HOW TO MAKE A PURCHASE WITH DISTRICT FUNDS BUSINESS OFFICE Updated 8/1/14 PASD 121
Vision Statement • To pay all invoices to vendors in a timely manner after receipt of goods and invoice.
Enter requisition electronically BEFORE ordering product. If there will be multiple orders for vendor do an open PO. • Requisitions don’t need to be an exact amount. Give your best guess if it’s a one time order. • Include SHIPPING as a line item in 1st description box. • Include any special/detailed info in the 2nd description box. • When approved it will automatically be sent to purchasing.
Company ships order to school and mails invoices to Central Service Building for payment.
Upon receipt of merchandise send packing slip’s immediately to accounts payable. Make sure PO # is on slip, mark as partial or complete and sign (no need to attach PO copy). If no packing slip, e-mail Tamara that the order was received, PO#, and if complete. Packing Slip Signature/Date
Accts. Payable matches packing slip’s only to invoice’s and sends payment to vendor. PASD Joe Vendor
RESULTS • Happy Vendor • Happy CSB • Happy You