PCard - Override Supervisor

Completed

Purchasing Cards Web

What we’re doing:

Providing greater flexibility and configuration options for the Purchasing Card review and notification processes

Why we think you’ll like it:

The ability to override the calculated supervisor within Purchasing Cards provides greater flexibility for the review process, without impacting the approval setup of other Atrieve modules, enabling you to redirect a cardholders transactions for review by a supervisor that you designate.

Learn more:

Override Supervisor

Purchasing Cards setup has been enhanced with the ability to override a cardholders calculated supervisor.  Once overwritten, the calculated supervisor will no longer receive notifications to review the cardholders transactions, and nor will the cardholder display in their list of subordinates.  The Override Supervisor will receive the notifications to review the cardholders transactions and will be able to access their transactions from the subordinate transactions page.

To override a cardholders calculated supervisor:

1. Navigate to Finance > Data Entry > Requisition & Purchasing and then select Settings

2. Next click on Cardholder Assignments and select the location to work with

3. Within the selected location, click Edit for the cardholder that you want to assign to a supervisor that is not their default calculated supervisor

4. In the Override Supervisor column click into the text box and start tying a portion of the supervisors name, and when the name displays select it

5. Click Update

Note that the names that display in the Supervisor list are those employees that have been assigned the ‘Supervisor Transactions’ permission in Role Based Security

Don’t have the Purchasing Cards module yet? For more information and to get setup with the Purchasing Cards system, contact your Atrieve Sales, or Services representative.