Launch of "How-to" Guides from University Procurement Services

Dear Rutgers Colleagues –

In response to the University Finance and Administration June 2017 survey results, specifically the feedback to provide more “how-to guides” on business process, we are pleased to inform you that we have launched a “How-to” section within the University Procurement Services website. A focus team comprised of end users from various schools and units, including all three campuses, was used to assist in the development.

This guide is organized into three sections: how to buy, how to pay, and how to expense (reimburse), which, include the top processes that you may encounter on a frequent basis.

How to Buy

  • Make a Purchase (including IPO, Check Request, Marketplace Punchout, and Marketplace Forms, including Quick Order)
  • Sole Source
  • Initiate an RFP
  • Create a Contract or Agreement

How to Pay

  • Initiate a Check Request
  • Initiate a Wire Transfer
  • Initiate a Pre-Payment
  • Pay an Invoice

How to Expense (Reimburse)

  • Process Travel Expenses (Employees)
  • Process Travel Expenses (Students and Guests)
  • Process an Employee Relocation

Download "How to Guide - Supporting Documentation and Supplemental Tips" powerpoint.

The intent of the “how-to” guides is to provide you with a roadmap of the end-to-end procure-to-pay process, and step-by-step instructions for specific processes. The guides include job aids, videos, supplemental tips, and policy information. As we continue to monitor our end users’ concerns and questions via the Help Desk, town halls, and other modes of communication, we may add to this list. 

If you have any questions, please contact the University Procurement Services help desk at procurement_helpcenter@finance.rutgers.edu or (848) 932-4375.

Thank you.

Nimish Patel

Associate Vice President – Procurement, and Chief Procurement Officer