Complete a https://answers.atlassian.syr.edu/wiki/spaces/law/pages/155751477 making sure to fill in all sections which include:

How to Submit a Purchase Order Request

Step 1: Complete the Requisition

Fill in all required sections:

1. Vendor name and address

2. Your department contact information

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

4. Payment amount

5. Chartstring

6. Requisition number: Type "PO TBD" or "ePro"

Step 2: Prepare Your Documents

Combine these files into one PDF:

• Your completed requisition (PR.pdf)

• Estimate or receipt (Estimate/Receipt.pdf)

• Supporting documents (W9 for new vendors, emails converted to PDF, approvals, etc.)

File naming suggestion: "PO TBD Halo Estimate #1234 $500"
This format includes: PO status, vendor name, estimate number, and total amount.

Step 3: Submit to Budget Office

Email your complete packet to: lawbudget@syr.edu

The Budget Office will obtain authorized signatures and submit the eProcurement special request.

Step 4: Purchasing Issues the PO

Purchasing will:

• Issue a purchase order number

• Notify the Budget Office and vendor (this is why vendor contact info is critical)

• Email a copy of the PO to you

Action required: Forward the PO email to lawbudget@syr.edu for our records.

Once the PO is issued, the vendor will process your order and you are locked into the contract.

Step 5: Submit Final Invoice for Payment

When you receive the final invoice and confirm it matches your order:

1. Email the invoice and your approval to process payment to lawbudget@syr.edu

2. Include the PO number in your email subject line

3. Ensure the PO number is typed on the invoice

The Budget Office will finalize approval and forward to Disbursements for payment processing.