When a charge is assigned to you, it appears on your Select Charges screen. (Click Charges on the Home page.)

Users with the PCardManager permission can view unassigned charges for inactive PCards and inactive users.

Orders that have assigned PCard charges can be changed in some circumstances. Depending on your system configuration, you can change these orders in one of the following ways:

• You can change line item quantities or delete line items if an order's assigned PCard charges equal 0 (zero) or less. If the charges are greater than 0, you can only increase the line item quantities.
• You can change the line item quantities or delete line items so that the total value of an order’s line items is greater then the total assigned PCard Charges for the order.

The purchasing card (PCard) process occurs at the end of the requisition and change order processes, and applies only to users who have been issued a PCard.

The PCard process involves these basic steps (see the process flow diagram for a detailed description of the process, the steps of which appear in black):

1. The user receives the items ordered using the PCard and enters receipt details.
2. The supplier sends a billing statement to the bank associated with the PCard. The bank then pays the supplier and sends the electronic billing statement to the user's company.
3. The company's Accounts Payable (A/P) department receives the bank statement and pays the bank immediately. A/P also loads the electronic bank statement into Ariba Buyer, which associates individual charges with the appropriate PCard holder, or with an order.
4. Ariba Buyer verifies whether the bank totals match the order totals:
   • When the charges match or are within tolerance, they are pushed to the Enterprise Resource Planning (ERP) system for processing by the Accounting Department, and the PCard process is finished.
   • When the charges do not match, or fall outside of company-specified tolerances, they must be assigned and reconciled. Reconciliation can be manual or automatic, and can generate a Purchasing Card Reconciliation (PCR) document.
5. If a PCR is generated, it appears in the user's In-Progress Folder. The user must reconcile the charges — manually adjust charges and assign them to a category to balance discrepancies.
6. After the charges are reconciled, the user can submit the PCR for approval. Approved PCRs are pushed to the ERP system for processing by the Accounting Department.