1. CUNYfirst eProcurement Workshop Part 1: How to Buy
The Office of Institutional and
Academic Programs
1160 Boylan Hall

2. Topics What is eProcurement? eProcurement Workflow Chartfields
Budget Query
Create and Submit Requisitions
Purchase Requisition Approvals
Track and Manage: eProcurement Notes

3. What is eProcurement?
CUNYfirst eProcurement is a self-service purchase requisition module that allows end users to control their OTPS spending. End users may submit and track their requests throughout the procurement process.

4. eProcurement Workflow

5. Requesting and Procuring Goods and Services (How to Buy)
Requester:
Check the budget
Create and Submit a purchase requisition
Supervisor/Approver:
Review and approve requisition
Office of Purchasing and Contracting:
Assign purchase requisition to a Buyer
Buyer works on procuring items/services
Create and approve a purchase order

6. eProcurement Checklist
Check Budget
Create and Submit Requisition
Approvals
Track and Manage
Create and Submit Receipt

7. Chartfields Most departments have a Tax-Levy budget.
Each Tax-Levy budget is represented by a combination of numbers called ‘chartfields’
Your chartfields can be found by using the Chartfield Crosswalk.
Every eProcurement user has a default set of chartfields, which can be modified as necessary.

8. Chartfield Crosswalk
Navigate to: Brooklyn.cuny.edu/budget > Resources > Instructions and Guidelines
> CUNYfirst Chartfield Crosswalk

9. Budget Query
Navigate to: home.cunyfirst.cuny.edu > Login > Financials Supply Chain > Reporting Tools > Query > Query Viewer

10. eProcurement Checklist✔
Check Budget
Create and Submit Requisition
Approvals
Track and Manage
Create and Submit Receipt

11. Create and Submit Requisition
Navigate to: home.cunyfirst.cuny.edu > Login > Financials Supply Chain > eProcurement > Create Requisition

12. Category Crosswalk
Navigate to: brooklyn.cuny.edu/budget > Resources > CUNYfirst OTPS Category Crosswalk

13. eProcurement Checklist✔
Check Budget
Create and Submit Requisition
Approvals
Track and Manage
Create and Submit Receipt ✔

14. Approvals
Navigate to: home.cunyfirst.cuny.edu > Login > Financials Supply Chain > Worklist

15. eProcurement Checklist✔
Check Budget
Create and Submit Requisition
Approvals
Track and Manage
Create and Submit Receipt ✔ ✔

16. Track and Manage: eProcurement Notes
Navigate to: brooklyn.cuny.edu > WebCentral > E-Services > Restricted Administrative Applications > eProcurement Notes

17. eProcurement Checklist✔
Check Budget
Create and Submit Requisition
Approvals
Track and Manage
Create and Submit Receipt ✔ ✔ ✔

18. eProcurement Checklist✔
Check Budget
Create and Submit Requisition
Approvals
Track and Manage
Attend eProcurement Workshop Part 2: How to Pay!
Create and Submit Receipt ✔ ✔ ✔

19. Contacts Regarding a specific requisition or purchase order:
eProcurement Notes (BC WebCentral)
Budget: ext 5220
Michael Lanza
Tax Levy Budget Reports
CUNYfirst Requisitions: ext 5116
David Gretah
Trainings: ext 1550 / 5102
Patrick O’Connor

20. Register for our other classes!
Introduction to Purchasing
eProcurement Workshop 2: How to Pay (Receipts)
Introduction to Travel & Expense
Travel & Expense Workshop
Brooklyn College Knowledge