Overview

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• This article will demonstrate how to submit a Concur request to apply for a Procurement Card
• Before applying for a Procurement Card, please review the Procurement Card Blink Pages for what restrictions and regulations apply to the card
• Only a cardholder can submit a new card Request in Concur
• A new card request should never route to a Department Administrator (DA) for approval
• The Request will be routed to your Financial Unit approver before reaching the Procurement Card team for final review and approval

Critical Concepts

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• Complete the University Procurement Card Program training and save the completion certificate before starting this Request
• Sign and complete the Procurement Card Cardholder Agreement, with all fields and signatures filled out

Request on Behalf of Another Employee

• To create a Procurement Card Request on behalf of another UCSD employee, the employee will need to add you as their delegate
• Concur identifies the employee payee as the user submitting the Expense Report, or the user that the delegate is acting on behalf of
• To learn how to assign users to act on your behalf, please see the KBA on How to add a Request Delegate and an Expense Delegate in Concur
• To learn how to act as a delegate for another user, please see the KBA on How to act as a Delegate in Concur

Steps to Take

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1. Log into Concur using your Single Sign-On
2. Click on the Requests module at the top of the page, the Requests module homepage will display

3. Click on Create New Request 

4. The Create New Request pop-up will display

5. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form

6. In Date, select the Calendar icon and select today's date, or manually enter today’s date

7. In Request Name, enter New Card Request

8. In User Type, select UCSD Employee

9. In Payment Product Type, select UCSD Procurement Card

10. Fill out the fields with a red asterisk, these are required. The circled items are the minimum required financial information, any additional financial information (Project/Task) is optional

• If you have questions on what to enter for the Financial Unit Information, please speak with your fund manager

11. In the Business Purpose/Additional Information section, please enter the Business Purpose for the New Card

12. Click Create Request

13. Under Expected Expenses, click Add

14. An Add Expected Expenses pop-up will display

15. Select New Card

16. In Payment Product Type, select UCSD Procurement Card, in MC, enter your mail code

17. In the Comment section, you can make the following requests:

Card Display:

• Enter what you would like to have displayed on the second line of your Procurement Card, this will display right below your name on the physical card

Alternate Address:

• Due to the security levels within Concur, personal information such as a home address cannot be listed in a Concur request. To request to send your new card to your home address, proceed to the steps in the following Knowledge Base Article (KBA): How To Request a New Procurement Card to be Mailed to your Home Address While Working Remote 

Expedite Card:

• Provide a valid reason if the card order needs to be expedited

If you would like to request additional requests such as increasing a limit, Delegation of Authority, lifting an MCC code etc., you may do so by clicking on Add within Expected Expenses. This will allow you to create additional requests, within your same report. 

18. Click Save to add your Expense

19. In Expected Expenses, a line item will display for New Card request

• You will see two Alerts, one of them is a Red Alert for the upload of the required attachments 

 20. To add the required attachments, in upper right, select Attachments, select Attach Documents

21. Select Upload and Attach to select a file and attach the Required Documents for a New Card Request:

University Procurement Card Program Completion Certificate (16 min training)

• Training must be completed within 1 year of requesting for a new Procurement Card
• To locate the training completion certificate, log-in to UC Learning -> Transcript & Certificates, and click on the blue diploma icon to the left of the training

Procurement Card Cardholder Agreement: The Procurement Card team is only accepting the most up to date Cardholder Agreement (as of 9/2020)

22. Once you have selected your file(s), they will automatically be attached to the request

• The Red Alert will automatically disappear once you have uploaded the documents

23. Select Submit Request and in Final Review, select Accept & Continue to submit your Request

• Please ensure to scroll through all of the terms and acknowledgements in the Final Review before clicking Accept & Continue

24. Once the Procurement Card team has received your Request, your card will be ordered and mailed

• Card will arrive within 7-10 business days
• For any tracking related inquiries, please contact U.S Bank at (800) 344-5696