Type of Transaction

Value

Payment Process

Invoice Required

Purchase Order:

A. SupplyNet PO

< $25,000

Invoice must be received online by the Requester; then

Invoice matching the PO is automatically approved for payment.

Yes

=/> $25,000

Invoice must be received online by the Requester; then

Invoice matching the PO is routed online to Budget owner for approval.

Yes

Non-Purchase Order:

A. Preferred Supplier Agreement (Direct Order)

< $10,000

Invoice with Contract # and Speed Code/Account is automatically approved for payment.

Yes

=/> $10,000

Budget owner must approve the paper invoice with Contract # and Speed Code/Account (via printed name and signature)

Yes

B. Low Dollar Purchase (LDP)

< $5,000*

Budget owner must approve paper invoice (printed name and signature).

Yes

C. Other transactions that do not typically warrant a Purchase Order and cannot be paid by PCard.

Examples: Membership; Conference Registration; Permit/Licence Application Fee; Utility, Secondment Agreement; Sponsorship or Contribution.

Any value

Budget owner must approve paper invoice (printed name and signature).

Yes

Payment Request:

1. Transactions where an invoice is not typically issued to the University.
   
   Examples: Donation, Grant or Royalty.

    

2. Copyright Fee, Refund, Shared Project Cost/ External Transfer or those examples listed under section ”C” above.

Any value

Any Donation, Grant or Royalty transaction with or without an invoice, requires a Payment Request Form to be completed and approved by the Budget owner.

Any other type of payment without an invoice requires a Payment Request Form to be completed and approved.

Appropriate supporting documentation (i.e. agreement) is attached.

Additional authorizing signatures may be required.

No

Non-Employee Travel Expense:

Travel expenses incurred by visitors, guests or students.

Any value

Non-Employee Travel Expense Payment Form is approved by the Budget owner (and Independent Review if applicable). Receipts are attached.

No