How to Create an Event (Catering) Request in Concur


Critical Concepts

Steps to Take

1. Log into Concur using your Single Sign-On

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

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

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 

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