CruzBuy
Summary: CruzBuy is UCSC's online purchasing program - an eProcurement system that automatically routes Purchase Requisitions for approvals. Shoppers can access hosted catalogs, punch-out suppliers such as Dell and Office Max, and are able to request individual purchases of services and complex materials using customized forms.
This page provides the Table of Contents (links) to the CruzBuy Reference.Procurement and Business Contracts page to begin shopping.
CruzBuy Reference Manual - Table of Contents (TOC)
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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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 Hazardous Materials 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 Edit a Returned Requisition How to Make Repeat Purchases of Goods & Services Suppliers - Searching; Adding to CruzBuy; DBA
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Edit Cart Screen: Edit the Requisition Name (also known as the cart 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 (can also be edited from Edit Cart screen)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 How to Add a Comment to a Requisition or Purchase Order Print a Purchase Order Withdraw a Requisition Copy a Requisition
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Set Email Preferences to Receive Notice when an Order Awaits Approval How to Assign, Edit and Approve or Return a Requisition How to Add a Comment to a Requisition How to Reject a Requisition General Tips for Org Approvers How to Find your Reviewed 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 or FOAPAL How to Search for Orders by Unit How to Review Status, Comments, History and Notes for Requisitions Purchase Order Status and Comments
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: August 07, 2009 (am )
