1. To finalize your procurement card transaction, provide your itemized receipts, business purpose, and Worktag(s) via one of these four options:

Option 1

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

Screenshot of the Iowa State University Workday form titled “Complete Procurement Card Verification (PCV),” with a red arrow highlighting the blue “Order Now” button on the right used to submit the form. When you have entered the required information you will need to clik the blue order now button on the right to submit the form to your Finance Service Delivery Team for processing.
Click the blue hyperlink from the email you received with the subject line: Procurement Card Transaction# PCV‑###### has been loaded into Workday. Proceed to Step 2 of this Quick Reference Guide.
Option 3: Click on the bell in the upper right corner of the Workday Landing Page. Find the Procurement Card Transaction Verification in the column on the left, click on it to view it in full on the right. Click on the hyperlink next to the word Details. Proceed to Step 2 of this Quick Reference Guide.
Option 4

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

2. ON THE VIEW EVENT SCREEN: Hover mouse over the PCV‑###### to reveal the related actions icon, which looks like this:
Click on the related actions icon to bring up the related actions, including Procurement Card Transaction Verification. Hover the mouse over the Procurement Card Transaction Verification option to reveal additional options. Click on the Change option.
3. CLICK OK AT THE BOTTOM OF THE CHANGE PROCUREMENT CARD TRANSACTION VERIFICATION SCREEN.
4. ON THE NEXT SCREEN, SCROLL DOWN TO THE TRANSACTIONS DETAILS BOX. SCROLL TO THE RIGHT TO FIND:• Line Item Description field where you will need to enter the description of the item purchased. • Spend Category field where you will need to enter the spend category for the good or service purchased.(Please remember that spend categories are used to identify or describe what is being purchased, not what the item will be used for.)

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

5. Scroll even further to the right to find:
  • 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.
Screenshot of the Workday Transaction Details section showing the Memo field with a description of acrylic awards and the Program field populated with “PG111657 PROC Purchasing Card Operations,” illustrating where memo details and program information are entered.
6. Scroll down to the attachments box. Add the photo of your receipt as well as any additional documentation you may have.
7. Click submit at the bottom of the page. This wil route your finalized Procurement Card Transaction, itemized receipt(s), business purpose, and Worktag(s) to your Procurement and Expense Specialist (PES) for review.

Card Services Help Desk