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:
- Click Add on the WebTMA toolbar.
- Complete the required fields: Vendor, Transaction Type, and Card #.
- Click the Add Line link to open the P-Card Transaction Detail Entry window.
- 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.
- Click the related Stocked or Non-stocked radio button that matches the reason for purchase.
- Complete the other fields on the window. The fields change based on your selection of Stocked or Non-stocked.
- Click the Save button on the popup.
- Click Save on the WebTMA toolbar.