financial services division procurement changes coming to lobomart – fall 2015 amie ortiz &...
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![Page 1: Financial Services Division Procurement Changes Coming to LoboMart – Fall 2015 Amie Ortiz & Juanita Lucero FSM/Purchasing](https://reader035.vdocuments.us/reader035/viewer/2022070413/5697bfe81a28abf838cb6171/html5/thumbnails/1.jpg)
Financial Services DivisionFinancial Services Division
Procurement Changes Coming to LoboMart – Fall 2015
Amie Ortiz & Juanita Lucero
FSM/Purchasing
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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.
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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 email backup documents.• Catalog items will have the commodity code
automatically populated.• Purchasing will issue all POs in LoboMart.
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Financial Services Division
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Financial Services Division
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Financial Services Division
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Financial Services Division
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Financial Services Division
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Financial Services Division
Approval Changes• Approvers will receive email notifications for new
items.– After PIN setup, approvals can be completed via
email 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.
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Financial Services Division
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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.
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Financial Services Division
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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.
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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 [email protected]
if you are interested in participating.
• Anticipated go live date is late September or early October.
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Financial Services Division
Questions?