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Procurement Card Reallocation Reference and Training Guide Kali Financial SystemsBelongs to: Version 20120718Table of Contents Fundamentals ..........................................................................................................................................1
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How to fill out procurement card reallocation

How to fill out procurement card reallocation
01
Obtain the procurement card reallocation form.
02
Fill in your name, department, and contact information.
03
Provide the original procurement card number and the transaction details that need to be reallocated.
04
Clearly indicate the new account code or project code where the transaction should be reassigned.
05
If necessary, include any additional supporting documentation or explanations.
06
Review and double-check all the information entered.
07
Submit the completed form to the appropriate department for review and approval.
08
Follow any additional steps or procedures as instructed by your organization.
09
Keep a copy of the filled-out form for your records.
Who needs procurement card reallocation?
01
Employees who have made a purchase using a procurement card and need to allocate the expense to a different account or project.
02
Departments or individuals responsible for overseeing and managing procurement card transactions.
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What is procurement card reallocation?
Procurement card reallocation is the process of transferring charges from one account to another on a procurement card.
Who is required to file procurement card reallocation?
Any individual or department that has made purchases using a procurement card may be required to file a procurement card reallocation.
How to fill out procurement card reallocation?
To fill out a procurement card reallocation, one must provide details of the original charge, the new account to which the charge is being reallocated, and any necessary approvals.
What is the purpose of procurement card reallocation?
The purpose of procurement card reallocation is to ensure that charges are accurately reflected in the appropriate accounts and budgets.
What information must be reported on procurement card reallocation?
The information reported on a procurement card reallocation typically includes the original charge amount, the new account number, and any required justifications or approvals.
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