July 20, 2017 Carmen Connect Webinar Audio – 1-877-820-7831 code:484159#

Housekeeping Items All lines will be muted *6 to unmute your line to ask a question *6 to mute your line after you are done speaking The leads will be monitoring the questions via the chat boxes, please feel free to ask questions there.

Agenda PSSC Staff updates Travel Reminders Vendor Maintenance PO closures

Website http://u.osu.edu/pssc Staffing We currently have one open position on the SL side. We hope to have the position posted in the next couple of weeks. Next Call August 24, 2017 @ 10:00 AM (will be moved due to Student Move-in)

Travel Updates Summer Travel Workshop Sessions (August 15-16) Introductory Session:  8/15 @ 8:30 AM in the SAS bldg. - Policy, System and Booking. Targeted to the new traveler, arranger or those interested in a refresher in the basics of traveling on behalf of OSU Advanced Session: 8/16 @ 8:30 AM in the SAS bldg. - Updates and collaborative round-table discussion. Targeted to the experienced traveler or arranger with a good understanding of OSU Travel. Registration (BuckeyeLearn.OSU.edu) starts in early July (watch for NewsLink announcement)

Travel Reminders Comparison quotes required – Any time personal travel is added to business travel either before or after Please use the post-trip expense report found at http://u.osu.edu/pssc/forms/ Please email completed forms to your units designated email box and not directly to your support person

Travel Reminders Tax Exempt – The University is tax exempt in Ohio as well as 22 other states. The tax exempt certificate for each of those states can be found on the controller’s website at https://controller.osu.edu/tax/tax-man-state.shtm Travel Expenses – Should be submitted on the Travel Expense worksheet and NOT through eRequest (parking receipts in town are not travel but parking receipts in Cincinnati are considered travel)

Vendor Maintenance Use only the most recent form from the Purchasing Website As of July 3, 2017 old version will not be accepted by Vendor Maintenance New vendors are highly encouraged to fill out the Electronic Funds Transfer page of the form to receive payments Vendor maintenance has been requesting justification for not supplying this information. Questions regarding Vendor Maintenance should be directed to Cris Penn(.4) 8-4940.

Vendor Maintenance Standard Business Vendors – The Service Center will enter these into the vendor maintenance request system. The Vendor set up form can be sent to the unit email box or attached to the eRequest system. Individuals – To protect the data security of the SSN on the vendor maintenance form, we ask the departments to submit the vendor maintenance request in the system. The SC can do this but the SSN number should be redacted before sending it to us. We will then call you for the SSN as it should not be sent or stored electronically.

PO Closures Start looking at open PO report eReports Financials General Procurement Reports POB101DW-Purchase Order Report Can run the report by the through Due date so that you capture any open PO before your selected Due date (I.e. 06/30/2017). Select the summary pivot report to get each PO that is open as one line on the report Select the detailed pivot report to have each line of each open PO appear on the report Send Excel worksheets of the PO’s needing closed to your designated unit email box for the Service Center to Close

Questions?

Thank You!