1. Effective Purchasing

2. SU Purchasing Department “The Purchasing Office's role is to ensure that the University obtains products and services that meet customer needs and are acquired at competitive pricing.” http://purchasing.syr.edu/ 2

3. Purchasing Department Price Compliance with University standards Insurance requirements Approvals 3

4. 4 eProcurement Preferred method for orders Efficient/saves time Fewer errors Ability to track

5. 5 eProcurement What is ePro? Electronic Requisitioning: On-line requisitioning system for order placement of goods and/or services. Sends requisitions through electronic approval process

6. 6 Resources External Catalogs  Fisher Scientific  VWR  Dell Computer  Apple Computer  Staples  GovConnection Special Requests

7. 7 Requisition and Approval Requestor creates online requisition Approval: if requestor is not self-approver, requisition flows to designated approver Sponsored Accounting can request more information before approving

8. 8 Direct Connect Requisitions External Catalog (Punchout)  Direct connection to a supplier’s web catalog  Contract pricing  Quotes  Special promotions

10. Enter chartstring information- “Fund” “Department” “Program” If desired, name the requisition (not required)

11. Select vendor for online catalog

12. Web catalog within Peoplesoft Requisition Summary shows to the right side

13. Select items--Fill Shopping Cart--Checkout 13

14. Returns to “Create Requisition” screen “Review and Submit” 14

15. 15 “Save and Submit” Approver will receive an email that a requisition is “pending approval”.