Procure to Pay Items

All Executive Administration units will use the Purchase and Payment Request Web Entry Form for all:

  • Payment Requests
  • Purchase Orders

In order to streamline this process and provide timely and efficient service to departments, please submit all requests to Executive Administration Coordinated Business Services (CBS) on the Purchase and Payment Request web entry form. EACBS will review the information and process the request appropriately. Please supply complete and thorough information in the form so that we may process your request expeditiously.   

As requests are received, EACBS will determine whether the request should be processed as a Payment Request or a Purchase Order.

If you have any questions regarding the University's Procure-to-Pay Guidelines, please see the Purchasing Office site for Procure-to-Pay Grid.

PO & Payment Request

  • PO & Payment Request Workflow (PDF)
  • Payment Request - The request will be entered into PeopleSoft Financials by EACBS. The Requestor will be notified by EACBS that the request has been entered, and the request will be routed electronically. If the request was on behalf of a specific employee(s), then the individual’s supervisor should provide approval via the PeopleSoft workflow approval process. The supervisor should log into PeopleSoft Financials either via the provided link or through his/her “Worklist” on the main page. After approval is provided, the request will be electronically routed to the Departmental Approver. The Departmental Approver should log into PeopleSoft Financials to approve the payment request. After approved, the payment request will be routed electronically to Accounts Payable for approval and payment.
  • Request for Purchase Order (invoice provided with request) - The request will be entered into PeopleSoft Financials by EACBS. After the request is entered, it will be routed electronically to the Departmental Approver. The Departmental Approver should log into PeopleSoft Financials to approve the requisition. After departmental approval is provided, the request will be electronically routed to a Buyer in Purchasing. After purchasing approves, EACBS will be notified of the Purchase Order number. EACBS will receive the items on the Purchase Order in PeopleSoft and forward the invoice to Accounts Payable for payment. The Requestor will be notified when the transaction has been completed.
  • Request for Purchase Order (quote/estimate/contract provided) - The request will be entered into PeopleSoft Financials by EACBS. After the request is entered, it will be routed electronically to the Departmental Approver. The Departmental Approver should log into PeopleSoft Financials to approve the requisition. After departmental approval is provided, the request will be electronically routed to a Buyer in Purchasing. After purchasing approves, EACBS will be notified of the Purchase Order number. EACBS will provide this information to the Requestor. After the products have been received or services have been provided, the Requestor should complete the “Request for Purchase Order Receiving or Liquidation” Web Entry Form. EACBS will then receive the item(s) on the purchase order.

Purchase-Payment Request Form

Purchase-Payment Request Form Instructions (PDF)

Purchase Order Receiving or Liquidation Form

Purchase Order Receiving or Liquidation Form Instructions (PDF)