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Tips   View and manage PCards

An asterisk (*) indicates that data is from a different partition and is therefore read-only.

Access to create and edit PCards depends on the permissions assigned to you and whether you are in view or edit mode. If you do not have read or edit permission for a particular PCard, you may still see the PCard listed in search results and choosers. However, you cannot view details for that PCard. If you try to view or edit PCard details without the proper object-level permissions, an error message is displayed.

In the default configuration, the permissions required to access workspaces and tasks are defined in the workspace configuration files; and the access permissions required to view, create, edit, delete, and export PCards are defined in the object manager configuration files. Permissions can be customized, including setting object-level read and edit permission. For more information, see the Ariba Buyer Administrator Customization Guide.

Related topics

Create PCards

Edit PCards

Export PCards

View and manage adjustment types

 

Screen details

To display the PCards screen, click PCards under PCard Manager in the Navigation Panel.

 

Display PCards. Initially, no PCards are listed.

  • To display all PCards in the database, click List All.
  • To display a specific set of PCards, enter all or part of a PCard number or type and then click Search or press the Enter key. To search all card types, select No Choice. Search fields are case-insensitive.
  • To add or remove search filters, click Add/Remove Search Filters. Then select or deselect the check boxes for the search filters.
  • If available, click the Table Options icon, located in the row above the column headers, to display commands that control the display of data in the table. For example, you can hide or show columns of data; group data; or export data to Excel.

View PCard details:

  • To view details, such as users assigned the PCard or supplier locations accepting the PCard, click a PCard number. When viewing PCard details, click links to view additional information.
  • To sort search results by PCard number or type, for example, click the column header. Click the header again to change the sort order, as indicated by the arrow.

Take other actions:

  • To create a new PCard in the database, click Create New.
  • To edit a PCard in the database, click its check box and then click Edit.
  • To delete one or more PCards in the database, click their check boxes and then click Delete. You are asked to confirm your deletions.
  • To export PCards from the database to .csv files, click Export.

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