Vanderbilt Procurement Processes How to purchase the stuff you need.

Vanderbilt Procurement Processes

“How to purchase the stuff you need”

Introduction to Procurement

Vanderbilt shops. . .

What do we buy?

How much do we spend annually?

How do we purchase items?

Overview

I. Procurement Mission & RolesII. Procure-to-Pay Process Flow

ChartIII. Methods of PurchasingIV. Steps in the Process

a. eProcurement and PMMb. P-cardc. Requisitions

V. Details of RequisitionsVI. Internal ControlsVII. Special ProgramsVIII.Resources

I. Procurement Services Mission

• Support all purchasing activities via: – Medical Supply Sourcing– Procurement Services

• Execute purchasing transactions• Negotiate contracts on your behalf

for – Volume discounts– Strong supplier relationships– Best products and service available

• Manage supplier programs

I. Procurement Services Mission

In other words, we help you to…• buy what you need• get the most for your money• get the best product quality from

suppliers• get the best service from suppliers• purchase items in the most timely,

efficient manner possible• help Vanderbilt keep accurate records

and data on spend

I. Procurement Services Roles

• What is a Purchasing Agent? Your buyer

• information, quotes by commodity• paperwork execution – places the order• exception resolution

How do we do this?

With Purchasing Agents and Sourcing Officers… What do they do for you?


How do you work with purchasing agents?

• Use the website contact list of buyers

• Use the commodity list to find buyers

• Know the location of the two offices

• Use online reporting for answers• If need assistance, call purchasing

agents directly• More details on this topic later!


• What is a Purchasing Agent? Your buyer• information, quotes by commodity• paperwork execution – places the order• exception resolution

• What is a Sourcing Officer? Your strategist

• Research by commodity• Strategies for commodity purchases• Negotiations by commodity

How do we do this?

With Purchasing Agents and Sourcing Officers… What do they do for you?


How do you work with Sourcing Officers?

• Ask if we have contracts for what you are purchasing - These are recorded in our Vandy Contracts Database System and the PMM Contract Manager.

• Ask if we have preferred suppliers• Find this info on our website• Check supplier list for active vendors

before using New Vendors if possible – but let us know about those which interest you

II. Procure-to-Pay Process

III. Methods of PurchasingPrime methods to order products &

services:1. eProcurement or PMM online order

process2. Purchase or Procurement Credit Card

(“P-Card”) or “AmEx Corp Card

3. Purchase Requisitions (paper form) • General purchases (“A” Req) (pg 4 of appendix)

• Capital Requisition (“C” Req) (pg 8 of appendix)

• Consultants (“S” Req) (pg 9 of appendix)

• Small Purchase Order (“SPO”) (pg 14 of appendix)

See http://www.vanderbilt.edu/procurement/ for Preferred Purchasing Methods by commodity

http://www.vanderbilt.edu/procurement/

IV. Steps in Purchasing

1. Determine product/service needs2. Identify or select supplier

1. Engage Procurement Services as needed

3. Follow procedure for best method for the product:1. Order online with eProcurement or PMM;

or2. Purchase with a Pcard; or 3. Fill out appropriate Requisition Form

eProcurement• New online requisition and ordering system• Fast, flexible and paperless• Automates the Dept. approval process• Standard process for buying supplies up to

$25,000• Select from products from 3 different sources:

– VU eCATalog of high volume everyday products– “Punch Out” suppliers– Over 500+ free form suppliers

• Most orders go directly to the supplierhttp://www.vanderbilt.edu/procurement/eprocurement/index.shtml

http://www.vanderbilt.edu/procurement/eprocurement/index.shtml



Pathways Materials Management (PMM)

• Online ordering and inventory control system used for Medical / Surgical Supplies

• Contract Management Module• Electronic PO transmission (EDI) and (FAX)• Automated Electronic price updates (832)• Par Level and Template Forms• Approximately 2800 active vendors

Anyone requesting a PMM login should contact the Help Desk:

[email protected]

mailto:[email protected]

Purchase Card (P-Card)

• JP Morgan Chase Credit Card• Issued to specific users approved by Dept. • Limits set by Dept.• Used for miscellaneous purchases• Advantages:

– Widely accepted by merchants– Convenient; allows for internet ordering– Reduces paperwork and need for SPOs and

Demand Checks– More accurate record keeping– Insures timely payment to suppliers

V. Filling out Requisition Forms

The process is the same for all types of Requisitions

1. Specify Account & Center Numbers2. Obtain required approval signatures3. Indicate Supplier/product/prices and

terms4. Route copy to appropriate Procurement

Office, keep a copy5. Procurement executes purchase order

with supplier

Purchase Requisition (A Req)

• Primary method used to purchase more complex goods & services

• Generally used for orders >$500• 3-part sequentially numbered form• Requirements:

– Dept information– Valid Account and Center Numbers– Authorized signatures per your Dept.

procedures– Specific customer information

Pg 4 of Appendix

Pg 4 of Appendix


Other Requirements:• Supplier contact information

If a new supplier:• Federal Tax ID Number• W-9 data• Remit to Address

• Itemize products/services & prices• If no supplier provided, Procurement will

select or competitively bid requirements• For one-time orders, service contracts and

blanket purchase orders


• Fill the form in well….– Slows process if poorly written, wrong or contains

omissions– We send the form back if not complete or legible– Be explicit in describing items – attach forms, etc. with

a note “See attached”• Keep your copy; send in only top copy to Procurement• Send to us to order – do not order items yourself. If

someone has inadvertently placed the order, please note the following on the Req:– “Confirmed and order has been placed” – if someone in

the department placed the order– Be sure they did not give the Req number to the

vendor as a PO number.

And very important….

Capital Requisitions (C Req)

• Only used for Capital Equipment purchases

• Capital Equipment defined as:– Durable products w/ life expectancy >2

years– Purchase Price >$3000

• Rest of process same as A-Requisition

Pg 8 of Appendix

Consultants (S Req)

• Rules of engagement are complex– Office of Contract & Grants Accounting

(OCGA) sets policy

• Use “20 Rule Test” to determine relationship

• If spend <$5000; Demand Check• If spend >$5000; Purchase S Req

http://www.vanderbilt.edu/ocga/vupolicies/consulting/consulting.htm

Pg 9 of Appendix



Special Requirements

Sole Source Justification– For orders >$25,000 University Policy

requires:• Competitive bidding process, or• Documentation justifying no-bid awards• Dept. Management signature• Requirements printed on reverse of General

Purchase “A” Req & Capital Requisition “C” Req Forms

Pg 5 & 10 of Appendix

Special RequirementsHIPAA Guidelines

– Health Care Insurance Portability & Accountability Act (Federal Statute)

– Applies to products/services that directly impact protected patient information

– May require the supplier to sign VU Business Associates Agreement (BAA)

– Requirements printed on reverse of new Requisition Forms (A,C,S)

http://www.mc.vanderbilt.edu/root/vumc.php?site=HIPAA

Pg 5 of Appendix



Forms

How do I get these forms?

• Purchase forms on eProcurement

Small Purchase Order (SPO)• Pre-approved purchase orders

– (222 / 255 prefix)

• For miscellaneous purchases <$500 in total value

• Certain products & services excluded (list)• Disadvantages:

– Paper intensive process– Some suppliers won’t accept– Can’t be used for internet ordering

• eProcurement is a more efficient means to order supplies

Pg 14 of Appendix

VI. Internal Controls for Purchasing

• Foundation is the adequate segregation of duties. Reduces the likelihood that errors (intentional or unintentional) will go undetected:– by providing separate processing by different

individuals at various stages of a transaction – by independent reviews of the work performed

• No employee or group should be in a position both to perpetrate and to conceal errors or fraud in the normal course of their duties.

Segregation of Duties• The principal incompatible

duties to be segregated are:

• The same person generally should not process a transaction and record or report the transaction.

Authorization or approval of

transactions related to

those assets

Custody of asset

Execution of the transaction

ortransaction

activity

Recording or reporting of

related Transactions

VII. Campus Travel Management

Travel TutorialFirst Time UsersFlightsRail and BusHotelsColleague ReciprocityTravel MarketplaceTravel AgenciesAirport ParkingCar RentalInternal ResourcesMeeting/Event SpacesVisitor’s Travel PortalTravel Resources

Faculty and Staff Travel Portal

The Vanderbilt Travel Portalhttp://www.campustravel.com/university/vanderbilt/

http://www.campustravel.com/university/vanderbilt/

http://www.campustravel.com/university/vanderbilt/

VIII. Procurement Resources

Comprehensive information about Procurement Services is on the web page:


• Procurement Services• Medical Supply Sourcing• eProcurement• P-Card Program• Policies and Procedures• Request invoice copies to work on exceptions

• Request purchase order copies• Request an encumbrance removal• Travel Program• Contacts• Supplier Directory • FAQs


Disbursement Services

What is Disbursement Services?

Responsible for review and disbursement of the University's funds in accordance

with its policies and procedures

• Manages the Accounts Payable function

– Reconciliation of vendor statements – Distribution of checks and document imaging of

purchase orders and invoices for both the University and Medical Center

– Processing and payment of all invoices

What is Disbursement Services?

• Manages the ACH, wire transfer and 1099 tax reporting functions for the institution

• Maintains the University Central demand check function – Travel advances and reimbursement– Expense reimbursement– Student refunds– Stipend payments – Payments for non-purchase order items.

• Now responsible for the PCard program

Statistics• 30 management and staff • Total funds disbursed annually: $1.8 billion• PCard transactions: 182,000 annually totaling

$49.6 million• Exception vouchers resolved: 36,000 annually• Xbatch invoices resolved: 7,000

annuallyCustomer service calls resolved: 50 daily

• 9,700 new vendors setup• 10,000 vendor records updated annually

AP invoices processed 415,000 annually38,000 monthly

1,800 daily

Demand checks processed65,000 annually5,400 monthly

255 daily

Checks distributed133,000 annually11,000 monthly

525 daily

Statistics

What is Accounts Payable?

Primary responsibility: processing and payment of all invoices for

purchases made against purchase orders (A-reqs, S-reqs, C-reqs, SPO, e-procurement, PMM) for

both the University and Medical Center


• Additional functions:– Collection of credit for over payments or

returned goods– Vendor statement reconciliation– Process Vendor Refund Checks– Process Return Checks– Recurring Vouchers - Equipment lease

payments– Payment of Fed Ex & UPS freight charges


• Types of invoices that Accounts Payable receives and processes– Paper Invoices – Electronic Invoices

• Type of invoices that Accounts Payable does not process as these are not valid invoice types– Order Confirmation– Quotes from Vendor – Delivery or Packing Slips– Requisition and/or Purchase Order copies


• Types of payments that Accounts Payable processes– Physical Paper Checks– EFT – Electronic Payments– ACH – Electronic Bank Transfers– Wire Transfers – Foreign & Domestic

How does AP invoice processing work?

• Department initiates purchase by issuance of a purchase order (following procurement services procedures) to a vendor

• Vendor ships goods/performs services.• Vendor sends invoice to Disbursement

Services. PO number must be referenced on invoice.

• Disbursement Services enters invoice against PO into Peoplesoft system.

– Disbursement Services verifies PO number Vendor name Vendor payment terms Invoice date Invoice number Invoice amount Remit Address

• Each night the Peoplesoft system runs a process to match the detail of the invoice against the detail of the PO. • If all items are <= the PO then the invoice will

be set to pay, if not then an exception will occur.

• Matched invoices are set to pay from the invoice date based on terms negotiated for that vendor. – Vanderbilt’s standard terms are net 45

days.

• Since the system only matches the invoice to the PO (two-way match) the department is responsible for verifying that the goods/services were received and acceptable. – When shipment arrives compare packing

list to shipment verifying completeness

– Compare Departmental Invoice Report, Internal PO Copy and Packing List verifying all goods were received and billed as ordered (three-way match).

• If there is a problem with the billing and/or goods department should contact Disbursement Services to have invoice put on hold until discrepancy can be resolved.

• Disbursement Services cuts checks for payments against PO’s each Tuesday night.

• Checks are reviewed and mailed to vendors each Wednesday.

Departmental Invoice Reports (DIR)

• Currently: departments receive paper Departmental Invoice Reports (DIR) for use in the three-way match process. – Now also obtainable on-line from the

PDS Reports for Departmental Use available on the Procurement website.

– Effective April 6, 2009 the reports will only be available on-line.

How can I check my invoice (DIR)?

www.vanderbilt.edu/procurement• Click on PDS Reports for

Departmental Use at the top of the page to access your reports

• Halfway down the page under “How to Find the Reports” click on Business Objects InfoView XI Login

• Run the PO Detail (Multiple PO’s) and the Invoice Detail (Multiple Departmental Invoice Report, DIR) for your centers and the desired time frame.

http://www.vanderbilt.edu/procurement

ORRun ‘Invoice Summary” Report for the

centers and period of time desired

Click any underlined voucher id on the Invoice Summary Report to bring up the

Departmental Invoice Report (DIR) for that voucher

Click on match exceptions exist on the Departmental Invoice Report (DIR) to bring up the PO Invoice Activity Status report for

that voucher

Detailed Explanation of Online Invoice

• Invoice contains information such as:– Vendor name – Amount– Date– Voucher Number– Invoice Number– Invoice Date– Po Number– Match Status

Does a “Match Exception” exist?

• Identify the type of discrepancy– If there are quantity or pricing

discrepancies- contact Procurement to authorize correction or payment hold

– If there is a duplicate invoice, credit due, or other issue- contact Disbursement Services

– If merchandise was returned- call vendor for credit memo

Match Rules

• Quantity/Price Check• Qty + tol, Unit Prc + .01 + tol• Accept qty=Vchr, Unit Price• Amount plus tolerance• Small Purchase Orders• Unit Price• Each Voucher <= Blnkt PO Price

PDS Reports Training Information

• Online Training to Access PDS Reports via Business Objects InfoView

www.vanderbilt.edu/procurement– Click on PDS Reports for Departmental

Use at the top of the page to access the Business Objects page

– Scroll three quarters down the page to see the “Training” section

VICE SquadFor Exceptions and Past Due invoice

inquiries and resolution contact:

(suppliers are listed alphabetically reading from left to right- ex. Alan Smith and A Matter of Taste are both listed in the A's)

Suppliers A-CKevin Ward (615)[email protected]

Suppliers D-KJamillah Allen (615)[email protected]

Suppliers Q-ZWanda Graves (615)[email protected]

Suppliers L-PCharlotte Lawson(615)[email protected]

How can I help the process?

• Use the preferred purchasing method• When ordering, verify that the

vendor has the correct PO number to keep payments on track

• Submit purchase orders to Procurement as soon as possible

• Submit completed purchase orders to vendors

How can I help the process?

• Always keep departmental copies of purchase orders

• Instruct vendors to mail invoices directly to Disbursement Services

• Review DIR’s on a regular basis- per departmental policy or monthly at a minimum

• Promptly contact procurement or disbursements for discrepancy resolution

Shipping Account Setup

• Who are the approved Shippers for Vanderbilt?– Federal Express– U P S

• Benefits of using approved Shippers– Volume discounts– Electronic invoicing– Late deliveries are automatically researched

and adjusted– Online air bills, supply orders, and reporting

Setting up a Fed Ex/UPS account as a Vanderbilt

departmentwww.vanderbilt.edu/procurement

Under “Disbursement” quick links click on “Request FedEx/UPS Account Setup”

Setting up a Fed Ex/UPS account as a Vanderbilt

department• Email to [email protected] opens• In the subject line of the email type “FedEx Setup” or

“UPS Setup” and in the body of the email request a setup form for the account that needs to be setup

• Sylvia Graham will then fax or email a Fed Ex/UPS set up form which will need to be returned to her in order to receive a Fed Ex/UPS account number

• On this form type your contact information, department name, US mailing address, phone number and cost center and account number

• Fax completed form to Sylvia Graham or scan/e-mail form to [email protected]

Demand Check Processing

• Check Requests• Travel Forms• External Consultant Forms• Stipends• Wire Transfers

Check Requests• Payments to Individuals or Partnerships who

perform a service to the University

– Caterers, Accountants, Attorneys, Photographers, Banks, Speakers, Honoraria, Subject Participants, etc.

– Must include full name, Social Security or Employer Identification Number and a complete mailing address for federal reporting purposes.

– "Payment to External Consultant" Form or "Requisition for Services" Form must be used in lieu of the Check Request to pay consultants.

– Payments for services performed in the U.S. made to individuals who are not U.S. citizens or permanent residents will be made through Human Resources to comply with federal regulations

Check Requests

• Reimbursements for business expenses. • Membership dues to professional organizations

and associations• Magazines, brochures, and professional trade

journals• Postage• Petty Cash reimbursements• Advertisements• Requests for payment of registration fees to

attend conferences, workshops, etc.– Check requests should charge the departmental

account/center number• Refunds

What is a vendor?

A “vendor” is how we identify any payee that is not a Vanderbilt employee or student. It can be a business or an individual.

Request comes into Disbursements - then what?• Requests marked "RUSH"

– Drop in the RUSH tray at reception desk. – Sign into the Rush Log next to the rush

tray.– 11am deadline for next day turn around– Emergency nature only – Should include a brief statement indicating

the nature of the emergency requiring expedited handling of the payment.

– Requires department head approval.

• Regular requests– Dropped in tray at reception desk. – Normal turn around is 3-5 business

days for complete requests payable to Vanderbilt employees or students

– Vendor payments are processed within 3-5 business days and payment is released according to Vanderbilt’s standard vendor payment terms

Request comes into Disbursements - then what?

• All requests– Collected– Time stamped– Delivered to the UDCK supervisor for initial review– Forwarded to a processor – Thoroughly reviewed for accuracy, complete

supporting documentation, and approval signatures

– Also checked to ensure the request is in compliance with various Vanderbilt policies and IRS regulations


• If everything is complete they are entered into our system and assigned a voucher number

• Checks are cut overnight and delivered to disbursements the next morning

• Checks are then distributed via US mail, campus mail, picked up by department personnel, or sent FedEx


Processing the Forms

• Is Payee US Citizen or Permanent Resident? – Due to IRS regulations all payments to

persons other than US Citizens/permanent residents require additional review by the HR International Tax Office.

– Additional paperwork may be required by HR International Tax.

– To find out more about this process:http://hr.vanderbilt.edu/hrdepts/InternationalTaxOffice.htm

Processing the Forms• Payee Name and Address Including

Country and Phone Number– Regardless of check distribution include

a full legal name and a current mailing address.

• Social Security, Tax ID, or VU Employee ID Number

• Business Purpose– A valid business reason for the expense.

• Account/Center Information


• US Dollar Amounts (may be foreign currency for Wire Transfers)– If receipts are in foreign currency convert

them into US Dollars and include the conversion chart (specific to the date on the receipt) with the check request

• Supporting Documentation– Original complete back-up documentation

and/or invoice.

What is considered appropriate supporting

documentation?• Business Meal

– Date– Place– Identities of the persons who took part– Nature and duration of the business discussion

or activity (if not otherwise apparent) – Business purpose for the expense or the

business benefit gained or expected to be gained.

– Original cash register or credit card receipts for all meals greater than $25

Check our website


documentation?

• Alcoholic beverage costs are generally considered personal expenses– If reimbursement is approved, charges

must always be classified separately as entertainment expenses and coded to account number 62110 regardless of the funding source for the trip


documentation?• Honorarium

– Something showing payee’s name, date, event, and business topic such as a printed program, flyer, or written communications with the third party

• Reimbursement– Original cash register or credit card

receipts for any expense over $25.00


documentation?• Travel reimbursements

– Non-VU personnel reimbursements • VU employees travel: should be submitted

on the Travel Expense Report form • VU students travel: should be submitted on

STU form

– Itemized hotel statement showing check-in / check-out dates, room charges, taxes and fees, total amount paid and method of payment

Training module and travel manual available on our website


documentation?• Travel reimbursements

– If applicable receipts must be converted from foreign currency to US dollars, include a conversion chart showing the date and rate attached

– Airline tickets should show the travelers name, beginning location and ending destination, total amount paid and method of payment

Can I submit my credit card statement in place of all my

receipts?• No: a credit card statement does not

usually provided required details • However, if you have a receipt that got

lost and cannot obtain a duplicate then you can submit a CC statement showing the charge

• You also need to include a description of what was purchased and an explanation that the original was lost and will not be used for future reimbursement


• Authorized Signature(s)– Minimum of two original ink signatures required

for all requests– Approval signature: someone authorized to sign

for the designated amount and center on the request

– If signature is a copy or of someone not authorized for that center, the request will be returned to the department for additional signatures

– Authorizing signature cannot be the same as the requestor and cannot be the payee

Check Request Approval Signatures

• Demand checks may be requested by faculty or staff

• “Requested by” and “approved by” lines of the check request must be signed by two different individuals

• Individual approving the Check Request must be an authorized signer

• Stamped signatures will not be accepted

Check Request Approval Signatures

• Check Request cannot be "made payable to" and "approved by" the same individual

• Reimbursements must be approved by an individual with higher authority than the payee

• All check requests must have proper authorized approval – all authorized signatures for each center number must be on file in the Office of Financial Affairs

www.vanderbilt.edu/procurement/reporting/sigauth.shtml


• Special Handling/Mailing Instructions– Pick up checks: available to VU employees

and students only– Checks payable to parties external to

Vanderbilt cannot be picked up by departments or mailed to departments.

– If an exception to this policy is needed, note the reason for the exception on the check request form. The exception is subject to approval from disbursements management.


• Remittance Advice– Two copies must be provided

• First remains with request for imaging and documentation purposes

• Second is included with check

– Mark “Remittance Attached” on form

How are checks distributed?• Regular US mail• US mail with a remittance included• Campus mail• Pick Up (payable to a VU employee of

student)• Federal Express Shipping

High dollar checks (anything over $100,000) require an additional signature on the check prior to

mailing

What could cause a delay?• Any requests over $3000 from a restricted center require

additional approval and time

• Any requests over $1000 from a “9” center require additional approval and time

• Any requests that are incomplete in any way will be delayed until completed

• If your request is missing signatures, it will be returned to the department

• If your request is missing supporting documentation, you will be contacted via email then phone– If we are unable to resolve the problem the request might be

returned to the department until it can be resubmitted complete

What could cause a delay?

• Any request payable to anyone who is not a US Citizen or Permanent Resident could require further review and additional approval from HR International Tax– If your request needs to be forwarded to HR

International Tax for additional approval you will be notified via email

• A new payee who needs to be set up in our system could require additional paperwork and take longer to get processed

What if a person has never been paid before?

• Requests forwarded to vendor maintenance for set up in the payables system– Sometimes this can require additional paperwork

and time

• If payment is payable to a vendor for services provided and the vendor is new to the system– Social security number for an individual or W-9

for an organization/company will be required – Having this information attached to the check

request will prevent possible delays

What if their name has changed since last being

paid?Vendor: copy of a legal document (driver’s

license, W-9, etc.) should be included with the request so the name can be updated in our system

Vanderbilt employee: include full legal name and employee ID

Vanderbilt student: full legal name and social security number

Travel Advances4-part carbon copy forms

• RE: registrations (blue)– ALWAYS charged to the department account and center as

registrations are never advanced to a person’s GAR account - they are paid up front

• HD: hotel deposits (yellow)– Acct 14010, Center 1-97-060-0000, & linked to a GAR Acct

#

• SS: super savers (gold)– Acct 14010, Center 1-97-060-0000, & linked to a GAR Acct

#

• TA: travel cash advances (pink)– Acct 14010, Center 1-97-060-0000, & linked to a GAR Acct

#

What is a GAR account?• General Accounts Receivable: account numbers issued for

employees or students for official University business

• Super savers, hotel deposits, and cash advances are tracked through the GAR account

• Any excess money advanced over expenses incurred need to be returned to the University, referencing the GAR number in order to clear the account GAR statements are emailed monthly to the account holders

• It is the travelers’ responsibility to clear the account in a timely manner

• Outstanding advances (more than 90 days) are considered due and may be subject to payroll deduction

How do I get a GAR account?

Contact Office of Financial Affairs to have one set up prior to advances being processed

Form and instructions are available online

www.vanderbilt.edu/stop/forms/uploads/GARNewAcctRequestv6.pdf

How do I complete the travel report?

• Brand new travel manual and training modules – Step by step walk through the travel

report– Covers everything you should need to

know and is available on our website

www.vanderbilt.edu/procurement/disbursement/training.shtml

External Consultant Contract and Payment Form• Payments for services that will not total

$5000 or more• If travel expenses are being reimbursed but

original travel receipts are not attached, the reimbursement is considered reportable

• All signatures on the payment (bottom) portion must be original ink signatures for each payment– No additional supporting documentation for

services is required as long as the form is complete and has a detailed description of services

Do you still process stipends?

• Yes: Disbursement Services now processes undergraduate stipends only– They should be submitted on the usual pink form

with the award letter attached– All other stipends are processed through HR

Processing. – See www.vanderbilt.edu/stipends for more

information and to download the appropriate forms.

– Questions regarding this new form/process should be directed to [email protected] or call HR Processing at 343-6603

What if I need payment sent via wire/bank transfer?

• We process through an international broker (They also can provide draft checks in foreign currencies)

• Bank transfers in either foreign or US currency

• Priority status • May require additional approval from HR

International Tax • Additional fees apply

What if I need payment sent via wire/bank transfer?

• Payee on the request should be the payee due the money and not the bank receiving the funds – All banking information needs to be

supplied from the payee, included within the supporting documentation and not hand written by the department requesting payment

How can I get a status on my request?

Once a voucher has been processed it will show in Business Objects in the Demand Check Payment Status Report.

1. Go to www.vanderbilt.edu/procurement/reporting/index.shtml

2. Navigate to the InfoView login: Business Objects InfoView XI Login

3. Set Authentication Type to LDAP, enter your VUnet ID and e-password, and click Log-On

4. Under Public Folders, expand APPO, and then click Prod Reports. The list of available reports will be listed.

If your request does not show after 5 days and you have not been notified of any reason for delay you can send a status request to [email protected].

You should get a status within 24-48 hours.

Questions?

Disbursement Services

Vanderbilt Procurement Processes How to purchase the stuff you need.

Documents

Transcript of Vanderbilt Procurement Processes How to purchase the stuff you need.