Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website)...

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PURCHASE REQUEST

Transcript of Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website)...

Page 1: Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website) Return form and quote (if available) to inbox or email to.

PURCHASE REQUEST

Page 2: Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website) Return form and quote (if available) to inbox or email to.

PCARD PURCHASE

Page 3: Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website) Return form and quote (if available) to inbox or email to.

PURCHASED ITEMS RECEIVED

Page 4: Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website) Return form and quote (if available) to inbox or email to.

REIMBURSEMENT OR PAYMENT

Page 5: Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website) Return form and quote (if available) to inbox or email to.

TRAVEL REQUEST

Page 6: Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website) Return form and quote (if available) to inbox or email to.

TRAVEL REIMBURSEMENT

Page 7: Customer Complete Request for Purchase and Reimbursement Form (paper copy or from our website) Return form and quote (if available) to inbox or email to.

100Ws• Items to be purchased must be completed• Valid business purpose• Goldenrod copy to Business Manager• Pink copy returned to Business Manager after

purchase with any documentation

Requisitions/Purchase Orders• Quote attached• Valid business purpose• Vendor maintenance

PCard• PCard Transaction Form completed, signed, and

returned to Fiscal Associate with itemized/original receipt within 2 days

• No tax• Valid business purpose• If business meal, Business Meal Form also required.

– Approval from Business Manager– Approval from Chair if Faculty – Preapproval from SFO is alcohol

Payment Requests• A/P Compliance Form• Itemized/original Receipt• No tax reimbursed

Travel• A/P Compliance Form• Prepaid airfare• Conference registration• Mileage log• Valid business purpose

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