BearBuy Requisition Creator | June 8, 2015

Course Number: BEESS965-150608

Thorough classroom training for the BearBuy Requisition Creator Role. Participants will learn concepts, workflow, best practices, and can test their knowledge through several hands-on exercises in BearBuy. We will also demonstrate additional training materials available for the role, including Job Aids, manuals and YouTube videos.

Course Number: BEESS973-150611

Hands-on classroom training for Change Order Preparer role.  Participants will learn concepts, workflow, best practices, and can test their knowledge through several scenarios in BearBuy.

BearBuy Authorizer & Requisition Approver | June 16, 2015

Course Number: BEESS966-150616

Classroom training for the BearBuy Requisition Approver, Additional Authorizer, Chartfield 1 & 2 Authorizer Roles. Participants will learn concepts, workflow, best practices, and test their knowledge through several exercises in BearBuy. We will also review where to find additional training materials available for the role, including Job Aids and YouTube videos.

BearBuy Match Exception Preparer | June 19, 2015

Course Number: BEESS968-150619

Q: I have a list of Purchase Orders that can be closed. Is there a way to close multiple Purchase Orders at one time?

A: Yes, using Advanced Document Search a Change Order Preparer can close multiple POs at once. Prior to closing Purchase Orders you must verify that there are no vouchers in Payment Status or Payable or In Process against the PO. If you fail to do so, once the PO is closed those vouchers will not pay. The voucher Payment Status can be seen on the Invoices/Vouchers tab while viewing a Purchase Order

It is recommended when closing multiple POs at once to do batches of 200 POs or less so it does not slow the system down.

Steps: 

Navigate to Orders & Documents > Document Search > Search Documents

Simple Document Search bar appears. The search term should be Purchase Orders.

Click Advanced Search

Purchase Order Advanced Search criteria window will show. 

You can copy a list of multiple POs and paste into the Purchase Order Number(s) field or you can enter multiple PO numbers by typing one at a time. 

Click Go button and a list of the POs will show in the Search Results. 

At the top right, click on the box to select all POs in the list. 

After you click the box, all POs will be selected. In the pull down menu at the top of the screen, select Close PO. Click Go. Enter a reason for closing the POs. Click OK.