LAW Purchase Order (PO) Request Process

Complete a Purchase Requisitions (PR) making sure to fill in all sections which include:

1. Vendor name and address

2. Requesting department contact information

3. Complete business purpose (who, what, when where, and why)

4. Payment amount

5. Chartstring

6. Instead of inserting a unique requistion number,   type "PO TBD" or "ePro".

Once complete, merge the ‘PR.pdf’ with the ‘Estimate/Receipt.pdf’ and any other supporting information (W9 if a new vendor, email converted to pdf, funding approvals, etc) and email the completed packet to the budget office at lawbudget@syr.edu. The budget team will submit the ePro Special Request for your department.

Suggested file naming convention for POs:  “PO TBD Halo Estimate # 1234 $500” (this outlines a PO is needed/TBD, vendor name, estimate #, total invoice amount)

1. At that point the budget office will obtain the appropriate authorized signatures and submit the ePro Special request to issue a PO.

2. Purchasing will issue a PO number and notify Budget and the vendor (which is why it’s important for you to provide vendor contact info on the req).

   1. Purchasing will email a copy of the PO to the submitter. Please forward the PO email to lawbudget@syr.edu for our records. 

3. This will prompt the vendor to proceed with processing the order and we are locked into a contract.

4. Once you receive a final invoice and the information is in line with the order you received, please send invoice and your approval to process against the PO.

   1. Please include the PO # in the email subject and ensure it is typed on the invoice

5. Budget will finalize the approval and forward to Disbursements for processing.