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Department of Finance
花季传媒
79 S Court St
Lindley Hall N162
Athens, OH 45701
Finance

BobcatBUY Approval Search

Objective

The purpose of this document is to provide BobcatBUY users with the process to search for Requisitions, AP Requests, Procurement Requests, and Invoices that are either incomplete, recently approved or are awaiting approval.

Search Incomplete Procurement Request (Services Agreement Form)

  1. Select Orders from the left navigation bar from the home page in BobcatBUY.
  2. Select Procurement Requests to see all incomplete Service Agreement Forms.
Search Incomplete Procurement Request (Services Agreement Form)
  1. Select the Form Name to open the Services Agreement Form.

Search Incomplete AP Requests (Payment Request Form)

To Search AP Requests by Form Number

  1. Select AP Requests in the Search Box in the upper right corner on the BobcatBUY Home page.
  2. Enter the Form # in the text box to the right of AP Requests.
  3. Click Enter to search for your Payment Request Forms.
  4. Select the Form Name to open the Payment Request Form.

To Search AP Requests by My Requests

  1. Select Accounts Payable from the left navigation bar from the home page in BobcatBUY.
  2. Select Invoices.
  3. Select Search AP Requests.
request form search
  1. Select My Requests on the left Menu Bar to see all your Payment Request Forms.
  2. Select the Form Name to open the Payment Request Form.

To Search AP Requests by Requester:

  1. Select Accounts Payable from the left navigation bar from the home page in BobcatBUY.
  2. Select Invoices.
  3. Select Search AP Requests.
  4. Select Created Date period from the drop-down menu.
  5. Select Add Filter
  6. Select Requester from the Add Filter selections drop-down menu.
  7. Select Requester Name by putting a checkbox next to the requester鈥檚 name.
  8. Select Apply.
  9. Click the Form Name to open the Payment Request Form.

Note: If you need to search for another requester select Clear All Filters and repeat steps above.

Requisition Approvals

Requisitions to Approve

  1. Select Orders from the left navigation bar from the home page in BobcatBUY.
  2. Select Approvals.
Requisitions to Approve
  1. Select Requisitions to Approve to see all approval folders assigned to you.
  2. Click on the Expand button to expand the folder to see requisitions awaiting your approval.
  3. Click on the Requisition Number to open the requisition.

Requisitions Recently Approved By Me

  1. Select Orders from the left navigation bar from the home page in BobcatBUY.
  2. Select Approvals.
Requisitions Recently Approved By Me
  1. Select Requisitions Recently Approved By Me to see approval folders recently approved.
  2. Click on the Expand button to expand the folder to see requisitions recently approved.
  3. Click on the Requisition Number to open the requisition.

AP Request Approvals

AP Requests to Approve

  1. Select Accounts Payable from the left navigation bar from the home page in BobcatBUY.
  2. Select Approvals.
AP Requests to Approve
  1. Select AP Requests to Approve to see invoice approval folders awaiting approval.
  2. Click on the Expand button to expand the folder to see invoices awaiting approval.
  3. Click on the Form Number to open the Payment Request Form

AP Requests Recently Approved By Me

  1. Select Accounts Payable from the left navigation bar from the home page in BobcatBUY.
  2. Select Approvals.
AP Requests Recently Approved By Me
  1. Select AP Requests Recently Approved by Me to see approval folders recently approved.
  2. Click on the Expand button to expand the folder to see AP Requests recently approved.
  3. Click on the Form Number to open the Payment Request Form.

Invoice Approvals

Invoices to Approve

  1. Select Accounts Payable from the left navigation bar from the home page in BobcatBUY.
  2. Select Approvals.
Invoices to Approve
  1. Select Invoices to Approve to see invoice approval folders awaiting approval.
  2. Click on the Expand button to expand the folder to see invoices awaiting approval.
  3. Click on the Voucher Number to open the invoice.

Invoices Recently Approved By Me

  1. Select Accounts Payable from the left navigation bar from the home page in BobcatBUY.
  2. Select Approvals.
Invoices Recently Approved By Me
  1. Select Invoices Recently Approved By Me to see invoice approval folders recently approved.
  2. Click on the Expand button to expand the folder to see invoices recently approved.
  3. Click on the Voucher Number to open the invoice.

Substitute Approvals for Invoices

New substitute approval type filters have been added to Requisition, PO, and Invoice searches so that users can generate search reports with substitute approval data. For OU, we will only have substitute data available for invoices (substitute approvers for requisitions are handled through FARM changes).

Note: This new search filter is an enhancement being added in the March 21, 2022 release. At this time, only approvals that occur after that date will be included in these search results.

  1. Select Orders from the left navigation bar from the home page in BobcatBUY
  1. Select Invoices to see all invoices.
  2. Select Created Date period from the drop-down menu
  3. Select Add Filter
  4. Select Status Flags from the Add Filter selections drop-down menu
  5. Select With Substitute Approvals.
  6. Select Apply.
  7. Click on gear icon on the right.
  8. Search for Status Flags and select by checking the check box.
  9. Optional: Select Pin Columns as my defaults checkbox to see the column by default when you open invoice search.
  10. Select Apply.

Important Note: Substitute approvers for invoices must be setup in BCB. Please refer to the QRG Assign Substitute Approvers on how to setup substitute approvers for invoices. Substitute approvers for requisitions are setup in FARM and the data will not be available in BCB.

Revised 3/18/2022