OnBase automates the pairing of invoice detail lines with purchase order detail lines prior to posting an invoice in Workday. New resources are now available to help provide additional visibility and support around this process.
OnBase Job Aid - A new OnBase job aid has been created for OnBase users. The guide provides information about basic OnBase functionality and navigation.
Reporting - Enhanced reporting has been made available to Tableau users with access to the Finance and Supply Chain >> Spend domain . A new folder entitled "OnBase Invoices" houses the " OnBase/Unposted Invoice Search " report. This report provides basic invoice information about invoices held in OnBase, prior to the invoice posting to Workday.
Effective Friday, October 2, all Procurement Agreements that require a signature from Purchasing must be processed through OnBase, the university's contracts and agreements management tool.
This new process will replace the BF-PUR-Agreements email. However, this email, will still be available for questions.
Your service center contacts will process the procurement agreements in OnBase for you.
A virtual instructor-led training on how to use the OnBase web client for the procurement agreement process will soon be available for service center employees. This new process will replace the BF-PUR-Agreements email.
The training will focus on how to obtain a signature for a procurement agreement, highlighting the commonly-used functionalities: completing procurement agreement forms in OnBase, using OnBase’s search feature to locate procurement agreements, and tracking procurement agreements in OnBase with the workflow feature.
While the training is directed to service center employees, others may find it useful. See full article for registration details.
