The following is a quick overview of our purchasing process. In effort to clarify purchasing requirements, and when POs or DPs should be used, please refer to the following for helpful information.
To request a training sessions or if you have questions relating to Requisitions, Purchase Orders, or Vendors, contact Bill Ponko at x3502. For Direct Pay or Accounts Payable questions, contact Allison Rehbaum x4258.
When to use Direct Pay Check Request (DP) rather than PO?
Vice Presidential approval
Professional organizations and membership fees
Emergencies: (Act-of-God, hurricane, etc. . . .)
Travel: hotel, conference registration, transportation
Office (not library) periodical subscriptions
Financial aid awards (scholarships and loans)
Licenses and permits
Vendor won’t accept PO or requires prepayment
Vendor Issued Credit Card Purchases
Contact the Purchasing Dept to use the following credit cards:
Please note: Credit card purchases should not be done in lieu of purchase orders. Once cards have been returned, it is your responsibility to return the DP & backup information to financial services.
Vendor Credit Card Admin Procedures
Step by Step Banner Use Examples
Creating a Req in Banner
Correcting a Req
Cancelling a Req
Querying an Existing Req
Viewing Req Approval
Checking PO Balance
Checking a Vendor
How to Create a Blanket PO
Monitoring an Open PO
Querying an Existing PO