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• A business purpose is defined as one that
supports or advances the goals, objectives and
mission of the university; and adequately
describes the expense as a necessary,
reasonable and appropriate business expense
for the university.
• The field appears small but has a high character
limit (>220)
18. Activity and/or Location: If your department utilizes
these fields, select the proper value, otherwise
leave blank.
• Activity: Click the drop-down box and select
the appropriate value from the list.
• Location: Click the drop-down box and
select the appropriate value from the list.
19. The Department Tracking Number field is an
optional field a department can utilize.
Special Handling
20. Payment Handling: The default value is “No”. This
indicates that payment will be made to the vendor
via the payment method listed in the Vendor Name
field.
21. Only change when special circumstances are
needed. Example: If a payment needs to be hand-
delivered to a vendor (instead of being mailed or
sent via ACH) the value “Yes, Pickup by” or “Yes,
Send to” shall be selected.
22. Search for and select the appropriate name in the
field provided.
23. Handling Options are used by the Accounts Payable
department to assist with back office processing