watonomous.github.io

  1. Business Division
  2. Business Division Home
  3. Finance Group

[ Business Division : [Finance Group Internal] Purchasing Process ]

Created by [ Rowan Dempster] on Dec 27, 2019

[]{.aui-icon .aui-icon-small .aui-iconfont-info .confluence-information-macro-icon}

[NOTE:] If you're purchasing electrical equipment, you MUST make sure that it is CSA approved. This is especially important for any pieces that could harm anyone on the team. i.e. Fume extractors, Power Supplies, Batteries, etc. CSA is a Canadian standard, and if you're ordering from the US instead of a local supplier, chances are that it won't be approved. Focus on grabbing electrical equipments locally when possible. Approved alternatives to CSA are: https://www.esasafe.com/electricalproducts/marks

\

Step1:
Before processing please confirm that the Purchase Order has been approved and signed by a team captain.

Step2:
Please confirm that the items requested match with the links provided and that the team member has made it clear what it is they are purchasing.
Sometimes there will be different lengths, sizes, or types of an item

Step3:
Fill in the current sponsors column using the information found in the Current Sponsors Sheet
Sheet will be shared with you on OneDrive and another copy is accessible at the link below
https://docs.google.com/spreadsheets/d/1RDHZ9cx8LYGqVBWIA_EriCj7hqBZquye9Dzw4UFtf2o/edit?usp=sharing

Step4:
Fill in the purchase info on the 'Purchase Tracker':
https://docs.google.com/spreadsheets/d/10Z9u0TgYyFQSjdxAGtetuH6p19_jHDCDTz6xvnpLyVw/edit?usp=sharing

Step5:
Send email to professor Melek outlining items to be purchased and cc to Denise. Include attachment of the signed purchase order in the email.
Please send PO as an excel file
Use WATO finance email for this– both emails will be in the contacts

Step6:
The items will be ordered by Denise and she will update you on the purchase progress. Please update the Purchase Tracker with the information she provides.

Step7:
Purchased item will arrive at the E5 mailroom (E5 3001). Please inform the member that requested the item or their team once it has arrived.

Note: Not all purchases can be made through procurement. Additionally, these purchases tend to take longer than buying the item yourself. If the item is time-sensitive, the reimbursement route might be a better option.

Document generated by Confluence on Dec 10, 2021 03:58

Atlassian