1. TAX FORMS - for Traveling/Purchasing

    Nov 19, 2021

    TAX FORMS - Consider having these with you when traveling/purchasing:

  2. Steps to Order OSP Grant Gift Cards for Research Participants

    Nov 19, 2021

    Ordering Electronic Gift Cards in Workday: (please note: this is for OSP Grants only/gift cards for research participants)

    Log in to Workday, Click on “request travel or purchase” icon

    Select “request to procure goods and/or services”

    Requisition type:  non-catalog request

  3. Staples Returns

    Sep 13, 2021

    To return items to Staples:

    Please send an email to Support_EA@staples.com or call 800-557-6268.  That is your dedicated support team.

    They will need to know your account number (1822387) and either your PO number or your Staples order number (attaching a copy of the packing slip would be helpfu).

    Let them know you are Regional and not on Campus, so you will need the items picked up at your location as well as Credited.

  4. Awards - Giveaways - Prizes

    Aug 30, 2021

      When purchasing goods (items that hold no cash value) with the intent to give it away, we need complete backup documentation to include who received the item(s). If recipients are known- attach a list/spreadsheet with your expense report. If the items are for general giveaway to public (like promotional items at a display table) please note that in your business purpose.
  5. OPERS form to be Included with the Vendor Setup Form

    Aug 16, 2021

    Clarification on OPERS form for vendor setup Previous guidance was that the OPERS form was needed with the vendor setup form when paying an individual for a service. It appears now that any payments (excluding reimbursements) to an individual for goods or services requires the OPERS form along with the vendor setup form (primarily for requisitions).
  6. Procuring Goods and Services [Newslink 8.9.21]

    Aug 10, 2021

    Seven methods for procuring goods and services in priority order:

    Internal Suppliers

    Buckeye Buy

    Non-Catalog Request

    University Procurement Card (PCard)

    Supplier Invoice Requests (Non-Purchase Order)

    Miscellaneous Payments (Not Applicable to Health System)


  7. Find Status of Invoices in Workday

    Jul 29, 2021

    To check the status of an invoice: has it been received/uploaded, has it been paid, when paid, paid via check or Electronic Funds Transfer (EFT)  - see this View Supplier Invoice job aid.

  8. Publications Order Process in Workday

    Jul 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:

  9. Expense Reports Notes on What to Include

    Jun 29, 2021

    Receipts All receipts must be itemized (shows what was paid for line by line, not just a total) Receipts should be attached within the expense line, not in the "attachments" tab Please be sure you are attaching the receipt that corresponds with the expense line Only one receipt should be provided per expense line (ie, don't scan a bunch of receipts on one PDF and submit that with same pdf with each line) Please be sure your receipt is scanned in full and legible, not cut off or blurry
  10. Food and Meal Policy

    May 27, 2021

     University policy for the purchase of food for various functions:

    The expenditure policy is the governing document that includes the purchase of food and can be found here:  OSU Expenditure Policy.  The guiding principles for the purchase of food on university funds include: