Welcome
to the online help for Harvard's Purchasing Card (PCard)
Harvard's Purchasing
Card (PCard) is the preferred method of payment for high-volume,
low-dollar-amount purchases such as supplies, books, and subscriptions.
For more information about what types of purchases should be
made with the PCard, refer to the PCard
Manual or the Which
System Should I Use? quick reference. After a PCard purchase,
authorized users process their transactions using the PCard Settlement
System.
Overview
of the purchasing process
Overview of how to reconcile transactions
Overview
of the Purchasing Process top of page
| 1 |
Identify
yourself as a Harvard employee and state that you are
using a Harvard PCard. Provide the tax-exempt status
and tax exempt number listed on the front of the card.
Inform the supplier that they are not to send a bill
or invoice to the ordering department or Accounts Payable. |
| 2 |
Provide
the cardholder name, PCard number, and the expiration
date on the card. |
| 3 |
Provide
a delivery address, including building and room number. |
| 4 |
Provide
a description of the goods you're ordering, and confirm
their prices. |
| 5 |
Make
sure that the total order (including shipping and handling)
does not exceed $500. Provide any other information needed
for the purchase. |
|
|
Overview
of How to Reconcile a Transaction top of page
| 1 |
Log
on to the PCard Settlement System and get connected. |
| 2 |
Change
your personal information and password. |
| 3 |
Update
your transaction, providing account coding and a business
purpose. |
| 4 |
Review
and finalize your transaction. |
| 5 |
Split
code your transaction to assign more than one GL code to
one or more purchases. |
| 6 |
Copy
a GL account code to multiple PCard transactions. |
| 7 |
Print
out a report before attaching proof of purchase documentation
and sending the package to your approver. |
|
|
|
