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TEAMS. T=Texas E=Education A=Administrative M=Management S=Solution. “But that’s the way wE’ve always done IT”. The way we’ve been doing business ended June 30 th , 2012 JULY 1 st , 2012 - It’s a new way. Requisition Types. Traditional-stuff Project-recurring payments
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TEAMS T=Texas E=Education A=Administrative M=Management S=Solution
“But that’s the way wE’ve always done IT” • The way we’ve been doing business ended June 30th, 2012 • JULY 1st, 2012 - It’s a new way
Requisition Types • Traditional-stuff • Project-recurring payments • Not to Exceed $250 - Use this for Sam’s, Wal-Mart, Tom Thumb • Check Request-memberships, registration, sole proprietors (ex.-judges, clinicians, etc.)
When I’m entering a check request, the vendor doesn't show up • The vendor may not have “check request” as a “business process”. • Instead, try either the traditional or project requisition option
I have an invoice TO PAY and “check request” doesn’t work • IF it is a recurring legitimate payment, consider using a project requisition and set it up for the whole school year. • Use a traditional requisition. • Be careful! If the invoice pre-dates the requisition, you may have an audit issue.
The requisition doesn’t have a number on it. • Requisitions are identified by the cart name and date. • Ordering by screen print or phone before the requisition is approved, ended on June 30th.
When I enter the procurement category, the vendor changes • Call or email Purchasing for further instructions.
New Vendor Request • Justification Notes • Be clear about what you are buying from this new vendor. • Please give details, not just acronyms • If you know that this vendor is on bid, please state that.
New Vendor Request • Attaching a W-9 form to a New Vendor Request – • W9’s are required to be attached before a new vendor can be approved. • If someone doesn’t have a W9, here’s the government’s link to download one - www.irs.gov/pub/irs-pdf/fw9.pdf • Where do I attach it? – After you have filled out all the necessary information, you hit the “submit” button, and THEN you’ll be given the option to attach documentation.