PCard Quick Reference
This quick reference provides basic guidelines and helpful information about your card. Read the step by step instructions or select a link below to view the instruction video:
Cardholder Quick Reference:
Reconciling (or "Matching") Transactions
Using Multiple Project IDs
Consolidating Project IDs
Certifying Transaction Summary Posted Report
Posted to Finished Process
Returning Material
- Contact vendor for Return Material Authorization (RMA) number, and ship back per instructions from vendor
- Create a Point & Ship document using the Lab's Point and Ship System, or a Shipping Document if appropriate
- Send material to Shipping with the appropriate shipping documentation.
- Note the RMA number and the traveler/tracking number in your PCard Order binder with the original order documentation.
- Match credit transaction to original PCard order in the FMS. Refer to Reconciling (or "Matching") Transactions.
Approver Quick Reference:
Certifying Transaction Summary Posted Report
