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Not sure which Purchasing Method to use to make a purchase?

Published byRosalind Blake Modified over 9 years ago

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Presentation on theme: "Not sure which Purchasing Method to use to make a purchase?"— Presentation transcript:

1 Not sure which Purchasing Method to use to make a purchase?

2 Select the category that best fits the type of purchase being made: Food/Beverages Type of Purchase Choose the Correct Purchasing Method Lab SuppliesOffice/Classroom Supplies Train/AirfareMaintenance Agreements AdvertisingHotels/Lodging Registrations/Memberships/ Subscriptions Temporary Services/ Payments to Companies Furniture/Furnishings & Major Appliances Musical/Theatrical Supplies/ AV & Photographic Supplies Computers & Computer Supplies Equipment Rental Books Research Subject FeesNovelties Car Rental Contracts Communication Tools/DevicesFees/Licenses

3 Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal Celebration Return to StartReturn to Start > Purchase Category Purchase Category Selections: Food/Beverages Choose the Correct Purchasing Method

4 YesNo Selections: Do you have a University at Buffalo (UBF) account? UBF Account Food/Beverages Routine Business/Personal Celebration - YES Choose the Correct Purchasing Method Return to StartReturn to Start > Purchase Category > Routine Business/Celebration Purchase CategoryRoutine Business/Celebration

5 Selections: Choose the Correct Purchasing Method Do you have a University at Buffalo (UBF) account? UBF Account Food/Beverages Routine Business/Personal Celebration – YES UBF Account - YES Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > UBF Account Purchase CategoryRoutine Business/CelebrationUBF Account

6 Selections: Do you have a University at Buffalo (UBF) account? UBF Account Food/Beverages Routine Business/Personal Celebration – YES UBF Account - NO Choose the Correct Purchasing Method Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > UBF Account Purchase CategoryRoutine Business/CelebrationUBF Account

7 Does this purchase fall within the Food and Beverage Guidelines? YesNo Food/Beverage Guidelines Selections: Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Return to StartReturn to Start > Purchase Category > Routine Business/Celebration Purchase CategoryRoutine Business/Celebration

8 Selections: Does this purchase fall within the Food and Beverage Guidelines? Food/Beverage Guidelines Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines - NO Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines Purchase CategoryRoutine Business/CelebrationFood /Beverage Guidelines

9 Over $2,500 Selections: What is the amount of the purchase? Amount of Purchase Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines - YES Under $2,500 Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines Purchase CategoryRoutine Business/CelebrationFood /Beverage Guidelines

10 ? Selections: What is the amount of the purchase? Amount of Purchase Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Over $2,500 Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase Purchase CategoryRoutine Business/CelebrationFood /Beverage GuidelinesAmount of Purchase Please note: These purchases require an agenda, flyer, list of attendees which includes the purpose of the event or meeting, date, time, & location of the meeting.

11 Selections: What funding source will you be using for the purchase? Funding Source Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Research Foundation (RF) v State UB Foundation (UBF) Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase Purchase CategoryRoutine Business/CelebrationFood /Beverage GuidelinesAmount of Purchase

12 Selections: What funding source will you be using for the purchase? Funding Source Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - State Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source Purchase CategoryRoutine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding Source Please note: Not all vendors accept the P Card. If they do not, then use eReq. Please note: These purchases require an agenda, flyer, list of attendees which includes the purpose of the event or meeting, date, time, & location.

13 Selections: Return to Start Return to Start > Appointment Type > Additional Appointment > Bio Data Change Appointment TypeAdditional Appointment Bio Data Change What funding source will you be using for the purchase? Funding Source Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - UBF Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source Purchase CategoryRoutine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding Source

14 YesNo Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - RF RF Authority Choose the Correct Purchasing Method Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source Purchase CategoryRoutine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding Source Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Not sure

15 Selections: Return to Start Return to Start > Appointment Type > Additional Appointment > Bio Data Change Appointment TypeAdditional Appointment Bio Data Change RF Authority Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RF Authority to Use RF Funds - YES Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority Purchase CategoryRoutine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding SourceRF Authority Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Please note: Not all vendors accept the P Card. If they do not, then use eReq.

16 Selections: Return to Start Return to Start > Appointment Type > Additional Appointment > Bio Data Change Appointment TypeAdditional Appointment Bio Data Change Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? RF Authority Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RF Authority to Use RF Funds - NO Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority Purchase CategoryRoutine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding SourceRF Authority

17 Selections: Return to Start Return to Start > Appointment Type > Additional Appointment > Bio Data Change Appointment TypeAdditional Appointment Bio Data Change Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? RF Authority Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RF Authority to Use RF Funds – Not sure Return to StartReturn to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority Purchase CategoryRoutine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding SourceRF Authority

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