Corporate Card Application

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The Corporate Card Application custom document search allows you to search for one or more Corporate Card Application documents quickly and easily. .

Some of the fields on this screen are common to all custom document search screens.

Description: go-arrow-red.gif   For information about common fields, see Performing Custom Document Searches.

The screen also contains many fields specific to Corporate Card Applications.

Search fields specific to Corporate Card Applications

Title

 

Description

Document Type

 

The system automatically enters CCAP in this field to indicate that it is searching for Corporate Card Application documents. To retrieve only this type of document and no other types, leave this entry as is.

First Name

To find documents for a particular applicant, enter the person’s first name.

Last Name

To find documents for a particular applicant, enter the person’s last name.

Primary Department Code

To find documents for a particular applicant, enter the primary department code associated with their KIM record – format Chart Code-Organization, for example, BL-PSY.

Chart Code

To find documents for applications for a specific chart, select it from the list or use the lookup Description: _searchicon.gif to find it. This value comes from the TEM Profile default chart.

Account Number

To find documents for applications that are routing to a particular account, enter the account number or use the lookup Description: _searchicon.gif to find it.

You may use any or all of the common fields and document-specific fields to limit your search. After you enter search criteria and click , the system displays a table listing all records that match the criteria specified.

 

Each row contains information for a different Corporate Card Application. To open the document click on the document ID linked in the Document Id column. Only users who have permission to view these documents will be able to open them.

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CTS Card Application