LPO Form Instructions (Excel)

In VENDOR section, there is a drop-down menu. The system will automatically bring you line 5. You can click on the down arrow button, which is to the right of line 5. You will be able to scroll through the list of vendors and pick the one you need (it does include the vendor #). Once you find the one you need, click on it. This will populate in the vendor information, including the vendor number and address. Then you can tab over to whatever section you need (or use your mouse to move to appropriate area). Make sure when you enter your department number, that the first section is for your department number and then you tab over to enter the LPO number – make sure you don’t put any dashes in these fields. Make sure you fill in the expense year.

Once the top section is complete, you can click down or tab to description field and then tab over to quantity, UOM and unit amount. Excel will fill in the totals. Make sure you tab over and enter the invoice number, invoice date and budget account number. Please be sure to check applicable box for low dollar amount purchase or remitt. attach/check request.

Also, note the tabs at the bottom of the form. The “vendor copy” is an exact duplicate of the LPO form, just with a notation of “vendor copy” typed at the bottom of the form. That way you can mail out that copy to the vendor and send the original to Accounting. Also, this way its a check for accounting, not to pay from this copy.

Print form and be sure to sign and forward to Accounting for processing.