View and Reprint Transmittals
The View Transmittal selection on the main P-Card menu is available for verifiers, approvers, and auditors to view and reprint transmittals. Users can view any transmittal of a card for which they have verifier rights and any transmittal for which they have approval rights, and depending on the PCA/Index on the transactions.
The important features of the View Transmittals screen are:
If the transmittal does not print or you do not see it displayed, refer to the Troubleshoot Browser or PDF Settings document.
1. Select View Transmittal from the main P-Card menu.
2. Enter a transmittal number if you know it, or select a transmittal from the drop down menu:
Figure 1 - Enter or select a transmittal
3. The transmittal will be displayed.
4. If there are any scanned documents attached to the transmittal, click View to view the attachments.
5. Click Reprint Transmittal if you want a copy of the transmittal. The transmittal will be generated and displayed in PDF format.
Figure 2 - Reprint transmittal button and Scanned attachments
You can find, sort, or filter the transmittals displayed in the Select Transmittal drop down menu. You can apply any of the following:
1. Click the Processed check box.
2. If you know the date or approximate date of when the transmittal was created, enter a beginning and ending date in the Date Range fields. If you leave these blank, P-Card may retrieve up to 1000 transmittals.
3. Click Filter.
4. Click the Select Transmittal drop down menu to select a transmittal.
Figure 3 - Filter by processes transmittals
1. Enter a beginning and ending date in the Date Range fields. This will limit the transmittals in the Select Transmittal menu to those that have at least one transaction on a transmittal in that date range.
2. Watch for the browser to finish with the filter process, and then click Filter.
3. Click the Select Transmittal drop down menu and select a transmittal.
Figure 4 - Filter by date range
1. Select TM# (the default) or Name to display transmittals in the Select Transmittal menu in order of the transmittal number or alphabetically by the verifier’s last name.
2. Click the Select Transmittal drop down menu and select a transmittal.
Figure 5 - Sort by name or transmittal number
1. Verifiers and Approvers: Click Reports on the P-Card menu.
2. Select the All Transactions report.
3. Select a date range, the criteria to sort the report by
4. Click the desired file format extension.
The transmittal number will be under the TM# column.
The sort criteria are:
The results of the report depend on the type of user requesting the report: