Visit the Policies page for related policies and procedures for these topics and documents.

Topics

• Asset Management
• Business Meals
• Contracts
• eRequest
• Invoicing
• Leveraging our Purchasing Expenditures
• PCard (Purchasing Card)
• Sponsorship Requests
• Other

Asset Management

• Creating and Editing a Non-Capitalized Asset in PeopleSoft
• Disposal Method Summary
• Docusign Portal - Please use DocuSign for Asset Management Forms
• EHE Asset Tracking Log Example
• EHE Capitalized and Non-Capitalized Tagging Summary
• EHE Equipment Coordinators
• Asset Management Form Descriptions

Business Meals

• Business Meal Card Template
• EHE Meal Form

Contracts

• Simple MOU template (.DOC)

eRequest

• eRequest Website — OSU password required
• eTravel
• eStores catering vendors
• eStores information

Invoicing

• Invoicing Template (.DOCX) – Fiscal Officer Use Only
• Standard invoicing procedure recommendations

Leveraging our Purchasing Expenditures

• Equipment maintenance
• Guide for shipping and office supply purchases
• Plumbing
• Printer/copier program
• Repurposing furniture
• University guidance regarding Consulting Services

PCard (Purchasing Card)

• DocuSign Portal - Please use DocuSign for the Pcard Application and Maintenance request forms
• PCard approval through eRequest workflow
• PCard receipt handling
• State of Ohio sales and use tax blanket exemption certificate

Sponsorship Requests

• EHE eSponsorship Process
• EHE eSponsorship Request Form

Other

• Cash handling role documentation
• Course release reporting template (.XLSX)
• EHE OAA Approval Process
• Internal Audit compliance attributes