How to Request a New Procurement Card


Critical Concepts

Request on Behalf of Another Employee

Steps to Take

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

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:

Alternate Address:

Expedite Card:

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

 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)

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

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

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

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494