May 9, 2019
Here’s a brief overview of the changes:
Purchase Orders – Fast Track Approval
- Catalog orders under $5,000 (increased from $1,000) skip Requisition Creator and Org Node approval steps
- Non-catalog, Amount Only, Independent Contractor, and Service Requests forms under $1,000 (increased from $0.00) skip Requisition Creator and Org Node approval steps
- To qualify for the above, Shopping Carts must be complete (shipping address, valid chartstring)
Receiving Required
- Catalog Orders over $5,000
- Non-Catalog Forms over $1,000
Invoice Process – Voucher Payment Process changes
- Catalog orders under $5,000 will auto-pay without Org Node approval provided that the invoice matches the PO
Departments That Would Like To Implement Additional Requisition Approvals May Still:
- Use CF1 and CF2 approvers to approve transactions regardless of dollar value
- Use Adhoc approvers at will
- Route low-value orders to buyers as needed by clicking on the Buyer Intervention field
What’s not changing?
- Payment Request Form Approvals
- Subaward Form Approvals
- After the Fact Form Approvals
- Voucher Approvals required for: Amount Only, Independent Contractor, and Service Requests forms
Resources:
For questions contact the BearBuy Help Desk
Phone: (510) 664-9000 option 1, then option 2
Email: bearbuyhelp@berkeley.edu