We Are…stewards of the University’s finances, 和 we have a responsibility to ensure that all financial transactions posted to accounts are appropriate 和 reasonable, 基于政策. 访问策略 FN10 for guidelines on Business Expenses 和 Activities.
采购
Please follow all university, campus, 和 department preferred purchasing processes 和 policies.
请使用 采购检索工具 as a “one-stop shop” of search capabilities to find products, GL产品类别, 采购代理, 站的合同, 支付决策矩阵, 和更多的.
IMPORTANT NOTE: PSU requires vendors to become suppliers by registering their information into our University PaymentWorks database to be paid. For more information about becoming a Supplier 和 PaymentWorks, please visit the following: http://purchasing.eagle1027.com/become-supplier.
个人报销
Requests for personal reimbursement for approved business purposes are made through Penn State SAP一致.
采购卡
The Penn State 采购卡 is a Visa charge card with predetermined limits that vary by employee that enables authorized Penn State employees to purchase certain goods 和 services 和 travel expenses directly from a supplier.
员工将使用中国博彩平台 SAP一致 to settle all purchasing card transactions within 20 days– both for travel as well as for goods 和 services.
- To get a 采购卡, you must first obtain department approval 和 then complete the 购卡在线教程 to electronically sign the 采购卡 agreement. You will receive a certificate of completion that must be submitted with your new pcard request through SAP一致.
- Most departments will use business area 1200-中国博彩平台.
商品和服务(G&S)
免税表格
As an instrumentality of the Commonwealth of 宾西法尼亚, The 宾西法尼亚 State University is exempt from most federal 和 state taxes.
Make sure you have confirmed that you have received department approval 和 know the correct cost center or internal order (IO) to be charged via the Cost Objects Dashboard Fiori tile in 辛巴.
Make sure you have confirmed that you can use a pcard for your purchase via the 采购检索工具 支付决策矩阵.
Lion Marketplace should be used in lieu of the 采购卡 whenever possible which can be found in ShopOnLion in 辛巴.
亚马逊业务 should only be used when products are not available through Lion Marketplace. For questions or to request a new 亚马逊业务 account, please contact (电子邮件保护).
Pcard purchases should be reconciled* within 20 days of purchase date in SAP一致.
姓氏,首字母缩写/供应商 & 项目/购买日期
旅行
如果出差获准, travelers are obligated to act as responsible financial stewards of the university, 避免不得体或奢侈的, 和 be familiar 和 comply with the policies governing such expenditures of university funds. 参考旅行政策 TR01 和 TR02.
Expenses must be clearly documented, accurate, 和 reasonable for business purposes.
旅行 reports must be reconciled in Penn State SAP一致 within 20 days from the trip’s conclusion as per campus policy.
请使用 following naming convention for travel*:
旅客姓,首字母/事件 & 位置/事件日期(年代)
You MUST answer the 5 W’s in the event description for every report.
*Exception: When a p-card holder prepays certain travel expenses on their pcard for a traveler, the pcard holder will follow pcard-naming protocols.
Cardholder last name, first initial/name of traveler + destination or travel expense type (i.e.(机票、租车)/购买日期.
所有的学生, 教师, 和 staff traveling either in a group or individually for University purposes (with a club, 组织, 团队, 大学, or department) or with University funding must record international travel in the 听 database prior to departure as outlined in the University's International 旅行 Requirements Policy (TR01). This includes travel for international research, conferences, 和 internships.
团体膳食及会议费用
请参阅 采购检索工具 总账(GL).
团体餐费= SAP中的“活动费用”
食物: When two or more people (one of which is a University employee or representative of the University) have a meal which replaces breakfast, lunch or dinner during the conduct of University business, 事件费用的例子包括:
- 主要用于学生,GL 52390201
- 包括大学/社区,GL 52390600
- 仅限教师/学术人员,GL 52390401
- 主要客人/捐赠者/候选人/板, GL 52390100 (allowable); 52390101(unallowable – for grants only)
零食 & 点心: When two or more people (one of which is a University employee or representative of the University) have a meeting to conduct University business 和 expenses apply to the rental of facilities 和 related supplies, 服务及设备, 和 for food 和 beverage items such as donuts, 咖啡, 和 other snack items that are not in place of a meal, 请使用活动费用- GL 52211000.
Meeting Expenses are processed through Penn State Penn State SAP一致
- List of attendees required for group meals 和 must be attached to SAP一致 report.
- NOTE: PSU employees must always be listed singly.
- Groups of 12 or more may be used, but still need to edit total #.