Speaker/Lecturer (Demonstrating Service within their Expertise)

• The form to use for this requisition is the TechBuy Non-Catalog Form.
  • Select the TechBuy Non-Catalog Form.
    • Enter Supplier.
    • If the supplier's complete record with the correct order distribution is not available, click the pencil icon to select a different address.
    • If the supplier is not available or if the supplier's name or address changed, click the enter manually link and complete all required fields.
  • The Distribution for this requisition should be set to a fax number or email address; however, if neither is available, Manual may be chosen:
    • Click the check box after Check this box to customize order distribution information.
    • Ensure the check mark is beside the fax check box if the vendor prefers faxed orders.
    • Ensure the check mark is beside the email check box if the vendor prefers emailed orders along with the email address of the vendor.
  • Purchase Category: select Other from the drop-down menu.
  • Quantity: quantity will default to 1.
  • Packaging (UOM): enter a 1 in the text box. Select LO - Lot for UOM.
  • Unit Price: enter the amount of payment.
  • Product Description: enter the Lecturer/Speaker name and explanation of expenses to be incurred and the event date.
  • Travel expenses:
    • Payment of lecturer travel fees should be on a separate line item using account code 725202.
  • Shipping Information: click the radio button next to Shipping is Prepaid and Will Be Added to Invoice.
  • Independent Contractor Questionnaire (ICQ) is required. The attachment form needs to be flagged Yes.
  • Available Actions: (top of form) from the drop-down menu select Add and Go to Cart, and click Go.
  • Shopping Cart - Draft Requisition will display on the active cart page. Click Proceed to Checkout.
  • Summary - Draft Requisition page will display:
    • Line and Header FOAP Summary: ensure the Account code is 725201.
    • Internal Notes and Attachments
      • Attach the necessary quote/pricing verification forms.
      • Secure an ICQ from the vendor and attach the form. ICQ must be signed by the Fund Manager and Payroll and Tax Service.
    • Click the Submit Req button at the top right of the page.
• Forms to be attached to the requisition:
  • Attach the necessary quote/pricing verification forms.
  • Secure an ICQ from the vendor and attach the form. ICQ must be signed by the Fund Manager and Payroll & Tax Service.