BearBuy Tips Christina Chen Radiology Business Office 02/03/16 8/3/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

BearBuy Tip #1: Payment Status Background: BearBuy purchasing process Requester initiates a requisition. After approvals, requisition becomes a PO. When payment is processed, a voucher is generated. Email COSolutionCenter@ucsf.edu or call 415-476-2126 to check on Payment Status Requisition Purchase Order (PO) Voucher BB is a three-step process. Requester initiated with a requisition After approvals, it becomes a PO Payments processed with a voucher Live Demo to check payment status – Req #67959894 BearBuy Tip 2/3/16 8/3/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

BearBuy Tip #1: Payment Status(cont.) How to find payment status through the requisition On the Requisition, pull up the PO: On the PO, click on the invoice tab and then click on the invoice that you are looking for: BB is a three-step process. Requester initiated with a requisition After approvals, it becomes a PO Payments processed with a voucher Live Demo to check payment status – Req #67959894 BearBuy Tip 2/3/16 8/3/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

BearBuy Tip #1: Payment Status (cont.) The voucher’s summary tab will show the payment information. Note: Status of “Paid” only means that the check is issued, not necessarily cashed. To see if the check is cashed, please email COSolutionCenter@ucsf.edu or call 415-476-2126 BearBuy Tip 2/3/16 8/3/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

BearBuy Tip #2: Updated Cart Naming Convention Requesters should add a brief description, which will help the reviewing and approval process. The brief description should include: what is it and who is it for. e.g. IT – Laptop for Christina Chen BearBuy Naming Convention Location/Section Requisition Naming Convention VAMC MRU VA-Faculty Last Name - Brief Description   VA-Section - Brief Description Computer Support IT - Brief Description Post Grad PGE - Brief Description Chairman Office CHAIR - Brief Description Business Office BUSOFF - Brief Description PhD Faculty Allowance PhD Fac Allowance - PI Last Name - Brief Description Marketing MARKR - Brief Description Mt Zion MZ-Section - Brief Description MZ-Faculty Allowance_Faculty Last Name - Brief Description MZ-RESCH-PI Last Name - Brief Description SFGH SFGH-PROFEE - Brief Description SFGH-Faculty Allowance - Brief Description SFGH-RESCH-PI Last Name - Brief Description China Basin/Mission Bay CB/MB-ADMIN - Brief Description CB/MB-RECHG - Brief Description CB/MB-RESCH-PI Last Name - Brief Description Parnassus PAR-ADMIN - Brief Description PAR-MD Faculty Allowance - Brief Description PAR-SECTIONS - Brief Description PAR-RESCH-PI Last Name - Brief Description * All cart name should include a brief description of the purchasing reason. This tip is for the requesters. Small update to the cart naming convention. BearBuy Tip 2/3/16 8/3/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

BearBuy Tip #3: America To Go Vendor Order Confirmation America to Go (ATG) will email the requester a confirmation if the vendor accepts the order, at least 48 hours before the event. In the rare occasion of the vendor declining the order, ATG will contact the requester directly to explore available vendors. UCSF Approved ATG Order ATG Phone Call: Vendor Declines Order ATG Email: Vendor Confirms Order Thank you for using ATG!  Best practice: submit the order as soon as possible to allow time for departmental and vendor approval. BearBuy Tip 2/3/16 8/3/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

Reminder: New Reimbursement Rate New reimbursement rates as of 1/1/16 Details can be found on Controller’s Office website, Susan O’Hara’s email and RadStaff Chatter Parnassus Refresher 12/4/2015 8/3/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

8/3/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]