Financial Services Division Procurement Changes Coming to LoboMart – Fall 2015 Amie Ortiz &...

Financial Services DivisionFinancial 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.


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.


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.


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.


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.


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.


Questions?

Financial Services Division Procurement Changes Coming to LoboMart – Fall 2015 Amie Ortiz &...

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