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Follow the procedure below to request a temporary or permanent P-Card limit increase within the “BOB” TDX (TeamDynamix) ticketing system.
Click here for general instructions on using BOB
Click here to view the P-Card Policy & Procedures
1. Submit a ticket via BOB (TDX System).
Choosing the Accounts Payable as the Service Request Type & P-Card as the A/P Request Category, the cardholder (or designated requester) should submit a ticket that includes:
- Cardholder name
- Requested new limit(s)
- Reason for increase
- Duration (temporary or permanent)
2. Obtain Approver Authorization
A limit increase cannot be processed without written approval from the cardholder’s authorized approver. The approver may provide approval using either of the two options below:
Option 1 — Approval Within Ticket
- The cardholder/requestor enters the approvers name in the Additional/Alternate Contact(s) field prior to submitting the ticket.
- The approver will receive an email from BOB with the request and can reply directly to the email or can respond to the ticket through the TDX system. Both methods will result in the reply being added to the ticket. The reply must clearly state:
- Approval for the limit increase
- Any conditions or timeframe for the increase (if temporary)
Option 2 — Upload an Approval Document to the Ticket
If the approver gives approval in writing or via email, the requester may:
- Upload the approval document as an attachment to the TDX ticket OR
- Paste the approval message into the ticket comments with the approval document attached for verification
The approval document must include:
- Approver’s name and job title
- Affirmation of approval
3. P-Card Team Review and Processing
Once approval is received, the P-Card team will:
- Verify completeness of the request
- Confirm valid approver authorization
- Process the limit change with the issuing bank
- Update the ticket with confirmation once complete
4. Ticket Closure
After processing, the ticket will be updated and then resolved.