Cards in this guide (22)
Which locations can you approve a transaction
From the transaction list and the transaction detail
How can you filter the list of transactions
Specify search criteria and click the Reset button
When you are done reallocating a transaction how do you return to the transaction list
Click the back to transactions list link
How do you determine if an order already has transactions matched to it
Matched transaction displays on the order's Matched Transactions
tab
How do you reallocate a transaction among multiple accounting codes
On the allocations tab, add another space for the code...
How do you register more than one account
Log in and register each account separately.
From which location can you approve a cardholder statement
You can approve a cardholder statement from the transaction
list.
How do you know which transactions are awaiting your approval
The transactions display on the Manager Approval Queue
screen
How do you approve or certify a managing account
On the managing account list, select the account and click the
Certify (or Approve) button
How can you work with multiple orders and transactions at the same time
Click the Match Multiple Orders to Transaction link
create new order record
When you look at a list of transactions how do you view detail on a specific transaction
Click the Transaction Date link for the transaction.
How is the account approval process designed on access online
Flexibly, to mirror my organization's own internal policies and
procedures
How would you make different order forms available to different departments
Associate the order forms to different processing hierarchy
positions
When you set up your order management function what is the purpose of setting up automatch criteria
Increased matching accuracy and increased number of matches
When setting up your order management function what is the purpose of setting up automatch criteria
Increased matching accuracy and increased number of matches
How do you reject a transaction
Select the transaction, then click the Reject button
How do you reconcile payment instructions and transactions in payment plus
Online auto matched. You match the exceptions
Where can you assign an Allocation Rules Engine
Where can you assign an Allocation Rules Engine (ARE)?
Once your payment request in Payment Plus is final-approved how does the supplier receive payment
go to the payment request’s Payment Plus tab to get the account information that I give to the supplier when I make the purchase
When After you finish a cardholder account setup how can you check the status of your request
What purpose do functional entitlement groups serve during user profile setup
To control the functions that the user can access
How do you approve/certify a managing account
On the managing account summary, type the account number in the Managing/Diversion Account Number field, and click the Approve button
