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    Ramesh Kumar
    Corporate Card Integration in Fusion
    Topic posted February 11, 2018 by Ramesh KumarRed Ribbon: 250+ Points, last edited January 30, 2019, tagged Expenses, Financials, Payables 
    749 Views, 1 Comment
    Corporate Card Integration in Fusion
    I would like to understand the Process of Corporate Card Transactions getting uploaded in the system with various scenarios -

    Hi Team,

    I would like to understand the following  on Corporate Card Transactions - Integration

    Scenario :1

    Employee is defined in the System . Credit Card Transaction associated with the Employee ID is trying to get uploaded in the system from the Banking server ,  The Credit card will get assigned automatically to the Employee id and  transaction will be credit in the System and Employee will be able to see the Travel Expenses and submit the expenses report for approval.

    Scenario 2 :

    Employee is defined in the System . Credit Card Transaction File associated with the Credit card is available in the Transaction file . When the file is getting pulled from the Banking server , the file gets processed and will changes the status of the Transactions into the Un-assigned status . The Corporate Card Administrator will manually need to login into the system and assign the card and the employee number and re-run the Card program with the  Validate option mode and the card will be processed.

    Scenario 3:

     The credit card transaction file will have the combination of the following transactions

    1. Transaction Records with the Corporate card that is mapped to the Employees

    2. Transactions Records with the Corporate Card and Employee id not mapped in the system.

    3. Transactions Records will have only the Corporate card only and no Employee id .

    Status for the above 3  transactions should be as follows

    1. Records will be processed and Employee transactions will be displayed in the Expense Report

    2. Card Number will be assigned to the Employee and transactions will be processed and displayed in the Expenses Report for furthe processing.

    3.  The Status of the transaction will be going to the Un-assigned status .


    Experts :  Request you to review my point of understanding and confirm the same.



    Ramesh Kumar.S



    • Jyoti Pandey

      These are covered in Expenses product documentation.

      Scenario 1 and Scenario 2

      Help Topic -  Creating Corporate Cards: Points to Consider  -->Automatic Corporate Card Creation

      You can create corporate cards automatically by selecting an employee matching rule for new cards on the Upload Rules tab of the Create Corporate Card Program page. Then, when the corporate card transaction file containing transactions for the new card is uploaded to Expenses for the first time, the corporate card transaction upload and validation process uses the matching rule to match the new corporate card to the new employee.

      Using the specified employee matching rule, the application automatically enters the transaction data for the new corporate card and associates it with the applicable employee. If the employee matching rule fails to identify a match, the application leaves the corporate card unassigned.

      Scenario 3 -

      Corporate Card Transactions page