Yes. Your role in ShopBlue will be the same as your current role in eReq.

Anyone can submit a receiver, including requesters or approvers. You can submit a receiver for a partial delivery, and then go back and submit a receiver for the rest of the order when it arrives.  

Contact Purchasing and request to set up the vendor as a catalog supplier in ShopBlue.

The ShopBlue reporting will remain the same as the eReq reporting. The way the information gets to SUNY will change, but the way it reports in SIRI will remain the same. Some reporting tools are also available in ShopBlue.

Depending on the contract writing, they will be included in the ShopBlue contract module.

No, a purchase cannot be split between funding sources in ShopBlue. You have to make separate purchases and cross reference the requisitions to each other.

For Facilities receiving, you will shop in ShopBlue, then the data will transfer from ShopBlue to Maximo. This is different than eReq, where the data currently transfers from Maximo to eReq.

Stay tuned for more information about Amazon. For now, be sure to use an Amazon UB Business Account, not a personal account.

Yes.

For accounts that require funding to support expenditures, the Funds Check determines if there are sufficient funds available in the account and includes any encumbrances that exist at the time it is checked. Most state accounts are set so that funding (allocation) at the individual account level is not required to pass the Funds Check steps in ShopBlue.  

Yes.

Yes, ShopBlue uses the same account approver database that is used for the travel and expense system Concur.

In ShopBlue, go to the homepage and click on the draft cart and activate it again. A draft cart holds all of the items that are in your cart at the time you make it a draft. You can also create a favorite cart and reorder or edit it as needed.

There is a limit of 50 line items, same as in eReq.

There is a trademark form in ShopBlue. The form includes provisions to attach any required documents. It also has an associated workflow that includes approval by the Trademarks and Licensing Manager in University Communications.

Confirming and received orders are placed as a payment request form in ShopBlue. If possible, try to avoid placing confirming and received orders. However, depending on the order they may be necessary.

No, they will not have separate profiles in ShopBlue. When you prepare a requisition for someone else in ShopBlue, their account numbers and ship to addresses will appear in the prepared for section during checkout.

Yes.

The department use fields in ShopBlue were duplicated from eReq. They are slightly different in ShopBlue and you have the option to edit them.

Multi-year contracts are automatically included in the contract module in ShopBlue.

Staples Advantage will be merging with ShopBlue, except for purchases made with a Pcard.

Yes.

The turnaround time in ShopBlue will be the same or quicker than it is in eReq. ShopBlue will not change the way you currently order items. 

No, they are included on ShopBlue.

Your full order history will be available in ShopBlue for an unlimited amount of time.

There is a new standing order form in ShopBlue. Orders are then placed from the original standing order to track what is being purchased.

When viewing your Requisition or Purchase Order, you can view the workflow status on the right-hand side of the screen under "What's Next?"

The workflow timeline should be the same, if not faster, than eReq.

Until the current blanket orders expire, continue using eReq to order off of existing blanket orders. When replacement orders are needed, place new standing orders in ShopBlue using the standing order form.

Yes, but the test system only includes a small fraction of the total supplier file and is not useful in determining which suppliers will be available in the live system.

No. In your ShopBlue profile, you have to set the ship to address as your preferred address. You can also set up other addresses and change them if you need to enter different addresses for different orders.

No, you can only purchase from a single vendor in one cart.

No, Apple is currently not included in ShopBlue.

If you are buying online, you can only make purchases using a PCard. Other than that, use ShopBlue for consolidated billing.

We encourage you to make purchases using ShopBlue instead of using a PCard. However, it depends on the vendor you are purchasing from. In some cases, making purchases using ShopBlue may be the easier method.

A separate cart for non-catalog items will have to be done, as carts cannot contain both hosted catalog and non-catalog items.

Yes. Continue to contact Procurement Services to resolve any issues you normally would when using eReq.

The purchasing guidelines and thresholds are the same in ShopBlue and eReq. However, receivers are required for every transaction in ShopBlue (except for Payment Requests), regardless of dollar amount. The process for creating a receiver in ShopBlue is easier than it is in eReq.

Use your PCard to order items needed urgently or that might require a shorter lead time than is typical for a requisition.

Yes, the information is available on the contract loaded in ShopBlue.

A change order is being developed for ShopBlue. You can enter a comment saying, for example, half of the invoice should be paid because some things aren’t needed anymore, or that there was a change in the quote price.

No it will not be a problem. We understand that certain orders must always be placed as confirming and received orders.