The report can also be accessed via an automatic email sent from Wu-Buy.
Daily Purchase Order Export File Process
The Purchasing team processes the purchase order report and follows up with suppliers daily to ensure compliance with federal procurement regulations, including the Uniform Guidance (2 CFR 200.320 - 200.326) and the Federal Acquisition Regulation (FAR). The university requires suppliers to confirm receipt of purchase orders. Additionally, receipt confirmation prevents order delays and prevents any claims of non-receipt.
This job aid covers the following topics:
- Using Wu-Buy and Copilot to Process the Daily Export File
- Saving Supplier Confirmation Emails and Follow-Up
- Troubleshooting any Issues
Using Wu-buy and Copilot to Process the Daily Export File
The daily export file must be run at the start of each business day to ensure all orders are processed promptly.
Follow the steps below to process the daily export file:
| Step/Instruction | Image |
|---|---|
| Step 1: Log in to . |  |
| Step 2: Select Orders from the homepage in Wu-Buy. |  |
| Step 3: Click the Create Date drop-down menu and select Custom date range. |  |
| Step 4: Enter the previous workday date into the From and To fields and click Apply. |  |
| Step 5: Select Export Order Lines from the Export drop-down menu. |  |
|
The Job Submitted pop-up message appears. |
 |
| Step 6: Click Close. |  |
|
Step 7: Click the Tasks icon and select Background Jobs to access the export file.
|
 |
|
Step 8: Download the Community Order Line Export file from the Background Jobs page.
The Community Order Line Export is saved in your PC Downloads folder. |
 |
|
Step 9: Open Microsoft Copilot, and click the paperclip icon in the chat box, then select Upload from this device to attach the two following files:
|
 |
| STEP 10: Select the yellow right arrow icon to submit the request. |