Are there certain pieces of information you need to find in BUY.IU? The guides on this page show how to build searches to locate the data you need to see and display them on dashboards for easy access.
Click a button below to view documentation on that topic.
Trying to find that requisition you submitted last month? Maybe you're trying to track down invoice payments for the past 30 days. Whatever, the case, use searches in BUY.IU to locate the information you're after.
- Search for a Document: Locate a document in BUY.IU using a quick or advanced search.
- Common Search Filters: There are a lot of search options in BUY.IU. This page defines the filters most commonly used with different document types.
- Locate Saved Searches: The Saved Searches folder in BUY.IU offers a variety of pre-built searches. Add your filters and you're done!
- Save and Manage Searches: After you've established the search you need, follow these instructions to save it for future use or share it with others.
These instructions walkthrough locating documents in certain situations, such as fiscal year-end invoices or invoices which require a receipt.
- Locate Invoices Needing a Receipt: Follow these instructions to create a search that returns orders that need to have a receipt logged.
- Locate Foreign Currency Supplier Orders: Use this search to locate foreign currency orders which must be re-entered prior to Fiscal Year 23.
- Locate Pending Fiscal Year-End Invoices: Use the Invoices – Prior Fiscal Year saved search in BUY.IU to locate invoices that must be approved by the fiscal year invoice approval deadline to apply to the previous fiscal year.
Dashboards allow you to customize your BUY.IU experience. Display common searches and other helpful widgets to access the features you use most often right when you login.
- Add a Search to a Dashboard: Place a saved search on a dashboard to see real-time search results whenever the dashboard is accessed.
- Set a Dashboard as your Homepage: If your role in BUY.IU mainly involves document review or tracking, set a custom dashboard as your homepage to see your saved searches automatically when you login.
- Customize a Widget: Check out this page to learn how to color-code dashboard widgets or display data graphically.
This section is a work in progress! Soon, you'll find guides for building export templates in BUY.IU and exporting BUY.IU data.