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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.
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 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 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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