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Overview 

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This guide will demonstrate how to create an Event Request for Catering. For an easy to follow video on the process, please watch the How to Create an Event Request in Concur video. Event Requests are only required if an order is placed with a caterer or a bar service provider and those services were provided at an on-campus Event. 

Essential Information 

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• Review Event Policy on Meetings and Entertainment: Overview Blink page before creating an Events Request. 
• An Event Request is required before creating an Events Expense Report. 
• Reference the KBA: KB0032021 Events Expense Report  to create the Events Expense Report.
• If a Travel & Entertainment (T&E) Card will be used to pay the Supplier, the Event Request needs to be created under the T&E Cardholder's profile.

Next Steps

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1. Log into Concur using your Single Sign-On (SSO).

2. Select the Requests module

3. Below Requests, Select New Request

4. In Request Header tab, make the following entries:

a. Request Type: Event Request

b. Event Name: 

c. Event Date:

d. Event Location:

e. Type of Event: On Campus OR Off Campus

NOTE: An Event Request is NOT required for an off-campus event. 

f. Type of Service: Catering - Full Service OR Catering - Bartending

5. In Request Header, enter required, marked in red, Chart of Accounts (CoA) information, including Fund.

a. Review this guide on searching for CoA information.

b. Please consult your Fund Manager for any questions on CoA entries.

6. In the Business Purpose/Additional Information field, provide a valid business purpose for the Event and then select Create Request.

7. On the Expected Expenses section, outline the estimated costs of the Event, estimates are required to continue the process.

8. To begin adding expenses, select Add and then choose the Expense Type from the menu in the pop-up window.

9. Based on the selected Expense Type, complete all required fields, marked in red.

a. Note: if Expense Type: Prepared Food - Catering or On-Campus is selected, also add an additional Expense Type to provide the Supplier Info.

b. Only one Supplier Info expense line should be added per Event Request (if you will have multiple Suppliers for one event, create separate Event Requests).

10. Select Save

11. Repeat this process until all estimated Expenses have been accounted for.

12. Select Submit Request and then Accept & Submit.

13. Once you submit the request, to track the Event Request's approval workflow, select the Request Details dropdown and then click on Request Timeline.