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BearBuy Updates

September 2016

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. Upcoming BearBuy In Class Training
  2. '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
Class
1. Upcoming In Class Training
  
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 Requisition Creator | October 11, 2016
Course Number: BEESS965-161011
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 
 
BearBuy Change Order Preparer | October 13, 2016
Course Number: BEESS973-161013
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.. We will also demonstrate additional training materials available for the role, including Job Aids, manuals and YouTube videos.

BearBuy Match Exception Preparer | October 19, 2016
Course Number: BEESS968-161019
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 | November 22, 2016
Course Number: BEESS966-161122
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 | November 29, 2016
Course Number: BEESS967-161129
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.

2. "Did you know?" Useful BearBuy Tip: 
 
QI have a voucher that is currently in Match Exception because the PO is over-invoiced.  If I have a Change Order processed to increase the PO amount by the vouchered amount, will this automatically resolve the Match Exception?

A: Increasing the PO amount by the voucher amount will not resolve a voucher currently in Match Exception.  The Match Exception Preparer will still need to review and force match/approve the voucher.  Increasing the PO amount can help prevent future invoices from going into Match Exception.