Procurement Card Payment Activity in FIS Decision Support

The Credit Card Payment Lookup (391) in FIS Decision Support (DS) provides information on payments made with the Procurement Card.

FIS Decision Support access is automatically granted to employees with Kuali Financial System (KFS) access. Other options for access include DS Only access.

The Credit Card Payment Lookup (391) can be run using a variety of criteria, including:

date range
the organization/account to which the charges were applied
the name of the cardholder
the department that issued the card
specific merchant

For example, you could run this query to find all transactions from a particular cardholder; or you could get a list of all credit card transactions for your entire organization.

The results of your query will include information regarding the:

name of the cardholder
last 4 digits of the credit card number
the transaction ID number
type of document
merchant's name and location
KFS account charged
transaction date
transaction amount
tax amount

You may note that some of the amounts will have a "CR" next to them - indicating a credit. This means that the transactions have been moved to a different account in AggieTravel.

Scheduling the Query

If you wish to automatically receive regular updates on Procurement Card activity, you can schedule the Credit Card Payment Lookup (391) to generate an email at regular intervals with transaction activity. Click the Schedule This Query button on the right side of the query input screen and complete the required fields, including email address and desired email frequency.