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Non-Intranet Purchase Request Process & Purchasing Log October 31, 2007

Engineering Research Support Organization. Non-Intranet Purchase Request Process & Purchasing Log October 31, 2007. Agenda. Purchase Request Form & Process Flow (Cathy) Intro of Purchasing Log & Demo (Bob) Purchasing Matrix & Requirements (Jeanette) Questions. Purchase Req. Form.

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Non-Intranet Purchase Request Process & Purchasing Log October 31, 2007

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  1. Engineering Research Support Organization Non-Intranet Purchase Request Process& Purchasing LogOctober 31, 2007

  2. Agenda • Purchase Request Form & Process Flow (Cathy) • Intro of Purchasing Log & Demo (Bob) • Purchasing Matrix & Requirements (Jeanette) • Questions

  3. Purchase Req. Form

  4. Process flow • Insert Process flow map

  5. Purchasing Log What is it ? An Access database that captures information on all non-intranet purchase requests with relevant support documentations Where does it reside ? On the “S” - Drive

  6. Purchasing Log Advantages • Promote Efficiency • Increase Transparency • Dynamic Search Capability • Up-to-date Status of Orders • Repository of All Support Documents • Tool for Purchasing workload distribution & Analysis

  7. Access to Purchasing Log • Who has access? • Purchasing Services Staff • Research Support Staff • Shipping & Receiving Staff • PSA Access Request should be submitted by Research Team Lead to: ersoithelp@erso

  8. To access the Log go to the “S:” Drive Go to the “S:\Purchasing\Logs” Folder Open the DB

  9. The DB Opens: Opening the Database “Tables” should be selected Click on “Purchase Log” Click On “Open” Click “No” Click “OK”

  10. LiveDemo

  11. Purchasing Matrix • Pre-Purchasing Requirements for Federal Funded Purchases • Equipment – no like equipment exists • Agency Approval • Single / Sole Justification • Renew PO for Lease or Rental • Purchase of Software vs. License • Independent Contractors

  12. Questions?

  13. Contacts For purchasing assistance: Contact the Purchasing Services Team: ersopurchasing@erso.berkeley.edu For technical support assistance: Contact the Computer Support Team: ersoithelp@erso.berkeley.edu

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