Lea Nathan, the 10 Steps of the Procurement Cycle.
If you would like psds to hold the check and mail it only after receiving the check attachment document(s) from you: You must select "All approvals have been obtained" and "Documentation must go with the check" in the Actions.1 window in the Payment Voucher.
If you wish to retain the documentation in your office and mail the check and attachments yourself: You must select "All approvals have been obtained" and "Hold for Pickup" in the Actions.1 window in the Payment Voucher DO NOT also select "Documentation must go with.
Home Buying and Paying Procedures Payment Voucher, the Payment Voucher (PV) is the only procedural method by which departments may request demand payments.To use the vendor for a Payment Voucher, You must include a "Pay Site".Uses, demand payments up to specified limits for commodities purchased directly by departments which are defined as eligible on the.Include all documents required for the check in the same envelope, but do not include any other documents.Management in any company must understand the art of obtaining products and services.If the vendor does not submit the registration form and neither the departmental user nor the vendor contacts one of Vendor File Coordinators for assistance, psds will attempt to contact the vendor and obtain registration, provided sufficient information for contact was supplied by the departmental.Vendor Site Add/Update for Departments form.Querying by name is not sufficient to make this determination.Query by TAX ID to be positive the payee is not present, if you have not already done.Note : wine country gift baskets coupon code december 2013 Departments should ensure that a proposed purchase is eligible before the purchase is made; otherwise the purchase may need to be made by Procurement Supplier Diversity Services(psds) or put on a Purchase Order.Adding a Vendor for a Payment Voucher.Ensure vendor registration When the Vendor Add form is saved in the Integrated System, the payee is added to the Integrated System Supplier list on "Payment Hold".Copies of this documentation must also be retained in the department, in Voucher Number order, as specified in the Records Retention and Disposition Policy.Goods and Services Procurement Guide.Under no circumstances should a departmental user submit the vendor registration form on behalf of a vendor.You may change "Copies" from 0 to 1 (or more) in "Completion Options" from your "Requests" screen, designate any printer in your area that is registered to the Integrated System as the target printer, and print a hard copy.You must enter it before you save the form, in the "Contacts" alternate region on the "Supplier Sites" screen.Checks Which Require Attached Documents Sometimes there are documents which must be mailed with a check, which means that the check must be held without mailing until the document can be attached.If the payee is present in the list : If this is a reimbursement or refund to a student, please confirm that the supplier pay site has a complete address.Submitting the PV in the Integrated System Create and submit a Payment Voucher per your Integrated System training and referencing Integrated System Navigation Instructions as needed.
The procurement cycle follows specific steps for identifying a requirement or need of the company through the final step of the award of the product or contract.
If the payee is NOT present in the list, you may need to add the payee as a vendor: Obtain the payee's TAX ID and contact information.