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BearBuy Updates

December 2015

Dear BearBuy Users,

  

We would like to inform you of a few updates and important events coming soon. 

  

Please review the topics below and follow the links or scroll down for more information on each topic. 

 

This month's BearBuy News:

  1. Curtailment Period: bluCard, Event Planner Card, and Travel Study Card Clearing Dates
  2. Account Numbers for UC Berkeley Orders
  3. Upcoming In Class Trainings
  4. 'Did you know?' Useful BearBuy Tip Reminder

If you have any questions, please contact the BearBuy Help Desk at  

510-664-9000 (options 1,2) or [email protected] for immediate assistance.

 

Thank you for your continued support, 

 

BearBuy Team 

Supply Chain Management

UC Berkeley
PCardCur
1. Curtailment Period: bluCard, Event Planner Card, and Travel Study Card Clearing Dates
  
As we take part in this year's energy curtailment period, please see the link below for the dates card transactions will be available to reconcile in the BFS staging table:
 
 
Please contact [email protected] if you have any questions.
2. Account Numbers for UC Berkeley Orders
  
Recently when customers call Apple, Dell or Office Max asking for updates on orders, Apple, Dell and Office Max are requesting us to provide the UC Berkeley account number. 
 
For future reference, please see the UC Berkeley account number information below.
 
Dell:  Customer #143078207
 
Apple: #706198
 
Office Max: #678657
 Trainings 
3. Upcoming In Class Trainings
  
Register to learn more about BearBuy with one of our upcoming in-class trainings based on BearBuy user roles.  Courses are offered through the UC Learning Center. Instructions and more information on how to enroll can be found on the page. 
 
BearBuy Change Order Preparer | January 6, 2016
Course Number: BEESS973-160106
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 Requisition Creator | January 12, 2016
Course Number: BEESS965-011216
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.
 
BearBuy Match Exception Preparer | January 21, 2016
Course Number: BEESS968-160121
Interactive classroom training for the BearBuy Match Exception Preparer role. Participants will be shown concepts, workflow, best practices, and test their knowledge through several exercises in BearBuy.
 
BearBuy Authorizer & Requisition Approver | February 8, 2016
Course Number: BEESS966-160208
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 Voucher Approver | February 16, 2016
Course Number: BEESS967-160216
Practical classroom training for the BearBuy Voucher Approver role. Participants will be shown 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 video.
 4. "Did you know?" Useful BearBuy Tip Reminder: 
  
Q: I have an order with multiple lines and I want to use two chartstrings. How can I add the Accounting Codes chartstring split on my transaction so it does not cause an error?

A: It is recommended if there are multiple lines on your transaction (or multiple lines with multiple suppliers in one cart) that you perform the split at the line level instead of at the Accounting Codes header level.  To do so, you would use one chartstring at the Accounting Codes header level and then editing Accounting Codes to add a different chartstring at the line level. 
 
If you perform a split by amount at the Accounting Codes header level when there are multiple PO lines, it will cause system errors and fail export to BFS.
 
Another option for orders with multiple lines would be to add a split by percent (% of Price) at the Accounting Codes header.