Page Comparison

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• Goods and Services: This form will be used for most items and is described in this Job-Aid. Use this form for everything except for what is listed in the other forms below.

• Blanket Order: Use this form for making long-term purchase orders for repeated deliveries of goods or services.

• External Catering Request: Use this form for External Catering Services. Remember that University policies must be followed when ordering any catering services.

• Disbursement Voucher: Complete this form to submit a Disbursement Voucher to Accounts Payable.

• Guest Travel: Complete this form to submit a travel Disbursement Voucher to Accounts Payable.

• Equipment Request: Use this form for any equipment purchases. (Not to be used for A/V equipment).

• Software and IT Services: Use this form when ordering Software and IT Services. This form excludes website design, website development, and web hosting services. For these services use the Non-Catalog Goods and Services form.

• Biological Agent, Clean Air Device, Radioactive Request form: Use for making EH&S purchases.

Table of Contents

General Rules for Forms

• Read the instructions of each form carefully.

• Form Requests, (ex. Goods & Services, Catering) contains fields with Stars are required fields and must be completed prior to adding the form to your cart.

• Forms, (ex. Blanket Order, DV) will use BOLD font to indicate a required field.

• Each of these forms will create a line item on a requisition once you add the form to your cart.

• Form Requests allows you to navigate the form in two different ways.

  • Click through the left hand menu

  • Click the Next or Previous buttons

  • Although there is a Save Progress button on most pages, clicking Next will also save.

• Attach any back-up documentation related to the purchase on the requisition.

• If the supplier you wish to use is not listed in the supplier search, you must FIRST request a supplier using the Request New Supplier form located in in the left navigation bar Suppliers > Requests > Request New Supplier. The Request will route to Procurement for review and approval. (See the Searching and Requesting Suppliers Job-Aid for instructions if necessary.)

Process Steps

Selecting the Goods and Services Form

1. At the Shopping home page of HuskyBuy, find the Non-Catalog Requisition Forms and Payment Requests showcase at the top of the page.

   1. Click on the Goods & Services form.

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2. Read the instructions carefully if this is the first time through the form.

   1. Notice the sections on the left that will guide you through the form. These will show a green check when the section is complete.

   2. You can click directly on the sections to go to them, but this is used mostly if you need to edit the form later.

   3. Click Next > to continue.

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Choose a Supplier

1. Enter a supplier name into the Supplier field and click Search.

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Enter the Purchase Information

1. The supplier section is now complete signified by the green check.

   1. Now we will sequence through the three sections of the Form Fields.

      1. Purchase Type

      2. Sourcing

      3. Certification

   2. Click Next > to go to the Purchase Type section.

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6. Services

   1. “Services” is similar to Goods except that there are only 10 lines available, and we need to select a compensation structure.

   2. We will still need to enter the Unit Price, Quantity, Unit of Measure, and a Description for each line.

   3. When all of the fields are filled out, click Next >.

   4. You will be directed to the Sourcing section.

   5. The supplier and Purchase sections are now complete as noted by the green checks.

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Enter the Sourcing Information

1. Is this purchase federally funded?

   1. If you answered Yes or I Don’t Know, you are directed to the Federally Funded Purchasing Guidelines document.

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7. This Purchase is Over $100,000 and NOT a Sole Source

   1. Answer one question to the best of your knowledge.

   2. Notice that if your purchase is over $100,000 or $250,000 using Sponsored Programs/Federally Funds, you must have a public bid to complete the purchase.

   3. When done, click Next >.

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Enter the Certification Information

1. The Certification section is the last of the Form Field sections.

   1. Answer the simple questions below.

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4. Ownership and Confidentiality

   1. Review the Data Policies and answer the question about if UConn will own the work or not. (Choose N/A if this question does not apply to your order.)

   2. Answer if the supplier will have access to confidential data or not.

   3. When done, click Next >.

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Add Items to Shopping Cart

1. With all of the required fields complete, we are ready to add this order to our shopping cart. The default choice is: Add and go to Cart. This can be used if there is nothing already in your cart, as shown here, at the top of the page.

   1. However, if there is something already in your cart from another supplier, and you click Add and go to Cart, you will receive an error.

   2. For this reason, we recommend that you get in the habit of selecting, Add to new Cart from the drop-down list.

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3. Checkpoint

   1. This is a good place to ensure that the form came over correctly. If there was no quantity selected in the form, this is how the cart will look.

   2. The Description and Part Number shown above will be replaced with Summarized Form Fields and all of the dollar amounts will be zero.

   3. If everything looks good, continue.

   4. If you need to go back to the form to correct something, see the next section on Changing the Quantity of an Item…

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Select a Contract and Add a Commodity Code

Contract Selection

1. If the supplier has a contract with UConn, you will see a link to choose a contract. Click choose contract… (If there is no contract, there will be no link.)

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Changing the Quantity of an Item on the Cart

1. Notice the Commodity Code was added. Before creating the Requisition, you can make changes to your order by returning to the Goods & Services Form. Do this by clicking on the link to the Non-Catalog Goods & Services form as shown.

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4. Be sure that you see the Success pop-up at the top of the screen after clicking on the Save Progress button above, and before clicking the < Back to Cart link.

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Proceed to Review

1. The quantity changes have been made to the order in the Shopping Cart. We are now ready to review the draft requisition. Click on the Proceed to Review button to display the details of the draft requisition.

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