Purchase Request Online System November 20, 2018

Login Screen ONID Username and Password

Main Menu Input Index Click Submit Pick Purchase Type Click Continue Example ABC123 Click Submit Shows Index information Pick Purchase Type Event Meeting Operating Expense Travel Click Continue

Purchase Request – Events

Existing Event Purpose for creating more then one PR related to existing event Only previous events associated with Index will appear here Select Event and click continue to create Purchase Request

Create New Event Event Name Event Description Who is Hosting Where is Event Date, Start & End Time of Event Advertising

Purchase Request - Meetings

Existing Meeting Purpose for creating more then one PR related to existing meeting Only previous meetings associated with Index will appear here Select Meeting and click continue to create Purchase Request

Create New Meeting Meeting Name Description of Meeting Where is meeting Why holding meeting Date, Start & End Time of Meeting A General Description of who is to attend

Purchase Request - Travel

Existing Travel Purpose for creating more then one PR related to existing travel Only previous travel associated with Index will appear here Select Travel and click continue to create Purchase Request

Create New Travel Travel Description Attending Where Why Leaving, Date & Time Returning, Date & Time

Operating Expense Input Index – Press Submit Select Purchase Type: Operating Expense – Click Continue Fill out PR

Filling Out the Form – Part 1 Vender Info – Top Left Corner Name* Location** Address City State Zip Phone* Fax Email Website** *Required **Only one is required not both

Filling Out the Form – Part 2 Contact Info – Top Right Corner Send Invoice Additional Contact Information Name Phone Delivering Instructions Special Instructions

Filling Out the Form – Part 3 Items Purchased – Mid Section Item Description Type of Item Quantity Price Per Item (If purchasing only one) System will automatically give total price for multiple items Edit Item Delete Item

Filling Out the Form – Part 4 Transaction Info – Bottom Left Corner Transaction Type Payment Method How you want the Business Center to pay for the PR Notes Any additional information for the Business Center Advertisement Will automatically fill in with types you picked previously

Filling Out the Form – Part 5 Signatures – Bottom Right Corner Organization – Your organization Index # - Inputted on first screen Activity Code – specific code within index for expense Requested By – who is requesting Budget Administrator– required signer for PR to be official

Possible Errors and Printing Make sure all * are attended to, given error if not Review one more time before submitting When ready click submit Next page will ask where you want your PR printed Have Budget Administrator sign before taking PR to place of purchase

Example

End of Presentation Are there any questions for comments?