BUDGET ADMINISTRATOR APPROVAL AND BUDGET CHECK

Budget Administrator will do the following:

Open PO –

“Find an Existing folder” Tab at the top

Enter PO# - All Foundation PO’s begin with a 6

Click on Approve (box with check mark in it) – Should see “Approved” in

PO Status – If not, determine problem or contact Rhonda Livingston

Click on Budget Check (looks like a camera) – Should then see “Valid” in

Budget Status – if not, determine problem or contact Rhonda Livingston

After the BA approves and budget checks the PO, it is ready to be dispatched to Central Receiving and Foundation Accounting. Either the BA or the AU can do the following steps – depends on the procedure you determine in your department:

Click on “more” down arrow (on page shown above)

Select 02 – Dispatch PO

Do server Lookup

Select PSNT

Make sure Test Dispatch box is not checked

Click on “OK”

Click on “NO” in response to the next question –

MAKE NOTE OF THE “PROCESS INSTANCE #” THAT APPEARS IN A BOX IN THE MIDDLE OF THE SCREEN

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