Purchasing and Accounts Payable
Frequently Asked Questions
View this document to read FAQ related to purchasing, Accounts Payable, Pcards, purchase orders and requisitions.
Quick Guides
- Payment - Cancel or Hold
- Purchase Order: Invoice Lifecycle
- Purchase Order: Invoice - Look Up
- Purchase Order: Search
Reference Guides
- Pcard Transaction Overview: Complete overview of the Pcard transaction process and document.
- Payment Request - Accounting Flow: Describes accounting flow
- Payment Request - In Finance Report: Describes accounting flow
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Pcard Maintenance: Information on maintaining Pcard information, cardholder information, and new card requests.
- PO - Responding to Contract Manager's Notes/Request for Changes: Describes using the Notes and Attachments tab on a PO when the contract manager (buyer) has sent the PO with Action Requested to Read Notes, to your Action List.
- PO - Sending Notes to Contract Manager (Buyer): Describes locating a PO, using the Notes and Attachments tab, and sending the Notes to the contract manager's Action List.
- Purchase Order - Accounting Flow: Decribes accounting flow
- Search For and Print a Purchase Order in Doc Viewer: Instructions with screenshots, describing how to locate a purchase order in Doc Viewer, and how to print the PO.
- Search Tips for Converted Orders: Information on searching for converted legacy purchase orders in the EBS Finance System.
Educational Session Materials
EBS February Enhancements: Finance and Business Intelligence
- Held February 14 and 28, 2012.
- View a PDF version of the presentation.
- Watch the recorded webinar here.
- View an overview of the Finance changes.
- View this handout on Pcard changes.
Purchasing: Requisitions/Purchase Orders
- Held April 20, 2011.
- View a PDF version of the presentation.
Training Materials
Requisitioning Introduction (PDF)
Vendor (PDF)
- Add vendors to the vendor database.
- Create vendor divisions, edit vendor information and search vendors.
Vendor Payments and Credits: Introduction (PDF)
- Search for and review payments and credit information.
Vendor Payments and Credits: Advanced
- Builds on the basic payments/credits class.
- Workflow and options.
Related Links
- University Services:
