Tips and Tricks
Finance and Supply Chain Tips and Tricks documents provide users an overview of a business process with a crosswalk to various resources. Each business process Tips and Tricks document focuses on areas such as policy, associated website, process overview, business and security roles, key reports and training or job aids.
Procurement Tips & Tricks | Description |
The Requisition Process is the process of purchasing goods and services as part of the Procure-to-Pay (P2P) process. It is managed by the Purchasing department. We use Workday to process Requisitions. | |
| Supplier Invoice Request (SIR) | The Supplier Invoice Request (SIR) Process is used in limited circumstances to pay supplier invoices that do not require a purchase order (non-PO). It is managed by the Accounts Payable (AP) department. We use Workday to process and pay supplier invoices. |
Travel, PCard and Expense Tips & Tricks | Description |
| Travel | Authorization for business travel must be documented with a Spend Authorization (with an APPROVED status) before travel expenses are purchased with university or personal payment methods and before departure. The Spend Authorization must include the business purpose, estimated expenses and applicable support documentation. |
| PCard | The PCard program provides a convenient and efficient method to procure business-related expenses to foster and support the missions of The Ohio State University. |
| Miscellaneous Payment | A Miscellaneous Payment is a payment made to a person (U.S. citizen or resident alien) or an entity that is not an OSU supplier. Miscellaneous Payments should be infrequent and are typically to provide a one-time payment for costs that are not feasible through other procurement options. |
| Reimbursement (Non-Travel) | Reimbursement to employees for purchases made with personal resources is not a standard purchasing method but may be permitted in rare circumstances. |
Accounts Payable Tips & Tricks | Description |
| Supplier Maintenance | The Supplier Maintenance Process is the process of adding and updating information for new and existing suppliers. It is managed by the Supplier Maintenance team. |
| Supplier Invoice | The Supplier Invoice Process is the process of paying all approved supplier invoices for goods and services as part of the Procure-to-Pay (P2P) process. It is managed by the Accounts Payable (AP) department. We use Workday to process and pay supplier invoices. |
| Match Exceptions | In order for an invoice to be paid, the details of the purchase order must match the details of the invoice (and the goods received - for a goods purchase order). A match exception occurs when details do not match. |