Approving Purchase Requisitions - umshare.miami.edu

Approving Purchase Requisitions

Contacts The Purchase Requisition Process

Help Desk Create a Purchase Requisition (“Req”) to request, receive and
Madeleyne Barcelo 305.284.4989 pay for University goods and services. When submitting a Req it
will automatically route through the required University approvals.
Training Once completely approved, the system automatically generates
Heidi Tyre 305.284.5115 a Purchase Order (“PO”) and sends it to the vendor. In return, the
Michelle Roy 305.284.2209 vendor will send the requested goods or services. The invoice
Madeleyne Barcelo 305.284.4989 should then be sent to Accounts Payable (“AP”) for payment.
Approval Flow Updates and Clearances
Heidi Tyre 305.284.5115 Find UMeNET at https://enet.miami.edu
Boyd Bartow 305.284.5208
Compatible browsers:
Address Loading Internet Explorer 7-10
Haidong Jiang 305.284.8415
Using a non-compatible browser? Try Citrix.
Reporting
Ana Castellanos 305.284.8643 Gables/RSMAS http://ucitrix.miami.edu
Medical http://it.med.miami.edu/x910.xml
Purchasing Department
Gables and Rosenstiel 305.284.5751 Log in

Medical 305.243.6607 HINT: The CaneID username and password are also used to log
Vendor Forms into MyUM to view paychecks and benefits.

Kathleen Torres 305.284.9795

Other Departments on UMeNET

eBERFs & eChecks
Kevin Limones 305.284.6787

HR eForms
Medical 305.243.6413
Gables & RSMAS 305.284.7609

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 1

Updating a Profile

Click Preferences in the green tool bar and choose Change Your Profile. Click Next to skip “Step 1: Personal Profile.” If the information isn’t
correct, contact Human Resources to update.

Account: Type the account number. If using multiple account numbers, leave this field blank.

Default Billing Address: Click the drop down arrow and choose Search for More. A pop up search window will appear. Find the appropriate
Accounts Payable office and click Select.

Default Shipping Address: Click the drop down arrow and choose Search for More. Keep the field as “Name”, then type only the room number
(ex: “305”) and click Search. Find the correct address and click Select to the right. If the room number doesn’t appear, contact a UMeNET team
member to load the address.

Deliver to: Type your name and full phone number. Click Next to go to Step 3. Confirm the update information in the right hand column. If the
new information is correct, click Submit.

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 2

Approve a Purchase Requisition.
To approve a Purchase Requisition log in through the email notification from Ariba Administrator, or go to the Purchasing tab (A), find the ToDo
section (B). Click the ID (C) to open.

A
.

B
.

C
.

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 3

Review the requisition details. Click Approve or Deny (D).

D
.

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 4

Provide comments (E) to the creator if needed. Choose an archive location (F). Click Ok (G) to process the requisition.

E F
. .

G
.

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 5

Edit items in the shopping cart.
To edit accounting, sub object, and shipping click either the check box next to the line item or the top box to edit all items (H). Click Edit. (I)

H
.

I.

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 6

Find a purchase requisition.
Find a purchase requisition by clicking the Purchasing tab (J), then looking in either My Documents (K) or Search (L)

J.

L
K

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 7

Still can’t find an order? Try clicking the Purchasing tab (M), then Search (N), and click Purchase Requisition (O).
M

N

O

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 8

Alter the search filters as needed and click Search (P). All requisitions fitting the search filters will appear below.
P

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 9

Check the status.
After finding the requisition, the status will appear in the right side column (Q).

Q

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 10

View the approval flow.
After finding your requisition, click the corresponding Title or ID to open. Click the Approval Flow (R) tab. Then click the name (S) to see who can
approve or scroll over the name to see why they approve.

R
S

6/17/2014 M.R. Find more tutorials at www.miami.edu/Purchasing. Click UMeNET, then Tutorials. Page 11