Processing P-Card/SCIP Transactions

Click on the Gear and select Manage Delegates.

Click on the “+” and search for Marcia Godden and Jennifer Barthelmas. Add each of them as a Delegate. When you have a transaction that needs to be charged to a cost center that you don’t have access, they will be able to go into Oracle and charge the transaction on your behalf. Once you add Marcia and Jen, you can Save and Close.

P-Card/SCIP transactions will be loaded to Oracle on a daily basis. You will need to attach the copy of the receipt to each transaction and verify that the GL account is correct.

From the main screen, you can enter a description of the transaction and attach your receipt (click on Add attachment and a box will pop up where you can browse for your receipt and attach).

To confirm the GL account, you will need to open the transaction. Click on the date of the transaction.

Based on the Merchant, a default type is populated. The GL Account is based off of the type. You can change the account number, if needed. Also, you can add your description and receipt attachment on this screen.

If you need to charge multiple accounts for your P-Card/SCIP charge, you can itemize the transaction by clicking the “+” next to Itemization. You can add as many lines as you need. The Merchant Name will populate from above. You will need to update the Account.

You can now toggle to the next P-Card/SCIP transaction or save and close. To do this, click on the grey arrow to the left of Add to Report.

Creating Report:

Once you have verified your P-Card/SCIP transactions, you can add your P-Card/SCIP transactions to a Report. Creating your P-Card/SCIP Report is how the transactions are approved and posted to the General Ledger. Select the P-Card/SCIP transactions you want to include in your report and click Add to Report (you can select all transactions by checking the box next to the word Date).