Purchasing

Contents

1.      Overview

2.      Preparing to Create a Supplier Invoice Request

3.      Creating a Supplier Invoice Request

4.      Supporting Documentation Required

5.      Departmental Review and Approval of Supplier Invoice Requests

Contents

1.     Overview

2.     Accountable Official

3.     Roles and Responsibilities

4.     Business Process Map: Spend Authorization (or Cash Advance)

Yale’s Expense Management: Spend Authorization (including Cash Advance)

Contents

1.      Overview

2.      Instructing Suppliers to Submit Invoices Directly to Accounts Payable

3.      Invoices Received by a Department

4.      Accounts Payable Initial Review and Processing of Invoices

5.      Automatic Approval of Certain Invoice Payments

Contents

1.  Overview

2.  Accountable Official

3.  Roles and Responsibilities

4.  Business Process Map: Process Employee Expense Reports

Contents

1.     Overview

2.     Before Creating a Purchase Requisition

3.     Create a Purchase Requisition

4.     Purchase Order (After the Purchase Requisition is Approved)

5.     Changes to a Purchase Order