CERTIFICATION PROGRAM INTRODUCTION OVERVIEW Requisitions CERTIFICATION PROGRAM PPS

CERTIFICATION PROGRAM INTRODUCTION & OVERVIEW Requisitions

CERTIFICATION PROGRAM PPS - REQUISITIONS • • • Why do you complete a requisition. There are two ways to complete a requisition. Banner Admin and SSB Each has its cheerleaders! SSB cannot be used if there are more than one funding source • SSB http: //www. auburn. edu/administration/business_office/ban ner/pdf/pr_handout. pdf • Banner Admin http: //www. auburn. edu/administration/business_office/ban ner/pdf/requisitions. pdf

CERTIFICATION PROGRAM PPS – SSB REQUISITIONS • • • SSB Log into AU Access Select Finance Tab Select SSB Circle Select Requisition Enter Vendor ID and Validate Enter Requestor Information Click on Document Text and Enter Information Enter Commodity Description, U/M, Quantity, Unit Price and any Discounts (Note – this is total discount not individual) • Verify Calculated Commodity Amounts • Enter Financial Information • Validate and Complete

CERTIFICATION PROGRAM PPS – SSB REQUISITIONS • Once this information has been completed (Print Copy) • Email requisition@auburn. edu with copy of quote • You will receive confirmation once the Purchase Order has been issued • Helpful Hints • Different Folders for Requisitions and PO’s • Haven’t heard anything check View Document in SSB – Finance Tab in PPS to verify that all approvals have been completed. • Follow Through with PPS if needed (Tonya Hollis and Cynthia Caldwell Jackson • Follow up with PI or others as necessary

CERTIFICATION PROGRAM SSB - REQUISITIONS • Each Dean, Director, or Department Head may serve as the Accountable Officer or may delegate that responsibility to a full-time staff member. • The Accountable Officer is responsible for seeing that University equipment is acquired, inventoried, accounted for and ultimately disposed of according to University policy and procedures. • Each AU department is responsible for all property or equipment that is in its custody.

CERTIFICATION PROGRAM PPS REQUISITIONS • Once an “Equipment” Purchase has been made (Over 5 K), It must be tagged by Property Services. If the equipment is not on campus – it may be tagged on site. • If a purchase via requisition/purchase order and the invoice that was received is different – a change must be made via Purchase Change Order. (http: //www. auburn. edu/administration/business_office/pdf /bo 5007. pdf) • Fill out information with Signatures and submit to requisition@auburn. edu (Tonya Hollis) to be routed to the right buyer. • Once the order has been received, invoiced, and paid • Close Purchase Order by sending Email to Requisition via Tonya Hollis.

CONTACTS CERTIFICATION PROGRAM • Purchasing Procurement Services (Requisition) Ø Ø Ø Main Number Cynthia Caldwell Jackson Tonya Hollis Antisha Felton Fax requisition@auburn. edu 844 -4771 844 -3566 844 -3637 844 -7771 844 -4306 caldwcy@auburn. edu tah 0026@auburn. edu anf 0001@auburn. edu • Strategic Sourcing Analysts (Buyers) Ø Beth Owen Ø John Corgill Ø Matt Pike 844 -3559 844 -3561 844 -3630 ejo 0001@auburn. edu jpc 0004@auburn. edu pikemat@auburn. edu