Training and Work Aids
TechBuy Training Aids
- Adding/Removing Shoppers, Requestors & Approvers in the System
Here are directions on how to add or remove shoppers, requestors and approvers to an org code.Note, only the financial manager or approver has authority to make these changes!
- Dell Special Quote Process
A training guide to show users how to order specially priced items or quantities through Dell/Summus Computers.
- Document Search functionality training guide
Step-by-step instructions on using the document search functionality
- Email Approval Process
training guide to show end-users how to set up approval functionality from your email or smart phone device.
- Email Preferences Training Guide
A training guide with descriptions and recommendations for emails that are generated by the TechBuy system.
- How to Create and Manage Carts in Techbuy(Posted:10/27/2011)
Training guide on how to create and manage carts in the TechBuy system. - How To Attach a Quote to a Requisition(Posted:08/15/2012)
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- How to search and view contracts in TechBuy(Posted:10/27/2011)
Training guide to allow end-users to locate and view applicable contract information in the TechBuy system. - Proposers Instructions for Bidding(Posted:10/04/2012)
A training guide for vendors who are submitting bids or proposals in the TechBid system. - Purchasing Category Descriptions and Routing(Posted:03/27/2012)
Purchase category descriptions and routing information.
- Receiving in TechBuy
How to create a receiving report in TechBuy. Also includes the guidelines on which purchase orders require receiving reports, how to correct receiving reports, how to handle shortages, duplicates, or damaged items, how to attach receipts, and how to send comments to Payment Services.
- Setting a FOAP up in your profile
a training guide to show end-users how to set up common FOAP strings in their TechBuy profile. This will allow for expediting data entry in TechBuy.
- Ship-to Address Management
a training guide to show you how to add ship to addresses to your profile and to your requisitions. This document will also show you how to properly maintain and use the ship to addresses.
- Splitting FOAPs on Your TechBuy Requisition
Step-by-step instructions on splitting FOAPs on your TechBuy requisitions.
Requisition/Purchase Order Accounting Guides
- Banner Procurement Account Code Guidelines(Updated:03/29/2013)
Guidelines for the expenditure account codes that are used in TechBuy, Travel, Pcard and Payment Services.
- Frequently Used Codes for Equipment(Updated:03/19/2013)
- Frequently Used Codes for Services(Updated:03/19/2013)
- HEAF Funds Guidelines(Updated:03/26/2010)
How to use HEAF Funds (FOPs beginning with 13), including examples of things that HEAF funds can and cannot be used for.
- Listing of Allowable and Non-Allowable Expenditures Based Upon Funding Type
Tables listing the allowable and non-allowable expenditures for the various fund groups, such as state-appropriated funds (including graduate tuition, advance research, and HEAF funds), designated funds, course fee funds, auxiliary funds and others.
Other Training Guides
- Surplus of Property Inventory
What steps to take when your department has surplus inventory items that need to be picked up, including special handling procedures and a link to the form to complete to remove the items from your inventory list.