Operations & Finance


Purchasing Tools

PO Query

An online application that allows you to search for vendors, stockroom inventory, vouchers and existing purchase orders.
» View step by step guide for using PO Query (ppt)

Purchasing Requisition Forms

Authorization Matrix Transaction Authorization to Expend Funds Form
Designate individual(s) to have authority to approve vouchers or requisition goods/services.
Telephone Solicitation Form
Use this form when collecting any telephone quotations. This document provides verification of bidding requirements for items or services greater than $5,000 but less than $10,000.

Request for Payment Form

Request for Payment Form
Use this form to request payment to self, vendor or visa card for items purchased.

Missing Receipt Affidavit Form

Missing Receipt Affidavit Form
Use this form if you have lost a receipt required for reimbursement.

Contractor Forms and How To

Classification Checklist A Form (completed by the requisitioner)
This form assists the Institution in determining whether the individual performing the services will be classified for tax purposes as an employee of WHOI or as an independent contractor.
(WEB FORM) Justification for Single/Sole and Urgent Purchases Form
This form is to be completed by the requistioner when a single/sole source or urgent purchase is required.
SOS Program Forms
W.B. Mason Printing Services Form

W.B. Mason Internet Ordering Setup Request Form

Newark-In-One Web Ordering Registration Form

Fisher Scientific Web Ordering Registration Form

Sigma-Aldrich Web Ordering Registration Form

Bottled Water Order Form

Sigma-Aldrich Quick Reference Guide (pdf)

Corp Brothers Registration Form (pdf)