financial services division procurement changes coming to lobomart – fall 2015 amie ortiz &...
TRANSCRIPT
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.
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.
Financial Services Division
Financial Services Division
Financial Services Division
Financial Services Division
Financial Services Division
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.
Financial Services Division
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.
Financial Services Division
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.
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.
Financial Services Division
Questions?