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Chapter 1: Setup

Account Setup
Browser Support
Log On & Log Off
Passwords: Change or Reset
E-mail Notifications - How to Request
Color Scheme - How to Change
Ship To & Bill To Addresses - How to Add to your Profile
FOAPALs - How to Add & Edit in your Profile
FOAPALs - How to Set Defaults
PI/Other Approvers - How to Add Names
PI/Other Approvers - How to Set a Default Approver

Favorites

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Chapter 2: Shopping

Hosted Catalogs - Searching for & Adding Items to a Requisition (includes list of hosted catalog suppliers that provide discounts)
Punchout Suppliers - Connecting; Disconnecting; Adding Items to a Requisition
Forms - How to Submit Requests; Which Form to Use

Form Examples (Alphabetical List)
Animals
Blanket Order
C&G Sub-Award Request
Change Order
Chemical and Biological Reagent
DEA Controlled Substances
Equipment Lease
Ethyl Alcohol
Food and Entertainment
Food and Entertainment Change Order
Non-Catalog Goods
Request for Radioactive Material
Recruitment Ads
Services
Student Programming (was called Colleges and SOAR Student Purchases form before CruzBuy 8.1)
Vehicle Purchase/Lease
Vehicle Rental/Charter

How to Make Repeat Purchases of Goods & Services
Suppliers - Searching; Adding to CruzBuy; DBA

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Chapter 3: Completing a Requisition

Edit Cart Screen:
Edit the Requisition Name
Hold PO Flag
Specify Shipping Method
Add a PI/Other Approver
Special Handling
Adding an Internal Note
Changing the Quantity of an Item
Add or Remove Items from a Requisition
Move Item(s) to a Different Cart

Review Cart Screen:
General - Cart Name, Prepared for, Hold PO
Shipping - Delivery Address, Delivery Options
Billing
Add Internal Notes and Attachments
Add External Notes and Attachments
Add and Edit the FOAPAL - Fund, ORG, Account, Activity, & Commodity Codes
Add an Internal Note for a Line Item, or Add Banner Line Item Text
Turn off Tax

Workflow: Purchase Requisition Approvals
Check the Status of a Requisition
Print a Purchase Order
Withdraw a Requisition
Copy a Requisition

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Chapter 4: Approvals - for PIs and Other Approvers

Set Email Preferences to Receive Notice when an Order Awaits Approval
How to Assign and Approve a Requisition
How to Assign and Edit a Requisition
How to Reject a Requisition
General Tips for Org Approvers
How to Find your Reviewed Orders

Chapter 5: Accessing Orders

Review 'My Requisitions'
How to Search for a Requisition by PR Number
How to Search for an Order by PO Number
How to Search for a Requisition by Supplier
How to Search for Orders by Unit
How to Review Status, Comments, History and Notes for Requisitions
Purchase Order Status and Comments

Chapter 6: Change Orders

When to Submit a Change Order
How to Submit a Change Order using CruzBuy
How to Submit a Change Order on an E-Order

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Last revised: June 05, 2008 (am)