Summary
Procurement includes the business process of how, requesting items through to their delivery, is managed. This allows for an item to be processed and validated for purchase --- starting with a clients request, and ending with the confirmation of delivery to the requester.
Environment
Main application homepage: https://procurement.lsa.umich.edu/
Department list: https://procurement.lsa.umich.edu/order/index/choosedept
Request access from respective Department Chief-Admin or directly from LSA Finance.
Directions
- After navigating the department specific link, a student, staff or faculty member submits a purchase request by clicking on the Requester ==> New Request button and filling out the form.
- Please include in the Comments section of the purchase request form, any information that has not been captured in the request form, regarding where to deliver the item(s) or who specifically the item(s) are being ordered for, to expedite delivery of your order.
- Once the form has been completed, select Submit Request to submit the purchase request for review and processing.
- Once the purchase request from has been submitted, the following actions are triggered:
- Purchasing staff members responsible for handling orders are notified of the new purchase request submission.
- The owner(s) of the shortcode(s) indicated on the form is notified by email that their approval is required for the purchase request, unless approval has been waived for one of the two following reasons:
- The owner of the shortcode has set a minimum order total for requiring approval.
- The owner of the shortcode is the one who submitted the form.
- The financial admin for the owner of the shortcode is notified that their approval is required for this purchase request.
View Records Request
All your existing requests can be found in the following menus:
- Requester ==> Requests Submitted By Me - are the requests you've submitted or were submitted on your behalf.
- Requester ==> Requests Submitted To Me - are the requests where you are a shortcode owner.
- Requester ==> Group Requests - are the requests for any group you are a part of. Groups are managed by department purchasing staff.
To view more detailed information about a request click on the "View" link in the "Order #" column.
Additional Information
- A purchase request can be modified by the person who submitted it until the status of the order enters the "Processing" state.
- Once the status has changed, the assigned purchasing staff members should be contacted to make changes on behalf of the requester. The preferred way to do this is by adding a comment to the request to notify the assigned purchasing staff.
- Email preferences and default information can be set on the Requester ==> My Profile page.
Additional Help