No. There is no need to print the Non-PO Invoice copy as it will remain in ARIBA for the full retention period. However, you may want to document the Non-PO Invoice number on the invoice obtained from the supplier for easy reference.
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Meals are held to the state required per diem rate. If there are any additional charges, they can be charged to a discretionary funding source only when approved by a Dean or Vice President. Keep a record of the number of attendees of the event. If the cost goes over the per diem rate, also keep a justification of why that supplier was chosen.
UW Staff with a valid netID can access invoice copies through Procurement Desktop Reports (PDR). Additionally, most journal voucher copies, ARIBA payments, and a number of ISD or CTI copies can be located through your budget using the MyFinancial Desktop (MyFD) Reconciliation report.
Copies of checks can be requested by emailing firstname.lastname@example.org. Please include the check number and check date.
If you fear your check has been lost or stolen, please contact Procurement Customer Service at 206-543-4500 or email them at email@example.com. They will review the situation with you and get the process started for reissue.
Because there is no way to notify the suppliers as to why you changed the invoice to a different amount, you must contact the supplier and request a new invoice reflecting your changes. This will cut down on the number of phone calls you receive from the supplier when the amount paid does not match the amount of the original invoice.
Honoraria payments may be made using Payments to Individuals (P2I) in Ariba. For more information on how to submit an honoraria payment through P2I and the paperwork needed, see the Honoraria web page.
The front desk at Mailing Services is where checks can be picked up. People should only come to pick up a check after receiving a call that the check is ready. Please note, suppliers are not allowed to pick up checks. Only University of Washington employees or students working for departments may pick up checks.
As a state institution, we do not issue money orders or cashier's checks.
Absolutely not. According to new state regulations, purchases or payments between $10,000.00 and $100,000.00, excluding tax, are to be competitively bid and documented. These purchases and payments should be made through Ariba buying functionality. Learn more about the Direct Buy Limit.
If you discover a duplicate payment for an order, contact Procurement Customer Service at firstname.lastname@example.org. Please include the date of the original and duplicate payments, the budget number(s), the PO number(s), and the account code(s) charged. We will assist you in getting a refund for the duplicate payment.
No. When we send payment to the supplier for your Non-PO Invoice, the information they are provided from your Non-PO is the invoice number, dollar amount and any remittance notes you have added. Because the invoice number field only allows for 15 characters, there is generally not enough room to enter multiple invoice numbers in the space. Also, without the proper invoice number, the supplier will not know where to apply your payment.
If a supplier includes a discount on your quote, this does not change the Maximum Amount of your BPO. The BPO must be set up for the pre-discount amount. Make sure to set the Maximum for the line item and the Maximim Limit on the Summary of the BPO for the pre-discounted (full price) amount.
The supplier must include the discount amount on the invoice as part of the Header Charges when the invoice is submitted. The header charge area is used for discounts, tax, shipping and handling. When receiving, you must receive for the full amount of the line item price as well. The header discount will be applied and the payment will be issued for the amount minus the discount.
Central Office has strict rules about what can be verified as appropriate charges on a budget. Because we can’t verify what is and is not allowable on budgets (nor should we since they are not our budgets), we can only make budget changes to and from the same budget type. However, you as the department know what is allowable and can create an expense transfer in MyFD once the invoice posts to change it to whatever budget you deem appropriate.
Invoice vouchers are required for the following circumstances:
Invoices over $10,000 submitted by a department for payment
To communicate special check handling instructions
To communicate wire transfer instructions
When an invoice is in a foreign language
A blank Remit-To address box indicates that the supplier is not fully onboarded as a supplier with the UW and you may not make a payment to them until the Remit-To address is visible.
To be considered fully onboarded as a UW supplier, the supplier must complete both registration steps: First suppliers must fill out the Supplier Registration Form (SRF). Second, they must enroll for electronic payments if they are a domestic supplier.
If the Remit-To address is blank, the supplier has not enrolled for electronic payments. Best Practice is to verify that your chosen supplier is fully onboarded and ready to be paid in advance of providing the goods or service for which they will be invoicing. The supplier can contact email@example.com for more information.
Departments can purchase gift cards for employee recognition using the Procard. However, the gift must be reported to Payroll because the gift is taxable. See Employee Recognition.
To inquire about the status of your check, please contact Procurement Customer Services at 206-543-4500 or email them at firstname.lastname@example.org.
As best practice, we recommend that you do not try to get too detailed. For example, the Commodity Code of Computer Equipment and Accessories is sufficient for ordering items such as a keyboard or a mouse. You don't have to find the exact code for a keyboard. Please visit the Commodity Code page for further information: Commodity Codes. If you are still having difficulty in finding a commodity code, then email email@example.com for assistance.
UW Procurement Services strongly recommends inside delivery for equipment weighing more than 100 pounds. Inside delivery includes uncrating, setting up the equipment at its intended location and removal of packaging debris. Inside delivery eliminates liability risks and is well worth the minor cost.
- It’s never a good idea to leave expensive equipment on an unsecured loading dock awaiting its final destination.
- Employee safety: when employees try to install heavy equipment even with correct equipment, departments put themselves at risk for potential injuries to staff and L&I claims.
- Internal delivery gives departments the ability to inspect equipment for hidden damages prior to signing the delivery receipt.
- Inside delivery ensures the proper transfer of “chain of ownership” that makes it clear who is responsible for damage during the shipping or installation process.
Procurement Services discourages purchases from eBay. When considering an eBay purchase, it is important to remember that you have no recourse if the item is received damaged or not in working condition, except eBay’s moderation between you and the seller. There is no guarantee in such a case that your money will ever be refunded. Also, many times these items come as is with no warranty. If the item breaks or stops working, your department is either out the money you paid or now looking for someone to fix it for an additional cost.
Departments should heavily consider the risks prior to making such purchases. One additional thought to consider is whether an item is applicable for M&E tax exemption and equipment tagging. If so, you would not be able to claim the M&E tax exemption if purchased through eBay.
eBay does not accept purchase orders. This is because when you buy on eBay, you buy from individual sellers, not from eBay. The individual sellers will invoice you and payment will be made via credit card, in most cases prior to the item being delivered.
Encumbrances are liquidated by submitting an email request to firstname.lastname@example.org.
- Agency Account: Contact Financial Accounting at email@example.com .
- Auxiliary Enterprise budget send an email request via a school, college or vice president to firstname.lastname@example.org.
- Department revenue account: send an email to request via a school, college, or vice president to email@example.com.
The fiscal biennium of the state shall commence on the first day of July in each odd-numbered year and end on the thirtieth day of June of the next succeeding odd-numbered year.” RCW 1.16.020
To comply with Washington State accounting procedures for closing out the current Biennium, the University's books of account will be held open for a limited time during the month of July to record transactions processed after June 30 relating to business of the expiring fiscal period.
Biennium close affects State (GOF) funds only.