Business Services and Purchasing forms
The following are in Word and PDF documents
PeopleSoft Forms
Supplier Onboarding in PeopleSoft:
- Letter to send to New Suppliers
- Letter to send to Supplier already in PeopleSoft
- Supplier Onboarding Instructions
P-Card Forms
Cardholder Request Form
Liaison Request Form
Memo Template for E-Device
Memo Template for Memberships
Memo Template for Subscriptions
Honorarium Payments
US Citizens - Honorariums are payments made in recognition of acts or professional services for which custom or propriety forbids a price to be set. These payments are only considered honorariums if a contract is not in place for the services being provided. If a contract is in place then you must use the Requisition to Purchase Order process. Honorariums that meet this definition will utilize Payment Request in PeopleSoft. Please see International Payments to Suppliers for more information on International Honorariums.
Refunds
Refunds are processed in order to return funds previously received to the original payer. Refunds may be emailed to APUpload@mailbox.sc.edu when completed.
- PS - Refunds
- Refund Payment Form (To be used when it is a single refund)
- Refund Spreadsheet Upload (To be used for multiple refunds)
Royalties
Royalties and commissions are payments made by one party to another in exchange for the right to use intellectual property or physical assets for which work is typically copyrighted or patented. All royalty and commission payments will use Payment Request in PeopleSoft.
Stipends
Stipends are payments made as one time or periodic payments as a part of scholarship or fellowship allowance granted to a student. They can also be for fixed payments as part of employment (i.e. cell phone stipends).
Purchasing and Accounts Payable Forms
- Advance Payment Request
- Cash Advance/Gift Card Forms and Procedures
- Conference Site Justification
- Contract Cover Sheet (For Upstate Contracts and Agreements)
- Contract Approval Form (Use if being reviewed by Columbia Legal )
- Department Head P-card Certification
- Interim Artist Approval Form
- Memo Template for E-Device
- Memo Template for Memberships
- Memo Template for Subscriptions
- Personal Consumption Form
- Petty Cash/Advanced Receipt Form
- Product Request Form
- Request for International Payment
- ST-9 Form
- State Printing Spec Sheet
- W-8BEN
- W-8BEN Instructions
- W-9 Form
- W-9 Upstate's 2023
Postal Services Forms and Mail Packaging Materials
- Departmental Mail Slips - Request
- Interagency Mail Slips - Request
- Overnight Envelopes - Request
- Intercampus Envelopes - Request
Receiving and Consolidated Services Forms