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Get the free PURCHASING CARD EXCEPTION REQUEST FORM - utdallas

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PURCHASING CARD EXCEPTION REQUEST FORM Please complete this form to request an exception to the transaction limit or to request an exception to purchase a restricted item or from a restricted vendor.
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How to fill out purchasing card exception request

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How to fill out a purchasing card exception request:

01
Start by accessing the appropriate form or template for the purchasing card exception request. This can typically be found on your organization's intranet or procurement website. If you are unable to locate the form, reach out to your procurement or finance department for assistance.
02
Fill in your personal information, such as your name, department, and contact details. Make sure to provide accurate information to ensure proper communication and processing of the request.
03
Specify the reason for the purchasing card exception request. This could include situations such as exceeding your card limit, making a purchase that is outside the allowed categories, or requiring a one-time exemption for a specific transaction.
04
Provide a detailed explanation of why the exception is necessary. Clearly describe the circumstances and the business justification behind the request. Use concrete examples or supporting documentation if applicable to strengthen your case.
05
Include information about the desired solution or alternative, if applicable. If you are requesting a higher spending limit, provide a recommended limit and explain why it is necessary. If you are seeking approval for a purchase outside the allowed categories, provide information on why this particular item or service is crucial for your work.
06
Review the completed form for accuracy and completeness. Ensure that all sections are filled in properly and that there are no spelling or grammatical errors. Mistakes or omissions may delay the processing of your request.

Who needs a purchasing card exception request:

01
Employees who have a purchasing card and encounter situations that fall outside the normal card usage parameters may need to submit a purchasing card exception request.
02
Managers or supervisors may need to approve and submit a purchasing card exception request on behalf of their team members when necessary.
03
The procurement or finance department is responsible for reviewing and processing purchasing card exception requests, ensuring compliance with company policies and guidelines.
Remember, it is important to follow your organization's specific procedures and guidelines when filling out a purchasing card exception request. If you are uncertain about any aspect, consult with your management or procurement department for clarification.
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Purchasing card exception request is a formal application to deviate from the regular purchasing card usage policies and procedures.
Any cardholder or department that wishes to make a purchase that does not align with standard purchasing card guidelines is required to file a purchasing card exception request.
A purchasing card exception request can be filled out by completing a specific form provided by the card issuer or financial institution. The form typically requires detailed information about the nature of the purchase, justification for the exception, and approval signatures.
The purpose of a purchasing card exception request is to provide a process for cardholders to request approval for purchases that fall outside of normal card usage parameters.
The purchasing card exception request form typically requires information such as the item or service being purchased, cost, vendor details, justification for the exception, and approval signatures.
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