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Training and Reporting

CardQuest


Register for CardQuest Training!

To register, log into access.caltech. Click on the Training and Professional Development link. Under Browse Catalog, click on Compliance for a list of training classes. For registration questions, please call Hillary Sanchez x8472 or Lupe Gudino x6235

CardQuest Training FAQs

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***IMPORTANT ANNOUNCEMENT*** 

CardQuest Expenses in Cognos

Cognos now includes, as commitments, CardQuest expenses that have been allocated to PTAs, but are not yet interfaced and reflected as actual expenses in Oracle.

The report PTA Cost Detail – Exportincludes a new column (called CardQuest Expense) that references the transaction. In addition, these commitments are included with all other commitments in reports (detailed and summaries), including any ad hoc queries that have been created and saved.

PLEASE NOTE: If you use the canned PTA Cost Detail – Export report to export into an Excel file you’ve created that uses formulas, macros, etc., you will need to update your Excel file to handle the additional column.

For more detailed information, please see the new document Quick Guide – CardQuest Expense Commitmentsat http://imss.caltech.edu/content/campus-training-guides#DW.

 

 

Monica Marquez
Associate Director of Purchasing Services
(626) 395-2566
monica.marquez@caltech.edu

Muriel Marroquin
P-Card and Travel Manager
(626) 395-6273
muriel.sandoval@caltech.edu