Each card has a default FOP and a default account code tied to it;
transactions on that card will automatically be charged to that
default FOP and account code unless reallocated using Smart Data, the
online management & reporting tool for the purchasing card.
Smart Data users can be set up to reallocate card transactions to a
different FOP or account code using Smart Data. Generally the FOPs
that a reallocator can view in Banner are the same FOPs that he or she
will have as options to reallocate to in Smart Data. All expense
account codes will be available as options.
The reallocator logs in to Smart Data and clicks on the transaction
he wants to reallocate, then chooses the desired FOP and account code
from drop down menus and clicks Save. Reallocators have three
business days after the end of the monthly billing period to
complete their reallocations (until midnight of the third business
day). Reallocators do not need to wait until the end of the
month to reallocate; they can reallocate throughout the billing period
as transactions post in Smart Data.
You can view videos tutorials on how reallocation and splitting
charge to multiple FOPs on the Purchasing Card