8H040 Request to Purchase

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?

This purchase will be charged to:*

Faculty Grant AccountOther Department Accounts

Is the order total GREATER THAN $5,000?*

YesNo

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

YesNo

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

YesNo

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

YesNo

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

APPROVAL FLOW

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

ERROR - PI or Responsible Person cannot be the same as the Business Officer.

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

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?

YesNo

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

	Description of Item	Part #	Qty	Unit	Estimated Amount	Expense Type
Item #1
Item #2
Item #3
Item #4
Item #5

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

8H040 CS - Request to Purchase

APPROVAL FLOW