Overview

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• This article will demonstrate how 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 review

Critical Concepts

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• Complete the University Procurement Card Program training and save completion certificate, before starting this Request
• Sign and complete the Procurement Card Cardholder Agreement

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 under the Payment Type: Payment to Employee 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. Watch the Concur: New Card Request Training Video

 

 

 

 

 

 

 

 

 

 

 

Video: How to Request a New Travel & Entertainment Card (Click above Image)

Script: How to Request a New Travel & Entertainment Card

2. Review the written steps below

The following content is the same as what is covered in the video, only presented in a different format.

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. Select New Request from the Task Bar 

4. The New Request page 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 to autofill the 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 red highlighted fields, circled items are the minimum required financial information, include any additional financial information
11. If you have questions on what to enter for the Financial Unit Information, please speak with your fund manager

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

13. Click Save

14. Navigate to the Expenses tab 

15. The Expenses tab will display

16. On the right side of page, in Expense Types select New Card

17. In Payment Product Type, select UCSD Procurement Card, in MC, enter your mail code
18. In the Comment section, you can make the following requests:

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
• 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, + New Expense. This will allow you to create additional requests, within your same report. 

19. Click Save to add your Expense

20. In Expenses/New Expenses, a line item will display on the left side of the page for New Card request

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

22. Select Browse 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 Procurement Card team is only accepting the most up to date Cardholder Agreement, attached here 

 23. Once you have selected your file(s), select Upload and click Close

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

25. 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