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Not sure which Purchasing Method to use to make a purchase ?

Not sure which Purchasing Method to use to make a purchase ?. Type of Purchase. Choose the Correct Purchasing Method. Select the category that best fits the type of purchase being made:. Food/Beverages. Lab Supplies. Office/Classroom Supplies. Train/Airfare.

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Not sure which Purchasing Method to use to make a purchase ?

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  1. Not sure which Purchasing Methodto use to make a purchase?

  2. Type of Purchase Choose the Correct Purchasing Method Select the category that best fits the type of purchase being made: Food/Beverages Lab Supplies Office/Classroom Supplies Train/Airfare Furniture/Furnishings & Major Appliances Computers & Computer Supplies Musical/Theatrical Supplies/AV & Photographic Supplies Temporary Services/Payments to Companies Registrations/Memberships/Subscriptions Car Rental Contracts Maintenance Agreements Communication Tools/Devices Hotels/Lodging Advertising Equipment Rental Research Subject Fees Novelties Fees/Licenses Books

  3. Routine Business/Personal Celebration Choose the Correct Purchasing Method Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) Yes No Selections: Food/Beverages Return to Start > Purchase Category

  4. UBF Account Choose the Correct Purchasing Method Do you have a University at Buffalo (UBF) account? Yes No Selections: Food/Beverages Routine Business/Personal Celebration - YES Return to Start > Purchase Category > Routine Business/Celebration

  5. UBF Account Choose the Correct Purchasing Method Do you have a University at Buffalo (UBF) account? Selections: Food/Beverages Routine Business/Personal Celebration – YES UBF Account - YES Return to Start > Purchase Category > Routine Business/Celebration > UBF Account

  6. UBF Account Choose the Correct Purchasing Method Do you have a University at Buffalo (UBF) account? Selections: Food/Beverages Routine Business/Personal Celebration – YES UBF Account - NO Return to Start > Purchase Category > Routine Business/Celebration > UBF Account

  7. Food/Beverage Guidelines Choose the Correct Purchasing Method Does this purchase fall within the Food and Beverage Guidelines? Yes No Selections: Food/Beverages Routine Business/Personal Celebration – NO Return to Start > Purchase Category > Routine Business/Celebration

  8. Food/Beverage Guidelines Choose the Correct Purchasing Method Does this purchase fall within the Food and Beverage Guidelines? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines - NO Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines

  9. Amount of Purchase Choose the Correct Purchasing Method What is the amount of the purchase? Over$2,500 Under$2,500 Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines - YES Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines

  10. Amount of Purchase Choose the Correct Purchasing Method What is the amount of the purchase? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Over $2,500 Please note: These purchases require an agenda, flyer, list of attendees which includes the purpose of the event or meeting, date, time, & location of the meeting. ? Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase

  11. Funding Source Choose the Correct Purchasing Method What funding source will you be using for the purchase? v Research Foundation (RF) UB Foundation (UBF) State Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase

  12. Funding Source Choose the Correct Purchasing Method What funding source will you be using for the purchase? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - State Please note: These purchases require an agenda, flyer, list of attendees which includes the purpose of the event or meeting, date, time, & location. Please note: Not all vendors accept the P Card. If they do not, then use eReq. Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

  13. Funding Source Choose the Correct Purchasing Method What funding source will you be using for the purchase? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - UBF Return to Start > Appointment Type > Additional Appointment > Bio Data Change Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

  14. RF Authority Choose the Correct Purchasing Method Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Yes No Not sure Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - RF Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

  15. RF Authority Choose the Correct Purchasing Method Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RF Authority to Use RF Funds - YES Please note: Not all vendors accept the P Card. If they do not, then use eReq. Return to Start > Appointment Type > Additional Appointment > Bio Data Change Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority

  16. RF Authority Choose the Correct Purchasing Method Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RFAuthority to Use RF Funds - NO Return to Start > Appointment Type > Additional Appointment > Bio Data Change Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority

  17. RF Authority Choose the Correct Purchasing Method Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RFAuthority to Use RF Funds – Not sure Return to Start > Appointment Type > Additional Appointment > Bio Data Change Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority

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