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APPLIED ECONOMICS / BBE CLUSTER (DIVISION) PURCHASING CARD and PURCHASE ORDER REQUEST (Requisition) FORM Requester Authorized Name: Date: Signature: Date: Ship to: Room *Fund: Building Email: *Dept

How to fill out purchasing card and purchase

How to fill out a purchasing card and make a purchase:

1. Obtain a purchasing card: Begin by contacting your organization's procurement department or financial office to request a purchasing card. They will provide you with the necessary forms and information to apply for the card.
2. Complete the application form: Fill out the application form accurately and thoroughly. Ensure that all required information, such as your personal details and department information, is provided. Double-check for any additional documentation or signatures that may be needed.
3. Submit the application: Once you have completed the application form, submit it as instructed by your organization. This may involve sending it via email, delivering a hard copy to the procurement department, or using an online submission platform.
4. Await card approval: After submitting your application, the procurement department will review it and determine whether to approve your request for a purchasing card. This process may take some time, so be patient.
5. Receive the purchasing card: If your application is approved, you will receive your purchasing card. Follow any instructions provided by your organization on how to activate and use the card.
6. Familiarize yourself with the purchasing process: Before making any purchases, educate yourself on your organization's purchasing policies and procedures. Understand the types of goods or services that can be purchased using the card and any spending limits or restrictions that may apply.
7. Identify the item to purchase: Determine the specific item or service that you need to purchase. Ensure it aligns with your organization's policies and requirements.
8. Research suppliers: Research different suppliers to find the one that offers the best quality, price, and delivery terms for the item or service you need. Consider factors such as reputation, reliability, and customer reviews.
9. Make the purchase: Once you have identified the supplier, initiate the purchase. This may involve contacting the supplier directly, using an online ordering system, or placing an order through your organization's procurement platform.
10. Provide necessary information: During the purchasing process, you may be required to provide specific information, such as the purchasing card number, billing address, and any additional authorization details. Ensure this information is accurately provided to complete the purchase.
11. Confirm the purchase: Once the purchase is made, obtain confirmation, such as an order confirmation email or receipt, from the supplier. Keep this documentation for future reference and reconciliation.

Who needs a purchasing card and purchase?

1. Organizations: Purchasing cards are typically used by organizations of various types, including businesses, government agencies, and non-profit organizations. They enable authorized employees to make purchases on behalf of the organization.
2. Employees with purchasing responsibilities: Individuals who are responsible for procuring goods or services for their organization often require a purchasing card. This can include employees in procurement, finance, or departmental roles where purchasing authority is delegated.
3. Streamline purchasing process: Having a purchasing card simplifies and streamlines the procurement process, allowing authorized employees to make approved purchases without the need for extensive paperwork or involving multiple departments.

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What is purchasing card and purchase?

A purchasing card is a credit card specifically issued to make purchases on behalf of a business or organization. A purchase refers to acquiring goods or services in exchange for payment.

Who is required to file purchasing card and purchase?

Employers or employees who are authorized to make purchases on behalf of the organization are required to file purchasing card and purchase reports.

How to fill out purchasing card and purchase?

To fill out a purchasing card and purchase report, one must provide details of the transaction including date, amount, vendor, description of purchase, and purpose.

What is the purpose of purchasing card and purchase?

The purpose of purchasing card and purchase reports is to track expenses, monitor spending, and ensure adherence to budget guidelines.

What information must be reported on purchasing card and purchase?

The information to be reported on purchasing card and purchase includes date of transaction, amount spent, vendor name, description of purchase, and purpose.