Financial Services Division Procurement Changes Coming to LoboMart – Fall 2015 Amie Ortiz & Juanita Lucero FSM/Purchasing.

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Presentation transcript:

Financial Services Division Procurement Changes Coming to LoboMart – Fall 2015 Amie Ortiz & Juanita Lucero FSM/Purchasing

Financial Services Division Project Overview Current procurement processes require departments to use two systems for processing and querying. Moving Banner procurement and A/P processes to LoboMart will simplify end user experience and allow for process improvements.

Financial Services Division Requisitioning Changes New Shopper role. SPQ to be retired, instead we will use separate forms for USP and non-USP requisitions. Attachments will be available, eliminating the need to backup documents. Catalog items will have the commodity code automatically populated. Purchasing will issue all POs in LoboMart.

Financial Services Division

Approval Changes Approvers will receive notifications for new items. –After PIN setup, approvals can be completed via using a tablet or smart phone. Disapproved requisitions can be corrected and resubmitted. Approval methodology is much more flexible than in Banner. –Can adjust thresholds based on UG changes.

Financial Services Division

Receiving Changes Banner receiving will be a thing of the past. –Much simpler interface. Both quantity and dollar amount receiving are available. –One place to approve both goods and services.

Financial Services Division

Accounts Payable Changes PO invoices will be keyed in LoboMart. After payment, invoice status will be updated. One system to view PR, PO, Receiver, Invoice and Check status.

Financial Services Division Project Schedule Phase II begins 8/17 Focus Group for stakeholders and department testers should be scheduled early September. –A few slots are available, contact if you are interested in participating. Anticipated go live date is late September or early October.

Financial Services Division Questions?