BearBuy Fast Track Approval Processes Live

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