9.2 Budget Checking Procurement Cards

Purpose:  Use this document as a reference for how to budget-check procurement cards in ctcLink.

Audience:  Purchasing staff

You must have at least one of these local college managed security roles:

  • ZZ Procurement Card Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Budget Checking Procurement Cards

Navigation: Purchasing > Procurement Cards > Process Statements > Budget Chartfield Validation

  1. The Budget Chartfield Validation run control ID search page displays.
  2. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use.
  3. Select the Find an Existing Value tab.
  4. Select Search.
Budget Chartfield Find an Existing Value tab
  1. The Budget Chartfield Validation page displays.
  2. Select the Always option.
  3. Enter the desired information into the Description field.
  4. Specify the Card Issuer. Select "Value".
  5. Select the Card Issuer list and enter desired value.
  6. Specify the Billing Date. Select "Value".
  7. Select the Billing Date and enter desired value.
  8. Select Run.  Please refer to the Process Scheduling QRG for instructions.
Budget Chartfield Validation page
  1. The Process Scheduler Request page displays.  Use it to enter or update parameters, such as server name and process output format.
  2. Ensure that the Select checkbox for Process Name = "FS_BP" is checked.
  3. Select OK.
Process Scheduler Request page
  1. The Process Scheduler Request page disappears.
  2. Note the Process Instance number.
  3. Select Process Monitor.
Budget Chartfield Validation page
  1. The Process List tab displays.
  2. Select Refresh until your process Instance's Run Status = "Success" and its Distribution Status = "Posted".
Process List page
  1. Process complete.


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