Purchase Order - Definition of Roles
Customer can refer to any member of Penn's faculty or staff, or an authorized student who simply determines that a certain product or service is needed, at a specific time and place.
The requisitioner acts as "agent" for the customer, and initiates the purchase request in the University's business and financial system (BEN Financials), entering all purchase specifications and details. For additional information on requisitioner roles and responsibilities see here: http://www.purchasing.upenn.edu/buytools/ben-buys-user-roles-and-responsibilities.php
The P.O. manager verifies all purchase information in BEN, identifies the funding source, seeks approval for the purchase with the appropriate approval authority, and creates the P.O. For additional information on P.O. manager roles and responsibilities see here:
Purchasing Services is responsible for approving P.O.s higher than $ 5,000, for the review and approval of all contracts and lease agreements, and assistance with all purchasing and supplier questions.
Supplier refers to an approved company or individual who provides the University with necessary products and services, the majority of whom can be found in Penn Marketplace or Preferred Suppliers in BEN.
Click to view the P.O. Supplier Reference Guide.
Accounts Payable receives invoices directly from suppliers and enters them into BEN, systematically matches them to the P.O., approves and processes invoices for payment within terms.
Management refers to Sr. business administrators and Sr. managers who publish and/or use P2P performance metrics in order to effectively track and improve business processes at the University.