The chart below lists the steps that must be taken to ensure that new employees with procurement responsibilities have access to the appropriate systems and are properly trained.

Access

Who Needs This?

Steps Required

Optional Training

P-Card

  • Anyone who needs to make day-to-day purchases for the department.
  • Anyone who needs to make travel arrangements.
  1. Complete the P-Card Application.
  2. Complete Required Training: P-Card Policies and Procedures

Travel 101

Procure to Pay

P-Card Works

  • Anyone who will need to reconcile P-Card transactions for themselves or others.

  • Anyone who may need to access information pertaining to P-Card transactions initiated by others.
  1. Request Access using one of the following methods.
    1. The reconciler may be listed on the application for a new P-Card.
    2. The Approving Official may email P-Card Services to request access and specify which card(s) this person will be responsible for.
  2. Complete Required Training: P-Card Policies and Procedures and P-Card Works Training

Travel 101

Procure to Pay

buyBAMA

  • Anyone who needs to make day-to-day purchases for the department.
  • Anyone who needs to enter requisitions.
  • Anyone who will need to review/approve orders placed by others.
    1. Complete the buyBAMA Access Request Form.
    2. Complete the training appropriate for the assigned role.

    Procure to Pay

    Banner Finance

    • buyBAMA users who will work with requisitions as a requester or approver.
    • Anyone who will need to view budget information for the department in Banner.
    1. Request Access using one of the following methods.
      1. Indicate the need for Banner Finance Access on the buyBAMA Access Request Form.
      2. Complete the Banner Finance Access Form.
    2. Recommended Training for budget access: Banner Finance