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Procurement Services |
Requisition Tips
Blanket PO requisitions - Updated 02/07/08
When entering a requisition for an individual providing a service, please describe the service and dates.
If you need a one-time shipping address change, use the Comments box (on the Requisition Line). DO NOT use the Modify Shipping Address hyperlink. If you need a permanent address created, please email procure@uvm.edu.
Be sure to account for any freight or shipping costs on the requisition.
Backup for requisitions (Employee vs. Independent Contractor Form, Non-Competitive Bid Statement, quotes, invoices, etc.) should be attached to the requisition or faxed to Procurement Services.
If you're requesting that a check be issued, please allow 7 - 10 business days for processing from the date Procurement receives all required documentation.
Purchase Order Tips
Procurement Services cannot overpay (within established limits) a purchase order. If an invoice cannot be paid because there isn't enough encumbrance remaining on the PO (the PO is fully matched), the invoice will be returned to you.
To increase a PO, please email procure@uvm.edu. Estimate the amount you will need for the remaining fiscal year - not just the amount of the current invoice.
Don't under-estimate the dollar amount you will need during the year on your blanket POs. There is an automated process to close purchase orders based on a PO being fully matched. If the PO is fully matched (the PO amount has been spent), the process will automatically close the PO. If additional invoices are received for this closed purchase order, you will need to enter a new requisition.
Once a purchase order is closed, it cannot be re-opened.
If you have questions about daily PeopleSoft processes, please consider the following:
The PeopleSoft login page: https://www.uvm.edu/~erp/portal/
PeopleSoft Training Documents and Job
Aids: http://www.uvm.edu/~training/peoplesoft/
Choosing the Appropriate Purchase/Payment Method: purchmethods_for_PS2.html
Requisitions
If you’re inquiring about any of the following:
The PeopleSoft requisition process for goods or services
Ordering from the Microcomputer Depot
Submitting and tracking requisitions
Job aids can be found at http://www.uvm.edu/~training/peoplesoft/
If, after reviewing the job aids, you still have questions, please submit a Footprint at https://www.uvm.edu/~erp/portal/.
Travel & Expense (including Employee Reimbursements)
If you’re inquiring about any of the following:
The procedure to delegate authority
to someone else to enter on your behalf
Information on creating an expense
report
Information about creating a travel
authorization or cash advance
Questions about modifying an existing expense report
Job aids can be found at http://www.uvm.edu/~training/peoplesoft/
If, after reviewing the job aids, you still have questions, please contact Natalie Guillette at Ext. 6-4183 or by email at Natalie.guillette@uvm.edu.
Purchasing Card
Job aids for reallocating charges can be found at http://www.uvm.edu/~training/peoplesoft/.
Additional questions can be answered by Holly LeBlanc, Ext
6-1300 or holly.leblanc@uvm.edu,
and Ann
Naylor, Ext 6-1215 or ann.naylor@uvm.edu.
Technical
Problems
If you’re having problems with the
PeopleSoft software, you must issue a Footprints ticket.
Footprints can be accessed at:
https://www.uvm.edu/~erp/portal/
Chart String Questions
For questions about chartstrings, please
contact your department’s budget builder.
If you do not know who your budget builder is, contact Financial Analysis
& Budgeting at Ext. 6-3244.
Last modified March 06 2008 08:18 AM
