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 form 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.
Dynamic View Quick Reference	Custom view reference

“I Need To” Quick Reference

Request Type	Request Action	Request Details and Follow Up Actions
I have an invoice I need paid where FASS did NOT assist with the associated purchase or contract Note: This should not be common since FASS assists with most purchases and contracts	BOSS submission – select “FASS or Unit Coordinator Use Only – Invoice for Payment (no existing expense line)”	For items over $250 or any service, provide the L1CA or other purchasing authority information in the notes. A “purchase” includes any action that commits UO funds (verbal order, on-line order, in-person order) If a purchase was made without the appropriate purchasing authority, there may be delays in the paying the invoice due to action required from PCS.
I have an invoice I need paid Where FASS assisted with the purchase or contract but invoice was not sent directly to FASS	Email invoice to fsacctspayable@uoregon.edu or send to FASS via campus mail	Invoice will be matched to existing BOSS line and processed with 3-way match (request, receipt (i.e. packing slip), invoice match). If invoice is against a contract, FASS A/P will submit through BOSS for approval.
I have a Duck Depot cart I need processed	Assign DD cart to assigned FASS Buyer Susan Osterman: Human Resources Information Services Safety & Risk Services UO Senate Lance Lindsay: FASS UOPD Office of General Counsel PCS Board Secretary Many Nations Longhouse Tribal Relations President Admin OICRC Ombuds IROCE Printing Transportation Services Vivian Olum VPFA	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 receipt	BOSS 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 index	BOSS 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 JVs	BOSS Submission - JV (Payment to or Charge to UO Dept)	Select “Recordkeeping Only – Already Processed or Will be Processed by Other Unit.” Attach relevant documentation. FASS will ensure JV posts in Banner correctly and will mark the entry completed.
I have a check I need deposited	BOSS 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. Note: If purchase is over $250, provide the purchasing authority (L1CA) information in the notes.
I have a membership I need to renew using my account log in credentials	BOSS 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 goods	BOSS 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.
(Information Services Only) I need to purchase or renew Software, Software or Hardware support, or Site Licensing	BOSS 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 contract	Contract 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 business Note: this applies even if only expense is personal mileage	Travel Support Form	A FASS Travel Coordinator will contact you.
I need to register for a conference now that will require travel later	Travel 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 (Linked on the BOSS 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	Goods Trade services Ad placements Services from speakers or performers with engagements lasting less than a week Assistance with PCard purchase (memberships, conference registrations that do not require travel)
Software/Software and Hardware Support/Site Licensing	(Information Services only) – Purchases or renewals for software, software and hardware support, or site licensing
Other requests or unsure	Email fass@uoregon.edu

Dynamic View Reference

Dynamic View	Description
FASS Request Status - Requester	Custom view where requesters can see the status of BOSS BOSS entries where they are the Requester (does not include contract intake or travel intake)
FY24 Budget Approver View	Custom view where Budget Approvers can see BOSS entries where they are the Budget Approver. The BA may also approve entries from this view as well. When a line is selected, a details pane will come up and the Budget Approval field can be updated and saved.
FASS Contract Tracker - Contract Contact	Custom view where Contract Contacts can view contract details.

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