The KFS Purchasing documents allow you to purchase goods and services (including repairs) and create agreements for frequently purchased goods and services.
Learn about the recommended purchasing method for various commodities and services on the Supply Chain Management HOW TO: Buy Chart.
For Help with AggieBuy Purchase Orders, contact the AggieBuy Help Desk at email@example.com.
The KFS Requisition (REQS) document is used to request the purchase of goods and services from outside vendors. A fully approved Requisition generates a Purchase Order, either an Automatic Purchase Order for orders that don't require Procurement & Contracting Services approval, or a Purchase Order after buyer review and approval.
The Requisition is also used to purchase against established campus and UC systemwide agreements.
|Purchase Agreement (PA)||
Used to submit requests for the signing of a supplier contract or agreement by the Procurement & Contracting Services. This document is also used to modify an existing agreement.
This document is not used to purchase against an already established agreement. Purchases against campus and UC systemwide agreements are done on the KFS Requisition (REQS) document (see above).
|Changes can be made to a Purchase Order or Purchase Agreement by clicking the Amend button at the bottom of the document. The amendments route in the same fashion as did the original documents. Note the Purchase Order is created by processing a Requisition.|
|Line Item Receiving (RCV)||Used to record receipt of quantity-based Purchase Orders (POs). Optional for most purchases. Required for purchases of capital equipment (items at or above $5,000) and POs with a total amount of $10,000 or more.|
|Procurement Card (PCDO)||Previously to September 2021, this document was automatically created by KFS when a Procurement Card transaction occurred. This process has been replaced by the AggieExpense reconciliation process.|
|Procurement Cardholder (PCDH)||Used to change the default account assigned to a Procurement Card and also used to assign/change the Reviewer who first receives the Procurement Card document in their KFS Action List.|
Note: The campus pre-purchasing system feeds into KFS by creating an initiated Requisition document, which must be completed by that user and submitted through the usual KFS workflow.