Tips for sending requests for University Purchasing Cards (P-Cards)

To help streamline University Purchasing Card (P-Card) request processing, Procurement has compiled the following tips to use when submitting requests through purchasing.card@yale.edu:

• The subject line of the request should be as descriptive as possible. See examples below:
  • New Card Request
  • Cancellation
  • Replacement Card
  • Lost Card
  • Temporary Suspension
  • LOA
  • New Plastic (strip not working)
  • Name Change
  • Travel Limit Change
  • Supply Limit Change
  • Cycle Limit Change
• To avoid creating duplicate cases please respond directly to the email from the P-Card team. If the email is not available, please reference the case number. 
• Exceptions, New Card, and Temporary Suspension requests should come from the Operations Manager or Lead Administrator to avoid the need to route for approvals. 
• When requesting a New Card, Operations Managers need to provide a passcode on the application. Passcodes cannot include the word Yale, cannot contain special characters, or be more than 8 characters in length.
• Do not request a P-Card for an employee until the individual’s first day as an employee. Their information is not active in Workday until they begin working, and therefore cannot be verified.
• Online agreements must be completed before University P-Cards are processed. The cardholder must respond to the P-Card Team using the email sent from purchasing.card@yale.edu.