Presentation Transcript

1. Timeline To Buy
2. Your Requisition… Is it a Reqor a Wreck?
3. Support Documentation Existing or new Vendor? Requisition/Vendor Pmt Webform Accounting Information Purchase Order can be created Credit Card and within your credit card limits Value Specifications EquipmentExisting Tag Number Quantity Special Delivery Instructions? Blanket Order?
4. Learning Objectives Create a successful Requisition Understanding the Requisition to Purchase Order Process Review Amendment Request Process
5. Timeline Routing and Approvals Procurement approves with backup Procurement generates PO Purchase Order sent to Vendor Create Req webform
6. The Actual Requisition Process Webforms
7. UOD01 is Pre-Populated for the University Complete delivery address Add an appropriate Commodity Attachments are helpful
8. If yes, and the purchase is within your credit card limit STOP UD Credit card can be used Lookup an existing Vendor
9. If Vendor short name is not in Lookup, then complete this section
10. purc
11. When finished with entry, click this button
12. Final Step
13. Tips and Tricks Include a quote or proposal Use credit card if purchase is within your credit card limit If there are reoccurring payments, request a blanket PO Always send original documents/invoices to Procurement Use the vendor look-up feature on the Vendor Payment webform
14. Tips and Tricks If a vendor is not on file, provide contact information. A W-9 tax information form is required for payment. Use Vendor’s full name, no acronyms Req/PO View can be used to track payment activity as well as PO balances Check out our Procurement homepage at: www.udel.edu/procurement
15. Requisition/Vendor Payment Amendment Webform
16. Scroll down to Line 2 to enter amendment changes
17. End of the requisition road… Questions?
18. Our Contact Information Nicole Cook ncook@udel.edu 831-1478 Patti Downs pdowns@udel.edu 831-2166 RoseAnnEssickressick@udel.edu 831-3168