1. Web forms – Tech Update Presented by: Abbi Narayan anarayan@udel.edu

2. Purchase Order Requisition
Tip:
Please do NOT use Internet Explorer as Browser for web forms

3. Purchase Order Requisition
Step 1:
Step 2:
Change building by choosing from the drop down
NEW
Choose ‘Yes’ or ‘No’ from the drop down

4. Purchase Order Requisition
Step 3:
Step 4:
Attachment now displays the file name
Web form now displays a Requisition ID
NEW
NEW

5. Purchase Order Requisition
Step 5:
Step 6:
Use Lookup Vendor to add vendors
NEW
Type keywords from vendor name to narrow Search

6. Purchase Order Requisition
Step 7: Credit card option for vendor
Step 8: Funding Originator (Drafter)
NEW

7. Purchase Order Requisition
Step 9: Item details
Step 10: Funding
To add more Speed types (max: 6)
NEW

8. Purchase Order Requisition
Step 11: Trade information
Step 12: Comments
NEW

9. Purchase Order Requisition
Step 13: Routing

10. Purchase Order Amendment
Step 1: Originator & PO information
Step 2: Previous PO information

11. Purchase Order Amendment
Close PO
Choose additional approvers is needed. Then click Finish & submit.
Add Additional items (similar to PO Requisition)
Choose funding originator
Add item details
Add funding details
Choose Purpose Code Administrator
Choose Additional Approvers if needed
Then Click Finish & Submit

12. Purchase Order Amendment
Change funding on Existing PO:
Step 1: Choose funding originator.
Step 2: Add item details(similar to PO Requisition) with the negative amount for the Speed type of the funding to be reversed.
Step 3: Add item details(similar to PO Requisition) with the positive amount for the Speed type of the funding to be added.
Step 4: Choose Purpose code Administrators, additional approvers if needed and click Finish & Submit. (similar to PO Requisition) with the negative amount for the Speed type of the funding to be reversed.

13. Purchase Order Amendment
Change Funding on Existing PO
Line item with negative amount
Line item with positive Dollar Amount

14. Purchase Order Amendment
Change funding on Existing PO: Review item details

15. Purchase Order Requisition & Amendment
??QUESTIONS??

16. Vendor Payment Request
When to use Vendor Payment Request web from:
Purchase is NOT Equipment
Total dollar value is less than $5,000
Vendor does not accept credit card
The Vendor is listed in the UD Vendor Database. For the vendor to be in the Vendor Database, they must complete the W9 and provide payment information.

18. Vendor Payment Request
Step 1: Originator
Step 2: Vendor Selection Step 3: Funding Originator Step 4: Item information (next slide) Step 5: Funding information Step 6: Purpose Code Administrator Step 7: Additional Approvers if needed Step 8: Comments if needed Step 9: Finish & Submit

19. Vendor Payment Request
Item details
Review item details – edit to make changes

20. Payment to Individual When to use Payment to Individual web from:
Payment is for
Athletic Officials
Awards
Homestay Rental
Honoraria
Human Subject Participant
REU
Refund
Reimbursement (only for students who are not employees or individuals not affiliated with UD)
Royalty
When NOT to use Payment to Individual web form
Invoices or Services provided by Individual that requires an Agreement in place

21. Payment to Individual Step 1: Payment is for drop down
Step 2: Reimbursement – Payee is drop down

22. Payment to Individual – Step 3

23. Payment to Individual – Step 4 – Vendor lookup

24. Payment to Individual
Step 5: Choose Funding Step 6: Purpose Code Administrator, Additional Approvers Step 7: Finish & Submit

25. Vendor Payment & Payment to Indiv
??QUESTIONS??

26. Payment Activity

27. Payment Activity – Search Criteria
Slide # 27

28. Search by requisition number for status
Slide # 28

29. Payment Activity – Purchase Order Display
Click to view the web form. Web form can be viewed if you were listed in the routing chain
Click to view payment terms, status and buyer for the PO
Click to view detail voucher payment totals
Click to view the comments, attachments sent to vendor with the PO
Click to collapse funding details
Slide # 29

30. Payment Activity – PO Amendments Display
Click to view the web form. Web form can be viewed if you were listed in the routing chain
Slide # 30

31. Payment Activity – Invoices, Vouchers, Payments
Click to view the voucher funding details
Slide # 31

32. Payment Activity – Contracts with Recurring Payments
Upcoming payments – funds NOT encumbered until the voucher is created for payment
Slide # 32

33. Payment Activity

34. Thank You Aanarayan Contact: Abbi Narayan anarayan@udel.edu