Quick Reference: P-Card Transaction Verification (PCV)

8. Click Checkout. This will return you to Workday to complete the order.

Use the Procurement Card Verification (PCV) Form to provide your itemized receipt(s), business purpose, and Worktag(s) to your Finance Service Delivery Team.

9. Click Checkout. In Workday the items in your cart are now listed in the left column.10. Review and add the information listed in red below. Ship to address: Confirm that this address includes your room or suite number (it will auto-populate). Internal Memo: Add the University Business Purpose for this purchase.

Worktag Information: Verify that the Worktag that should be charged for this order appears in the corresponding column in this section. If it does not, you will need to enter the correct Worktag for each item.

11. Click Submit. The order will now route for any necessary internal approvals: ISD Procurement and Expense Specialist (PES) if totals $1,000 or more, contains radioactive/hazardous materials, and/or does not have a valid Worktag or a university business purpose entered. ISD Grants Finance Specialist if using a Grant Worktag. Cost Center Manager of the Worktag if totals $5,000 or more You will receive a Workday notification when the PO is created and sent to the cyBUY supplier to order the requested items.

Send your itemized receipt(s), business purpose, and Worktag(s) to your Finance Service Delivery Team at finance_delivery@iastate.edu.

 

 

A list of spend categories can be found here: Spend Categories by Commodity Area

  • Memo field where you will need to enter the Iowa State University business purpose.

  • Grant, Project, Program, Gift fields where you will need to enter your Worktag in the corresponding field.

  • Department Detail and Assignee fields where you can enter
        this information if applicable.