Beginning with
the Purchase
- by requisition, credit card, or encumbrance?
- follow the guidelines in the attached "New Way of Buying
Goods and Services".
If it's a Banner requisition based purchase:
- locate the vendor in the FTIIDEN table
- if not there, get FEIN or SSN from vendor and their "po"
and "remit to" mailing addresses, phone
numbers and contacts. E-mail this information to Jayna Haffer
via Outlook and ask that vendor be added to Banner
- include requestor's name, building and room number in the Requestor
field of the FPIREQN table
- if on main campus or at MUGC, enter only 4 digit phone number
in Ext. field
- if at Medical Center, enter 691 in second block from left of
Phone field and 4 digit number in third block
- do not
use Document Text at all
- enter description of item(s) to be purchased in this sequence:
~ catalog number
~ manufacturer
~ description
- enter shipping charges as a separate line
- provide special instructions regarding the entire order using
Line Item text under the last item to be ordered on
the requisition
- follow all other data entry instructions for requisitions as
outlined on Marshall's Banner Web site
- questions? Call your buyer
If it's a credit
card purchase:
- follow guidelines issued by Accounts Payable
- questions? Call x-6520
- for po number, give full name/VISA
If it is an encumbrance
purchase:
- must qualify as an essential service
- see list of essential services
- if not on list, does not qualify
- if qualified, follow guidelines provided by Accounts Payable
for "E" documents
- do not make up any local form for encumbrance orders and title
them purchase orders
- purchase orders can only be issued by University Purchasing
One John Marshall Drive, Old Main 108, Huntington, West Virginia
25755-4100
Ph: 304.696.3157
Fx: 304.696.3333
