Module 2: OSU Purchasing Card Roles and Processes

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Module 2 OSU Purchasing Card Roles and Processes
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Module 2 OSU Purchasing Card Roles and Processes

• Target audience
• All OSUE employees participating in the OSU
  Purchasing Card Program
• Key concepts
• Purchasing Card roles
• The Purchasing Card program process
• Purchasing Card convenience has a cost
• Before you begin
• Familiarize yourself with the OSU Purchasing Card
  Website at http//purchasing.osu.edu/pcard/
• Test yourself
• For assistance
• Contact OSUE Business Operations at [phone]

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Purchasing Card Roles
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Extension Purchasing Card Roles
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Extension Purchasing Card Roles
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Purchasing Card Process Overview

• Authorization and approval
• Purchase activity
• Proof of purchase documentation
• System reallocation and review
• Statement review
• General ledger reconciliation
• Record retention

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The Purchasing Card ProcessAuthorization And
Approval
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The Purchasing Card ProcessPurchase Activity
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The Purchasing Card ProcessPurchasing Card
Activity
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The Purchasing Card ProcessPurchasing Card
Activity
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The Purchasing Card ProcessTravel Card Activity
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The Purchasing Card ProcessPurchase
Documentation
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The Purchasing Card ProcessReallocation and
Review
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The Purchasing Card ProcessStatement Review
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The Purchasing Card ProcessGeneral Ledger
Reconciliation
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The Purchasing Card ProcessRecords Retention
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The Purchasing Card Process Roles Summary
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Test Yourself

• Complete the following assessment so you can be
  sure you understand the material.
• Your answers are private and test results are not
  scored.
• Fill in the circles with the names of the process
  steps

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The Purchasing Card Process