Update Purchasing and Distribution Services FAR September 20, 2017 Rene Paniagua Rowdy Exchange Project Manager Rene.Paniagua@utsa.edu 210-458-8249 Business Information Systems

Agenda PSSC is Now Business Information Services Purchasing 2017 Roll Process Rowdy Exchange Process Rowdy Exchange Items to remember Rowdy Exchange Frequent Asked Questions Rowdy Exchange Training Videos

PSSC is now Business Information Services www.utsa.edu/bis PSSC is now Business Information Services Broader Scope of Department’s Work Maintains and Supports: SharePoint Applications (Timesheets, Security Request Forms, HR Forms, Effort Card Routing) Cognos for reporting Rowdy Exchange Support Single Point of Contact (SPOC) Call Center for Troubleshooting Kayako (SPOC) Ticketing System Historical DEFINE Data Access Control Oracle Enterprise Application known as PeopleSoft New name allows for flexibility regarding business applications supported   Business Information Services

Purchasing FY 2017 Roll Process FY 2017 Roll Process partially completed on 9/1/2017. During Roll process a couple of scenarios caused “double encumbrances”. Issues corrected 9/15/2017. Documents ineligible for roll process worked on for a second roll process. Second roll process began 9/18/2017. Office of Financial Affairs

---------------- Responsible Party ---------------- The Procure to Pay Process Cart Purchase Requisition (PR) Approved PR Purchase Order (PO) Receipt Invoice Payment Receipts Required for Purchase Orders (1) > $4,999.99, (2) State and or Federal Funds 3) Capital, or Control or Special Accounts, 4)Non Amount Only Vendor Submitted e-Invoices ---------------- Responsible Party ---------------- Business Information Systems

Business Information Systems Items to Remember Has been Live since July 17, 2017! Enter receipts for items that are: $5,000.00 and over State or Federal Funded Control, Capitalized or Special Interest Account Enter the accurate Account code. Rowdy Exchange Training coming in October. Business Information Systems

Business Information Systems FAQs Website: http://www.utsa.edu/pds/rowdyexchange/ Go To Rowdy Exchange Resources Frequently Asked Questions Business Information Systems

Business Information Systems Training Videos Copying a Requisition to a New Cart Creating Receipts Shopping for Non-Catalog Items Adding an Attachment to a Requisition Approving Requisitions Business Information Systems

Business Information Systems QUESTIONS Business Information Systems

Your partner for successful solutions Thank you! Your partner for successful solutions Business Information Systems