May 18, 2021 | supplychain@ucsf.edu
Reminders From SCM Accounts Payable
SCM Accounts Payable has a few tips regarding Transcepta invoicing, buying goods and services, and using the Payment Request form. 
Anchor Initiative Updates
Updates from the UCSF Anchor Institution Initiative on AAPI Heritage Month and the first UCSF Pre-Design Supplier Diversity Forum.
Vizient HR Update
UCSF is updating the way third-party employees are managed. This will now be managed by our new service provider, Vizient.
Submit Transactions Early for Fiscal Year-End
The 2021 fiscal year-end is rapidly approaching and Supply Chain Management (SCM) urges you to submit your financial transactions early this year. With budget cuts and the hiring freeze taking a toll on our teams, it is imperative that departments submit their end-of-year transactions as soon as possible. 
Get Expense Reports Processed Faster
Learn more about how to ensure your expense report is complete before you submit it to make processing times faster. And, learn about how submitting your expense report late can lead to your reimbursement being taxed by the IRS. Read more...
Processing Petty Cash & Change Fund Requests
A reminder that all petty cash and change fund requests should be submitted directly to the UCSF Controller's Office via email.
New CDW-G Landing Page
CDW-G will be updating the punch-out catalog landing page. The new page will include quick links to ergonomic items, a new way to search for orders and quotes.

TIPS & TRICKS2USE
BEARBUY
I submitted a BearBuy Change Order Request to increase the purchase order (PO) amount and to update the funding codes. If there are voucher(s) pending match exception approval, will the PO changes automatically resolve the voucher match exception(s) and be paid?
A: No. The increase in the PO amount will not automatically resolve and pay vouchers in match exception. Your department Match Exception Handler must still review and approve any voucher before they are paid.

To prevent future match exceptions and to ensure timely payment, the owner of the PO should make sure that the PO always has an available balance to pay any future vouchers and that the funding codes are valid for the life of the PO. If the PO amount needs to be increased or be on different fund codes, submit a Change Order Request to request PO changes before additional vouchers are applied to the PO.
I have a purchase order (PO) for my order. The supplier sent me the invoice. What should I do with the invoice?
Please ask the supplier to open a ticket with the SCM Response Team.

The SCM Response Team will not process the invoice, but we will provide guidance to the supplier on how to submit the invoice for payment, such as through Transcepta.

Note: The link above is listed on every new PO received by the supplier.
I’m a Requester. How do I withdraw (cancel) a requisition?
Navigate to the requisition in BearBuy, and click on the word Requisition in the upper left corner. From the submenu, select Withdraw Entire Requisition.

To edit/resubmit the order, click on the word Requisition again and select Copy to New Cart.

Note: The requisition cannot be withdrawn once it’s fully approved. You’ll need to contact the supplier to cancel the order or contact SCM Response Team to cancel a Payment Request or After-the-Fact PO.
NEED HELP? Submit a ticket to the Supply Chain Management Response Team.