2019 PantherExpress System Updates
Better Budgeting Controls and Purchasing Procedures
To improve the quality of open commitment data used in budget management, we be changing certain processes within the PantherExpress System. This began on April 7 with the automatic closure of fully-invoiced Purchase Orders (POs), as part of a previously-scheduled system upgrade.
System process changes and features will go into effect on July 1, 2019. An explanation and overview is available in this PDF. PantherExpress is providing web-based user training between June 11 and July 11. This training is required for all existing purchasers. New purchasers will have these processes integrated into the training they take to gain access to the system.
For more information about other budgeting controls and open commitments projects, please visit the CFO Strategic Initiatives page.
PantherExpress Change Order and Commitment Relief Training
All purchasers must sign up to participate in one of the web-based training sessions. Training is available on Tuesdays, Wednesdays, and Thursdays in both morning and afternoon sessions between June 11 and July 11.
Register for Training: GoTo Training Registration
Training Documentation: PantherExpress Change Order and Commitment Relief Guide
Automatic Closure of Fully-Invoiced Purchase Orders (POs)
On April 7, as part of a previously-scheduled system upgrade, we began the automatic closure of fully-invoiced Purchase Orders (POs). Closing fully-invoiced POs is a best practice to reduce risk of over-invoicing. All purchasers received a system message on April 3.
New Form: USD/Quote
On April 29, all US Dollar (USD) orders and all quotes should be entered into the PantherExpress System using the new USD/Quote form. With this change, USD will not be allowed as a unit of measure (UOM) on the Non-Catalog form and any such forms will be returned to the purchaser as a draft cart. The USD/Quote form can be found in the Standard Forms showcase on the home page of the PantherExpress System.
Reminder: Revewing and Changing Order Distribution Information
The buyer is always responsible for reviewing the fulfillment address and order distribution method information on all Standard Forms prior to submitting a transaction for approval. This ensures there are no delays in orders being sent to a supplier after any required approvals have been made. Information on what to review and how to make changes to this information can be found in the reference guide below.