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Jan 21, 2021
Looking for Staples, Lowes or other contracted suppliers:
At HOME screen click on "Request Travel or Purchase"
Click "Request to procure goods and/or services"
Double-check Deliver To and Ship To are correct
For "Requisition Type" and choose "Buckeye Buy Request" - OK
Click "Connect to Supplier Website"
In the next screen click "Round Trip" in upper left corner
A pop-up of supplier icons appears - choose the supplier
Follow-through with your order
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Jan 21, 2021
PO invoices can continue to be emailed to apinvoices@osu.edu. Existing PeopleSoft PO numbers are still valid for open POs/invoices. There will be a new PO number format in Workday with your new POs. Suppliers should be notified at time of PO dispatch that invoices will need to be sent to AP.
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Jan 21, 2021
Per the updated Expenditures and Purchasing policy, personal reimbursements are at the bottom of the procurement decision tree and should be used as a last resort. Extension has historically relied rather heavily on personal reimbursements, and we know that sometimes that is the best option.
You can submit for reimbursement of personal expenses for goods/supplies using an expense report.
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Jan 21, 2021
CFAES Finance and University Business and Finance have agreed upon a process for authorizing and reimbursing business essential travel while the University has extended travel restrictions through 6/30/21.
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Jan 21, 2021
This will be a Create a Non-Catalog Requisition- already have your order in to Publications/Pay on Account- have that total amount ready for the CART screen, and have invoice saved so it can be attached in this process:
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Jan 21, 2021
BuckeyeBuy is available to make purchases on University contracts (replacing eStores). This is the preferred buying method. (While teleworking, however, we may not be able to use this as it requires shipment to office)
BuckeyeBuy job aid
Non-catalog purchase (regular purchase order to non-contracted vendor).
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Jan 21, 2021
4-H Background Check Refunds: This will be done with a “Create Misc Payment”.
Payment type will be “refund”
In the memo put “Ext Background Check Refund”
Input payee information, one-time payment
Attach receipt
A separate request must be done for each refund, there will no longer be a spreadsheet
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Jan 21, 2021
Local checking reimbursement: this will be done with a “Create Misc Payment”
Choose your county as the payee (Some individual county profiles were added to the “Ohio State Univ” supplier profile. If you can’t find a profile for your county, check the OSU profile for your county address)
Attach receipts
Memo “Extension Checking Replenishment”
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Jan 21, 2021
Non-employee reimbursements: We should avoid these as much as possible and use our own procurement methods to make purchases instead of our volunteers. Unsure to this point which panel we will use for these reimbursements.
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Jan 21, 2021
Student Scholarships
Payments directly to youth for “scholarships” (which we should call “student awards”) will be done with a “misc payment”
Payee type “Student Payee”
Memo: “Extension Youth Award”
Attach any backup documentation (award letter)
