This is the Administrative Support Team's curated list of UW Procurement and Finance forms. To help you select the correct form, we've included short descriptions of each form.
Change/Close Purchase Order
Use this form to change, close or cancel an existing PO.
Cancel Supplier Invoice
Submit a request to cancel a previously submitted supplier invoice.
Department Match Exceptions
Use this form to submit secure department match exceptions types of approval for other charges over $100, approval for freight over $1,000 or invoice line mismatches.
Manual Asset Registration
Request changes to an existing asset record in Workday that you are unable to make yourself. Or to request an asset be added to Workday when the item was not procured or constructed in Workday but needs to be tracked for compliance reasons.
New ProCard/Card Limit Increase
Apply for new ProCard, Ghost Account, Central Travel Account (CTA) and/or Individual Travel Card (ITC) cards, request limit increase or request Merchant Category Code (MCC) restriction lift.
Order Visa Reward Cards
Request one-time payment card for Human-subject research for UW Academy.
Procurement Contract Review
Use this form to request Procurement's assistance obtaining a contract or document review/signature, or if you need to initiate a solicitation.
Revolving Fund Account Management
This form is to be used to reconcile or replenish a Revolving Fund account. Revolving Fund bank accounts are used to pay research subjects and subject associated costs.
Sole Source Justification
Used to communicate to Procurement Services that: only one specific item or service can reasonably meet the department's need and/or only one supplier can reasonably provide that item or service.
Supplier Set-Up Request
Request set up and update existing suppliers in Workday.
Unauthorized Purchases
Use this form if a UW department (other than Procurement Services) enters into a contract, commits to purchases or makes purchases with one outside entity with cumulative purchases of $10,000 or more without Procurement’s documented pre-approval.
Last Updated: Tuesday, June 17, 2025