Not sure which Purchasing Method to use to make a purchase?
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Transcript of Not sure which Purchasing Method to use to make a purchase?
![Page 1: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/1.jpg)
Not sure which Purchasing
Method to use to make a purchase?
![Page 2: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/2.jpg)
Select the category that best fits the type of purchase being made:
Food/Beverages
Type of Purchase
Choose the Correct Purchasing Method
Lab Supplies
Office/Classroom Supplies
Train/AirfareMaintenance Agreements
Advertising
Hotels/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 Fees
Novelties
Car Rental
Contracts
Communication Tools/Devices
Fees/Licenses
![Page 3: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/3.jpg)
Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.)
Yes No
Routine Business/Personal Celebration
Return to Start > Purchase Category
Selections:Food/Beverages
Choose the Correct Purchasing Method
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Yes No
Selections:
Do you have a University at Buffalo (UBF) account?
UBF Account
Food/BeveragesRoutine Business/Personal Celebration - YES
Choose the Correct Purchasing Method
Return to Start > Purchase Category > Routine Business/Celebration
![Page 5: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/5.jpg)
Selections:
Choose the Correct Purchasing MethodDo you have a University at Buffalo (UBF) account?
UBF Account
Food/BeveragesRoutine Business/Personal Celebration – YESUBF Account - YES
Return to Start > Purchase Category > Routine Business/Celebration > UBF Account
![Page 6: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/6.jpg)
Selections:
Do you have a University at Buffalo (UBF) account?
UBF Account
Food/BeveragesRoutine Business/Personal Celebration – YESUBF Account - NO
Choose the Correct Purchasing Method
Return to Start > Purchase Category > Routine Business/Celebration > UBF Account
![Page 7: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/7.jpg)
Does this purchase fall within the Food and Beverage Guidelines?
Yes No
Food/Beverage Guidelines
Selections:
Choose the Correct Purchasing Method
Food/BeveragesRoutine Business/Personal Celebration – NO
Return to Start > Purchase Category > Routine Business/Celebration
![Page 8: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/8.jpg)
Selections:
Does this purchase fall within the Food and Beverage Guidelines?
Food/Beverage Guidelines
Choose the Correct Purchasing Method
Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines - NO
Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines
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Over$2,500
Selections:
What is the amount of the purchase?
Amount of Purchase
Choose the Correct Purchasing Method
Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines - YES
Under$2,500
Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines
![Page 10: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/10.jpg)
?
Selections:
What is the amount of the purchase?
Amount of Purchase
Choose the Correct Purchasing Method
Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Over $2,500
Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount 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.
![Page 11: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/11.jpg)
Selections:
What funding source will you be using for the purchase?
Funding Source
Choose the Correct Purchasing Method
Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500
Research Foundation (RF)vState
UB Foundation (UBF)
Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase
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Selections:
What funding source will you be using for the purchase?
Funding Source
Choose the Correct Purchasing Method
Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source - State
Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding 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.
![Page 13: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/13.jpg)
Selections:
Return to Start > Appointment Type > Additional Appointment > Bio Data Change
What funding source will you be using for the purchase?
Funding Source
Choose the Correct Purchasing Method
Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source - UBF
Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source
![Page 14: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/14.jpg)
Yes No
Selections:Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source - RF
RF Authority
Choose the Correct Purchasing Method
Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source
Do you have prior authorization to use your Procurement Card to purchase Food and Beverages?
Not sure
![Page 15: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/15.jpg)
Selections:
Return to Start > Appointment Type > Additional Appointment > Bio Data Change
RF Authority
Choose the Correct Purchasing Method
Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source – RFAuthority to Use RF Funds - YES
Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF 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.
![Page 16: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/16.jpg)
Selections:
Return to Start > Appointment Type > Additional 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/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source – RFAuthority to Use RF Funds - NO
Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority
![Page 17: Not sure which Purchasing Method to use to make a purchase?](https://reader038.fdocuments.us/reader038/viewer/2022110323/56649d8a5503460f94a71232/html5/thumbnails/17.jpg)
Selections:
Return to Start > Appointment Type > Additional 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/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source – RFAuthority to Use RF Funds – Not sure
Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority