Department heads and other authorized employees are permitted to spend budgeted University funds. Most purchases will not require a Purchase Order (PO). This document will outline when a PO is required.
Purchase orders are required when:
- The vendor requires one, or
- The purchase is for equipment or software over a cost of $5,000, or
- When federal funds are used to purchase equipment or software of any amount.
The PO process consists of three steps: a request, an authorization, and a payment
Purchase Requisitions (click for form)
- Complete a Purchase Requisition for all equipment or software with a unit cost of over $5,000. Send the Purchase Requisition to the Fixed Asset/Purchasing Manager by emailing firstname.lastname@example.org.
- If Federal funds are used to purchase equipment or software, a Purchase Requisition must be completed regardless of amount. Federally-funded equipment or software purchases will be inventoried and tracked through the University Fixed Asset system as required by federal grant regulations.
- As indicated on the form, the Purchase Requisition must be signed by an authorized Department Head or Dean.
- If you elect to use your department number for purchases of $5,000 or greater from the operating budget, you must first request permission and have signed approval from the University Treasurer.
Purchase Orders (the authorization)
- PO's and PO numbers are generated by the University accounting system.
- The Fixed Asset/Purchasing Manager will send the approved PO via fax or email to the vendor, if the information is provided. Otherwise, the PO will be emailed to the department to send.
- In a situation when time does not allow for the steps above, the department may take the following steps except when using the operating budget for purchases greater than $5,000:
- Make the purchase commitment directly with the vendor and give the vendor a unique PO number.
- Complete the Purchase Requisition after the fact and explain the special circumstances. And send to the Fixed Asset/Purchasing Manager by email to email@example.com. An official PO will be generated for the department to send to the vendor.
The vendor will send the invoice to the department after the sale /shipment is final. The department should:
- Verify that the items have been received;
- Make note of any differences between the PO and the vendor invoice;
- Ensure the PO number is on the vendor invoice;
- Indicate payment approval by signing the invoice and providing the account number if different from the earlier PO and send to AccountsPayable@wlu.edu for payment.