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  E-Procurement Quick   Reference User Guide
 
 
 

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Revised 05/14/2010
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eProcurement Quick Reference User Guide

The ePro Quick Reference User Guide, including Helpful Hints and Step-by-Step Instructions, is provided to assist end-users in navigating through the Procure-to-Pay process and how to use PeopleSoft eProcurement.

PeopleSoft is an integrated software application that performs Financial Management functions, such as Purchasing, Accounts Payable, Travel & Expense, Asset Management, and Grants Management.  Information that is entered in one application carries over into other PeopleSoft modules.

The eProcurement module is a web-based purchasing system designed to provide UTMB end-users with online creation and submission of requisitions.  Additionally, based on the funding department number, project number, and commodity being requested, ePro electronically routes the requisition to the appropriate individuals for review and approval. 

Since PeopleSoft is an integrated system, it is important that the end-user enter the correct information on the requisition the first time so accurate information carries forward on the purchase order and on to other PS modules including Accounts Payable, Asset Management, Grants, and General Ledger.

The Procure-to-Pay process begins when a Requester creates a requisition. When the Requisition has been approved and successfully budget checked, a Buyer creates or the system auto-generates a purchase order and it is dispatched to the vendor.  After the merchandise/service has been received and inspected, the vendor's invoice can be vouchered and paid.
 

For further assistance or questions regarding eProcurement, Purchasing, DEP Procedures, Requisitions, and Purchase Orders, please contact the Purchasing Help Desk at extension 7-8000 or via e-mail at purchasing.helpdesk@utmb.edu

Additionally, for assistance regarding receipts, returns, or problems related to the receipt of merchandise, contact the PO Problem Resolution Desk at extension 2-5341 or via e-mail at logistics.problemresolution@utmb.edu

Helpful Hints

 
Avoiding Common Problems Related to DEP Orders
When Do I Need to Create a PS Receipt?
How Do I Resolve Price Discrepancies Between the PO Price and the Invoice Price?
How Does the On-Line PO Change Request Process Work?
Closing Out Old Purchase Orders to Liquidate an Open Encumbrance

 

 
 
ePro Step-by-Step Instructions
 
How to Use PO Activity Summary in ePro
How to Use PO Inquiry in ePro
How to Direct Receive (DRC) Merchandise in ePro
 
How to Create a PO Change Request
How ePro Approvers Review PO Change Request Increases
How the DEP Buyer Approves a PO Change Request
How to Monitor PO Change Requests
 
How to Change the Ship to Address on a Requisition
How to Change the Location of Where Merchandise will be Delivered
How to Change Chartfield Distributions on a Requisition
How to Add Line items to a Requisition
How to Select the Category Code on a Requisition
How to Add a Manufacturer ID for UCLIN Special Requests - Goods Requisition
How to Add a Vendor Item ID to a Special Requests - Goods Requisition
How to Create a "Blanket" Requisition
How to Attach a Created or Scanned Document to a Requisition
How to Complete a Sole Source Justification in ePro
 
How to Create Animal Orders
Research MarketPlace Quick Reference Guide
Research MarketPlace Training Manual for Requisitioners
How to Use PeopleSoft Requisition Templates
How to Create a Requisition for Next Fiscal Year
As an Approver, How to Review the Origin Code and Budget Date for Next Fiscal Year Requisitions
 

 

Learn more
Contact us by phone at  
281.338.8056
On-Campus ext. 78000


Business Hours
M – F   8 am – 5 pm


Holiday Schedule
Customer Support & Help Desk observes the Schools & Institutional Support Holiday Schedule.

 

Physical Location
Clear Lake Center
20740 Gulf Freeway
Ste 200
Webster, TX

Mailing Address:
The University of Texas
Medical Branch
Logistics - Acquisition
301 University Blvd.
Galveston, TX 77555-0905

 

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Revised on March 23, 2010

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UTMB | Search | Directories | Toolbox | Employment | Contact | Sitemap 
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