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The FASS Business Operations team is pleased to assist with all of your Accounting, Contracts, Purchasing, and Travel needs. Using FASS Biz Ops services offers a full-service experience and ensures compliance with UO policies. Below you will find information about the BOSS workflow, and several quick reference guides.

Business Operations System (BOSS)

The Business Operations System (BOSS) is a collaboration tool used by FASS Business Operations that allows for the following:

  • Easy and effective collaboration between units and FASS
  • One orm that routes to all Business Operations areas (Accounting, Contracts, Purchasing, Travel Assistance)
  • Electronically documents separation of duties and approvals with time stamped audit trail
  • Efficiently collect documents required for retention
  • Complete Procure to Pay workflow

The IS BOSS form can be found in the Department Workspace on the FASS website. Bookmark the form for easy access. This form will get you to all areas of Business Operations!


Quick Reference Guides

“I Need To….” Quick Reference

Easy reference when you know what you need to do but not how to request it.

Request Type Quick Reference

 Request types and when to use them.


“I Need To” Quick Reference

Request TypeRequest Action

Request Details and Follow Up Actions

I have an invoice I need paid

Email invoice to fsacctspayable@uoregon.edu or send to FASS via campus mail

  • If not purchased by FASS, include purchaser, index, and business purpose in email. FASS will enter into BOSS and send to approver. FASS may follow up with purchaser if purchase is not in compliance with UO purchasing rules.
  • If purchase was made by FASS, invoice will be matched to existing BOSS line and processed.
I have a Duck Depot cart I need processed

Assign DD cart to assigned FASS Buyer


FASS Buyer Assignments
  • In the DD notes section: include the index/account code, delivery location preference, and budget approver name.
  • Send cart to assigned FASS buyer, FASS Buyer to complete.
  • FASS buyer will initiate a BOSS entry and a ticket will be created. Susan will provide ETA and other purchasing details to you in ticket.
  • If deliver to is not FASS warehouse, customer will be instructed to update ticket with confirmation of receipt and packing slip. FASS will close ticket once received status is confirmed and the charge is reconciled to the card statement.
I processed a Duck Depot cart in unit (used only if unit has pre-coordinated the use of in-unit card)BOSS Submission – Duck Depot - Cart/Purchase Completed (Cart completed in unit)
  • Attach PO and packing slip, indicate received status, and received date.
  • FASS will reconcile the charge to the Duck Depot statement.
I made a PCard purchase and need to submit receiptBOSS Submission - PCard - Already Purchased, Submitting Receipt
  • Attach PO and packing slip, indicate received status, and received date.
  • FASS will reconcile the charge to the Concur statement.
I need to charge or pay another unit for something (charge back, service performed, etc)

BOSS Submission - JV (Payment to or Charge to UO Dept)

  • Select “Request to Process” for JV Action.
  • FASS will process JV.
Another unit will process a JV to charge my indexBOSS Submission - JV (Payment to or Charge to UO Dept)
  • Select “Already Processed – Recordkeeping Only.”
  • FASS will ensure JV posts in Banner correctly and will mark the entry completed.
I ordered something from UO Catering, UO Mail Services, Printing Services, USS, or other unit that processes JVsBOSS Submission - JV (Payment to or Charge to UO Dept)
  • Select “Already Processed – Recordkeeping Only.”
  • Attach relevant documentation.
  • FASS will ensure JV posts in Banner correctly and will mark the entry completed.
I have a check I need depositedBOSS Submission - Deposit
  • Send check via campus mail or drop by FASS.
  • FASS will match to BOSS entry and complete deposit.
I made a purchase using personal payment and need to be reimbursed

BOSS Submission – Employee Reimbursement

  • Vendor is person who needs reimbursement.
  • FASS will process for next available check run.
I made a purchase using store credit (UO Bookstore, Jerry’s)BOSS Submission – In-Store Credit Purchase
  • Attach receipt.
  • FASS will pay upon receiving invoice from vendor.
I have a membership I need to renew using my account log in credentialsBOSS Submission – Purchasing Assistance
  • A FASS buyer will contact you to set up a time for a virtual meeting to assist with payment. You will screen share and the buyer will enter payment information.
I need to purchase goodsBOSS Submission – Purchasing Assistance
  • Budget Approver will receive update form to review/approve transaction.
  • A ticket will be created and assigned to a FASS buyer.
  • FASS buyer will process order and provide updates and ETA in ticket.
  • If Deliver To is not the FASS warehouse, requester will be instructed to provide received status and packing slip in the ticket.
I need to purchase or renew Software, Software or Hardware support, or Site LicensingBOSS Submission- Software/Software and Hardware Support/Site Licensing
  • Budget Approver will receive update form to review/approve transaction.
  • A ticket will be created and assigned to a FASS agent
I need a Personal Services Contract for a one-time service (i.e. speaker engagement)

BOSS Submission – Purchasing Assistance

  • FASS will prepare contract.
  • After service has been performed, the vendor should submit an invoice for payment or the unit can provide confirmation of services received in the ticket and FASS will issue payment.
I need to purchase services that may be recurring (i.e. not one-time event)Contract Intake Form
  • FASS will review and will either prepare contract or submit to PCS for appropriate contract.
I need to amend an existing contractContract Intake Form
  • A ticket will be created and a FASS agent will provide updates in the ticket.
  • FASS will review and will submit to PCS.
I will be traveling for businessTravel Support Form
  • A FASS Travel Coordinator will contact you.
I need to register for a conference now that will require travel laterTravel Support Form
  • A FASS Travel Coordinator will contact you to assist with the registration.

Request Type Quick Reference

Request Type:

Use For:

FASS Travel Support Form (Linked on the BOSS Form)

  • All travel and pre-travel requests
  • Conference registrations that will involve travel

Contract Intake Form

  • Services (except one-time services)
  • Anything requiring a UO signature

Duck Depot - Cart Sent to Buyer to Complete

  • Cart filled by requester and purchase needs to be completed

Completed (Cart completed in unit)

  • Cart completed entirely in unit

PCard - Already Purchased, Submitting Receipt

  • Purchase made in unit with PCard

JV (Payment to or Charge to UO Dept)

  • A JV needs to be processed by FASS (request to process)
  • JV will be processed by another unit (recordkeeping) – this applies to UO catering, UO mail services, UO printing, USS

Deposit

  • Check or cash needs to be deposited

Employee Reimbursement

  • Employee incurred UO expense, needs reimbursement

In-Store Credit Purchase

  • A purchase was made by a store that allows purchases on store credit (UO Bookstore, Jerry’s)

Purchasing Assistance

  • One-Time Services
  • Goods
  • Assistance with PCard purchase (memberships, conference registrations that do not require travel)

Software/Software and Hardware Support/Site Licensing

  • (IS only) – Purchases or renewals for software, software and hardware support, or site licensing

Other requests or unsure

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