Purchasing procedures - University of Central Lancashire

APPENDIX A (Flow Charts)
A.1 Purchasing Goods via Purchasing Card
Cardholder identifies purchasing requirement
Purchase authorised by budget holder
Transaction log or account 6504 checked to confirm credit available
(if not and purchase urgent, limit may be increased temporarily by
Purchasing Office)
Proceed to order goods from supplier by phone/fax / web quoting all
relevant numbers and confirming with the supplier the amount of the
transaction. The transaction voucher is sent with the VAT receipt
and the goods advice note, which is dispatched with the goods.
Both item to be addressed to the cardholder and marked “Paid by
Purchasing Card”
Input details onto Agresso and (optional) update Purchase Card
Transaction Log with all purchase details.
Posting a Purchase Card Transaction
Goods/service received - including VAT receipt
Goods/service checked and reconciled to requirements
Receive and verify monthly Purchasing Card statement
(follow procedure A.3)
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