IT&R/DDL Procurement Request Form Training Manual
|
|
|
- Amy White
- 5 years ago
- Views:
Transcription
1 IT&R/DDL Procurement Request Form Training Manual Visit the IT&R Business Center website at visit the travel section and click on to the IT&R/DDL Travel Request Form. This guide walks through each step on the form. 1) Enter the name of the employee who is requesting the item (this may be someone other than the person submitting the form) this can be done by name or NID. The system will search for the entered information and return a list of matches. Please wait for the correct name to be displayed before moving onto the next step a. Once entered, the following fields will auto populate (assuming the information is in PeopleSoft) Phone Number, Department Name, and Requestor's immediate supervisor. Please verify the information is correct, and make any changes necessary. Page 1
2 2) By default the requestor s immediate supervisor will receive a notice from ServiceNow, once the completed form is submitted, for approval. If additional approvals are required select yes for Are additional approvers required for your area. If not, select no a. If yes, enter each person who needs to approve the request within your department. Page 2
3 b. If no, only the person listed as Immediate Supervisor will receive an approval request. 3) Enter a description of the item and a brief explanation of why it is needed, along with the cost. The approvers will use this information to approve or deny the request. Also enter the dollar amount. If multiple items are listed on one request, list the grand total of all items requested. If shipping or expedited shipping charges are required include them in the grand total and provide a brief justification. 4) Is this request a Renewal? (Licensing, maintenance, etc.) Yes/No 5) Does this purchase require a bid? See for details. Yes/No/Unsure. Page 3
4 a. If Yes, please attach any bid or quotes as required by University procurement guidelines. Add attachments button found at bottom of the form 6) Is There a Contract Associated With This Purchase? Yes/No a. If Yes, please attached related contract as required by University procurement requirements Add attachments button found at bottom of the form 7) Enter the requested Supplier/Vendor of the items (Technology Product Center, Dell, Amazon etc.), and the name and physical location the item(s) are to be delivered. Reference actual street address Page 4
5 8) Enter the date the items are needed by (If date selected is 3 business days or less, additional justification required) 9) Enter Work Order # or Tech Fee # related to this purchase if applicable. 10) Review form for completeness and accuracy and click Submit. 11) A notification will be sent. The Request number will be at the top of the ServiceNow page. An will also be sent to the requestor. This will also allow the requestor to track their order Page 5
6 12) Once you order is received, the requestor should return to the ticket by logging into ServiceNow and Click on My Tickets. Click on the gold paperclip icon at the top or bottom of the page and find the file you wish to upload. If you upload an incorrect item you can see a list of attached documents in the box at the bottom of the screen and can edit the file name and delete attachments there, click on the x to remove the attachment Returning to the Ticket At any point after the ticket has been submitted, the user can return to ServiceNow, log in, and view the status of their request. Clicking on My Tickets and the top of the page will display all of your currently open requests, clicking on one will show the current state as well as any notes or updates to the ticket. Page 6
7 Questions? For questions regarding the Travel Request form, please contact the designated budget coordinator for your department. Thank you! Page 7
IT&R/DDL Travel Request Form Training Manual
IT&R/DDL Travel Request Form Training Manual Visit the IT&R Business Center website at www.bc.itr.ucf.edu, visit the travel section and click on to the IT&R/DDL Travel Request Form. This guide in general,
Kitsap County Online Permit Center How to Log In and Apply for a Right-of-Way Permit
Kitsap County Online Permit Center How to Log In and Apply for a Right-of-Way Permit Step 1: Go to https://co-kitsap-wa.smartgovcommunity.com/applicationpublic/applicationhome For new users select Sign
Click to edit Master title style. Monthly Time Reporting - OnBase Process
Click to edit Master title style Monthly Time Reporting - OnBase Process Process Flow Requestor Supervisor Coordinated Business Services Requestor Completes Form Attaches Supervisor Approvals Submits Request
PURCHASE ORDER: The result of an approved requisition, the official document/contract with the vendor needed to purchase goods and services.
Training Manual 1 REQUISITION: Item necessary to initiate the procurement of all goods and services PURCHASE ORDER: The result of an approved requisition, the official document/contract with the vendor
Create Expense Report (Net-Card or Employee Paid)
Create Expense Report (Net-Card or Employee Paid) All employees are responsible for ensuring that their Expense Reports are complete, accurate and adhere to the expense reimbursement requirements of CUNY,
Los Angeles Unified School District Maximo 7.5 / Procurement Buyer Card Guide. Post Date: 9/9/13
Los Angeles Unified School District Maximo 7.5 / Procurement Buyer Card Guide Post Date: 9/9/13 DEFINITION The Buyer Card Guide is an alternative expedited method to purchase materials and/or services
Quick Guide to Procurement Card Voucher Approval
Approving a Procurement Card Voucher in ProTrav Workflow Definition: Workflow is the process of creating and approving various types of forms electronically. Based on predetermined Workflow Paths (as set
Radford University Entering Travel Purchase Orders in Self-Service Banner & Travel Reimbursement Vouchers in Cognos
Radford University Entering Travel Purchase Orders in Self-Service Banner & Travel Reimbursement Vouchers in Cognos A Step by Step Guide This document provides step by step instructions on how to process
How to Change My Address via Employee Self Service
How to Change My Address via Employee Self Service Home Address Changes into or out of New York City **Residents outside of New York City are subject to additional taxes** 1. After successfully logging
Update Singe Headcount Vacant Staff and Academic Student Positions
Update Vacant Positions Sometimes position data needs an update such as, the reports to field, job code, salary plan, and so forth. To update a position, there are specific requirements: No incumbent position
03 TCHR WEB REQ (Purchasing) Page 1
Secretary Purchase Request Instructions (This is required for all School Specialty orders) Web Access: 1. Go to the District Portal 2. Click on the ISD Apps icon then click on the My Benefits icon 3. Mouse
Verify Credit Card Transactions
Credit card transactions will be loaded into Workday from the bank daily. Credit card transactions are verified in Workday by adding the required additional information to the transaction and attaching
Entering a Purchase Order (Formerly DPO) - DO NOT USE SAFARI
Entering a Purchase Order (Formerly DPO) - DO NOT USE SAFARI Select the Finance Tab at the top right of the screen. Select Purchase Orders from menu list on the left side of page. Select or to start a
eprocurement: Create a Requisition
eprocurement: Create a Requisition A requisition in PeopleSoft is an online form for requesting items or services. 1. Otherwise click Purchasing link 2. Click the Requisitions link. 3. Click the Add/Update
PeopleSoft Finance Access Training Guide
Purpose:. How To Approve Access Step# Illustration: Description:. Approve Access: The PeopleSoft Security Access allows employees, major area budget managers and other workflow approvers to Approve, Send
Procurement and Team Card Procedure Creating a Card Statement Expense Report
Procurement and Team Card Procedure Creating a Card Statement Expense Report Objectives... 4 Tips and Tricks... 4 Navigation... 4 Card Statement Expense Report Overview... 4 Valid Chartstrings... 5 After
How to Create a Dell Punchout in PeopleSoft. A Quick Reference Guide for Dell Punchout Procurement February 2016
A Quick Reference Guide for Dell Punchout Procurement February 2016 Table of Contents What are the Advantages of using Dell Punchout Page 2 How to Create a Dell Punchout in Creating an equote Pages 3-10
Los Angeles Unified School District Maximo 7.5 / Procurement Annual Contract Purchase (PG) Guide. Post Date: 9/13/13
Los Angeles Unified School District Maximo 7.5 / Procurement Annual Contract Purchase (PG) Guide Post Date: 9/13/13 DEFINITION The Annual Contract Purchase (PG) Guide is a method to purchase goods, commodities,
HOW TO INPUT A BID ADVERTISEMENT ON SIGMA
HOW TO INPUT A BID ADVERTISEMENT ON SIGMA Table of Contents Access SIGMA... 2 Create an RFP / Bid... 3 Complete the RFP information... 4 Header... 4 General Information Tab... 4 Contact Tab... 4 Add an
TimeClock Plus Leave Requests
Purpose This document will walk you through the process for adding Leave Requests for time off, how to view your requests, as well as the approval process for submitting leave. You will be able to add
Submitting an Order Request Using LSA s Online Purchasing System
Submitting an Order Request Using LSA s Online Purchasing System Overview LSA s Online Purchasing System is a web based system that allows departments to submit order requests, route through appropriate
MRA INTERNATIONAL LLC PUNCH OUT CATALOG FOR PRINTERS
MRA INTERNATIONAL LLC PUNCH OUT CATALOG FOR PRINTERS Effective November 1, 2017, MRA International (Supplier ID: V000000214) has now been created as a punch-out catalog in PeopleSoft for HP printers only
Jackson State University
Jackson State University WWW.JSUMS.EDU/BANNER Travel and Expense EDIT EDIT Click the Profile tab. Click the Edit ( ) icon for the E-Mail Click any item in the list to select that item. Click the Select
University Information Technology Services Business Process Documentation
University Information Technology Services Business Process Documentation Process ID APP_FAC_PRF_01-Requestors Process Name Planning Request Form For Requestors General Description This documentation describes
IBM TRIRIGA Version Procurement Management User Guide
IBM TRIRIGA Version 10.3 Procurement Management User Guide Note Before using this information and the product it supports, read the information in Notices on page 192. Second edition, June 2013. This edition
Employees PeopleSoft Student Administration System Security Authorization
Employees PeopleSoft Student Administration System Security Authorization Steps for Requestor Step 1: Fill out the PowerForm Signer Information with the appropriate names and email addresses. Access Requestor
Create a Travel Authorization from a Blank Form. A Travel Authorization must be created in order to receive a cash advance.
Create a Travel Authorization from a Blank Form A Travel Authorization must be created in order to receive a cash advance. Travel Authorization s are required for the following reasons: When a maximum
Professional Development Online Travel Authorization Instructions
Professional Development Online Travel Authorization Instructions PD 2-27-13 Prior to making travel arrangements, approved Professional Development recipients must request the PD travel form from the Organization
Job Aid EPC3 Request for DELL Computers & Related Items
Job Aid EPC3 Request for DELL Computers & Related Items This job aid is designed to help a requester purchase DELL computers and related items using UITS equotes through GeorgiaFIRST Marketplace. Obtaining
EXCEPTION TO POLICY REQUEST (ETPR)
EXCEPTION TO POLICY REQUEST (ETPR) User Guide JUNE 22, 2017 NORTHERN ARIZONA UNIVERSITY Comptroller s Office (CMP) Created by Sharon D Jackson Table of Contents A. Faculty and Staff Reimbursement Accountable
Quick Start: Permission requests and approvals
Quick Start: Permission requests and approvals and approvals Microsoft Volume Licensing Field Center This guide shows field users the process for requesting access to the Volume Licensing Field Center
The Express Purchase Order User Manual. The Spectrum+ System Georgia State University. PeopleSoft Financials Version 8.9
The Express Purchase Order User Manual The Spectrum+ System Georgia State University PeopleSoft Financials Version 8.9 (Revised 1/30/2012) 1 P age Table of Contents 1. INTRODUCTION. 4 1.1 PURCHASING OVERVIEW.4
CVM central IT ordering Process. Computers purchases pertain to BMS, VCS, VPTH, and VMPM
CVM central IT ordering Process Computers purchases pertain to BMS, VCS, VPTH, and VMPM Request submitted by department, faculty or staff to CVMsupport@iastate.edu or, person brings in completed form if
FI Requests: Create Foundation Account Create University Cost Center Interdepartmental Bill and Recode
: Create Foundation Account Create University Cost Center Interdepartmental Bill and Recode This page intentionally left blank. Rev: 5/12/2017 2017 Office of Information Technology 2 Table of Contents
Hospitality Payment Module: FTS Transfers
Hospitality Payment Module: FTS Transfers Table of Contents Overview... 2 Access to FTS Transfers Module... 2 Training... 2 Backup Documentation... 2 EmailNotification... 2 Accounting Services... 2 Log
AVAYA LEARNING CENTER END USER GUIDE. Avaya Learning License Registration Guideline
AVAYA LEARNING CENTER END USER GUIDE Avaya Learning License Registration Guideline 1 Avaya Learning Center Virtual Campus Registration Guide March 2014 v.2 ENROLLMENT REGISTRATION PROCESS Enrollment is
Requisition Entry Guide. Direct questions to Procurement & Contract Services, x5134
Requisition Entry Guide Direct questions to Procurement & Contract Services, x5134 Requisition Entry Guide Refer to Log into PeopleSoft Financials guide for login instructions. Once logged in, click on
IHS Standards Expert Collection Add-On Tool
IHS Standards Expert Collection Add-On Tool Customer Tools to Add Documents to Licensed Collections Collection Administrator Training Account Requirements / Validation An Account must have at least one
Creating a Requisition
Creating a Requisition 1. To create a requisition for a company that does not have a catalog in PelliBiz, click on the Requisition Form button under the Shop bar. 2. Enter the vendor s name in the Enter
Travel Approval System
Travel Approval System Brief Overview of the new Travel Approval Form v 3.0 This basic tutorial provides screenshots and explanations for each screen in the travel approval system. This guide should help
Banner-Requestor_Approver Training Manual
BANNER NAVIGATION Welcome to Banner! This is a brief overview of basic navigation required to utilize the Self Service system. Accessing Banner SSB (Self Service) 1. Open a session of Internet Explorer
Creating a Requisition in MAP
Creating a Requisition in MAP PURPOSE T RIGGER AS SIS T AN CE Use this procedure to purchase goods or services requiring a requisition. Perform this procedure when purchasing items that cannot be charged
Page 1 of. VIP Price Request. 1. In the VIP Services section, click the Price Request link.
VIP Price Request The Price Request function allows you to submit a request for special pricing. Once submitted the pricing request will be reviewed by the Molex pricing group. 1. In the VIP Services section,
ARCHIBUS Web Central: Service Requests
: Service Requests Table of Contents SERVICE REQUESTS... 3 ENTERING A SERVICE REQUEST... 3 Rand Worldwide Enabling Engineering Innovation 2 Service Requests Entering a Service Request As an employee of
Alberta Personal Property Registry Electronic System (APPRES) Site Coordinator (ROL) User Guide
Alberta Personal Property Registry Electronic System (APPRES) Site Coordinator (ROL) User Guide This package provides step by step instructions on how to approve an affiliation request from within the
VIP Price Request. 1. In the VIP Services section, click the Price Request link. 2. The Molex Price Request screen is displayed.
VIP Price Request The Price Request allows you to submit a request for special pricing. Once submitted the pricing request will be reviewed by the Molex pricing group. Once reviewed an email notification
The University of Texas at Tyler UT SHARE / PEOPLESOFT WORKFLOW Payment Voucher Procedures for Department Budget Authority Approver
The University of Texas at Tyler UT SHARE / PEOPLESOFT WORKFLOW Payment Voucher Procedures for Department Budget Authority Approver Financial Services highly recommends that you choose Chrome as your browser
TRAVEL AUTHORIZATIONS
TRAVEL AUTHORIZATIONS TABLE OF CONTENTS Overview... 2 Responsibilities... 2 Delegate Entry Authority to Other Users... 2 Travel Authorization Tips & Reminders... 3 Create and Manage... 4 Create a Travel
Travel Authorization Procedure
Travel Authorization Procedure The purpose of a Travel Authorization (TA) is to estimate the total expense of a trip by specific expense categories (such as airfare, hotel, etc.), and identify the funding
Overview. Table of Contents. Employee/Student Reimbursement
Overview Vouchers are used to reimburse employees and students for universityrelated expenses. Before making a purchase, the student or employee should verify that the expense is eligible for reimbursement.
Click Path Guide: How to Create a With Free Description Shopping Cart in BUWorks
Click Path Guide: How to Create a With Free Description Shopping Cart in BUWorks How to: Create a With Free Description Shopping Cart Step 2. Click Place and Manage Orders Step 1. In BUWorks (https://ppo.buw.bu.edu/
University of Hawaii Capital Asset
University of Hawaii Capital Asset Version 3.02 Last Updated: 03/28/2016 Capital Asset Management Page ii Table of Contents Resources... 5 Objectives... 6 Asset Lookup... 7 Process... 7 Exercises... 17
Introduction to Standard Reports
Introduction to Standard Reports Guideline to WebFOCUS fiscaladmin.training@uconn.edu TABLE OF CONTENTS 1) Overview of Terminology A. Basic Terms 2) Getting Started A. Logging into WebFOCUS B. Getting
FY2016 FCC Form 470 and Competitive Bidding
and Competitive Bidding Slide 1 Table of Contents Topic Page The E-Rate Process 3 Making a Plan 5 The Basics 11 Filing a Form 470 21 Form Actions 25 Form 470 Section One: Basic Information 29 Form 470
ChromeRiver. Step One: Delegate Access
This guide will walk you through the basics of using the ChromeRiver application at BGSU to request business travel and entertainment reimbursement or reconcile pcard purchases. The instructions found
Baptist Health South Florida
Baptist Health South Florida AP Payment Request Job Aid Table of Contents AP Payment Request... 1 Logging into PeopleSoft Portal... 4 Manage Payment Requests... 6 Enter and Submit Payment Request for Approval...
CONTENTS. SETUP SECURITY ENHANCEMENTS Existing User New User (Enrolled by Employer or Self)... 18
FSA EMPLOYEE WEBSITE GUIDE CONTENTS BROWSER COMPATIBILITY... 2 ONLINE ENROLLMENT... 3 Online Enrollment Process... 3 Online Enrollment Option for Existing Employees... 11 REGISTERING YOUR ACCOUNT FOR ONLINE
00_Create Internal Services Delivery
00_Create Internal Services Delivery Purpose: How to Access: Audience: The purpose of this task is to create an Internal Service Delivery. Enter Create Internal Service Delivery in the Workday Search field,
Digital Intelligence Systems, LLC PeopleSoft Guide Vendors
Digital Intelligence Systems, LLC PeopleSoft Guide Vendors Version 1.0 July 2016 CONTENTS INTRODUCTION... 3 1.1 Change Password... 3 PROFILE INFORMATION... 5 2.1 Identifying Information... 6 2.2 Address...
How Do I Change an Employee/Supervisor Relationship using EPAF (Electronic Personnel Action Form)
1. Log onto SharkLink with your system credentials: 2. Click on the link Webstar; 3. From the WebSTAR page, select the button Employee. 4. From the Employee page, select the button EPAF Menu: The page
ScheduleSoft - Complete Manual
ScheduleSoft - Complete Manual Entering Leaves Using the Kiosk Procedure 1. The link to the GNWT ScheduleSoft site is found on the Human Resources website at www.hr.gov.nt.ca. Click the ScheduleSoft link.
Falcon s Purch Guide REQUESTORS AND SHOPPERS. 1 Revised 7/16/18
Falcon s Purch Guide REQUESTORS AND SHOPPERS 1 Table of Contents General Shopping & Requisitions... 3 Punchout, Hosted Catalogs and Non-catalog Items... 3 Splitting Between Multiple Budgets... 4 Foundation
UND-CIO Mobile Device and Technology Allowance Perceptive Content How-To-Instruction Manual
UND-CIO Mobile Device and Technology Allowance Perceptive Content How-To-Instruction Manual Workflow... 2 System Overview... 2 Details... 2 Mobile Device... 2 Technology Allowance... 2 Document Classification...
1. ARCHIBUS Sign in Page Log into ARCHIBUS (https://archibus.uncc.edu/archibus) using your Ninernet credentials.
Customer Documentation for ARCHIBUS Create Work Request Process: 1. ARCHIBUS Sign in Page Log into ARCHIBUS (https://archibus.uncc.edu/archibus) using your Ninernet credentials. 2. Process Navigation:
Lincoln Land Community College. Etrieve Central. Vehicle Request Submitter User s Guide
Lincoln Land Community College Etrieve Central Vehicle Request Submitter User s Guide Contents Guidelines... 2 How to Access... 3 Choose Form... 4 Minimize column... 5 Complete the Form... 6 Choose the
Getting Started with Reconciling Pcard Expenses
Getting Started with Reconciling Pcard Expenses Custodians & Approvers will be responsible for reconciling Pcard expenses twice a month on the 6th and the 20 th of the month. Custodians will receive an
Version Number: 1.0 Date: 4/18/2014
Purchasing South Dakota Board of Regents Human Resources/Finance Information Systems Life Technologies Punchout Training Guide Version Number: 1.0 Date: 4/18/2014 Page 1 Table of Contents Purchasing Page
buylu Purchasing Manual Published by: Finance Infrastructure February 2019 buylu Manual v
buylu Purchasing Manual Published by: Finance Infrastructure February 2019 buylu Manual v06.07-18 1 Table of Contents I. Overview of buylu Process... 6 II. Creating and Managing Your User Profile... 6
Online Requesting and Receiving. Training Manual
Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding
RIAS Self Service, Request Overtime Instructions for NE Employees
The Self Service area of RIAS provides Non-Exempt (NE) employees who are eligible for Overtime (OT) with an electronic way to submit requests to work overtime to department Approvers. It also provides
As a $0 Reviewer or Approver, you are responsible for ensuring the following requirements are met when approving an expense report:
As a $0 Reviewer or Approver, you are responsible for ensuring the following requirements are met when approving an expense report: 1. All expenses are appropriate and allowable per department and University
Fairmarkit Quick Quotes. Sourcing & Procurement
Fairmarkit Quick Quotes Sourcing & Procurement Access Fairmarkit Quick Quotes In the BUworks Procurement Tab: Click Fairmarkit to launch Quick Quotes Access your account Log-in with Kerberos password Create
Dashboard: Create, Track, & Manage Requisitions
Dashboard: Create, Track, & Manage Requisitions Create new Requisitions Search for and copy completed requisitions Continue work on requisitions placed in draft View the status of pending requisitions
Entering an erequest for Stores
The erequest is an easy way for an employee to submit a request for products available from Stores. No prior knowledge of the University procurement process is necessary for completing this online, electronic
19_Amend Supplier Contract
19_Amend Supplier Contract Purpose: How to Access: Audience: The purpose of this task is to create an amendment to an approved Supplier Contract. Enter Create Supplier Contract Amendment in the search
FISHER SCIENTIFIC PUNCH-OUT CATALOG
FISHER SCIENTIFIC PUNCH-OUT CATALOG Effective January 22, 2018, Fisher Scientific (Supplier ID: V000003703) is created as a punchout catalog in PeopleSoft. All requisitions for Fisher Scientific must now
1. From the Tyler Menu, go to Financials>Purchasing>Purchase Order Processing> Requisitions (i.e. click on requisitions)
TO REQUEST A PURCHASE ORDER 1. From the Tyler Menu, go to Financials>Purchasing>Purchase Order Processing> Requisitions (i.e. click on requisitions) 2. The following screen will appear. Click New. The
Expenses & Reimbursement
CREATE A NEW EXPENSE REPORT Purpose: The purpose of this task is to create an expense report from scratch. Helpful Hints: This task is used to request reimbursement for travel. Reimbursements also include
Procurement Card Purchasing
Procurement Card Purchasing Some vendors listed in Mercury as either Punch out vendors or hosted vendors can be paid for using your Procurement Card when placing your order through Mercury Commerce system.
IT SERVICE PORTAL APPROVING IT SERVICE PORTAL REQUESTS
APPROVING REQUESTS GENERAL GUIDELINES - All requests that require approval will be sent to the approvers via email. Only one approval is necessary. Approvers can select approve or reject by clicking on
MMP QUICK REFERENCE Table of Content
MMP QUICK REFERENCE Table of Content Glossary.. 2 Accessing MMP... 3 Personalize Your Shopping Profile.. 4 Quick Steps for Creating Shopping Carts & Adding Products Creating and Renaming a Cart.. 4 Adding
Training Outline ARCHIBUS/FM Web Central For Informal Projects
Training Outline ARCHIBUS/FM Web For Prepared For: The University of North Carolina Charlotte Prepared By: AOS-USA, Inc. Process Description The present document describe, in general ways, some process
Creating and Submitting a Fluid Expense Report in PeopleSoft Financials
Creating and Submitting a Fluid Expense Report in PeopleSoft Financials PeopleSoft Financials introduced a new Fluid user interface in Release 5.30. PeopleSoft fluid pages are designed to scale gracefully
eprocurement Requisition Online Catalogues
Finance and Procurement Services eprocurement Requisition Online Catalogues Introduction Follow this guide to create a requisition for an item from one of the University s Online Supplier Catalogues. Suppliers
A Step-by-Step Guide for E-Travel
2013 A Step-by-Step Guide for E-Travel UNCW Travel Department Table of Contents A. Instructions for Creating an Authorization... 3 How to log into U-Business/E-travel link... 3 Select Travel Authorization
General Procedure for Approving PCard Charges
General Procedure for Approving PCard Charges PCard Approvers must follow a general procedure when approving a cardholder s charges. Use the procedure only when the PCard charges comply with the following
Create an Expense Report from a Travel Authorization (Apply a Cash Advance)
Create an Expense Report from a Travel Authorization (Apply a Cash Advance) If a Travel Authorization is created for a trip, the Expense Report MUST be created FROM that Travel Authorization. Follow the
Vendor Registration and Training
Vendor Registration and Training Bid Express Registration Guide Bid Express Vendor Guide February 2015 Prepared By Address: 5700 SW 34th Street, Suite 1235, Gainesville, Florida 32608-5371 Web: www.infotechfl.com
Controller s Office Travel and Expense. Approving Expense Transactions - Approvers
Controller s Office Travel and Expense Approving Expense Transactions - Approvers Table of Contents I. Objectives... 2 II. Tips and Tricks... 2 III. Scenario... 2 IV. Prerequisites... 2 V. Approving Travel
Purchasing Card Cardholder View & Review Transactions
Form or Screen: PaymentNet Updated: 7/27/16 Business Use: Procurement Cards (P-Cards) are used as a purchasing vehicle by DPS schools and department administrators. The PaymentNet application allows the
Concur User Essentials With Thanks to Calleen Roper, FCRR Table of Contents
Concur User Essentials With Thanks to Calleen Roper, FCRR Table of Contents Title Page Accessing Concur & Home Page 2 Updating Your Profile 3 Concur Connected Apps (trip notifications & e-receipts) 7 Travel
Purchase Orders T i ra i n ng
Purchase Orders Training i Agenda Overview Creation & Setup Items Vendors Addresses Accounting Attachments Internal Communication Vendor Notification Change Order Periscope Holdings, Inc. 2 Overview Overview
FIN- Purchase Order Requisition Procurement Services
FIN-Purchase Order Requisition Use this form to initiate the purchase of goods or services from sources outside the University. Goods or Services costing less than $5,000 can be purchased using the UD
Job Aid. ESS How to Delete or Cancel a Travel Request
Table of Contents Overview... 3 Objectives... 3 Enterprise Roles... 3 How to Delete a Travel Request... 4 How to Cancel a Travel Request... 10 Umoja Training How to delete or cancel a Travel Request 2/13
Budget Control System (Current Budget, Commitments, Expenditures, Available Balances) SAP Screen Shots The University of Mississippi 1/2012
Budget Control System SAP Support: 662.915.5222 1/2012 Email: sap@olemiss.edu NOTE: You need to know your Fund & Fund Center combination. If you do not, you need to follow the steps on the Fund & Fund
Concur Expense Quick Reference Guide. Section 1: Getting Started. Section 2: Explore My Concur. Section 3: Update Your Profile
Section 1: Getting Started Step 1: Log on to Concur Expense 1 In the User Name field, enter your user name which is your LDAP username followed by @villanova.edu. (ex: wkinsey@villanova.edu) 2 In the Password
Shared Services Center TRAVEL AND EXPENSE REIMBURSEMENT APPROVING / RETURNING PRE-APPROVAL AND EXPENSE REPORTS
Shared Services Center TRAVEL AND EXPENSE REIMBURSEMENT APPROVING / RETURNING PRE-APPROVAL AND EXPENSE REPORTS Purpose: To provide our Chrome River users with brief instructions on how to approve or return
Introduction to Standard Reports Guideline to WebFOCUS
Introduction to Standard Reports Guideline to WebFOCUS TABLE OF CONTENTS 1) Overview of Terminology A. Basic Terms 2) Getting Started A. Logging into WebFOCUS B. Getting additional assistance 3) Running
buylu Purchasing Manual Published by: Finance Infrastructure April 2018 buylu Manual v
buylu Purchasing Manual Published by: Finance Infrastructure April 2018 buylu Manual v05.02-18 1 Table of Contents I. Overview of buylu Process... 6 II. Creating and Managing Your User Profile... 6 III.
FY2017 FCC Form 470 and Competitive Bidding
and Competitive Bidding Slide 1 Table of Contents Topic Page The E-Rate Process 3 Making a Plan 5 The Basics 11 Filing a Form 470 21 Form Actions 25 Form 470 Section One: Basic Information 30 Form 470