Procurement Card Request Workflow

Use the Request Procurement Card page to request procurement cards for PeopleSoft eProcurement. After you enter information and save the page, workflow routes the procurement card to the correct authority for approval.

Note:

There is no set up needed for PeopleSoft eProcurement's procurement card request workflow process.

When using PeopleSoft Workflow to approve procurement card requests:

1. A requester who wants a procurement card fills out the Request Procurement Card page.

2. After the page is saved, a workflow event triggers the PV_CC_REQUEST business process.

3. PeopleSoft Workflow inserts a Worklist item in the To Do List of the user assigned on the User Profile - Roles page to the workflow role of administrator.

4. When the administrator selects the Worklist entry on the To Do List, the Employee Profile - Card Data page opens.

5. The administrator can add additional information and save (or cancel) the profile.