Implementation of Procure to Pay improvements delayed

As we work to put the final touches on P2P changes, we want to ensure that everything works as designed and delivers the improvements we communicated to you in last month’s Compass article. Over the course of the last week, it has become apparent that not everything would be ready in time to go live with the changes on August 7. Rather than going ahead with the changes that were not quite ready we made the difficult decision to push back the launch date. We will be rolling out these changes prior to the start of Fall Semester and we will communicate the exact dates as they become available. Until that time, here is a brief update on where things stand:

• Purchasing continues to work with Legal Affairs to update existing and develop additional template agreements that can be signed by planning unit CFAOs. We expect to roll out the new Short-Form and Service Agreements later this year.
• Accounts Payable and Purchasing are putting the final additions on the forms and testing to ensure that they function properly. The forms that are being tested include the Supplier/Payee Information Form that will replace the OHIO Substitute W-9 and be used in conjunction with the Standard IRS W9.
• Service Agreement Form in BobcatBUY that will replace the following BCB entry forms:
  • Comprehensive IC Requisition
  • IC EZ Requisition
  • Service Agreement PO forms
• Payment Request Form. This form will replace the Direct Payments (DP) Form and the Honorarium Requisition. The form will not require the creation of a requisition or purchase order.
• Ability to request a new supplier add as part of purchasing non-catalog items.

OBI Payments Dashboard has been enhanced and tested and will be ready to launch with the changes outlined above. We thank you for your ongoing patience, feedback and guidance as we work together to develop a more efficient and effective purchasing and payments process.

Questions? Contact Julie Allison at allison@ohio.edu.