Using Procurement Cards on Requisitions

If you are using the procurement card functionality in PeopleSoft Purchasing, the system may automatically assign a procurement card to the requisition as the payment method. The system looks for procurement cards that are defined as a default for the requester. The requester needs to have the access rights to use a procurement card on a requisition before they can use the procurement card. Plus, after the system assigns a procurement card the requester can override the procurement card if they choose with another card.

A procurement card will default on to the requisition from the requester if the requestor has a procurement card specified and they have selected the Use Procurement Card as default payment method on requisitions check box on the Requester Setup page.

If the requester wants to add a procurement card to a requisition where one has not been specified they will select the Use Procurement Card check box on the requisition header and if they have a default card specified for the requester defaults (without the Use Procurement Card check box as payment method on Requisitions selected) the system will automatically populate the requisition.

A requester can change or add any procurement card to a requisition if they have the role that has been assigned the Usage - Use Procurement Card on Requisition access rights for that card. Plus, a requester can deselect lines for payment by procurement card by clearing the Use ProCard check box in the line details for the requisition.

In addition, supplier cards cannot be associated with a requisition. At the time of requisition creation the supplier location is not known until the buyer saves the purchase order or the system creates the purchase order through the sourcing processes. In PeopleSoft Purchasing supplier cards are associated with a supplier location and can be used when defining purchase orders.