Electronic procurement — generally known as eProcurement — is the automation and management of the procurement-to-payment process. It involves creating and approving purchase requisitions, placing purchase orders, receiving goods and services, and processing invoices electronically.

Unimarket is the eProcurement company that Saint Louis University partnered with for an eProcurement solution. Billiken Buy is the internal marketplace name that Saint Louis University selected for this system.

No, documents should be attached to purchase requisitions for internal purposes only. If you are ordering from a quote, you can reference the supplier quote number in the “Item Description” field or “Memo to Supplier” section of the purchase requisition.

Workday has a custom validation in it so that purchase requisitions cannot be generated to multiple suppliers. You can add the items to your shopping cart but you will be unable to create the purchase requisitions.

A non-catalog vendor does not have a punchout catalog in the Billiken Buy marketplace. You will manually create non-catalog purchase orders to these suppliers from Workday. Punchout vendors have punchout catalogs that you can access and shop from in Billiken Buy. A blanket order for a non-catalog vendor will be issued a standard services purchase order. A blanket order for a punchout vendor will be created as a supplier contract.

A blanket order for a punchout vendor should be created as a supplier contract in Workday. These supplier contracts do not encumber the blanket amount, instead they encumber funds as purchase orders are issued against the supplier contract. These purchase orders will not route for approval and will be issued to the punchout supplier immediately. The supplier contract balance will be drawn down in Workday as purchase orders are issued against them.

Blanket orders for non-catalog vendors should be issued as standard purchase orders for services in Workday. Designating these blanket orders as services allow for multiple invoices with multiple receipts to be issued against the blanket amount. These blanket orders encumber the full blanket amount when they are created.

Purchase orders can be received in by the Buyer on the purchase order only. As a best practice, we ask that all purchase orders be received in, regardless of price; however, receipt is required on purchase orders that have a pending invoice of $250 on them.

Only Admins are able to cancel a purchase order in Workday. If you need to cancel a purchase order, contact the vendor directly to do so. If you need additional assistance on this task, email billikenbuyadmin@slu.edu.

The spend category is the worktag previously known in Banner and Billiken Buy as the account code. Users can enter the legacy account code into the spend category field for it to display. A full list of spend categories and the legacy account codes (defined as “commodity code”) can be found by running a report titled “Data Audit Spend Categories”. There is also a Procurement Spend Category crosswalk in the Procurement job aids that identifies the Workday spend category for the most commonly used Banner account codes.

Users can copy their purchase requisitions in Workday. Go to the “Actions” button by the requisition you wish to copy, and under the “Procurement” prompt, select “Add to Cart.” This will add the items from your purchase requisition into your shopping cart. We do not recommend copying purchase requisitions from punchout vendors and pricing and product availability is subject to change and may result in billing discrepancies.

Buyers will continue to receive a copy of the PO by email when it’s sent to the supplier. An exception to this rule is retrofit purchase orders because they are not sent to Unimarket or to the supplier.

It is the same as the legacy Banner ID for the supplier? You can type it into the supplier field or the supplier’s name.

No, change orders are not automatically issued to suppliers, nor are they sent to Unimarket. If your supplier requires a copy of your change order, you will need to find the purchase order in Workday and select “Printable Version” from the Procurement option in the Actions menu from the PO.

Yes, there are two budget checks – at requisition submission and final requisition approval. Users will only see this budget check warning if their budget is insufficient for that spend category. If you receive this warning, the Cost Center Manager/Business Manager will want to do a Budget Amendment to realign the budget. Otherwise, they will receive a warning every time.

No, you cannot free text the deliver to address. Addresses in Workday are updated from FM systems.

Yes, you can view previous POs, but you must access Billiken Buy through Work Day.

The process is very similar to the previous process in Billiken Buy. Search for Create a Req and then click standard PO. Once into the next screen you would “Connect to Supplier website” which will transition you into Billiken Buy. Once there the process will be exactly the same as it was before. Navigate too the supplier home page and search for the quote. Once the quote is updated into your cart you will then transition the cart over to Workday and finish the process as if it is any other standard PO in Workday.

No, previous information will still be stored into Billiken Buy which you can get to by searching for a standard PO and then clocking on “Connect to Supplier Website” which will take you into Billiken Buy. From there you can search through

A non-catalog supplier does not have a punchout catalog in the Billiken Buy marketplace. You will manually create non-catalog purchase orders to these suppliers from Workday. Punchout suppliers have punchout catalogs that you can access and shop from in Billiken Buy.

 

The spend category is a worktag required for all spend transactions (e.g.: office supplies). It was previously known in Banner and Billiken Buy as the account code. Users can enter the legacy Banner account code into the spend category field for it to display (ex: 751000). 

A full list of spend categories and the legacy account codes (defined as “commodity code”) can be found by running a report titled “Data Audit – Spend Categories and Spend Category Hierarchies.” There is also a Procurement Spend Category crosswalk in the Procurement job aids that identifies the Workday Procurement spend category for the most commonly used Banner account codes.

If your department/division relies on a centralized purchasing role to complete purchase requisitions, the requester would add a Sourcing Buyer. This replaces the Browser to Buyer reassignment function in Billiken Buy. If you add a Sourcing Buyer to your requisition, they will receive a task in their inbox to review the requisition and have the ability to edit it prior to it routing for approval. 

Please note, the Sourcing Buyer field is not limited to the Cost Center and anyone can be selected. If you are unsure who to select as your department’s Sourcing Buyer, we recommend reaching out to your Cost Center Manager/Business Manager for confirmation.

The deliver-to field indicates your employee workspace on campus. The default deliver-to field is driven by your Workday user profile and should be updated in FM Systems if it is incorrect. 

The ship-to field indicates the street address of the building that your employee workspace is located. End users who place purchase orders on behalf of users in other rooms or buildings on campus can clear out the default deliver-to field to search for a new location. We recommend adding the room number of the destination they are searching for to narrow down search results. Once a new deliver-to field is selected, the ship-to field will automatically update.

These are critically important fields to be mindful of as they complete the delivery details on the purchase order sent to your supplier. The room number in your deliver-to field will populate the ATTN to field on your purchase order. The ship-to field will complete the building address details. 

If you would like to change the name of the recipient of the order you are placing, you can select a new employee in the ship-to contact field of the first line item of your purchase requisition. Details on updating all fields are available in all applicable job aids.

Many key suppliers have catalogs in our marketplace. They include, but are not limited to: Staples, Grainger, Dell, Amazon Business, CDW, McKesson-Medical Surgical, Fisher Scientific, VWR, Sigma-Aldrich, and Ronnoco Coffee. Catalogs will continue to be added as we identify suppliers that have valid contracts and can integrate with the system.

The deliver-to field indicates your employee workspace on campus. The default deliver-to field is driven by your Workday user profile and should be updated in FM Systems if it is incorrect. 

The ship-to field indicates the street address of the building that your employee workspace is located. End users who place purchase orders on behalf of users in other rooms or buildings on campus can clear out the default deliver-to field to search for a new location. We recommend adding the room number of the destination they are searching for to narrow down search results. Once a new deliver-to field is selected, the ship-to field will automatically update.

These are critically important fields to be mindful of as they complete the delivery details on the purchase order sent to your supplier. The room number in your deliver-to field will populate the ATTN to field on your purchase order. The ship-to field will complete the building address details. 

If you would like to change the name of the recipient of the order you are placing, you can select a new employee in the ship-to contact field of the first line item of your purchase requisition. Details on updating all fields are available in all applicable job aids.

 A blanket order for a non-catalog supplier will be issued a standard services purchase order. A blanket order for a punchout supplier will be created as a supplier contract. You can reference the Blanket Order Decision Tree job aid for further guidance or reach out to your department’s Business Service contact for further clarification if needed.

 

Every Workday user has a “My Requisitions” icon on their Workday home page. You can access your five most recent purchase requisitions with this icon. Click on the requisition hyperlink and then expand the “Process History” section. The “Process History” section shows the business process that your requisition has followed and if you scroll to the bottom, you will see the current status and approver whose action it requires. You can tag the approver in the Comments section and ask them to expedite, if necessary. They will receive a notification in Workday for the comment.

If you want to view additional requisitions pending approval, you can enter “My Requisitions” in the search field, add the necessary filters (“In Progress” for status, supplier, etc.) and then proceed with the instructions above to view the process history.

 

No, Documents should be attached to purchase requisitions for internal purposes only. If you are ordering from a quote, you can reference the supplier quote number in the “Item Description” field or “Memo to Supplier” section of the purchase requisition. If you attach a quote to your purchase requisition, it will not be sent to your supplier with your purchase order.

 

 Users should select the retrofit requisition type if goods/services have already been rendered and they have an invoice in hand. The requester will be required to attach an invoice to the requisition as it routes to Accounts Payable for keying after the PO is approved. The retrofit PO will not be sent to the supplier. Retrofit Purchase Orders will only be visible in Workday (not Unimarket). If a supplier requires a copy of the purchase order, you can select “Printable Version” from the Purchase Order actions menu and it will provide you with a PDF version of the PO that can be emailed to your supplier contact.

This is a temporary period - not meant to be ongoing. The user should be added to queues if ongoing.

Consistent with current practice, there will be no budget check in the system. Budget check will be a department responsibility.

Yes, a  Work Day questionairre will be required for purchases exceeding $10,000, when competitive bids cannot be obtained. These notes are only visible internally to Saint Louis University users and approvers on the requisition.

All orders exceeding $250 will require receipt.

If users often have an urgent need to receive goods from vendors it is recommended that users set up blanket orders in Billiken Buy with these vendors. A blanket order will encumber the designated dollar amount upfront and allow any release purchase orders against that blanket to bypass the requisition approval process and be issued immediately.

Users that have an immediate need for a purchase order with a vendor that is not in Billiken Buy, should submit a "Vendor Request" via the link on their Billiken Buy dashboard. Once this vendor request has been submitted, a Banner purchase requisition can be entered. It must include a doc text note stating "Hot PO Needed - Billiken Buy vendor request submitted."

When creating requisitions for payments to be made in the current fiscal year for services or goods to be received in a future fiscal year, notes should be included in the requisition's "Justification" field indicating that payment is for a future fiscal year. The charge will then be deferred by CPC.

• Enter delivery notes in the purchase requisition indicating that it is a check-enclosed purchase order
• Email the invoice with the PO number to accountspayable@slu.edu and include the rush request information - i.e. when the check is needed and how it should be delivered
• Receive your goods/services in (if applicable) so that the invoice can post and submit for payment