P-Card Transactions - WebTMA 5

Path: Material > P-Card > Transactions

P-Card functionality is exclusive to WebTMA Enterprise.

The P-Card Transactions window is used to record purchases made by the card holder. Add these records in WebTMA when the P-Card holder informs you of a purchase.

The Warehouse access restriction applies to parts added to this window. If the part was purchased for stock, the logged-in user must have access to the warehouse where the part is stored in order to record the new purchase. The same rule applies for existing records; if the user does not have access to the warehouse associated with a part, he or she can see a line item but cannot edit or delete the line.

Once the record is saved, WebTMA creates an On-hand Adjustment record with an Adjustment Type Code of 25.

How to Add P-Card Transactions

Path: Material > P-Card > Transactions

P-Card functionality is exclusive to WebTMA Enterprise.

The following steps describe this window in Add mode. In Add, Edit, or View mode, double-click a line item to view the P-Card Transaction Detail Entry popup window. The contents of the popup window vary depending on the purpose of the transaction.

From the P-Card Transactions window:

  1. Click Add on the WebTMA toolbar.
  2. Complete the required fields: Vendor, Transaction Type, and Card #.
  3. Click the Add Line link to open the P-Card Transaction Detail Entry window.
  4. Select the Purchase Reason. These options are set by WebTMA and limited to the following: Issue to Work Order, Issue to Sales Order, or Purchase for Stock.
  5. Click the related Stocked or Non-stocked radio button that matches the reason for purchase.
  6. Complete the other fields on the window. The fields change based on your selection of Stocked or Non-stocked.
  7. Click the Save button on the popup.
  8. Click Save on the WebTMA toolbar.
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