There are two ways to issue a card to a card requestor in Corpay Complete.
- Issuing a Card Requested via a Purchase Order
- Issuing a Card Requested without a Purchase Order
To issue a card to a PO requester, the user must have requested a purchase order, and that PO must be fully approved. Once these two criteria have been met, a card may be issued from the PO.
To issue a card associated with a PO,
1. Log in to Corpay Complete.
2. Navigate to the Cards section of the Corpay Complete platform using the main navigation pane on the left of your screen.
3. On the Cards page, navigate to the POs Requiring Cards section using the tabs at the top of the screen.
4. This will bring you to a grid with all purchase orders eligible for virtual card issuance.
5. To issue a card directly from the grid level, click on the card () icon.
6. This will open a modal window that allows you to set velocity controls for that new virtual card. The issue card modal will appear and will inherit the PO's data. Complete all fields as applicable and select the Create and Send Card button.
Note: The admin can change that data if required but not recommended. Once the Card is issued the PO's balance will be fully utilized.
Note: If you wish to review more details about the PO before issuing the virtual card, (1) you can view the PO details by clicking on the PO number in the grid as shown below. Alternatively, (2) you can open the view () icon located in the far right of the row.
Both options lead to the Purchase Order Details page displayed below. At the top-right of the Purchase Order Details page, you can click on the Issue Card button to access the same modal with the velocity controls.
NOTE: If there is an approval workflow and the card status = Pending, the card itself will go through approval workflow. To bypass this step (as the PO should have been approved) the admin can issue the card in "ACTIVE" status and the card will be immediately usable.
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