Supply Chain › Travel & Expense
Corporate Cards
Who holds which card, and the account it settles to. What a card paid is not owed to the claimant again.
Where to find it
- Module: Supply Chain
- Group: Purchasing
- Section: Travel & Expense
- Screen: Corporate Cards
Address in the console: /scm/corporate-cards
List · 9 columns · 16 fields on its form · 1 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Card | Code | card_no_last4 |
| Brand | Status | card_brand |
| Type | Status | card_type |
| Holder | Text | employee_name |
| Liability | Status | liability |
| Settles to | Code | account_masked |
| Limit | Amount | monthly_limit |
| Expires | Date | expires_on |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Last four digits required | Text | ||
| Brand | Text | ||
| Holder | Choice | Looked up from existing records | |
| Settles to | Choice | Looked up from existing records | |
| Monthly limit | Number | ||
| Type | Choice | Configuration list | |
| Issuer | Text | ||
| Liability | Choice | corporate, individual, joint | On a corporate-liability card the company pays the bank whether or not the employee ever claims, which is why an unmatched charge on one is urgent. |
| Cost center | Choice | Looked up from existing records | |
| Currency | Text | ||
| Credit limit | Number | ||
| Single transaction limit | Number | ||
| Status | Choice | active, suspended, cancelled | |
| Issued | Date | ||
| Expires | Date | ||
| Cancelled | Date |
What you can do here
Import a statement
Load the card feed
Asks for: Statement reference Statement date Charges
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.