(For use in accordance with Purchasing Card Procedures Policy)

 

 

Purchasing Card Procedures

 

INSTRUCTIONS ON ENTERING PURCHASE REQUISITIONS

IN

“

WORKS

”

PROGRAM

 

An open, approved purchase request is required before a card can be used to make a

purchase. At the beginning of each quarter, the cardholder or proxy must enter a new request

which will be reviewed and approved (or adjusted or disallowed) by the Director of Budget and

Finance.

 

1.

On Works homepage, click Create: Purchase Request: GO

 

2.

Enter purchase request name (for example, Smith 4Q­FY11)

 

3.

Choose cardholder that purchase request is for (if not you)

 

4.

Enter description (for example, 4

th

Quarter Purchases) in the Goods/Services section

 

5.

Enter amount that you would like approval for in the Goods/Services section

 

6.

Uc “D exe e” ae

 

 

7.

Enter expiration date based on time of fiscal year:

 

a.

July through September, 1

st

Quarter

–

September 30

th

 

b.

October through December, 2

nd

Quarter

–

December 31

st

 

c.

January through March, 3

rd

Quarter

–

March 31

st

 

d.

April through June, 4

th

Quarter

–

June 30

th

  

 

8.

Click Submit

 

9.

Cardholders and/or group proxies can view pending and approved requests on the

Works homepage.