Transcript Purchasing Updates

Purchasing and Distribution Services
Procurement Updates
FAR Meeting – February 18, 2015
Match Exceptions
• Match Exceptions Translation Table
– Table explaining system matching payment rules (click here for link
to table)
– Proposed solutions for each of the matching payment rules, anticipate
to release by end of month
• Purchase Order Change Request Form
– New Form for adjusting a purchase order (click here for a link to new
form)
– Compliant vs. Non-Compliant
Match Exceptions
• Department Specific Training
– Department with high match exception counts
• Requisitioning copiers, cell phones, and processing
blanket/ small dollar service contracts.
– COMING SOON!! Training documents and instructional
guides for processing commodity or service specific
requisitions.
FY14 Open PO Encumbrances
(“Roll Forward Balances”)
• Purchasing will assist departments in reviewing a specific
PO and its related encumbrance(s), and adjust the PO by
doing the following:
1.
Confirm if the FY14 PO is encumbering funds in FY15, adjust the open
encumbrance balance if necessary, at the departments request
2.
Close the FY14 PO, at the departments request, to release open
encumbrance balance*
3.
Close a FY14 Requisition, at the departments request, to release preencumbrance balance*
*Closing a FY14 PO or Requisition will release funds to FY14, not to FY15.
UTSA SciQuest Initiative
• What is SciQuest?
• How will this effect campus?
Sample of SciQuest Vendor
Catalogs
Includes all UT Supply Chain Alliance Vendors
6
Preferred Vendor Visibility
Save Dollars by Directing Spend
UT Supply
Chain Preferred
Vendors
7
E&I Group
Cooperative
Contracts
Online Shopping Cart
SciQuest,
Coming January
2016 to UTSA
Contact Information
• Primary: send an e-mail to Purchasing at
[email protected]
• Contact department assigned Procurement
Specialist (click here for list)
• Contact Front Desk at ext. 4060
Resources:
• Purchasing Website:
http://www.utsa.edu/purchasing/index.cfm
• Purchasing PeopleSoft Forms:
http://www.utsa.edu/purchasing/PS_Purch_Forms.cfm
• Purchasing PeopleSoft Instructional Guides:
http://www.utsa.edu/purchasing/PS_Purch_HowTo.cfm