Guidelines to Completing Forms
Internal Requisition and Inter-Account Bill (IRB – Form 108A)
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Initiating Department
1. Enter an estimate for the
goods/services and enter the amount in
the “NOT TO EXCEED” area
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2. Enter the Initiating/Customer
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Department information:
• Charge Initiated By
• Initiating Department Name
• Initiating Department’s Address
3. Enter the Service Department
(providing the goods/services)
information:
• Contact Name and Phone Number
• Service Department Name
• Service Department Address
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4. Record the contact name and phone
number for the Initiating Department
5. Note the Purpose of Transaction
(Office Supply Request, Mailing
Charges, Equipment Usage, etc..)
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Guidelines to Completing Forms
Internal Requisition and Inter-Account Bill (IRB – Form 108A)
Initiating Department
6. Complete the Inter-Account Bill
Data:
• Enter a description for each
Commodity
• Complete the Quantity, Unit and
Unit Price when applicable
• Enter the Amount for each
commodity or service
• NOTE any comments or special
instructions
7. Enter the Total Amount of all the
commodities or servicesEnter the
Index, Fund, Org, Account to be
charged
Forward IRB and all supporting
documents to Unit Business Manager
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Guidelines to Completing Forms
Internal Requisition and Inter-Account Bill (IRB – Form 108A)
Unit Business Manager
8. Review IRB for accuracy and
completeness:
a) Approve IRB by signing
b) If not approved return to contact
person with explanation for
corrective action
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9. Determine
if IRB should be
encumbered; if necessary enter into
Banner
10. Identify the person who entered the
encumbrance and the date
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11. Forward the White and Pink copies
of the approved IRB and all
supporting documents to Servicing
Department. The Blue copy is kept
by the Initiating department
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Guidelines to Completing Forms
Internal Requisition and Inter-Account Bill (IRB – Form 108A)
Servicing Department
12. Provide goods and or services
13. Complete the billing information
including billing date
14. Enter performing service
department’s index and sign the
form indicating approval
15. Forward to Accounting within 45
days of completion of service
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