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GETTING STARTED

GETTING STARTED. Go to purchasing.byu.edu (no www) Use Internet Explorer, browse with InPrivate. Login under Route Y The next page will take a minute to load as it verifies your password through another server. Hover over “Fast Track”, then “Process” then select “Start/Continue Transaction”.

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GETTING STARTED

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  1. GETTING STARTED Go to purchasing.byu.edu (no www)Use Internet Explorer, browse with InPrivate

  2. Login under Route YThe next page will take a minute to load as it verifies your password through another server

  3. Hover over “Fast Track”, then “Process” then select “Start/Continue Transaction”

  4. Click “Start” button to begin a new transaction

  5. Type a description of the what is being paid for and hit “Submit” button

  6. Select a category by clicking the radio button to the left of the category code

  7. Once you have selected a category, click “Continue” button in upper right corner

  8. NOTE: Certain categories will notify you of the need for a TIN number, completed W9, and long or short form contract when selected

  9. SELECT A VENDOR • You have three options when selecting a vendor

  10. Search our Master File from vendors already entered

  11. Enter a Vendor Number

  12. Submit a Vendor Number Request

  13. NOTE: Some categories require SSN or EIN verification

  14. Certain Independent Contractor categories require you to upload a short or long form contract, and/or a W9

  15. You will be notified via email when your new vendor has been assigned a vendor number (and approved by Compensation if required).

  16. COMPLETE THE FTR • Vendor information should already be entered, as well as payment reasons

  17. If you need to pay via wire transfer, please select the type of wire to be processed, then save the transaction. The wire transfer entry fields will appear when the page has refreshed

  18. Proceed through form and fill out information. Upload any additional documentation if needed. When information is complete, “save”

  19. Send for Approval • After saving, the page will refresh. Review the information, select an approver and hit “Request Approval”

  20. A pop up will ask you to confirm that you want to request approval for the transaction. Click “OK” to send to your approver.

  21. Your approver can login to see the transaction and approve or return to you for editing. If they mark “yes” the transaction will go straight to Accounts Payable to be processed for payment.

  22. You will be informed via email when approval is complete

  23. Once your transaction has been processed by AP it will move from your “Status” page to your “History” page. To access previous transactions, select the “History” tab. From here you can search for prior transactions.

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