Add a Group Name (Group Card)
To obtain a group P-Card, contact the Department of Administration, Division of Purchasing at 208.332.1608.
A Group Name is the name (in the P-Card application) of the P-Card issued to the agency for multiple users. It is not necessarily the name on the P-Card itself. Only one card can be added to a Group Name. Users are added as a Proxy Verifiers to the Group Card through the Maintain CC screen.
This must be done before adding the card number.
1. On the P-Card main menu, select Admin, and then check the Group Name check box. (When Group Name is checked, the individual user names will not be displayed and Group names are not seen on the same list as individual users. Uncheck the Group Name check box to return to the view of the individual users.)
2. Click Add Group.
Figure 1 - Admin selection for Group Name
3. Type a Group Name (do not use special characters or symbols, including &,',“,<,and \) and make sure the Active Group check box is checked.
4. Click Save (on the top menu bar) before adding a credit card number.
Figure 2 - Group Name menu
1. Enter the last ten digits of the P-Card number in the CC# field.
2. Select Active to make the card active in the P-Card application.
3. Enter a Description (recommended). Do not use special characters or symbols, including &,',“,<,and \.
4. Click Save next to the card information.
Figure 3- Card number saved example
1. Click Proxy next to the card.
Figure 4 - Add Proxy example
2. Click the drop-down arrow under Proxy Verifers.
Figure 5 - Drop-down menu of Proxy Verifiers example
3. Click the name of the Proxy Verifier you want to add.
4. Click Add. Continue to add proxy verifers as needed.
5. Click Done.
Set up a Default Index or PCA for the group card to automatically fill in the PCA/Index code for the card in the Verifier’s transaction grid. If your PCA/Index codes look up other fiscal codes, those other fiscal codes will also be automatically filled in.
1. Select Choose Default PCA or Choose Default Index (the choice displayed depends on your agency structure) to assign a default PCA or Index.
2. Click Select next to the PCA or Index needed. The Default PCA/Index will be added.
3. Click Save (on the top menu bar).
Figure 4 – Default PCA or Index
For an exisiting Group card, you can add or remvoe a proxy verifier on the Maintain CC screen.
1. On the P-Card main menu, select Admin, and then click Maintain CC.
Figure 5 - Maintain credit card button
2. In the list of cards and card holders, click Card Holder to sort the list of P-Cards by card holder name so that you can locate the group name you have created.
Figure 6 - List of P-Cards
3. Click the group card number in the CC# column to select it.
4. Click the Proxy Verifiers drop down menu and select the name of a Proxy Verifier. (Since any user can be a proxy verifier, all user names will be in this list).
5. Click Add.
6. To remove a proxy verifier, click Del next to the name.