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Purchasing Card Training DEC2015

1. Title

1.1 The University of Pennsylvania Purchasing Card Program

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2. Training Help

2.1 Navigational Help

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3. Intro

3.1 The Purchasing Card Program

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3.2 Credit Card Guidance Matrix

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3.3 PaymentNet

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3.4 Commodity Matrix

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3.5 Commodity and Supplier Restrictions Page Matrix

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4. Objectives

4.1 Training Objectives

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5. Program Policies

5.1 Program Policies

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5.2 Policy Summary

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6. Program Policies: Commodity Restrictions

6.1 Commodity Restrictions

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Marketplace Suppliers (Slide Layer)

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Travel (Slide Layer)

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Contracts & Agreements (Slide Layer)

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Vehicle Service (Slide Layer)

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Catering (Slide Layer)

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Alcoholic Beverages (Slide Layer)

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Radioactive (Slide Layer)

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Research Animals (Slide Layer)

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Other (Slide Layer)

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7. Program Policies: Account Restrictions

7.1 Account Restrictions

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Sponsored Projects (Slide Layer)

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Gifts & Endowments (Slide Layer)

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8. Program Policies: Transaction Limits

8.1 Transaction Limits

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Sponsored Projects (Slide Layer)

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Gifts & Endowments (Slide Layer)

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9. Roles and Responsibilities

9.1 Roles and Responsibilities

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Next Button (Slide Layer)

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9.2 Manager

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9.3 Transaction Approver

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9.4 Card Holder

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9.5 Reallocator

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10. Compliance & Liability Issues

10.1 Best Practices

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10.2 Administrative Misuse

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10.3 Personal Misuse

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10.4 Liability Information

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10.5 Record Retention

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11. Summary

11.1 Authorized Use Summary

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12. Quiz

12.1 Quiz Instructions

12.2 Quiz

Draw 10 questions randomly from Question Bank 1

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13. Reference & Resources

13.1 Application & Other Resources

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13.2 Card Program Administrator