Goods & Standard Services refers to typical expenses for general supplies and non-professional services. This includes items like office supplies, computer services, books, minor machines and furnishings, subscriptions, and conference registration to name a few. Professional service, as distinguished from standard service, would be customized and require intellectual or creative expertise.

There are five methods for making a purchase of standard goods and services:

1. UMarket
2. Internal vendor (Bookstores, Printing Services)
3. University Purchasing Card (dollar limit $2,499)
4. Purchase order (PO)
5. Non-PO related payment

All purchases, regardless of the method, must comply with department and University policies.

Process for using purchasing card

1. Use a departmental Purchasing Card (if available) when:
   1. Purchase is appropriate and allowable – see list of allowable and unallowable card purchases.
   2. Purchase is within dollar limit of $2,499.00.
   3. Vendor accepts payment via this method.
2. Obtain detailed receipt and any back-up documentation.
3. Use MyWallet to reconcile transaction.
4. Provide justification.

Process for PO related payment

1. Work with Finance team to complete a departmental purchase order.
2. Retain backup documentation for matching with vendor invoice.
3. Follow the steps for paying from a vendor invoice below.

Process for Non-PO related payment

1. If purchase is appropriate and allowable (see list of Non-PO Related Payments), place the order directly with vendor and have vendor issue an invoice for payment.

Pay a Vendor Invoice

1. When vendor invoice is received, verify that the goods were received or the services performed as ordered.
2. Check for accuracy and make adjustments (e.g. deduct sales tax).
3. Circle the amount to pay (after adjustments).
4. When invoice is okay to pay, note this on the invoice, “approved for payment.”
5. Indicate the EFS string that is to be charged.
6. Sign, date, and route to department finance staff for processing.