Procurement Toolkit

Access information to navigate the procurement process from sourcing, to buying, to paying. If you have a question about the toolkit please contact the FSC at askfinance@yale.edu.

Sourcing

• Software Purchases
• Sourcing Goods/Services

Buying

• Contracting Guide
• Purchasing Cards (Pcard)
• Requisition to Purchase Order
• Supplier Set Up and Supplier Change Requests

Paying

• Expense Reports
• Invoices
• Invoice Match Exceptions and Invoices Requiring Review
• Prizes and Awards (PandA)
• Recurring Payments (Invoices)
• Spend Authorizations
• Supplier Invoice Requests