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:

  • CC_ADMINISTRATOR
  • CC_APPROVER
  • CC_RECONCILER
  • CC_REVIEWER
  • CC_USER_PO
  • CC_USER_REQ
  • 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 search page displays.
  2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
    • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_BUDGET_CK_P-CARDS (College, Process).
  3. The Budget Chartfield Validation page displays.
  4. Select the Always option.
  5. Enter the desired information into the Description field.
  6. Specify the Card Issuer. Select "Value".
  7. Select the Card Issuer list and enter desired value.
  8. Specify the Billing Date. Select "Value".
  9. Select the Billing Date and enter desired value.
  10. Select Run.  
Budget Chartfield Validation page
  1. Please refer to the Process Schedule Request steps for further instructions.
  2. Please refer to the Report Manager steps for further instructions.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial via Panopto

View the external link to Budget Checking Procurement Cards. This link will open in a new tab/window.

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