Purchasing Card Reallocation
Reallocation of Purchasing Card transactions is accomplished online via a web-based-secure program.
Navigation to Purchasing Card Reallocation
- Log in to CIS
- Financial & Business Services pagelet
- Purchasing Card Reallocation
- Reallocating to an Alternate Chartfield
- Reallocating to the Default Chartfield
- Processed Transactions
In-Person Training Classes offered
- Purchasing Card – Reallocator Training (required for all new reallocators)
- Purchasing Cardholder Training
- Tutorial for Upgraded Reallocation Application (for current reallocators only)
The Financial & Business Services Index and Glossary has information about Purchasing Card Reallocation.
The following FBS web pages help explain various aspects of Purchasing Card Reallocation.
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To reallocate one or multiple transactions to a single alternate Chartfield click on the Select box to the left of the transaction. Then click on “Alternate” at the top of the page to go to a pop-up window where you can complete the reallocation.
To reallocate a single transaction to multiple Chartfields, click on the icon in the Reallocate column. This directs you to the Reallocations page where you can enter the dollar amount to be reallocated to each Chartfield.
Reallocating to the Default Chartfield
To reallocate one or multiple transactions to the default Chartfield click the Select box to the left of the transaction. Then click on “Default” at the top of the page to go to a pop-up window where you can complete the reallocation. Any amounts not reallocated by the monthly cut-off date will be automatically allocated to the default Chartfield.
If you get the message “this transaction has already been processed” or if you see a PA (Processed to Alternate) or PD (Processed to Default) in the Status column on the Current Transactions page, it means that the reallocation has been posted to the general ledger. You can view processed reallocations through this web interface, but a journal entry or cost transfer is required to make changes. Allocations to the default Chartfield are shown in green.