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The P-Card Reports can be accessed one of two ways:
• Click on the "FinMgmt Report Library" link under "Other Useful Reports" in M-Reports
• Directly through Business Objects at Public Folders -> UM-Maintained -> Financials -> FN06 Procurement
The three P-Card reports provided are:
• P-Card Holder/Approver & Limits by Appointing Department ID or Department Group
(CMB P-Card Holder and Approver Titles by DeptID or Dept Grp [FN06 HR01])
• The purpose of this report is to summarize the card holders, the approvers, and the credit limits for all card holders in a given unit. This report provides holder and approver titles and is sorted by credit limit. Approvers that fall outside of the holder's department group are highlighted. This report was designed to identify card holders for a specified unit and ensure their approver and credit limit is appropriate.
• P-Card Approvers: Number of P-Cards Being Approved
(CMB P-Card Approvers by Appointing DeptID or Dept Grp [FN06 HR01])
• The purpose of this report is to list all the approvers in a given unit and identify how many cards they are approving. Individuals approving too many cards may not be able to dedicate the time required or have the appropriate span of knowledge for adequate review. It is recommended that approvers handle no more than 25 cards. The first tab lists all approvers within a department and the number of cards they are approving. The second tab is filtered to display only individuals approving ten or more cards. The last tab provides a list of card holders by approver.
• P-Card Limit/Usage Comparison: Under-utilized Cards
(FN06 Procurement P-Card Holder Role_Transactions Information by DeptID or Dept Grp)
• This report provides a list of all P-Card holders in a department and provides the ability to compare their credit limits with their spending patterns to identify potential underutilized cards or excess credit limits. The first tab lists all card holders and their limits and spending patterns. P-Card holders with potentially excess credit limits or under-utilized cards have been highlighted. The second tab is filtered to display only those cardholders that have been highlighted with potential under-utilized cards and limits.
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