Record a Purchase

Buyer records purchase details for approved item(s).

Purchase

1. Purchase Records: List of purchases associated with this request. Click ‘Add’ to record a new purchase.

2. Charge Details: Purchased date (date buy took place), Charged date (date card is charged) and Expected date (date of arrival).

3. Vendor/Merchant Details: Details on the vendor . Select via drop down wherever possible to avoid duplicate vendor details.

4. Allocation Details: Specify if the purchase has been allocated in your Card provider’s records and, if allocated, add an SDN. If Dispute exists, mark and provide an explanation.

5. Budget Association: If multiple budget sources apply, select the associated budget. Will default if only one source exists.

6. Item Association: When multiple purchases exist for a request, items must be associated with the correct purchase. Use the drop down to associate or remove associations.

7. Other Charges/Discounts: If discounts, tax, or shipping applies, enter those details to update the total cost.

8. Select an Routing Action and Confirm to Submit:

• Submit – Progresses requests to next activity.
• Clarifications – Route the request to prior participants.
• Cancel – Terminates the request and archives details.