Steps for Processing a Purchase Order in PeopleSoft
DTAE CENTRAL OFFICE
RESPONSIBILITY
STEP
ACTION Requester 1 Completes Internal Requisition 2 Obtains Division approvals 3 Acquires a reserved Purchase Order number in PeopleSoft 4 Submits to Central Purchasing Office for approval Central Purchasing 5 Reviews purchase for compliance with rules and regulations 6 Submits original Internal Requisition to Assistant Commissioner of Administrative Services for budget coding 7 Maintains original Internal Requisition and returns copy to requesters for entry in PeopleSoft Requester 8 Enters Internal Requisition into PeopleSoft as Purchase Order and completes the edit, refresh and approval processes. At this point, the requisition will be in a pending approval process and will require system amount and chartfield approvals 9 Notifies Central Purchasing Office by e-mail that Purchase Order requires amount and chartfield approvals. Administrative Services will complete amount and chartfield approvals. Central Purchasing Office will perform system budget check (BCM) and dispatch the order Central Purchasing 10 Matches hard copy of Purchase Order with original Internal Requisition and signs 11 Makes three (3) copies of signed Purchase Order and distributes as follows: 1-Central Purchasing File, 2-Accounting (Original Requisition), 3-Receiving and 4-Originating Unit (Original PO) Requester 12 Places order with Vendor
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