect employees who do not currently have a Procard?

A: Employees who do not currently have a Procard will be able to request a new Procard through the new request type.

Q: What is the approval process for Procard requests?

A: The approval process for Procard requests will involve the following steps:

  1. DeMarcos will receive the request and will forward the application to the requestor.
  2. DeMarcos will request an explanation for business needs from the manager.
  3. Send email to HR to initiate the CBI for the requestor.
  4. Is it possible for an email to be sent to HR through Knack to process the CBI?
  5. Then, can DeMarcos receive an email once CBI is complete by HR?
  6. Wait for CBI results & once received it is forwarded to Dan for approval.

Q: How will the new request type for Procard be secured?

A: The new request type for Procard will provide enhanced security features, including the ability to request a Procard, update their existing Procard, or deactivate their Procard account.

Q: What is the timeline for implementing the new request type for Procard?

A: The timeline for implementing the new request type for Procard is currently being determined.

Q: Who will be responsible for maintaining the new request type for Procard?

A: The Finance and Purchasing departments will be responsible for maintaining the new request type for Procard.

Q: How will employees be notified about the new request type for Procard?

A: Employees will be notified about the new request type for Procard through email and in-person training sessions.

Conclusion

In conclusion, the new request type for Procard will provide several benefits, including improved efficiency, streamlined approval process, and enhanced security. The new request type will be created as a separate tab in the Finance Portal and will allow employees to request a Procard, update their existing Procard, or deactivate their Procard account. We hope this Q&A article has provided you with the information you need to understand the new request type for Procard.