Department Card Manager – Order PCard

This article provides step-by-step instructions for ordering a PCard.

The Department Card Manager (DCM) and Delegate can process new applications.

  1. Log in to the PCard Software.
  2. Select PCards from the Manager menu.
  3. Select the Add a New Card button.
  4. Enter the employee’s University Identification Number (UIN) in the UIN field and select the TAB key or select the Find button and the following fields will populate:
    1. Name
      NOTE: Do not enter the employee name in the Name field. If the field does not populate, contact UPAY Card Services for assistance.
    2. Name on Card
    3. Home Dept.
    4. Date of Birth
    5. Home COA
    6. Merch Cd Profile
    7. Daily Number Limit
    8. Monthly Num Limit
  5. Enter employee information from the PCard Application Information Form in the remaining fields.
    NOTE: Enter the last name or UIN in the Reconciler (Manager Reviewer), Approver (Charge Code Reviewer)*, and Department Manager field and select the TAB key to select an employee for the role. Select the Load icon to select the employee, if applicable. PCard software requires that the Reconciler (Manager Reviewer) and Approver (Charge Code Reviewer) boxes be populated, however this information is not sent to Chrome River. Please contact your USC for establishing these roles in Chrome River.
  6. Enter the employee’s UIN in the Ship-To section and select the TAB key to populate the campus address.
  7. Update the system address to include Street Number, Room Number, Mail Code or Mail Stop, City, State, and Zip Code or the card will not be delivered.
  8. Enter a comment in the Comments field, if needed.
  9. Select Generate Application from the Status menu.
  10. Select the Save Changes button.
  11. Select Log Off from the File menu.

Please contact UPAY Card Services if you have any questions.



KeywordsDepartment Card Manager DCM Order PCard   Doc ID116316
OwnerLearning Systems SupportGroupUI Training and Development Resources
Created2022-01-27 08:41:31Updated2024-01-24 14:54:42
SitesUniversity of Illinois System, University of Illinois Training and Development Resources
CleanURLhttps://answers.uillinois.edu/department-card-manager-order-pcard
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