PayPal payments should only be used as a last resource for purchasing.

As the Library Business Office has authorized the SML Order Unit to be responsible for processing PayPal payments for the Yale library system, the following steps need to be followed.

The person placing the order creates the bib and holdings records as well as the purchase order.

If the vendor is a new vendor,  it is the responsibility of the person placing the order to complete the purchase card vendor form.  This form is to be emailed to elizabeth.duenkel@yale.edu or alyse.putnam@yale.edu from the Library Business Office, who will create the new vendor code.

When the purchase order is completed and approved, OST staff will process the payment through their PayPal account.

When the item is received, the OST staff needs to reconcile the payment via FileNet.