Get Procurement Card Payment Form

Filling out the Procurement Card Payment Form online can streamline your purchasing process and ensure accurate documentation. This guide will provide clear, step-by-step instructions to help you complete the form effectively and efficiently.

Follow the steps to complete the form correctly

1. Click ‘Get Form’ button to access the form. This will allow you to open it in the online editor for completion.
2. Fill out the 'Card Holder' section by clearly printing your name. Ensure the information is accurate and reflects your details.
3. If the purchase requestor differs from the card holder, complete the 'Person Requesting Purchase' field with the appropriate name.
4. Input the 'EFS Chart String,' including the relevant fund, DeptID, and program to ensure proper allocation of the expenses.
5. Provide an 'Authorized Signature' in the designated area to signify approval for the transaction.
6. Complete the 'Project' section if applicable, along with the CF1 and CF2 fields for further classification of your purchase.
7. Enter your Employee ID (Empl ID) accurately to associate the form with your employment record.
8. Fill in the 'Account Code Used' field, which will be for the reconciler’s use only, ensuring compliance with accounting procedures.
9. Document the 'Date of Purchase' to maintain a record of when the transaction occurred.
10. Indicate the 'Total Charged' for the transaction to reflect the expense accurately.
11. Write the 'Vendor Name,' ensuring it matches the corresponding receipt.
12. Detail 'What you bought' to clarify the nature of the purchase.
13. Specify 'Where are the items located' for inventory purposes.
14. Explain 'Why the items were purchased' to justify the expenditure.
15. Discuss 'How does the purchase benefit the account' to confirm its associated value.
16. For Office Use Only: Leave space for 'Reconciled by' and 'Approved by,' including dates as required.
17. After completing all fields, review the form for accuracy. You can save changes, download, print, or share the form as needed.

Complete your Procurement Card Payment Form online today for an efficient procurement process.