E-Procurement Order from HBS

Use punchout to browse HBS and transfer a basket of items directly into IRIS Financials Purchasing. After you create and authorise the purchase order in IRIS Financials, it is automatically submitted to HBS for fulfilment.

Your administrator must configure your school's HBS supplier settings and grant you access to the HBS location before you can use punchout. Go to E-Procurement Supplier Settings - HBS for guidance.

Access E-Procurement

  1. Select E-Procurement from the home page.A tile appears for each supported E-Procurement supplier.

  2. Your next step depends on your user type and the number of locations available to you:

Your setup What happens
One location, standard user The HBS tile takes you directly to the HBS website
One location, administrator The HBS tile shows two options: Settings and Place Order
Multiple locations Select your location first, then select the HBS tile

Place an order with HBS

  1. Select Place Order (administrators) or select the HBS tile (standard users with one location). You are taken to the HBS website.

  2. Browse the HBS catalogue and add products to your basket.

  3. When you are ready, check out on the HBS website. Selecting Proceed to Checkout automatically transfers your basket into IRIS Financials Purchasing.

Complete the basket in IRIS Financials

A basket document is created in IRIS Financials Purchasing with the items from your HBS order.

  1. Open the basket document.

  2. Complete the following details:

    • Supplier information

    • Delivery location

    • Any other required documentary information

    • Accounting codes for each line item

  3. Select Send Order for Approval. A purchase order document is created in IRIS Financials, ready for your organisation's approval process.

After approval

Once the purchase order has completed your organisation's full approval process, IRIS Financials automatically submits the approved order lines to HBS for fulfilment.