Purchase Authorization Request

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Create a Purchase Authorization Request

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Prerequisites

• You must have an active employee account.
• The charge code for the purchase must exist and be active. See Charge Code.

1

Navigate to Requests Module.

2

Click Add Request.

3

Select Purchase Authorization as the request type.

4

Complete the required information.

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Request Information

Field	Description	Required	Example
Subject	A short title describing the purchase.	✓	Purchase Authorization - Laptops for New Hires
Due Date	The expected completion or review date for the request.	✓	October 9, 2026
Priority	Indicates the urgency of the request.	✓	Medium
Description	Additional details or business justification for the purchase.		Two laptops for incoming program staff.

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Purchase Authorization

Field	Description	Required	Example
Charge Code Type	Category of the charge code: Program, Business Opportunity, Organization Level, Ad Hoc, or Indirect Pool.	✓	Program
Charge Code Name	Charge code the purchase is billed to. Options depend on the selected type.	✓	20251216 IT Project

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Items

Select Add to add a line for each item being purchased.

Field	Description	Required	Example
Description	Name or description of the item.		Dell Latitude 7450 laptop
Quantity	Number of units.		2
Unit Price	Cost of one unit.		$1,450.00
Estimated Cost	Quantity multiplied by Unit Price.	Auto	$2,900.00

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Cost Summary

Field	Description	Required	Example
Subtotal	Sum of all item estimated costs.	Auto	$2,900.00
Shipping	Estimated shipping cost.		$40.00
Sales Tax	Sales tax rate (%) applied to the subtotal. The tax amount is calculated from the rate.		6% ($174.00)
Estimated Total Cost	Subtotal plus shipping and sales tax.	Auto	$3,114.00
Request Advance Payment	Select to request part of the total in advance, then enter the percentage.		20% ($622.80)

5

Click Add to send the request for approval.

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Review a Purchase Authorization Request

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Manage the Purchase Authorization Business Process