- oGrant accounting or other compliance officer, if applicable, verifies that the purchase is allowable from the restricted funding source. Budget availability is already checked by Purchasing with NSF.
- oPurchasing verifies that all required requisition fields are complete and accurate, and that the:
- Purchase as reasonable and necessary,
- Purchase complies with the Model Procurement Code.
- FOAP is appropriate:
- Operating expense accounts 71XX are appropriate for the goods or services purchased, not just where budget is located,
- Capital expense accounts 77XX are appropriate:
- oThe expense is capital; non-capital equipment purchases <$5K should be rejected and corrected to operating expense accounts 71XX.
- oRequisition line items are appropriately summarized for creating T-tags in fixed assets module,
- No purchases from personnel accounts or non-operating accounts.
- Supporting documentation is attached, such as a quote(s) or proforma invoice
- ■ Budget is available; NSF flagged requisitions should be rejected and resubmitted with a date after budget transfer is completed or an alternate FOAP is provided.
- oVP/Provost approves non-grant funded purchases >$1K up to $5K.
- oPresident and CPE approve all purchases from any funding source over $5K
- Purchasing, as CPE approver designee, identifies all purchases over $5K that require CPE approval and routes a separate form via DocuSign for approval.
- CPE approves DocuSign with all attachments and returns to Purchasing.
- Purchasing approves on behalf of CPE.
- Purchasing issues, a Purchase Order to the vendor from the approved and completed Purchase Requisition.
- oFPAABUY Buyer Assignment to list completed requisitions ready to assign to a Buyer.
- Enter buyer code from the list (Buyer's initials). Buyers can be assigned by criteria like dollar threshold or commodity code.
○ FPAPOAS PO Assignment to create the PO.
- Buyer: Enter assigned buyer code. Results list requisitions for the selected approver to create a PO.
- Enter a PO # or NEXT to assign a number (no review happens at this stage) to pull requisition information into the PO.
FPAPURR Purchase Order to complete the PO.
- Enter delivery information.
- Enter quote number or pro-forma invoice number in PO printed comments.