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- Email: help@it.ucla.edu
- Phone: 310-267-HELP (4357)
- ServiceNow Portal: tinyurl.com/bruinbuy-plus-support
- Training Assistance: training@finance.ucla.edu
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Spotlight
New and trending training materials!
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Training Materials
From eLearning courses to quick reference guides (QRGs) and videos, easily access the resources you need! To self-enroll in an online course or to sign your staff up for specific trainings, complete the Ascend Training Form.
Are you a Mednet user who is struggling to access the Box training resources? Read the Using Your Mednet Account for UCLA SSO article to troubleshoot.
| Resource | type |
|---|---|
| Introduction to BruinBuy Plus: foundational BruinBuy Plus concepts |
Online Learning
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| Terms & Definitions: definitions of commonly used BruinBuy Plus terms |
QRG
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Navigation & Personal Preferences: configure your BruinBuy Plus profile |
QRG
Video
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| Resource | Type |
|---|---|
| Introduction to BruinBuy Plus: foundational BruinBuy Plus concepts |
ONLINE LEARNING
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Searching: use search features to locate order information |
QRG
Video
|
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Predefined reports: access predefined reports |
QRG
Video
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Custom Reports: create savable, custom reports |
QRG
Video
|
Review the Other topic for vendor-specific materials, including purchasing instructions for Airgas, Bluetriton, FedEx, and Ricoh.
| Resource | type | TOPIC |
|---|---|---|
| Amazon Business Punchout: what is Amazon Business punchout and how to use it | Web Page | Other |
| Amazon Business Punchout Registration: register for an Amazon Business punchout account | Web Page | Other |
| Assign a Cart: assign a cart when creating a transaction outside your DACSS profile approval limits | QRG | Shopping |
| CCT Contracts: leverage a contract compliance tracker (CCT) contract on your order (previously known as K Agreements) | QRG | Shopping |
Change Request: create a PO change request | QRG Video | Purchase Order |
Copy an Existing Cart: copy an existing order to a new cart | QRG Video | Shopping |
| Copy an Order: copy a BruinBuy Plus order | QRG | Shopping |
| Declining Balance PO: add a declining balance to an existing PO | QRG | Requisition |
| Direct Pay Form for Non-Matriculated Student Payment: complete a Direct Pay Form for a non-matriculated student | qrg | Other |
| FAU Modification within a Requisition: modify FAUs for requisitions and line items in BruinBuy Plus | QRG | Shopping |
Forms Manual: comprehensive guide to completing the following BruinBuy Plus forms:
| QRG | Other |
Hosted Catalog: place orders from a BruinBuy Plus hosted catalog | QRG Video | Shopping |
| How to Find the Print Version of a PO: find a copy of the BruinBuy Plus PO that was sent to your vendor | QRG | Purchase Order |
| How to Make a Purchase from Airgas: make a Airgas purchase through BruinBuy Plus | QRG | Other |
| How to Make a Purchase with Bluetriton: order drinking water / equipment or cancel service | Web Page | Other |
| How to Make a Purchase with Gorilla Marketing: make a Gorilla Marketing purchase through BruinBuy Plus | QRG | Other |
| How to Make a Purchase from Ricoh: make a Ricoh purchase through BruinBuy Plus | QRG | Other |
| International & Domestic Freight Carriers: how to ship with USPS, FedEx, and other freight carriers | Web Page | Other |
Invoice Matching: review invoices and how BruinBuy Plus identifies matching exceptions | QRG Video | Invoice |
| Irregular Invoice Resolution: learn how to identify and action irregular invoices. | Web Page | Invoice |
| Lookup from a Requisition: locate a purchase order from a requisition | QRG | Requisition |
| Manual Check Process: initiate the manual check process in BruinBuy Plus | QRG | Shopping |
| Matching Exceptions Report: create a BruinBuy Plus matching exceptions report | QRG | Invoice |
| McKesson Ship-To Address: select a ship-to address in the McKesson punchout catalog | QRG | Other |
| Modify Cart: update an order that's already in your cart | QRG | Shopping |
| Non-Procurement Payments: payment process for non-procurement transactions previously processed through BruinBuy | QRG | Other |
| Override PO Distribution: override a PO's default email distribution settings | QRG | Shopping |
Punchout Catalog: place orders from a punchout catalog | QRG Video | Shopping |
| Purchase Order Closure: closure processes for all PO types | Web Page | Purchase Order |
Purchase Order Status and Pending Distribution: determine the status and pending distribution of a purchase order | QRG Video | Purchase Order |
Receiving: locate a PO and enter a receipt against the order | QRG Video | Receipt |
| Rejected Invoices: learn about BruinBuy Plus' two invoice rejection paths, including causes and vendor-facing messages | Web Page | Invoice |
Request & Track Vendor Onboarding: submit and track a request to onboard a vendor in PaymentWorks | Web Page | Shopping |
Review & Submit a Shopping Cart: submit a shopping cart for all catalog purchases and forms | QRG Video | Shopping |
| Search for Contracts: search for and purchase off a contract | QRG | Shopping |
| Search Invoice Status & Payment: search a BruinBuy Plus invoice or payment status | Web Page | Invoice |
Searching for Purchase Orders: locate a purchase order (PO) | QRG Video | Purchase Order |
| Select Requisition: select a requisition in BruinBuy Plus | QRG | Shopping |
| Set the Receiving Flag: flag an order to require receiving prior to an invoice being processed | QRG | Shopping |
Shopping Overview: introduction to the BruinBuy Plus homepage | QRG Video | Shopping |
| Submitting Invoices to UCLA Using QuickBooks: vendor instructions to enable the PDF Attached feature in QuickBooks so that invoices are correctly received by UCLA’s Accounts Payable | QRG | Other |
| Vendor Agreements List: list of campus-wide and UC system-wide contracts; includes catalog and contract compliance tracker (CCT) contract vendors | WEb page | Shopping |
| Resource | type |
|---|---|
| PAN Reviewer eLearning: access the PAN Reviewer dashboard |
Online Learning
|
| PAN Reviewer Guide: complete the PAN review process |
QRG
|
| PAN Reviewer Custom Dashboard Demo: create a custom PAN reviewer dashboard |
VIDEO
|
| Resource | type |
|---|---|
| Fund Manager eLearning: complete invoice approvals and receiving; assign a substitute approver |
Online Learning
|
| Subaward/Subcontract Tips & Resources Guide: tips for submitting subaward/subcontract requisitions as well as managing invoices |
QRG
|
| Subaward/Subcontract Invoice Approvers List: identify the fund managers and principal investigators assigned as approvers for subaward/subcontract invoices. |
File
|
| Subawards/Subcontract Invoice Approver Discrepancy Form: report a subaward/subcontract approver list discrepancy. |
File
|
| Resource | type |
|---|---|
| PI eLearning: complete mobile invoice approvals and assign a substitute approver |
Online Learning
|
| Subaward/Subcontract Tips & Resources Guide: tips for submitting subaward/subcontract requisitions as well as managing invoices |
QRG
|
| Reviewing & Approving Subaward/Subcontract Invoices: approve invoices via BruinBuy Plus email notifications |
QRG
|
| Subaward/Subcontract Invoice Approvers List: identify the fund managers and principal investigators assigned as approvers for subaward/subcontract invoices. |
FILE
|
| Subawards/Subcontract Invoice Approver Discrepancy Form: report a subaward/subcontract approver list discrepancy. |
File
|
