The Purchasing documents allow you to purchase goods and services (including repairs) and create agreements for frequently purchased goods and services.
Tip: Learn about the recommended paying methods when purchasing commodities. View Supply Chain Management's HOW TO: Buy Chart.
|KFS Document||Document Type Code||Purpose/Use|
The KFS Requisition (REQS) document is used to request the purchase of goods and services from outside vendors. A fully approved Requisition generates a Purchase Order, either an Automatic Purchase Order for orders that don't require Procurement & Contracting Services approval, or a Purchase Order after buyer review and approval.
The Requisition is used to purchase against an established agreement, but the creation of a new agreement or the modification of an existing agreement is done on the KFS Purchase Agreement (PA) document.
Used to create a new purchase agreement or to modify an existing agreement.
This document is not used to purchase against an already established agreement. Purchases against agreements are done on the KFS Requisition (REQS) document (see above).
|Change Order/Amendment||--||Changes can be made to a Purchase Order or Purchase Agreement by clicking the Amend button at the bottom of the document. The amendments route in the same fashion as did the original documents.|
|Line Item Receiving||RCV||Used to record receipt of quantity-based Purchase Orders (POs). Optional for most purchases. Required for purchases of capital equipment (items at or above $5,000) and POs with a total amount of $10,000 or more.|
|Procurement Card||PCDO||Automatically created by KFS when a Procurement Card transaction occurs. Appears in the KFS Action List of the Fiscal Officer (or Reviewer) assigned to the account on the card. Used to identify specific details on the transaction, such as a specific object code, and to upload supporting documentation. It can also be used to move the expense from a default account to a different account.|
|Procurement Cardholder||PCDH||Used to change the default account assigned to a Procurement Card and also used to assign/change the Reviewer who first receives the Procurement Card document in their KFS Action List.|
Note: The campus pre-purchasing system feeds into KFS by creating an initiated Requisition document, which must be completed by that user and submitted through the usual KFS workflow.