May Carmen Connect Webinar Audio – 1-877-820-7831 code:559759#

Blanket/Term PO renewals DS Water ordering Vendor Maintenance May Carmen connect Webinar Agenda Blanket/Term PO renewals DS Water ordering Vendor Maintenance New Travel Form PCard update

May Carmen connect Webinar Blanket Orders Blanket Purchase Orders are used for transactions that occur very frequently (daily or multiple times a week), have a high variation of product types, an undetermined timing, and for items not available for purchase in eStores. Please submit all your blanket and Term orders via eRequest ASAP May submit multiple renewals on one eRequest. One eRequest per org # preferred

May Carmen connect Webinar Term Orders A term order is an order that allows for the incremental purchase of a specific product or service when the price, quantity and schedule of fulfillment are largely predetermined and specified in the purchase order at the time it is initiated. The quantity can be the same with every delivery or may vary. A term order can be created for a maximum of 1 year (12 months) and cannot cross fiscal years.

FY15 Blanket PO Observations- PSSC Units Total FY15 Blanket PO Amounts for PSSC Orgs - $45,772,531 Total amount vouchers against FY15 Blankets - $28,867,720 Total amount remaining on FY 15 Blankets - $16,904,811 Percent remaining – 37% # of PO’s at 100% remaining – 73 Amount of that encumbrance - $252,699.00 # of PO’s at 50% or more remaining – 263 Amount of that open encumbrance - $4,053,121

Questions to ask when requesting a Blanket Order May Carmen connect Webinar Questions to ask when requesting a Blanket Order Is it a blanket or a Term? – reference guide http://purchasing.osu.edu/FileStore/PDFs/BlanketOrderVSTermOrder2010Mar9.pdf Is the amount appropriate? Did we have a significant number of vouchers in the previous year? 50+? Is the vendor in eStores? If so, a blanket is not permitted.

May Carmen connect Webinar DS Water ordering To ensure no breaks in service, all term requisitions for DS Services for FY ’16 should be approved in PeopleSoft by Monday, June 15th.    If you have questions about the DS Services catalog, please contact the eStores team. A Job Aid for DS Services is also available on eRequest ASSIST.

May Carmen connect Webinar Vendor Maintenance Reminder – the PSSC will be glad to submit any Vendor setup requests on your behalf for Businesses Individuals who need set up as vendors we would prefer the departments to request those set ups, however, if you have made arrangements for the PSSC to do so, we will. This reduces the risk for passing sensitive data to the PSSC Do not attach Individuals’ vendor set up forms to eTravel or eRequest!

May Carmen connect Webinar New Travel Form Designed to be used by all Departments working with PSSC Incorporates feedback received during first 2 months of PSSC operations and goals of the travel workgroup Use either Firefox, Internet Explorer, or Adobe to fill out Issues with calculations in Google Chrome

May Carmen connect Webinar Pcard Help! We need help from you getting Pcard documentation attached to eRequest/eTravel ASAP after the transaction. Each month we continue to scramble the last few days prior to the reallocation deadline to get documentation and eRequest/eTravel info for transactions that occur towards the beginning of the month. For May as of the reallocation deadline day there were 138 transactions un reallocated with 104 of those occurring prior to May 20th.

May Carmen connect Webinar Other Items Please continue to use the http://u.osu.edu/pssc website for information regarding the Shared Services Center Move date – A move date is still yet to be determined. Eventually we will all be located at 2650 Kenny Road in the PRSM building. Future Calls – if there is a topic you would like discussed please email me at grubb.21@osu.edu.

Questions?

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