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Interdepartmental Requisition and Invoice (IRI)
Use of IRI
University personnel that do not have access to the Workday Internal Service Delivery may use the Interdepartmental Requisition and Invoice (IRI) form to requisition supplies and services provided by WSU supplier departments.
Approval to Charge
A department or unit must have prior approval from the Controller’s Office to charge for goods or services. In most cases, a prospective supplier department requests approval by completing a Service Center Application (see BPPM 30.15). A department cannot process IRIs as a supplier department unless a Service Center Application has been submitted and approved.
The IRI serves as an order and billing form.
The IRI is available in PDF format on the Procedures, Records, and Forms website.
Departments may use the IRI to authorize a supplier department to set up a blanket requisition (see BPPM 70.06). This is desirable when the department makes regular purchases from the supplier.
WSU supplier departments may use IRIs to prepare monthly billings for departments who make blanket order purchases (see BPPM 70.06).
Completing the IRI
The requisitioning department completes the IRI as follows. The following numbered instructions are keyed to numbers in Figure 1.
Requisitioning Dept. (1)
Enter the requisitioning department’s name. Enter the applicable worktags for budget(s) that are used to assume the expenditure.
When a blanket order is in force, enter the blanket order number adjacent to the department name under Department.
If the items requested are billed to more than one account, this blank can include more than one line of coding. The accounts are charged the indicated percentages of the total bill. Indicate the percentage to be charged next to the appropriate coding.
Number the IRI pages.
Supplier Department (3)
Indicate the vendor department(s) on this line.
Indicate the date the requisitioning department submitted the IRI.
Deliver To (5)
Indicate the building, room number, and campus mail code.
Dept. Req. No. (6)
The requisitioning department may assign a requisition number to the transaction. This is optional.
Contact Individual (7)
Include the name, telephone number, and e-mail address of a knowledgeable departmental contact.
Assign an item number to each item requested, i.e., 1, 2, 3, etc.
Stock Number (9)
Enter the supplier’s stock number if available.
Description/Received By (10)
Enter a concise description of the requested goods or services, including quantities and units.
Include any information on this part of the form assists the supplier department in filling the order and Accounts Payable in correctly billing the requisitioning department.
Indicate “Please Encumber” if the purchase amount is to be encumbered. (This is useful for major purchases which will not be delivered for several weeks or months.) Request encumbrances from only those supplier using the Service Center Billing System (see BPPM 30.15). Other supplier departments do not process encumbrances.
Expenditure Authority (11)
Routing the IRI
The requisitioning department retains a control copy and routes the signed original to the supplier department.
NOTE: The college may require that the form be routed through the college finance office for fund coding before it is sent to the supplier.
Enter the supplier department’s name and enter the applicable worktags in the indicated fields for the University account receiving the money under Supplier Department.
Assign and enter an Invoice Number based upon the supplier department’s IRI numbering system.
Record details regarding quantities and charges under Quan Del, Unit Prc, and Total. Also record an Invoice Total.
A representative from the requisitioning department may indicate receipt of the goods or services by signing the bottom of the Description/Received By section.
The supplier department retains the original IRI. See BPPM 90.01 for retention requirements.
A copy of the IRI may be returned by the supplier department to the requisitioning department after the transaction is entered into the Service Center Billing System.
At fiscal year’s end, invoices must be entered into the University’s accounting system in accordance with the year-end schedule distributed by the Controller’s Office. See also BPPM 70.04.
Supplier departments are responsible for ensuring that IRIs used for invoicing are sequentially numbered.
The supplier department may elect to begin a new number sequence at the beginning of each biennium.
See BPPM 70.06.