TO APPROVE AN ORDER

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INSTRUCTIONS FOR PIs

• TO APPROVE AN ORDER
• 1. You will receive an e-mail from HBC Orders
  stating that you have an order pending. Click on
  the link in the e-mail.
• 2. Enter your Username and Password. To set
  these up, contact Kate Schlickman at x4-8184.
• All orders that havent yet been approved will
  appear on your screen. Highlight the order you
  would like to view and click Details.
• See next 2 slides.

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Note the estimated total here.
Verify that the Account to Charge is correct.
If it is blank, please fill it.
After making any changes click the Save Changes
button.
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My Info
Reports
Check the box(es) of the satisfactory order(s)
and click Approve.
You can also cancel orders the same way.
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• TO LOG IN WITHOUT THE E-MAIL LINK
• 1. Go to www.hbc.ku.edu.
• 2. Click on Grant Services.
• 3. Click on Online Ordering for HBC
  Administered Grants.
• 4. Click on On-Line Order for Research
  Directors Only.
• Enter your Username and Password as usual.
• TO CREATE AN ORDER
• Click on Create New Purchase Order.
• See next slide.

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• Choose vendor from the drop down list. If the
  name is not in the list, enter the information
  into the Other Vendor field. We will add the
  vendors name in the database and it will be in
  the drop down menu for subsequent orders.
• Indicate if the material is radioactive or not.
• Enter quantity, unit size (each, box, pack, etc),
  description, catalog number, and UNIT PRICE (not
  the total price if more than one is ordered).
• Enter the grant number to be charged for each
  line item. You can order items to be charged to
  several different grants.
• The sub field is only to be filled for grants
  with multiple PIs. It lets HBC know which PIs
  funds are being spent.
• Select shipping method.
• The delivery address information is all required.
  The e-mail address entered is where the order
  confirmation will be sent. Multiple addresses
  can be entered if separated by a comma.
• You may enter remarks for HBC or your PI to see,
  such as a quote . If a quote affects only one
  item it can be entered in the description field.
• Select the name of the research director from the
  drop down menu.
• Once youre done, click the submit button. This
  will send an e-mail to the research director you
  selected.

How to fill a form
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TO SEE DETAILS OF ALL ORDERS 1. Click on the
Reports tab on the black bar at the top
left. 2. Select Orders List and click Make
Report 3. See next 2 slides.
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Filter by dates if you like (must enter both).
Select your PI from the drop-down menu.
You can also filter by your name.
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Click on this green tab to view the order details.
Based on your filter, all available orders will
appear.
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• TO MODIFY YOUR USER INFORMATION1. Click on My
  Info on the black bar in the top right corner
• See next slide.
• 3. Dont forget to logout in the top right hand
  corner!

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My Info
1. Enter your new password and then confirm it.
2. Click Save when you are finished.
3. To go to a new screen when you are finished,
click one of these tabs.