1 / 4

Procurement Process

PeopleSoft Training PeopleSoft Nomenclature Account : description of item Department : cost center (funding source) Fund : type of funds, State, student fees, auxiliary Program : intended use of funds Project : sponsored program or grant . Procurement Process. P-Card or Requisition.

evers
Download Presentation

Procurement Process

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. PeopleSoft TrainingPeopleSoft NomenclatureAccount: description of item Department: cost center (funding source) Fund: type of funds, State, student fees, auxiliary Program: intended use of fundsProject: sponsored program or grant

  2. Procurement Process P-Card or Requisition If under $5,000 and not restricted, place order with P-Card Requirement If over $5,000 or restricted create PeopleSoft Requisition To Procurement for Processing Amount Approval by Department Budget Check

  3. Procurement Select Appropriate Procurement Process RFQ, RFP, Sole Source State Use etc... • Review Req. • Approvals • Who, what, • where, when, • why, how Issue Solicitation Tabulate Responses Review Result with Department Award and Issue Purchase Order

  4. Procurement to Payment Requisition Solicitation RFQ, RFP, IFB etc... Purchase Order or Contract Pre-Encumbrance Encumbrance Vendor Ships, Sends Invoice Receiving Voucher from A/P to Annapolis Expense Payment from Annapolis to Vendor

More Related