Manage (View, Request Change, Approve) Stanford PCard/Travel Card Account Profile

Refer to University IT Browser Recommendations for details on the recommended browsers for Oracle Financials.

1. Enter https://ofweb.stanford.edu in the browser
2. Select Login
3. As prompted, log in with SUNet ID and password

1. Select SU Inquiry Tools and Forms from Navigator
2. Select Credit Card Profiles Change Request

1. Select the Card Profiles tab in the left menu
2. As the cardholder, custodian or verifier, review current profile information for all available PCard and TCard accounts to ensure all fields are accurate

1. Locate card profile to change on Card Profiles screen
2. Select the status in the Change Request column
3. Select Change buttons to enter details for one or more items to change: 
   • Cardholder or Custodian – (Department PCard only within the same department). Enter and select name or SUNet ID of new cardholder or custodian (must be Stanford employee).
   • Verifier – Enter and select name or SUNet ID of new verifier
     • Ensure outstanding expense reports that have card transactions are completely approved
     • Ensure new Verifier has completed required training
     • Ensure department grants access to appropriate Card modules (For more information, refer to System: Authority Manager)
   • Transfer Pending Transactions (PCard only) – Defaults to Yes to transfer pending PCard transactions to new verifier
   • Select Card Status
     • Close - Select Close Date
     • Suspend - Select Start and End Date
     • Active
   • Select Per Transaction limit (can only be lower than standard amount)
   • Business Address - Enter or verify that your Stanford business address is complete, with building, room, and/or suite number
   • Alternate Address(One Time Card Delivery Address) - If you are working remotely, enter the non-Stanford address where you receive mail. Note that the card cannot be delivered to a PO Box and the permanent address must be Stanford. 
   • Change to be approved by one of up to three choices (drop down with pertinent names listed):
     • The cardholder/custodian’s manager
     • The financial approver(s) for the PTA linked to the card
     • The person who approved the original credit card application. The requester can then choose the person with sufficient authority to approve the change
   • Guarantee PTAE – select new project, task, award and expenditure type (enter project first). Guarantee PTAE should be unrestricted, non sponsored and chargeable.
     Change of guarantee PTAE affects only future transactions. Previous transactions are not impacted by this change.
   • Monthly Limit – Enter new monthly dollar limit which cannot exceed $50K similar to the temporary monthly limit
   • Temporary Monthly Limit - Cannot exceed $50,000
     • Select Temporary Monthly Limit Start and End Date
   • PCard Exception Request
     • Select Start and End Date
     • Per-Transaction Limit - Enter temporary transaction limit
     • MCC (Merchant Category Code) - Enter code provided by JPMorgan Chase
     • Reason for Request - Provide business justification for the exception request and include merchant name
   • Exception Category (drop-down)
     • List of Exception Categories: (Listed in alpha order)
       • eCommerce
       • Force Clear Exception
       • Hardware
       • Merchant Category Code
       • Per-Transaction Limit update (Note: this is to temporarily increase it)
       • Professional Services
       • Tax Reporting Exception
       • Utilities
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   • Financial Approver – Select PTAE Financial Approver to approve changes

1. Notes to approvers and Card Admin are optional
2. Fields to be changed cannot be blank. If a mistake is made, select Clear Changes in the upper right and start again.

After requesting submission, requester can use the Credit Card Profiles Change Request tool to do these optional tasks as needed for the request:

Individuals designated as approvers for Credit Card Profile Change Requests will receive an email notification about the need to review and approve the request, along with directions about how to do so. The notification will also appear in the assigned Oracle Worklist.

1. Select the Card Profile Change Requests link in the notification (authenticate for Oracle access if necessary) 
2. Review the request details and its activity history (changed items can be identified because the previous value is shown in red text) 
3. Scroll to the bottom to enter Notes as needed
4. Select Approve Change or Reject Change
   Requests to approve are also accessible in the Credit Card Profiles Change Request tool by selecting Requests to Approve, and opening the request by selecting the Request ID or the link in the Change Request column.