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Procurement Changes Coming to LoboMart – Oct. 19, 2015

Procurement Changes Coming to LoboMart – Oct. 19, 2015. Amie Ortiz & Juanita Lucero FSM/Purchasing. Project Overview. Current procurement processes require departments to use two systems for processing and querying.

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Procurement Changes Coming to LoboMart – Oct. 19, 2015

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  1. Procurement Changes Coming to LoboMart – Oct. 19, 2015 Amie Ortiz & Juanita Lucero FSM/Purchasing

  2. Project Overview • Current procurement processes require departments to use two systems for processing and querying. • Moving Banner procurement and A/P processes to LoboMart will simplify end user experience and allow for process improvements.

  3. Requisitioning Changes • New Shopper role. • SPQ to be retired, instead we will use separate forms for USP and non-USP requisitions. • Attachments will be available, eliminating the need to email backup documents. • Catalog items will have the commodity code automatically populated. • Purchasing will issue all POs in LoboMart.

  4. Approval Changes • Approvers will receive email notifications for new items. • After PIN setup, approvals can be completed via email using a tablet or smart phone. • Disapproved requisitions can be corrected and resubmitted. • Approval methodology is much more flexible than in Banner. • Can adjust thresholds based on UG changes.

  5. Receiving Changes • Banner receiving will be a thing of the past. • Much simpler interface. • Both quantity and dollar amount receiving are available. • One place to approve both goods and services.

  6. Accounts Payable Changes • PO invoices will be keyed in LoboMart. • After payment, invoice status will be updated. • One system to view PR, PO, Receiver, Invoice and Check status.

  7. Project Schedule • Phase II begins 8/17 • Focus Group for stakeholders and department testers should be scheduled early September. • A few slots are available, contact jglucero@unm.edu if you are interested in participating. • Anticipated go live date is late September or early October.

  8. Questions?

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