Non-Intranet Purchase Request Non-Intranet Purchase Request ProcessProcess

& Purchasing Log& Purchasing Log

October 31, 2007October 31, 2007

AgendaAgenda

Purchase Request Form & Process Flow (Cathy)Purchase Request Form & Process Flow (Cathy)

Intro of Purchasing Log & Demo (Bob)Intro of Purchasing Log & Demo (Bob)

Purchasing Matrix & Requirements (Jeanette)Purchasing Matrix & Requirements (Jeanette)

Questions Questions

Purchase Req. FormPurchase Req. Form

Process flowProcess flow

Insert Process flow mapInsert Process flow map

Purchasing LogPurchasing Log

What is it ?What is it ?

An Access database that captures An Access database that captures information on all non-intranet information on all non-intranet purchase requests with relevant purchase requests with relevant support documentations support documentations

Where does it reside ? Where does it reside ?

On the “S” - DriveOn the “S” - Drive

Purchasing Log AdvantagesPurchasing Log Advantages

Promote EfficiencyPromote Efficiency Increase Transparency Increase Transparency Dynamic Search CapabilityDynamic Search Capability Up-to-date Status of OrdersUp-to-date Status of Orders Repository of All Support DocumentsRepository of All Support Documents Tool for Purchasing workload Tool for Purchasing workload

distribution & Analysisdistribution & Analysis

Access to Purchasing LogAccess to Purchasing Log

Who has access?Who has access? • Purchasing Services StaffPurchasing Services Staff• Research Support StaffResearch Support Staff• Shipping & Receiving StaffShipping & Receiving Staff

PSA AccessPSA Access

Request should be submitted by Research Request should be submitted by Research Team Lead to:Team Lead to: ersoithelp@ersoersoithelp@erso

To access the Log go to To access the Log go to thethe “S:” Drive “S:” Drive

Open the DB

Go to the “S:\Purchasing\Logs” Folder

Opening the DatabaseOpening the Database

Click On “Open”

Click “No”

Click “OK”

“Tables” should be selected

Click on “Purchase Log”

The DB Opens:

Live Demo

Purchasing Matrix

Pre-Purchasing Requirements for Pre-Purchasing Requirements for Federal Funded Purchases Federal Funded Purchases • Equipment – no like equipment exists Equipment – no like equipment exists • Agency Approval Agency Approval

Single / Sole Justification Single / Sole Justification Renew PO for Lease or Rental Renew PO for Lease or Rental Purchase of Software vs. License Purchase of Software vs. License Independent Contractors Independent Contractors

Questions?

Contacts

For purchasing assistance:

Contact the Purchasing Services Team: ersopurchasing@erso.berkeley.edu

For technical support assistance:

Contact the Computer Support Team: ersoithelp@erso.berkeley.edu