eBucs Approval Training

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eBucsApproval Training
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eBucs Login

• Enter your user name
• Enter your password
• User name and password are set up first in
  Purchasing
• Practice - If you would like to access the
  training site, please contact Purchasing, 94224,
  for further information

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Home Page

• After logging in you will see the Home page.
• To view requisitions waiting for your approval
  click on My PR Approvals in the Review box on
  the left side of the screen or click on the
  Approvals tab at the top.

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Assign a Requisition to Yourself

• Click on the Select box 1 on the right side
  of the shared department folder. Then click Go
  2 for the Assign 3 action.
• The requisition will move to the My PR
  Approvals folder. It will be assigned to you.

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My Purchase Requisition Approvals

• For Your Information
• You can view requisitions that are in either the
  shared department folder or the My PR Approvals
  folder.
• Assigning a requisition to the My PR Approvals
  folder allows you alone to work on the
  requisition.
• Items may only be rejected when the requisition
  is in the My PR Approvals folder.
• Some catalog suppliers may not allow rejection of
  one line vs. all items. This is configured by
  each catalog supplier.

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View a Requisition Before Approval

• Click on the requisition number to view the
  requisition.

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Requisition Header

• On the requisition summary header you can view
• Prepared By
• Banner Account Codes
• Scroll down to see the lower section of the
  requisition

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Requisition(continued)

• On the lower portion of the requisition you can
  view
• 1. Internal notes from the requestor
• 2. The Supplier
• 3. Line items
• Summary or line details

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Line Item Details

• To switch between the details or summary of each
  line click on the Hide line details / Show
  line details

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Add Notes to History

• Select Add Notes to History from the Available
  Actions
• Click the Go button
• Enter your note
• Click the Attach button

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Viewing the History Log

• The history log shows information for each step
  in the process. Read it from the bottom up.
• The notes from approvers or requestors are on the
  right side.

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Viewing Requisition Status

• To see the workflow click on the third level tab,
  PR Approvals.
• Top level tab is approvals
• Second level tab is requisitions
• Third level tab is PR Approvals
• You can see which steps have already taken place
  and which are still to be done.

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Reject one or more line items

• As an Approver, if you wish to reject an item or
  all items, you do it at the line item level.
  Check the appropriate items and click Go next
  to Reject Selected (All) Items.

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Approve and Complete Requisitions

• Once you have reviewed the line items and
  accepted or rejected them, go to the Available
  Actions, at the top of the requisition and
  Approve/Complete your action at the line item
  level. Then hit Go.

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History Search

• To search for requisitions (or POs) select the
  top level history tab.
• Searches can be conducted by selecting category
  criteria in the boxes in the top section. Or a
  search can be narrowed by checking the filter
  box and selecting additional parameters in the
  lower section.

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Email Notification

• Email notification will be sent directly to the
  individuals involved with the approval process,
  if they wish.
• Select this option in the email notification
  section of the profile.

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Profile and Changing Password

• You can set email preferences in your profile.
• You can change your password in you profile. Just
  click on the Change Password button in the
  Profile tab.

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Setting email Notifications

• As an approver you can set your profile so you
  receive an email notice when you have a
  requisition to approve.
• It is not necessary to receive email notices.

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eBucs

• eBucs is ETSUs electronic purchasing system. The
  host company is SciQuest, a Banner partner. eBucs
  interfaces with Banner to check budget and create
  encumbrances.
• Should you have additional questions regarding
  the approval process, training sessions are
  available or you can contact Purchasing for
  assistance at 439-4224.