Is the request amount $5000 or less and under guidelines for small purchase orders? Yes. Purchase needed
|
|
- Jeremy McKenzie
- 6 years ago
- Views:
Transcription
1 Purchase needed Process requisition via ishop selects form type for requisition. Is the request amount $5000 or less and under guidelines for small purchase orders? Workflow receives and evaluates bids or negotiates contract selects best method of Procurement, sole source, contract, bids, RFPs, etc. Workflow approves bids or contract in ishop Order is distributed to via fax or Continued on next page Procure to Pay Cycle
2 Continued from previous page Receipt of goods and/or services and inspection Do the items received total to $500 or more? Create a quantity recipt in ishop UTRGV AP contacts and/or department to resolve exception Are there matching exceptions? Send to Payable@utrgv.edu to notify AP of invoice. must contain a copy of the invoice and reference the PO#. Attach invoice to requisition in ishop UTRGV Procure to Pay Cycle cont.
3 Unauthorized purchase already made. Process requisition via Confirming Order form in ishop Attach invoice and any supporting documentation. Include detailed justification. Credit Card Program Coordinator will provide PO to AP for Citibank invoice payment. Dept. will pay with credit card and change listed on requisition to Citibank. WIll they accept payment via credit card? Is a restaurant?. Dept. will forward requisition to AP for. Confirming Order Form Process
4 Start Book travel via Concur/iTravel Process requisition via Travel Request Form in ishop Encumber for direct bill and anticipated reimbursable items. After returning from travel, are there reimbursable items? AP will process Citi, Corporate Travel Partners, and rental car company payments Add comment to requisition in ishop, addressed to Business. Attach receipts for incidentals and other supporting documentation. Meal receipts do not need to be uploaded to ishop except for Foreign Travel. Scan completed voucher and attach to corresponding requisition in ishop. Have Traveler and Project Manager sign the Travel Voucher paper document' Fill out Travel Voucher Form (paper document) BSC will work with department to resolve all discrepancies. BSC will conduct a review of reimbursement request Are there any discrepancies with the reimbursement request? BSC approves. tifies AP via ishop comment. Business (BSC) Paper Travel Request Form Process
5 Start Book travel via Concur/iTravel Process requisition via Travel Request Form in ishop Only encumber for direct bill items. After returning from travel, are there reimbursable items? AP will process Citi, Corporate Travel Partners, and rental car company payments Traveler must check acknowledgement box on Travel Reimbursement form in ishop UTRGV Attach receipts for incidentals and other supporting documentation. Meal receipts do not need to be uploaded to ishop except for Foreign Travel. Submit Travel Reimbursement Form in ishop UTRGV BSC will work with department to resolve all discrepancies. BSC will conduct a review of reimbursement request Are there any discrepancies with the reimbursement request? BSC approves. tifies AP via ishop comment. Business (BSC) Automated Travel Request Form and Reimbursement Process
6 Process requisition via Inter- Campus Mileage Request Form in ishop UTRGV Fill out Travel Voucher Form (paper document). Attach supporting documentation as necessary Have Traveler and Project Manager sign the Travel Voucher paper document Scan completed voucher and attach to corresponding requisition in ishop Are there any discrepancies with the reimbursement request? BSC will conduct 1st and 2nd audit of reimbursement request Add comment to requisition in ishop, addressed to Business BSC will work with department to resolve all discrepancies BSC approves. tifies AP via ishop comment Business (BSC) Inter Campus Mileage Reimbursement Process
7 Submit reimbursement request via Employee Business Expense Reimbursement Form in ishop Scan and attach all receipts and supporting documentation. Request will route to BSC via. BSC conducts 1st and 2nd audit of reimbursement request. BSC will work with department to resolve all discrepancies. Are there any discrepancies with the reimbursement request? BSC approves, the requisition routes via to AP. Business (BSC) Business Expense Reimbursement Process
8 Credit Card Coordinator assigns cart via P-Card/Recon/Check Out Form in ishop UTRGV in ishop with the Citibank monthly statement Department reconciles cart to statement and submits to Credit Card Coordinator approves requisition in ishop UTRGV and encumbrance takes places in Oracle Credit Card Coordinator will provide PO to AP for Citibank invoice payment Pro Card Program
9 Process requisition via P-Card/ Recon/Check Out Form in ishop Department goes to service departments: BSC, SOM, or Procurement to pick up check out credit card for requested purchase. Department returns check out credit card to service department after completing purchase. Credit Card Program Coordinator will provide PO to AP for Citibank invoice payment. Credit Card Coordinator approves requisition in ishop and encumbrance takes place in Oracle. Scan and attach receipts and supporting documentation to ishop requisition. Pro Card (Check Out Program)
SSC Activities: Finance and HR, including Post-Award Research Support. Human Resources Time Reporting and Processing
Human Resources Time Reporting and Processing Reviewing time entries Correcting missing time Prepare certifications for work study time Maintaining current supervisors of record Supporting the Interview
More informationProcurement Basics Welcome! Jane Scott, P-Card Manager Mary Louise Hughes, Senior Buyer
Procurement Basics Welcome! Jane Scott, P-Card Manager Mary Louise Hughes, Senior Buyer Purchasing Assistance The University spends over $1 billion per year The University is Tax Exempt By Policy, Purchasing
More informationFrequently Asked Questions: What do we do in accounts Payable?
Frequently Asked Questions: What do we do in accounts Payable? Review and create GMS contracts before routing for Main Campus approvals Review and approve Requisitions in GMS Review and approve Expense
More informationNEW YORK CITY HOUSING DEVELOPMENT CORPORATION PURCHASING PROCEDURES. Updated as of November 19, 2015 (Reaffirmed on March 10, 2017)
NEW YORK CITY HOUSING DEVELOPMENT CORRATION I. ORDERING ITEMS PURCHASING PROCEDURES Updated as of November 19, 2015 (Reaffirmed on March 10, 2017) All requests for purchases are to be coordinated through
More informationSPROUTS Training Session: Procurement-Goods and Services Overview Reference Guide Date: June 23, 2015
1. Procurement methods at MSU A. Purchase Orders 1. A Purchase Order (PO) is a type of contract. For well-defined purchases it may be all that is required. Purchase Orders are to be completed in advance
More informationProcurement Card Continuous Auditing
Brownsville Edinburg Harlingen Procurement Card Continuous Auditing Report No. 17-06 March 2017 Office of Audits & Consulting Services March 15, 2017 Dr. Guy Bailey, President The University of Texas Rio
More informationERS Guide for Suppliers
ERS Guide for Suppliers Contents Introduction... 3 What is ERS?... 3 What are the benefits of ERS?... 3 How does ERS work?... 3 Using ERS... 3 Background... 3 Timing... 4 Printing off the Self Billing
More informationDepartment Reconciliation Guidelines For Reconciling Payment and Receipt Transactions to WISDM
Department Reconciliation Guidelines For Reconciling Payment and Receipt Transactions to WISDM Purpose of the Reconciliation: The reconciliation of payment and receipt transactions to the accounting system
More informationWorking with your Konica Minolta, CU Marketplace Purchase Order.
Working with your Konica Minolta, CU Marketplace Purchase Order. Each Konica Minolta Purchase order has been set up to facilitate billing for the entire contract life of the machine. If you had an existing
More informationAgenda. Department Responsibilities Purchasing Process Purchasing Banner Tips/Mechanisms Purchase Order Contracts Contact Information & Resources
Purchasing Training Agenda Department Responsibilities Purchasing Process Purchasing Banner Tips/Mechanisms Purchase Order Contracts Contact Information & Resources Department Responsibilities All departments
More informationProcure to Pay from Start to Finish. Presented by Anna Leddige & Allison Peyton March 2017
Procure to Pay from Start to Finish Presented by Anna Leddige & Allison Peyton March 2017 Meet our Staff Procurement Services Staff Payment Services Staff Topics Essential Information Questions PRIOR to
More informationWelcome to Travel & Expense Training
Welcome to Travel & Expense Training Presented by Financial Systems and Support Services CONTROLLER@FIU.EDU, 305-348-7200 TRAVEL AND REIMBURSEMENT PROCESS All employees can create TA s for themselves or
More informationAllocator Guide Table of Contents
Allocator Guide Table of Contents What are my responsibilities as the Department Allocator?... 2 Training... 2 Required Allocator training... 2 Recommended Allocator Training... 2 Shopping... 3 Shopping
More informationSOUTH DAKOTA SCHOOL OF MINES & TECHNOLOGY PURCHASING PROCEDURES Updated January 2017
SOUTH DAKOTA SCHOOL OF MINES & TECHNOLOGY PURCHASING PROCEDURES Updated January 2017 This document is intended as a guide for purchasing procedures for the South Dakota School of Mines & Technology (SD
More informationPURCHASING OVERVIEW 8.9
PURCHASING OVERVIEW 8.9 ROLES INITIAL APPROXIMATE RESOURCES: (ALL) Initiators Approvers Receivers OVERVIEW This section outlines the Purchasing process and provides some definitions. Details will be discussed
More informationTreasurer. Roles, Responsibilities and Tasks
Treasurer Roles, Responsibilities and Tasks What will I be learning in this course? Upon completion of the course you will Know the responsibilities of the club treasurer as designated by Lions Clubs International
More informationPurchase Requisitions and Receiving
Purchase Requisitions and Receiving VERSION: February 2018 Table of Contents About the Purchasing Process 3 Working With Requester Preferences 5 Creating a New Purchase Requisition 9 Reporting a Misuse
More informationCharges to sponsored projects are classified as either non-salary or salary.
EXPENDITURE APPROVAL AND CONTROL INITIATING CHARGES TO SPONSORED PROJECTS Charges to sponsored projects are classified as either non-salary or salary. Non-salary charges are initiated via: 1. Pcard; 2.
More informationPURCHASING PROCEDURE GUIDE
PURCHASING PROCEDURE GUIDE As a publicly funded educational institution Arizona Western College is subject to public purchasing laws and regulations including State Statutes, District Governing Board policies,
More informationController s Office Financial Administration Meeting
Controller s Office Financial Administration Meeting March 20, 2018 Trish Casey, Controller Welcome Next meeting moved to week of commencement or week of Memorial Day Next Meeting discussion of year end
More informationAutomating AP to Connect Invoice Spend to the Rest of Your Employee Spending A Concur Solutions Series Webinar
Automating AP to Connect Invoice Spend to the Rest of Your Employee Spending A Concur Solutions Series Webinar Carla Minsky, Director of Sales, Concur Invoice Wendy Sward, Manager IT Finance Applications,
More informationA. Budget Allotments and Transfer (Budget & President s Office)
Controller s Office University of Massachusetts, Amherst Updated March 3, 2017 INTERNAL CONTROL DOCUMENT The following Internal Control Procedure is used for document/transaction processing by the Financial
More informationOverview Terminology. Buy A&M Terminology TAMUS Terminology Definition
Overview Terminology Buy A&M Terminology TAMUS Terminology Definition Accounts Payable Basic Purchasing Bid Accounts Payable Purchaser Bid; Solicitation Enter data from invoices received from vendors into
More informationPURCHASING & DISTRIBUTION SERVICES
PURCHASING & DISTRIBUTION SERVICES 60 Purchasing and Distribution Services CONTACT INFORMATION Primary Method of Communication E-mail: purchasing@utsa.edu Main line: 458-4060 Fax line: 458-4061 Website:
More informationTravel and Expense-Expense Report
The Expense Report captures travel and other reimbursable expenses submitted by active employees or students and records those expenses that were paid on their behalf (i.e. Central Billing Card, University
More informationWelcome to the introduction of the Intercompany Integration Solution for SAP Business One. In this course, we present the highlights of the basic
Welcome to the introduction of the Intercompany Integration Solution for SAP Business One. In this course, we present the highlights of the basic process for our solution for intercompany integration.
More informationMaintenance Process: Work Order 101
Terminology Customer Requests & Work Orders are two sides of the same coin. General campus users enter Customer Requests. They must be reviewed and approved in order to become work orders. Maintenance
More informationAP Automation: The Paperless Solution for Payables
AP Automation: The Paperless Solution for Payables Speaker Introduction Ben Skvarca Product Manager PNC Invoice Automation Solutions 5 Years at PNC Bank Who is PNC? One of the leading financial institutions
More informationInformation at D2L so we can understand what faculty/adjuncts are talking about when they have problems
Updated 10-22-13 Ques # Question Totals 14 Going Paperless. 219 9 What are the best screens to use to manage my budgetary accounts? 212 19 Banner Finance Training - review with question and answer session.
More informationAggieBuy Status & Overview
DIVISION OF FINANCE Committed to Service Excellence AggieBuy Status & Overview Presented by the AggieBuy Implementation Team Today s Presentation What is AggieBuy & why did we get it? Key Process Changes
More informationProcurement and Payment Services Newsletter: Vol: 5 Fall/Winter 2011
1 Procurement and Payment Services Newsletter: Vol: 5 Fall/Winter 2011 Into Savings Welcome Procurement and Payment Services presents this e-newsletter to the Auburn University/AUM community with the goal
More informationAccounts Payable Training Overview
Accounts Payable Training Overview Purpose The Accounts Payable Department is responsible for providing timely and accurate payment for all payment requests while providing responsive and quality services
More informationArizona s First University. Managing Accounts
Arizona s First University. Managing Accounts General Points Expenditure Approval Cost Transfers Topics Distribution of Income and Expense Error Certifications Backstops SPS Analytics: Dashboard Reports
More informationCreating Non-PO Based Invoices Table of Contents
Creating Non-PO Based Invoices Table of Contents When should a non-po based invoice NOT be created?... 2 How are Non PO Invoices Received in Accounts Payable... 2 How to create a non-po based invoice...
More informationAmherst has a new Direct Payment Form in BuyWays!
Amherst has a new Direct Payment Form in BuyWays! We are pleased to announce that we have created a new Direct Payment Form in BuyWays. This form can be used to create payment vouchers and expedite payment
More informationKevin J. Brogley Mahoning County Munis Analyst
Kevin J. Brogley Mahoning County Munis Analyst kbrogley@mahoningcountyoh.gov This is who we are By The Numbers Preliminary Timeline Actual Timeline Risk Factors Benefits of New System Questionnaires to
More informationCENTRALIZED PURCHASING
CENTRALIZED PURCHASING A. Purpose The purpose of this policy is to provide uniform and systematic guidelines for University of Texas Rio Grande Valley (UTRGV) procurements, including UTRGV s centralized
More informationSC111 Umoja Procurement Overview. Umoja Procurement Overview Version 11 Last Modified : 14-Aug-13 Copyright United Nations
SC111 Umoja Procurement Overview Umoja Procurement Overview Version 11 Last Modified : 14-Aug-13 1 Agenda Course Introduction Module 1: Supply Chain Master Data Module 2: Solicitations Module 3: Contracts
More information1. What does the III.A.1, III.A.2 mean on the Special Course Fee Form?
Cashier s Office 1. What does the III.A.1, III.A.2 mean on the Special Course Fee Form? These relate to the policy guidelines at http://www.uwplatt.edu/academics/coursefee/ Etc. 2. What is meant by the
More informationWorking with Accounts Payable
Working with Accounts Payable (This document is a complement to the VO System Reference Manual) Updated 05/10/2016 Bill Cahill 294-5124 bpcahill@iastate.edu Carole Gill 294-5181 cagill@iastate.edu 1 Working
More informationAP Automation: Struggles, Strategies and Solutions
AP Automation: Struggles, Strategies and Solutions Gateway OAUG Presented by: Howard McKinney, AP Express Product Manager May 12, 2017 2017 Nivo1 LLC. All rights reserved. AFFORDABLE, WORKFLOW-DRIVEN AP
More informationC B T. An Educational Computer Based Training Program
C B T An Educational Computer Based Training Program UTD Purchasing Card Cardholder Training Program Procurement Management What Is the Purchasing Card? The purchasing card is a MasterCard which gives
More informationMyFloridaMarketPlace Procure to Pay Overview
System Overview Training MyFloridaMarketPlace Procure to Pay Overview Intended as an overview for Program Office/Field Office Staff that create requisitions and initiate payments. MyFloridaMarketPlace
More informationINVOICE PROCESSING (ACC-W005)
1.0 SCOPE: 1.1 This work instruction discusses the process that is used to pay invoices for. 2.0 RESPONSIBILITY: The online version of this procedure is official. Therefore, all printed versions of this
More informationTRAINING FOR AP DIRECTOR CHECK REQUEST PROCESS
TRAINING FOR AP DIRECTOR CHECK REQUEST PROCESS Table of Contents 1. Definition 2. Allowables List 3. Creating a Check Requisition 4. Splitting Funds and Account Numbers 5. Approving Check Requisitions
More informationPurchasing 101 and Requisition Training Manual
Purchasing 101 and Requisition Training Manual Department Department of Procurement & Contract Services Document filename Purchasing 101 and Requisition Training Manual.docx Document Version 2.0 Last Modified
More informationProcurement and Contracting Review. September 16, 2015
Procurement and Contracting Review September 16, 2015 Procurement and Contracting Steps Step Procurement and Contracting Steps 1 Choose the vendor using the right procurement method a. Spot purchase select
More informationWest Virginia Purchasing Division 2017 Agency Purchasing Conference
West Virginia Purchasing Division 2017 Agency Purchasing Conference Travel and Expense wvoasis Presented by: Catherine DeMarco WV State Travel Manager Kelley Smith Director of E-Travel, WVSAO Agenda Travel
More informationPlease Pay Voucher Training
Please Pay Voucher Training ACCOUNTS PAYABLE 1 Table of Contents Contact Information...3 Vendor Process...4 Purchase Order Voucher Process...5 Please Pay Voucher Process...6 Supplier/Vendor Information...7
More informationWelcome to the topic on purchasing items.
Welcome to the topic on purchasing items. 1 In this topic, we will perform the basic steps for purchasing items. As we go through the process, we will explain the consequences of each process step on inventory
More informationNon-PO Purchases Audit
Non-PO Purchases Audit Audit Report# 16-01 August29,2016 The University of Texas at El Paso Institutional Audit Office "Committed to Service, Independence and Quality" lit:tnril:ej- THE UNIVERSITY of TEXAS
More informationDoc P-Card Services Provider RFP
1 of 9 2/29/2016 4:55 PM Go To Dashboard Help Keith Haran Doc706066747 - P-Card Services Provider RFP Prev Next Exit On this page you create the information that participants will read and respond to during
More informationTOP FINANCE PROCESSES THAT ARE THE CULPRITS OF BUSY WORK. Automating your workflow. to make your work flow.
Automating your workflow TOP FINANCE PROCESSES THAT ARE THE CULPRITS OF BUSY WORK to make your work flow. Imagine a finance department, free of inefficiencies. Everyone wants to be successful at work,
More informationGrant Subcontract Requisition
System Grant Subcontract Requisition Table of Contents Grant Subcontract Requisition- Getting Started... 2 Step 1: Create a Grant Subcontract Requisition... 6 Step 2: Enter Grant Subcontract Information
More informationUNIVERSITY OF NEW MEXICO INTERNAL AUDIT CONTROL SELF ASSESSMENT QUESTIONNAIRE. School/Organization Phone Organization Code
UNIVERSITY OF NEW MEXICO INTERNAL AUDIT CONTROL SELF ASSESSMENT QUESTIONNAIRE School/Organization Phone Organization Code The purpose of the control self-assessment is to provide you with a tool to evaluate
More informationOrdering Online at cspbookstore.com
Ordering Online at cspbookstore.com Step 1 Log In/Register Click the Log In link you must be logged in to place an order Step 2 Log In/Register If you haven t ordered through this website before, you will
More informationARC System Upgrade. What s New with 9.2. Presentations: January & February 2017
ARC System Upgrade What s New with 9.2 Presentations: January & February 2017 Welcome and Introductions Presenters: Kate Sheeran, Executive Director, Finance HR, Training & Change Management Paul Reedy,
More informationUCSB Business & Financial Services Procurement
UCSB Business & Financial Services Procurement Gateway Systems 101 (12/6/2016) Presented By: Kathleen Yabsley Last Modified Date: 11/2/2016 The 30,000ft View Gateway replaced low value (LVPA) and high
More informationYear End Memorandum. Office of the Controller
TO: University Community FROM: Cecilia Hamilton, Associate Vice President and University Controller SUBJECT: Year End Deadlines for Fiscal Year 2015-16 (ALL FUNDS) DATE: April 5, 2016 What To Do Now It
More informationUser Reference Guide: Change Order Preparer
BearBuy User Reference Guide: Preparer Version 10 University of California, Berkeley supplychain.berkeley.edu/bearbuy Table of Contents A. BearBuy Business Process... 3 High Level Workflow... 3 Data Privacy...
More informationPurchase Order Revisions & Invoice Submissions. SciQuest Change Order Training Invoice Submission Training
Purchase Order Revisions & Invoice Submissions SciQuest Change Order Training Invoice Submission Training Change Order Process Shoppers/Requestors processed a change order form in SciQuest that detailed
More informationWorkday Procurement. CMSD Workday Finance and Procurement
Workday Procurement CMSD Workday Finance and Procurement Welcome Welcome to the Workday training for the Procurement process. We will begin today, by taking a minute and going around the room to introduce
More informationTxDOT Internal Audit Travel Division Operations Audit (1405-1) Department-wide Report
Travel Division Operations Audit (1405-1) Department-wide Report Introduction This report has been prepared for the Transportation Commission, TxDOT Administration and Management. The report presents the
More informationTravel FAQ: Spend Authorization & Expense Report
Travel FAQ: Spend Authorization & Expense Report What is a Spend Authorization? An employee submits a Spend Authorization request in Workday to get approval for college financial support of travel expenses
More informationWhether you take in a lot of money. or you collect pennies
Whether you take in a lot of money or you collect pennies ..it is important to maintain good cash handling procedures: Segregation of Duties Security Reconciliation Management Review Documentation It s
More informationCollege of Engineering and Computer Science Dean's Office
THE UNIVERSITY OF TEXAS-PAN AMERICAN OFFICE OF AUDITS & CONSULTING SERVICES College of Engineering and Computer Science Dean's Office Report No. 13-16 OFFICE OF INTERNAL AUDITS THE UNIVERSITY OF TEXAS
More informationCash Disbursement Procedure
ACCOUNTING PROCEDURES Georgia Recreation and Park Association March 2015 Cash Disbursement Procedure The following Cash Disbursement Procedure is the responsibility of the GRPA Office Manager under the
More informationEnd User Training By Role April 21, 2004
End User Training By Role April 21, 2004 Role UF_AM_Custodian UF_AP_Inquirer UF_AP_VCHR_Processor Description Available Training Course Descriptions Holds physical custody (Instructions will be provided)
More informationTable of Contents. 6.1 Importing Exporting Documentation Retention... 6
Table of Contents 1.0 Completing the Internal Requisition Form... 2 2.0 Internal Requisition Attachments... 3 3.0 Processing the Internal Requisition Form... 3 4.0 Types of Purchase Orders... 4 5.0 Purchase
More informationeprocurement and Purchasing v9.2 Queries and Reports
eprocurement and Purchasing v9.2 Queries and Reports eprocurement and Purchasing Queries To access a B-defined query: 7 Select Reporting Tools > Query > Query Viewer (or Query Manager) Enter the Query
More informationPayment Processing How to Use the Payment Request Tool for Suppliers
Payment Processing How to Use the Purpose: The Payment Request Tool can be used to pay low dollar invoices
More informationEnd User Go Live Checklist. Updated October 24, 2012
End User Go Live Checklist Updated October 24, 2012 Objectives Explanation of benefits gained by staying within the travel wheel Go live checklist to help you get started and establish the most effective
More informationMONTH END CLOSING INSTRUCTIONS FOR ACTUALS LEDGER
MONTH END CLOSING INSTRUCTIONS FOR ACTUALS LEDGER Revised by Financial Operations 05/20/2009 Month End Closing Instructions for ACTUALS Ledger CONTENTS: OVERVIEW 3 HELP 5 DETERMINING IF A BUSINESS UNIT
More informationFINANCIALS EPM SUBJECT MODULE AND REPORTING TABLES Last Updated March 13, 2017
General Ledger Subject Area Detail Payroll Financials View (CTW_DET_PAYFN_VW) This table is a view version of the EPM Payroll reporting table, CTW_DET_PAYROLL that returns detailed payroll data for only
More informationINTERNAL COMPLIANCE. Maintaining Financial Control. User Guide for Cobb County Employees 7/1/2016. Created for: The Cobb County School District
Maintaining Financial Control User Guide for Cobb County Employees 7/1/2016 Created for: The Cobb County School District 514 Glover Street Marietta, Ga. 30060 (770) 426-3300 Created by: CCSD Financial
More informationStep-by-Step Guide Creating Shopping Carts from Invoice Attached Forms
In This Guide Selecting an Invoice Attached form Creating a shopping cart This guide demonstrates how to create an Invoice Attached form for goods or services. This form is used for payments for which
More informationPanther Mart Shopper Training Guide
Panther Mart Shopper Training Guide Shopper Guide Panther Mart Training Manual Table of Content Chapter 1 Introduction.. 2 Overview and Contact Information.... 2 Roles in Panther Mart..... 3 Workflow Rules....
More informationAudit Guidelines for KU Capital Improvement Projects March 19, Capital Improvement Project Audit Guidelines Manual
Capital Improvement Project Audit Guidelines Manual 0 Capital Improvement Project Audit Guidelines Manual Office of Design & Construction Management The University of Kansas Lawrence, Kansas Bernadette
More informationProcurement of Equipment, Supplies, and Services
Authority: History: Source of Authority: 05.152 Related Links: Responsible Office: Procurement of Equipment, Supplies, and Services Vice Chancellor for Business Affairs Effective April 1, 1995; Updated
More informationSeattle Public Schools The Office of Internal Audit
Seattle Public Schools The Office of Internal Audit Internal Audit Report September 1, 2014 through Current Issue Date: June 21, 2016 Executive Summary Background Information The function is centralized
More informationOracle ERP Cloud Period Close Procedures
Oracle ERP Cloud Period Close Procedures Release 13 O R A C L E W H I T E P A P E R A U G U S T 2 0 1 7 Table of Contents Introduction 8 Chapter 1 Period Close Dependencies 9 Chapter 2 Subledger Accounting
More informationUNIT TITLE: RECEIVE AND PROCESS RESERVATIONS NOMINAL HOURS: 35
UNIT TITLE: RECEIVE AND PROCESS RESERVATIONS NOMINAL HOURS: 35 UNIT NUMBER: D1.HFO.CL2.01 D2.TTA.CL2.17 UNIT DESCRIPTOR: This unit deals with skills and knowledge required to accept, deny and otherwise
More informationREQUISITIONS, PURCHASE ORDERS, AND REVIEWING PAYMENT INFORMATION USER GUIDE
REQUISITIONS, PURCHASE ORDERS, AND REVIEWING PAYMENT INFORMATION USER GUIDE Please note: This user guide is intended for online use, and has a number of embedded links. Printing of these documents is discouraged,
More informationPerformance Audit: Annual Contract Administration
Performance Audit: Annual Contract Administration March 2017 City Auditor s Office City of Atlanta File #16.09 CITY OF ATLANTA City Auditor s Office Leslie Ward, City Auditor 404.330.6452 Why We Did This
More informationImportant Information to get Started:
NEW USER TRAINING Important Information to get Started: Logging into TechMart: Log in to www.access.caltech.edu and click on TechMart Purchasing under the Administrative Services TechMart Website: http://procurement.sites.caltech.edu/departments/techmart
More informationFinancial System. Disbursement Voucher Forum
Financial System Disbursement Voucher Forum Agenda Kuali Implementation Timeline DV & DVQE Roles & Workflow Mobile App Demonstration Key Dates Training Travel Card Next Steps Kuali Implementation Timeline
More informationHOUSING AUTHORITY OF THE CITY OF BOULDER (dba Boulder Housing Partners)
HOUSING AUTHORITY OF THE CITY OF BOULDER (dba Boulder Housing Partners) SOLICITATION TYPE: DESCRIPTION: Request For Proposals Paperless Invoice Automation Software ISSUE DATE: 04/03/2018 DUE DATE: 04/20/2018
More informationThe University of Texas at Tyler. Procurement and Travel Card Audit
February 2016 THE UNIVERSITY OF TEXAS AT TYLER OFFICE OF AUDIT AND CONSULTING SERVICES 3900 UNIVERSITY BOULEVARD TYLER, TEXAS 75799 BACKGROUND The University of Texas at Tyler (UT Tyler) offers University
More informationAir Quality Peer Exchange Support Services. From the: American Association of State Highway and Transportation Officials
REQUEST FOR PROPOSAL FOR Air Quality Peer Exchange Support Services From the: American Association of State Highway and Transportation Officials October 11, 2013 A. INTRODUCTION: The American Association
More informationPROCUREMENT AND SUPPLY SERVICES A QUICK GUIDE
PROCUREMENT AND SUPPLY SERVICES A QUICK GUIDE January 2018 To Our Customers: We provide this informational manual for faculty and staff as a ready reference for those who are directly and indirectly responsible
More informationRequest for Information (RFI) 1AHB1702 Background Check Services ISSUED DATE: 4/13/17
Request for Information (RFI) 1AHB1702 Background Check Services ISSUED DATE: 4/13/17 RESPONSES DUE: 5/1/17 1:00 P.M. CENTRAL TIME Company Name Address Suite, PO Box # City, State, Zip All questions regarding
More informationAccounting Procedures
Accounting Procedures Steven M. Bragg Chapter 1 Overview of Accounting Procedures... 1 Learning Objectives... 1 Introduction... 1 The Nature of a Procedure... 1 The Need for Procedures... 1 The Number
More informationMULTIPLE NIGHTS AND CLASSES TRIP, PAGE 1
MULTIPLE NIGHTS AND CLASSES TRIP, PAGE 1 In this walkthrough we will be demonstrating how to process a travel that involves multiple days and multiple programs within the same trip. We ll also cover going
More informationIRIS FALL 2017 TRAINING OPEN ENROLLMENT TRAINING
IRIS FALL 2017 TRAINING For registration, visit https://tennessee.csod.com/samldefault.aspx Questions? Please call (865) 974-6657. Training is subject to change at any time. OPEN ENROLLMENT TRAINING Classs
More informationFederal Contracts Billing and Reporting. Facilitators: Lisa Tate, Kim Jennings
Federal Contracts Billing and Reporting Facilitators: Lisa Tate, Kim Jennings Agenda Introductions & Ground Rules Retained Learning & Pre-Class Test Group Objectives/Expectations Class Objectives Overview
More informationCOMPANY NAME HERE PROCUREMENT CARD POLICIES AND PROCEDURES TARGETED USAGE AND EXCLUSIONS
Document Preview This is only a portion of the entire, customizable document. COMPANY NAME HERE PROCUREMENT CARD POLICIES AND PROCEDURES TARGETED USAGE AND EXCLUSIONS TARGETED USAGE The COMPANY NAME HERE
More informationOPAFS favorite FinLink reports and why they should be yours, too. OPAFS Forum
OPAFS favorite FinLink reports and why they should be yours, too OPAFS Forum Index List Prefix only Org only Active only Index List Chart Query Report Index Summary Inception to Date: great when you have
More informationSpecialty Forms. User Guide
Specialty Forms User Guide Specialty Forms User Guide Table of Contents Specialty Forms Reference Materials...1-1 Specialty Forms Submission Checklist...1-2 Specialty Forms Policy and Procedure Summary...1-3
More informationFiscal Year-End 2017 Sub-Module Cleanup and Processing. epro, Purchasing, Accounts Payable, Travel & Expenses
Fiscal Year-End 2017 Sub-Module Cleanup and Processing epro, Purchasing, Accounts Payable, Travel & Expenses (This page is left blank for printing purposes.) TABLE OF CONTENTS Submodule Transaction Overview...
More informationEA-KENYA UNILEVER KENYA LIMITED
EA-KENYA UNILEVER KENYA LIMITED GUIDANCE FOR SUPPLIERS GOLDEN RULES: SUPPLIER S ROLE IN THE UNILEVER PAYMENT PROCESS Please find below the key steps to be taken to ensure your invoice is paid on time Step
More information