Get Creating A P-card In Peoplesoft

This guide provides a comprehensive overview of how to fill out the CREATING A P-CARD IN PEOPLESOFT form online. It will walk you through each step, ensuring clarity and accuracy while filling out the necessary fields.

Follow the steps to fill out the P-card form accurately

1. Click the ‘Get Form’ button to obtain the form and open it in your document editor.
2. Navigate to the BC CUSTOM MENU in PEOPLESOFT and select BC PCARD HOLDER UPDATE. Click on ADD A NEW VALUE to start creating a new cardholder.
3. Enter the chartstring and employee information accurately in the designated fields.
4. In the Business Unit field, ensure the word ‘eagle’ is filled in. Leave the usage code blank, as it only applies to special ghost accounts.
5. After entering 'Add,' additional options will appear. Here you can set card limits for the cardholder. The standard limit per transaction is $4,999.00 (or $999.00 for grants) and a monthly limit of $20,000.00.
6. If adjustments to the individual limit are necessary, ensure it does not exceed $4,999.00. Higher amounts will automatically revert to the default limit.
7. You can modify values in the card text field to differentiate between multiple cards, using descriptive names as necessary (e.g., 11047 AFT or OPERATING).
8. Before saving, confirm that the CHECK TO SEND TO BANK option is selected.
9. Click ‘SAVE’ to submit the application. This will send the information to the bank via email.
10. To verify the application was successful, navigate back to the BC CUSTOM MENU IN PEOPLESOFT, go to BC CUSTOM, then PCARD, and select BC PCARD HOLDER UPDATE to FIND AN EXISTING VALUE.

Complete your P-card application online today for efficient procurement.