Post on 16-Jan-2016
Effective Purchasing
SU Purchasing Department
“The Purchasing Office's role is to ensure that the University obtains products and services that meet customer needs and are acquired at competitive pricing.”
http://purchasing.syr.edu/
2
Purchasing Department
Price Compliance with University standards Insurance requirements Approvals
3
4
eProcurement
Preferred method for orders Efficient/saves time Fewer errors Ability to track
5
eProcurement
What is ePro? Electronic Requisitioning: On-line
requisitioning system for order placement of goods and/or services.
Sends requisitions through electronic approval process
6
Resources
External CatalogsFisher ScientificVWRDell ComputerApple ComputerStaplesGovConnection
Special Requests
7
Requisition and Approval
Requestor creates online requisition
Approval: if requestor is not self-approver, requisition flows to designated approver
Sponsored Accounting can request more information before approving
8
Direct Connect Requisitions
External Catalog (Punchout) Direct connection to a supplier’s web catalog Contract pricing Quotes Special promotions
Enter chartstring information- “Fund” “Department” “Program”If desired, name the requisition (not required)
Select vendor for online catalog
Web catalog within PeoplesoftRequisition Summary shows to the right side
Select items--Fill Shopping Cart--Checkout
13
Returns to “Create Requisition” screen “Review and Submit”
14
15
“Save and Submit”Approver will receive an email that a requisition is “pending approval”.