PCard is a custom module of the Oracle Financials system used to verify, edit, search, approve or withdraw charges made against Stanford Purchasing Cards. This page provides instructions for responding to a notification from PCard audit via PCard module or Workflow Notifications.
via PCard Module
Before You Start
Purchasing Card (PCard) transactions may be selected for audit by Financial Management Services to request additional information or documentation needed for compliance. Once a transaction has been selected for audit, the verifier will either receive an FYI notification or a workflow notification which requires a response.
- Enter ofweb.stanford.edu in the browser
- Click Login
- As prompted, log in using SUNet ID and password
- Select SU PCard (recommended)
- Select the Response link in the column under the Action Required: Transactions Selected for Audit table
- Follow recommended actions shown in the Compliance Description
- Enter response stating that action has been taken in the Response Comment box If backup documentation is required, return to the PCard Worklist to Upload Attachments or Reprint the Barcode for faxing in documents.
- Select the Send to Auditor button
Some transactions are flagged to provide important information (FYI only). Verifiers will receive an FYI notification, which they should review and acknowledge by selecting the OK button.
- Responses and documents will be reviewed by the auditor. If additional information is required, another notification may be sent.
- Once sufficient information is received, the audit will be marked as closed and the transaction will be removed from the Selected for Audit list.
via Workflow Notifications
Before You Start
Purchasing Card (PCard) transactions may be selected for audit by Financial Management Services to request additional information or documentation needed for compliance. Once a transaction has been selected for audit, the verifier will either receive an FYI notification or a workflow notification which requires a response.
- Enter ofweb.stanford.edu in the browser
- Click Login
- As prompted, log in using SUNet ID and password
- Select SU Workflow Notification
- Select the link (Need Response) in the Subject column
- Enter the requested information shown in Compliance Description in the Response Comment box If backup documentation is required, return to the PCard Worklist to Upload Attachments or Reprint the Barcode for faxing in documents.
- Select the Send to Auditor button
Some transactions are flagged to provide important information (FYI only). Verifiers will receive an FYI notification, which they should review and acknowledge by selecting the OK button.
- Responses and documents will be reviewed by the auditor. If additional information is required, another notification may be sent.
- Once sufficient information is received, the audit will be marked as closed and the transaction will be removed from the Selected for Audit list.
