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The Procurement and Finance departments are jointly responsible for the purchasing and payables functions at Lynn University. Generally, within guidelines described in the Lynn University purchasing policy, department representatives may initiate institutional institutional purchases covered by funds approved in their cost center (department) budgets. If you have any questions about the policies, please contact the Procurement department.
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| Process | Workday | Before Workday |
|---|---|---|
| Create Supplier Request | Submit a Create Supplier Request to add new suppliers to Workday. After submission, the Procurement department will review all requests and create the suppliers on the system based on the information on your request. | Staff contacted procurement staff via emails and phone calls calls to setup set up new vendors in Jenzabar. |
| Request Non-Catalog Items (Requisitions) | When procuring goods and services for Lynn University, all departments have the option to procure goods on WB Mason, Amazon Lynn Business account, or create a request for non-catalog items (requisition for goods and services). The process to purchase of purchasing from WB Mason / Amazon has not changed. | Process The process varied per department. Some department departments contacted suppliers directly, created requisitions on Jenzabar, or paper managers approved items in Perceptive Content. |
Check Budget | When creating a Request for Non-Catalog Items (Requisitions), the system will automatically check for for the available budget for your organization (Cost Center, Gift, or Project). Cost Center managers can make adjustments to the requisition via Review Budget Check process. | Requesters and department managers would check variance reports for the available budget. Finance The finance department would make GL budget changes. |
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