8H040 Request to Purchase

8H040 CS - Request to Purchase

APPROVAL FLOW

APPROVAL FLOW

FOR BUSINESS OFFICER USE ONLY: LINK TO TABLES

Date:

Select Form Preparer's Name

Grad Student/Other Form Preparer's Name

Enter Form Preparer's Email

Please Verify Email

Who is placing the order?

Who will be placing this order?

This purchase will be charged to:

Is the order total GREATER THAN $5,000?

Are you the PI or Responsible Person for approving the charges on this account?

This purchase is on a department account. Is the purchase for you?

Is the amount greater than $100 (requiring the chairs approval)?

Who is the PI or Person responsible for approving this purchase on this account?

Enter PI/Responsible approver name.

Enter PI/Responsible approver email

example@example.com

PI / Responsible Person Email

Please Verify Email

Supervisor/Chair Approval

Dept Expenses > $100 and Grant Expenses > $5,000

Business Office Email

example@example.com

CS Orders Email

example@example.com

Is this a request for an urgent purchase or reimbursement (purchase already been made)?

Is this a software purchase?

Software purchases require a mandatory Third-party/Vendor Risk Assessment form which can be found at this link:

https://uky.service-now.com/techhelp?id=kb_article&sysparm_article=KB0013773&sys_kb_id=6aa0446d1b9ebd106e7e86e0604bcbe7

Please submit and forward approval to Beth Lutin before purchase.

Reason why this order is urgent/preapproval wasn't obtained.

Please provide the business justification for this order that defines how this purchase will benefit your research, the department and/or UK.

Vendor/Reimbursee

Would you like to include the vendor contact info?

Vendor/Reimbursee Contact Info (optional)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Customer Rep Contact Info:

Delivery Type

The following vendors are SRM vendors and should be considered first before using other vendors: Grainger, Sigma, Dell, CDW, Fisher, Thermo-Fisher, VWR, and Office Depot.

Account # (During the approval process, the PI will be required to verify account # or enter account # if vacant)

Request to Purchase

Total

Enter web link, cart, etc....

Attach Documents, if needed. Note: If requesting a reimbursement, please attach the Employee Expense Reimbursement Form (link below).

Browse Files

Employee Expense Reimbursement Form

JV #

Check Transmittal

Business Office approval is to ensure that all transactions are:

• authorized in accordance with the established approval authority,
• in compliance with University policies and procedures,
• allowable within the grant/contract budgets and/or the account being charged,
• recorded in the correct account, g/l, and cost object,
• recorded in a timely manner to the correct accounting period

Description of Item

Estimated Amount

Expense Type