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You initiate submit the Credit Card Transaction Manager Workflow from the Submit Request window by submitting Distribute Manager Card Transactions Approvals program. See: Distribute Manager Card Transactions Approvals

The status of a transaction after the successful completion of the Credit Card Transaction Manager Workflow is contingent upon the Employee Notification Method (ENM) and Manager Notification Method (MNM) settings in the Credit Card Profiles window. If MNM is set to None or Notification Only, then the status of a Verified transaction is automatically set to Approved. If Manager Approval is required, then the manager sets the transaction status to either Approved or Rejected.

	ENM = None	ENM = Verification or Notification
MNM = None or Notification	Approved	Approved
MNM = Approval	Set by the manager	Set by the manager

Setting up the Credit Card Transaction Manager Workflow

Prerequisites

   Select the manager notification method in the Credit Card Profiles window. See: Credit Card Profiles.

   Install and configure Oracle Workflow. See: Oracle Workflow Installation Notes.

   Employees verify credit card transactions. If at the Credit Card Profile level, the Employee Notification Method is Notification Only or Verification Required, Verification can occur during the Credit Card Transaction Employee Workflow. If at the Credit Card Profile level the Employee Notification Method is None, the Credit Card Transaction Validation and Exception Report automatically sets the status to Verified.

   To set up the Credit Card Transaction Manager Workflow

1. Install the Oracle Workflow Builder client component program.

2. The Credit Card Transaction Manager Workflow definition (.wft) file is automatically loaded into the database under the APPS account when you install Oracle Web Employees. Using the Oracle Workflow Builder program, you can open the Credit Card Transaction Manager Workflow definition file by providing the APPS username, password, and database. Show the AP Procurement Card Manager Approval Workflow item type and choose OK.

3. Set Workflow Timeout Activities:

• Request Mgr Approval of Emp Incurred PCard Transactions

See: Timeout Transistions.

4. (Optional but recommended) Customize Workflow Messages:

• Notify Mgr of PCard Trxns Incurred By Direct Reports

• Request Mgr Approval Of Emp Incurred PCard Transactions

• Inform Emp That Manager Has Rejected PCard Transaction

See: Oracle Workflow Guide.

Procurement Card Manager Approval Parent Process

Pre PCard Transaction Mgr Approval Custom Process

Function
Result Type	None if not customized.
Required	No
Prerequisite Activities	None

Procurement Card Transaction Manager Approval Process

This process selects transactions for a direct manager's employees from AP_EXPENSE_FEED_DISTS where the status is Verified and the MANAGER_APPROVAL_ID column in NULL. The process then checks the Manager Notification Method you selected in the Credit Card Profiles Window (None, Notification Only, Approval Required). See: Credit Card Profiles. If the Notification Method is Notification Only, transactions are grouped in notifications based on the direct reports of a manager and the credit card profile. If the Notification Method is Approval Required, transactions are grouped in notifications based on a single direct report for a manager and the credit card profile. See: Manager Rejection of Procurement Card Transaction Process.

Note: This process does not select records in AP_EXPENSE_FEED_DISTS that have a status of Hold, Disputed, or Personal. You can modify the Pre or Post Procurement Card Transaction Manager Approval Process if you want to select these statuses for manager notification.

The activities in this process are described below. See: Procurement Card Transaction Manager Approval Process.

Required	Yes
Prerequisite Activities	None

Manager Rejection of PCard Transactions Process

Required	No
Prerequisite Activities	None

Post PCard Transaction Mgr Approval Custom Process

Function
Result Type	None if not customized.
Required	No
Prerequisite Activities	Procurement Card Transaction Manager Approval Process

Procurement Card Transaction Manager Approval Process

Build PCard Transactions Info For Mgr Approval Msg

Function	AP_WEB_PCARD_WORKFLOW_PKG. BUILDMANAGERAPPROVALMESSAGE
Result Type
Required	Required if the verification method you selected was Notifications Only or Approval Required.
Prerequisite Activities	None

Check Manager Approval Method

Function	AP_WEB_PCARD_WORKFLOW_PKG. CHECKMANAGER APPROVALMETHOD
Result Type	Returns Manager Notification method
Required	Yes
Prerequisite Activities	None

Notify Mgr of PCard Trxns Incurred By Direct Reports

Required	Yes (if Manager Notification method is Notification Only
Prerequisite Activities	Build PCard Transaction Info For Manager Approval Message, and Check Manager Approval Method

Request Mgr Approval Of Emp-Incurred PCard Transactions

Required	Yes (if Manager Notification method is Approval Required)
Prerequisite Activities	Build PCard Transaction Info For Mgr Approval Msg, and Check Manager Approval Method

Mark All Transactions As Approved

Function	AP_WEB_PCARD_WORKFLOW_PKG. MARKTRANSACTIONSASAPPROVED
Result Type	Changes transaction status from Verified to Approved.
Required	If you do not perform this activity, you must change the status of transactions to Approved, or another acceptable status before they can be transferred to the Payables Open Interface tables.
Prerequisite Activities	None

Manager Rejection of Procurement Card Transaction Process

Mark All Transactions As Rejected

Function	AP_WEB_PCARD_WORKFLOW_PKG. MARKTRANSACTIONSASREJECTED
Result Type	Changes transaction status from Verified to Rejected.
Required	If you do not perform this activity, you must change the status of transactions to Rejected.
Prerequisite Activities	None

Inform Emp That Mgr Has Rejected PCard Transaction

Required	No
Prerequisite Activities	None