Purchasing Guidelines

All requisitions, purchase orders, receipts, and payments will be processed in Workday starting July 5, 2024.

Requisition Guidelines

  1. Start by assessing what goods/service you need.  Reach out to the vendor and request a quote/proposal and/or contract if there are terms and condition for review.
  2. Check if the vendor is active in the SWIFT. Be sure to check the address for payment purposes.
  3. If vendor is not in SWIFT provide instructions for vendor to register as a supplier.
    1.  If the address is incorrect, ask the vendor to log in to their supplier portal to make the changes, or obtain a W-9 from the vendor and submit the Vendor ID service ticket.
  4. Description of your requisition should be detailed and succinct. It should include details of purchase, category of this purchase, date of event(S), contract number, and service start and end date, if applicable.
  5. Include a signed special expense form along with the quote/proposal as attachment.
  6. Follow job aid “Purchase Requisition and Orders” for complete step by step instruction in Workday
  7. Check approval tab for status.
  8. Once PO is approved, the requester must send a PDF copy of the Purchase Order to your vendor. The system will only automatically route punchout orders.

Non-Catalog Requisition

  • Non-Catalog - Goods is for a one-time purchase where you know the exact price and quantity of the item you are purchasing. Use this option if you would create a quantity receipt for this type of purchase.
  • Non-Catalog – Service is for monthly and/or reoccurring payments throughout the fiscal year.  This will allow you to enter an extended amount and create a cost receipt for multiple invoices of varying amounts.  This process is referred to as “Annual order”.
  • Use only one vendor per requisition.
  • Quotes/Proposals should closely match your requisitions. Use a new line item in the requisition if the spend category is different. Shipping should use the same spend category as the items being purchased.
  • Vendor may automatically get a PO via email, potentially before a contract has completed signatures. Be sure to communicate with vendor, or set all Purchase Orders to issue as Print rather than email.
  • Customized distribution method does not exist in Workday. The requester will have to print and save the Purchase Order as a pdf file that can then be emailed to your vendor or someone else.

Catalog Requisition (Supplier punch out)

  1. Click “Requisition” app.
  2. Scroll down, in Ordering Methods, click “Connect to Supplier Website”
  3. Choose your Supplier and click “connect”
  4. Once shopping is completed, click check out and your items will be in your cart to continue finishing your requisition.
  5. Follow job aid “Purchase Requisition and Orders” for complete step by step instruction.
  6. Check approval tab for status.
  7. Punchout orders will automatically distribute to the vendor.

Requisition for a contract

  1. If requisition is for a service that needs a contract, create your contract in Marketplace.  Contract can be linked with the Requisition/PO once your contract is executed. This helps to track total contract spend.
  2. Follow a Non-Catalog Requisition guides and job aid Purchase Requisition and Orders for complete step by step instruction.

Purchase Order Management

  1. Regularly search for your purchase orders and monitor the status. 
  2. If the work has been completed, or items received, make sure the vendor has submitted an invoice. 
  3. A receipt is required for Financial Management to process payment. 

Invoices and Receipts

  1. Create a receipt once your order/items come in.  Contact your vendor if there’s any issue with your order.
  2. Request an invoice to be sent to Accounts Payable (AP) accounts.payable@metrostate.edu
  3. Invoices should include the following information:
  • Vendor name and remittance address
  • Bill To: Metro State University
  • Invoices Date and Invoice Number
  • Dates of service
  • Description of service/materials, etc.
  • Amount to be paid
  • Purchase Order Number (PO#)
  1. Create a receipt using this video.
  2. Check invoice approval workflow for status of payment.
  3. After payment has been made, confirm with your vendor and verify the following that apply:
  • The PO has been closed after final payment or
  • PO has the appropriate balance available for remaining invoices or
  • If there is a remaining balance and it is no longer needed, make a comment in the PO requesting the funds be released and PO be closed.
  1. It is important to close the POs so unused encumbrances can be released back into the budget to be used for other purposes. After payment, check the status of all your POs to ensure completed POs are closed. 
  2. Contact purchasing@metrostate.edu for any purchasing/contract questions.
Print Article