The TEM Cardholder Lookup allows Profile Administrators to search for TEM Profiles that have a Credit Card or Travel Agency associated with them. From this screen, they can update the TEM Profile if they have access.
TEM Cardholder Lookup field definitions
|
Title |
Description |
|
Account Number |
To search based on the credit card or agency account number, enter the account number. |
|
Active |
To search based on the status of the Credit Card or Agency (active, inactive, or both) associated with the desired TEM Profile, click the appropriate button. |
|
Active (Profile) |
To search based on the status (active, inactive, or both) of the desired TEM Profile, click the appropriate button. |
|
Chart Code |
To search based on the default Chart Code, select a chart from the list. |
|
Credit Card or Agency Code |
To search based on the Credit Card or Agency code, enter the code or use the lookup icon to find it. |
|
First Name |
To find a TEM Profile with a Credit Card or Agency for a specific first name, enter the name. |
|
Last Name |
To find a TEM Profile with a Credit Card or Agency for a specific last name, enter the name. |
|
KIM Principal Id |
To find a TEM Profile with a Credit Card or Agency for a specific principal Id enter the KIM Principal Id. |
|
Primary Department Code |
To search based on the chart and org code of the traveler’s department, enter the chart and department code. For example, BL-PSY. |
|
Profile Default Account |
To search based on the traveler’s default account number, enter the number or use the lookup icon to find it. |
|
Traveler Type Code |
To search based on the type of traveler (employee or non-employee), select the type from the list. |
After you enter search criteria and click the Search button, the system displays a list of matching records at the bottom of the screen.
For information
on the TEM Profile document, see the “Document Layout” section in TEM Profile.
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