Get Access To Pcard And Marketplace Additional Chart Fields

Filling out the Access To Pcard And Marketplace Additional Chart Fields form is essential for managing your procurement accounts effectively. This guide will provide you with clear, step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to obtain the form and open it in the required editor.
2. Fill in the applicant information section. This includes providing your name, phone extension, email address, department, fax number, and UNET ID.
3. Indicate whether you are adding or removing chartstrings from your Marketplace or P card account by selecting the appropriate option.
4. In the additional chartstrings section, specify details related to both Marketplace and P card accounts. You will need to state whether you want to add or delete a chartstring.
5. Provide the necessary details for each chartstring, including the fund, DeptID, program, project/grant, and a brief description.
6. Review the approvals section and ensure necessary signatures are obtained. This includes your signature, your immediate supervisor's signature, and the budget manager's signature. If it is for grants, also include the signature of the principal investigator or designee.
7. Once all fields are completed, you can save changes, download the form, print it, or share it as needed. Make sure to follow your institution's guidelines for submission.

Complete your Access To Pcard And Marketplace Additional Chart Fields form online today for effective management.