We are encountering several procurement cards that are not going into
workflow. The procurement card
transaction must be marked complete to enter into workflow [step 10 explains
how
to marked the transaction complete]. Please try to complete procurement
transaction by the 20th of the month.

If the last two steps mentioned below are not done, then your procurement
card transaction will
not go into workflow.

Steps in verifying and distributing charges for procurement card

1.    Using IRIS transaction ZPOS print statement. [Use actual year for the
date in transaction]

2.    Match receipts with items listed on statement.

3.    Have person who is responsible for the account sign the printed form

4.    Using the IRIS transaction FBV2:

*              Enter UT for Company Code

*              Document # 8000XXXXX

*              Use fiscal year for date

5.   Click on green check mark or either the enter key from keyboard

6.    Click on Fast Entry

7.    Distribute charges to appropriate accounts

      If WBS Element does not show-up on your screen do the following:

*       Go to Settings on Menu Bar

*       From drop-down menu click on Screen Template

*       Choose "Z001 - Standard UT Document-Parked"

8.    Once you have distributed all charges,


*       Double-click on last line of distribution

*        take the word "not" out of "not verified" on the last line

9.    Click on the save icon

10.   Final Step which put procurement transaction into workflow


*       On menu bar click on Document

*       On the pull-down menu click on "complete"


Listed below is the link to the UTC web page that has the business procedure
and process for
Procurement Card


http://www.utc.edu/Iris/pcquick.pdf <http://www.utc.edu/Iris/pcquick.pdf>


Jean Rice
UTC IRIS User Coordinator
Business and Financial Affairs #5705
615 McCallie Avenue
Chattanooga, TN 37403
Telephone:  (423) 425-5350
Fax:           (423) 425-5238