Hey gang, did you know we have a spiffy new Purchase Order Request Form?
Well, if you didn’t know, you do now. Created to streamline the purchasing process for your lab, the business staff in Althouse cooked up this helpful form for requesting POs. I’ve got the keys, so let’s take it for a test-drive.
You can find it parked on the BMB website. Click on the ‘Resources’ tab, then ‘Finance Office’ in the dropdown menu and the form is towards the bottom of the page. Or, you can click this link and bookmark it for future reference. You’re welcome.
Let’s do a walkthrough of filling out a request, shall we?
It’s an easy form so I’m only going to add a few minor notes here and there. Please note at the top of the form, depending on the dollar amount being ordered or if it is Software or IT peripheral over $100 you may also need to fill out one or both of the forms mentioned.
The first part of the form is about you.
Who is placing the order, contact info, and the shipping address. (Bet y’all didn’t know I had my own lab, did ya?)
Next, we move on to the type of PO and Purpose & Justification.
Here is where you can upload the two additional forms if either is needed for this purchase. (2a & 2b)
I mean, I think it’s a good justification…
And of course, you will need to provide payment info. If you are splitting the cost over more than one budget you will need to provide the percentages or dollar amounts and your reasoning for doing so.
I’ve filled this one in as an example.
And finally, we get to the Vendor Information
Don’t forget to upload your quote or merchandise order form.
#10 is a good place to upload pictures of your dog or cat. Just sayin’.
#11 is vital, and I don’t know if we can still be friends if you disagree.
So there you have it!
Easy-peasy, right? Once you hit the ‘Submit’ button at the bottom of the form you will receive an email with a copy. And as always if you have any questions about your PO or the form you can reach out to Joyce Greslick, who will be happy to help you! If you have been using this form already please leave a comment below letting us know what you think about it or if any improvements can be made. Or maybe leave a comment with your favorite pizza toppings. Now I’m hungry.