not sure which purchasing method to use to make a purchase?

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Not sure which Purchasing Method to use to make a purchase?

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Page 1: Not sure which Purchasing Method to use to make a purchase?

Not sure which Purchasing

Method to use to make a purchase?

Page 2: Not sure which Purchasing Method to use to make a purchase?

Select the category that best fits the type of purchase being made:

Food/Beverages

Type of Purchase

Choose the Correct Purchasing Method

Lab Supplies

Office/Classroom Supplies

Train/AirfareMaintenance Agreements

Advertising

Hotels/Lodging

Registrations/Memberships/Subscriptions

Temporary Services/Payments to Companies

Furniture/Furnishings & Major Appliances

Musical/Theatrical Supplies/AV & Photographic Supplies

Computers & Computer Supplies

Equipment Rental

Books

Research Subject Fees

Novelties

Car Rental

Contracts

Communication Tools/Devices

Fees/Licenses

Page 3: Not sure which Purchasing Method to use to make a purchase?

Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.)

Yes No

Routine Business/Personal Celebration

Return to Start > Purchase Category

Selections:Food/Beverages

Choose the Correct Purchasing Method

Page 4: Not sure which Purchasing Method to use to make a purchase?

Yes No

Selections:

Do you have a University at Buffalo (UBF) account?

UBF Account

Food/BeveragesRoutine Business/Personal Celebration - YES

Choose the Correct Purchasing Method

Return to Start > Purchase Category > Routine Business/Celebration

Page 5: Not sure which Purchasing Method to use to make a purchase?

Selections:

Choose the Correct Purchasing MethodDo you have a University at Buffalo (UBF) account?

UBF Account

Food/BeveragesRoutine Business/Personal Celebration – YESUBF Account - YES

Return to Start > Purchase Category > Routine Business/Celebration > UBF Account

Page 6: Not sure which Purchasing Method to use to make a purchase?

Selections:

Do you have a University at Buffalo (UBF) account?

UBF Account

Food/BeveragesRoutine Business/Personal Celebration – YESUBF Account - NO

Choose the Correct Purchasing Method

Return to Start > Purchase Category > Routine Business/Celebration > UBF Account

Page 7: Not sure which Purchasing Method to use to make a purchase?

Does this purchase fall within the Food and Beverage Guidelines?

Yes No

Food/Beverage Guidelines

Selections:

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NO

Return to Start > Purchase Category > Routine Business/Celebration

Page 8: Not sure which Purchasing Method to use to make a purchase?

Selections:

Does this purchase fall within the Food and Beverage Guidelines?

Food/Beverage Guidelines

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines - NO

Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines

Page 9: Not sure which Purchasing Method to use to make a purchase?

Over$2,500

Selections:

What is the amount of the purchase?

Amount of Purchase

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines - YES

Under$2,500

Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines

Page 10: Not sure which Purchasing Method to use to make a purchase?

?

Selections:

What is the amount of the purchase?

Amount of Purchase

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Over $2,500

Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase

Please note: These purchases require an agenda, flyer, list of attendees which includes the purpose of the event or meeting, date, time, & location of the meeting.

Page 11: Not sure which Purchasing Method to use to make a purchase?

Selections:

What funding source will you be using for the purchase?

Funding Source

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500

Research Foundation (RF)vState

UB Foundation (UBF)

Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase

Page 12: Not sure which Purchasing Method to use to make a purchase?

Selections:

What funding source will you be using for the purchase?

Funding Source

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source - State

Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

Please note: Not all vendors

accept the P Card.

If they do not, then use eReq.

Please note: These purchases require an

agenda, flyer, list of attendees which includes

the purpose of the event or meeting, date, time, &

location.

Page 13: Not sure which Purchasing Method to use to make a purchase?

Selections:

Return to Start > Appointment Type > Additional Appointment > Bio Data Change

What funding source will you be using for the purchase?

Funding Source

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source - UBF

Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

Page 14: Not sure which Purchasing Method to use to make a purchase?

Yes No

Selections:Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source - RF

RF Authority

Choose the Correct Purchasing Method

Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

Do you have prior authorization to use your Procurement Card to purchase Food and Beverages?

Not sure

Page 15: Not sure which Purchasing Method to use to make a purchase?

Selections:

Return to Start > Appointment Type > Additional Appointment > Bio Data Change

RF Authority

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source – RFAuthority to Use RF Funds - YES

Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority

Do you have prior authorization to use your Procurement Card to purchase Food and Beverages?

Please note: Not all vendors

accept the P Card.

If they do not, then use eReq.

Page 16: Not sure which Purchasing Method to use to make a purchase?

Selections:

Return to Start > Appointment Type > Additional Appointment > Bio Data Change

Do you have prior authorization to use your Procurement Card to purchase Food and Beverages?

RF Authority

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source – RFAuthority to Use RF Funds - NO

Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority

Page 17: Not sure which Purchasing Method to use to make a purchase?

Selections:

Return to Start > Appointment Type > Additional Appointment > Bio Data Change

Do you have prior authorization to use your Procurement Card to purchase Food and Beverages?

RF Authority

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source – RFAuthority to Use RF Funds – Not sure

Return to Start > Purchase Category > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority