The P-Card tab displays posted P-Card data only if the Alio P-Card Processing software module is used by your organization. LINQ recommends hiding the P-Card tab if your organization does not use the Alio P-Card Processing software module.
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Use the Account Inquiry > P-Card tab to view posted P-Card transactions.
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The P-Card tab displays posted P-Card data only if the Alio P-Card Processing software module is used by your organization. LINQ recommends hiding the P-Card tab if your organization does not use the Alio P-Card Processing software module. |
To view the posted P-Card transactions:
On the Account Inquiry page, click the P-Card tab to list P-Card transactions posted to the selected account.
You can change the account, if applicable. In
the Account field, type the full
account number to view the account totals for the Year
and Period range entered.
If the full account number is not known, type a partial account number
or leave the field empty. Click the Magnifying
Glass icon 
to display the Select Account
page. This page lists all accounts with an active status defined in the
Chart of Accounts program – FMACT02A.FMX
in Alio for the Year and Period Range entered on the Account Inquiry page. If a partial
account number was entered, all accounts listed will contain that account
string.
Optionally, click the Filter button
to display the filter criteria boxes
that correspond to each heading on the grid.
Type the filter criteria. For example, type the first three dimensions
in the account number to list all accounts that start with those dimensions.
Press the Enter key to filter the
grid.
Click to select an account from the list. The Account Inquiry > P-Card tab displays the search results.
Column Heading |
Description |
Transaction Date |
This column displays the date the P-Card purchase was posted to the account. |
Vendor Name |
This column displays the name of the Alio vendor associated with the external vendor. |
External Vendor Name |
This column displays the external vendor from whom the purchase was made. The external vendor displays if it was included in the P-Card Import File when the P-Card File Load program – FNIMP03A.FMX was run. |
Transaction Amount |
This column displays the P-Card transaction amount posted to the account. A total displays at the bottom of the grid. |
Transaction ID |
This column displays the system-generated number assigned to the P-Card transaction. |
Follow these steps to filter the P-Card grid using the data displayed in the grid columns. Applying multiple filter criteria limits the number of transactions displayed.
Click the Filter
button to display the filter
criteria boxes that correspond to each heading in the grid.
Type the filter criteria in each applicable box; use the % sign as a wildcard character. You can type the percent sign in the following positions: X%, %X, and %X%.
Press the Enter key to apply the filter criteria and display the results.
