How to Process Pending Purchase Requests, Business Center View

Processing Pending Purchase Requests

1. Log into CBS, Enter NETID and password, menu option-Finance, Purchasing, Pending

2. Click on “Accept” for the record to be processed. This status will forecast the expense to the budget(s).

3. Review the information and any attachments and determine if additional information is required to process the purchase, follow up with Preparer if needed using the “Add Memo” feature. Memos that are “Sent” will be delivered to the Preparer and Approvers for the request.

4. Select Purchase Type, Use Generate Form and Save Form if applicable. If you update the record at any time select the “Rebuild Forecast” button. (Note: If split budgets are used changes to the Unit Price must be updated manually in the split budgets. These fields are not automated.)

5. Enter the Reference Number; BAXXX, FXXXXX, CXXXXX, (5 digit pcard suffix), KXXXXXX

6. Select the Status “Processed” after completing the purchase.