Process:
Internal Service Provider Purchases
<- Click on the logo for a link to Procurement Services Internal Service Providers Information
Before Processing a purchase request
The requestor enters a ticket in the OPS system to request an order
The ticket triggers an email to alert the shortcode approver and the finance approver to let them know a new request needs approval. The ticket also alerts the purchaser
The shortcode approver and the finance approver will either waive or approve the purchase
The system automatically waives orders under an established threshold
A shortcode is required to process the Purchase Request
The purchaser makes sure the order has been properly approved or waived. If so, the purchaser processes the order.
Internal Service Provider
Click the Begin Processing button in the Purchaser Actions section
Choose Direct Shortcode in the Payment Method box in the Purchaser Actions section
Enter a comment to describe the order in the Purchaser Note box in the Purchaser Actions section and save your changes
Supplier Portal Organizations (eSettlement/shortcode) orders often live inside of emails to and from the supplier, shortcode approver, and/or purchaser
If you need to add a new permanent supplier, please click here for instructions: Tips & Tricks
If possible, request that the eSettlement supplier put the OPS ticket number into a reference field so it can show up later in the financials
Upload pdf copies of the email order, quotes, or other documentation in the Attachments section of the OPS ticket
Enter the supplier confirmation number in the Confirmation # field in the Purchaser Actions section of the OPS ticket
Change the OPS ticket status to Ordered in the Current Status section
Click Save Changes
