Purchasing

Required Information for purchase request submission:

1. Department - Select the department which will process the request

2. Purpose of the purchase request

3. PI - Can be searched for by name. Multiple PIs can be added by clicking on "Add PI" if the purchase requires multiple PIs' approvals

4. Vendor - Can also be searched for by name and can be created if does not exist by clicking on "Add New"

5. Shipping address - Can only be shipped to an on-campus location

6. Add order items to be purchased. More items can be added by clicking on "Add Item"

7. Cost center if requester is a PI or Pre-approved user

User Access Types:

1. Requester Access who can submit purchase requests to be approved by PI.

2. PI Access who can submit purchase requests with approved status and will be processed by purchasing agent

3. Pre-approved Access who can submit purchase requests with approved status.

4. Alternative Approver Access who can manage purchase requests.

5. Purchasing Agent Access who places orders to vendors

Functionalities:

• Purchase request

• Purchase approval

• Quantity received update

• Add a Credit Card

• Invoice payment