Step 1: Log in to Bronco Hub and Access Purchase Requisitions

1. Begin by signing in to Bronco Hub.

2. Select My Organization from the top navigation section of Bronco Hub and select Purchase Requisitions.

Step 2: Access PunchOut Catalog

1. Select a PunchOut Catalog from the Shop by category section of the Requisition homepage.

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Step 3: Shop Catalog

The catalog will open to the vendor’s catalog website.

1. Search the Catalog for items, enter the quantity for each of the items, and add items to the cart.

Step 4: View Cart and Return to Bronco Hub

1. Once all items have been added to the cart, select the Cart icon (often located in the upper right hand corner) to view the order.

2. After confirming accuracy of items in the shopping cart and selecting “purchase” or something similar, you will be directed back to Bronco Hub.

Step 5: Enter Header Description

1. Select the Edit (pencil icon) to the right of Requisition summary.

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2. Add a Description to the requisition. Description is a required field and must include a valid justification/business purpose for the purchase.

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Step 6: Update Requisition Requester and Deliver to Location if applicable

1. You can also update the Requisition Requester and Deliver-to Location in the Requisition Summary section.

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2. The Requester will default to the end-user currently logged into Bronco Hub OR the individual setup in Requisition Preferences.

   1. To modify the requester, enter the last name first in the Requester search field.

3. The Deliver to Location field will default to show the mail stop associated with the Requester.

   1. The mail stop can be updated to specify a different mail stop if desired. A list of mail stops can be found on the Mail Stop Codes by Department page.

4. If the Purchase Requisition request is urgent, select the Urgent checkbox.

Step 7: Add Requisition Funding String (Billing) Details

1.  Add Project costing or Charge account information.

   1. Project Costing: This field is for sponsored project funding only; if not using project funding, follow the guidance for the Charge Account field below. If applicable, enter the Project number in the Project costing field. Additional fields will populate. Enter the following required fields:

      1. Task Number: Enter 100001 for all services and non-asset goods and 100002 for taggable asset goods.

      2. Expenditure Item Date: Enter the date the cost was incurred.

      3. Expenditure Type: Enter the 6 digit account segment that aligns with the type of purchase.

      4. Expenditure Organization: Enter the 5 digit department segment. 

      5. Contract Number: Select the related contract number from the drop down field.

      6. Funding Source: Select the related funding source from the drop down field. You must select the Contract Number before options will display in the Funding Source drop down.

   2. Charge account: Enter non sponsored project funding string details in the Charge account field. The Charge Account can be added to the transaction one of two ways:

      1. Edit the Funding String In-line

         1. Select Enter charge account number

         2. Enter the Funding Segment String you are using into the Charge account field

      2. Selecting from Favorite Funding Sources previously set up by selecting Select favorite charge account and choosing a funding string. To set up favorites, view the Add Favorite Funding, Project Segments & Requester Name to Purchase Requisitions job aid.

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2. Select Update to save billing details.

Step 8: Splitting Funding (Optional - Skip this step if only using one funding string for the purchase)

1. To split a single requisition line, select Delivery and Billing Details (Truck icon)

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2. Select Actions (three dots) and then select Split.

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2. A new Distribution panel will load, enter the following details:

   1. Amount: Enter the amount to allocate to the funding string you’re adding.

   2. Percentage: This field will automatically update based on the amount. If needed, you can start by entering the percent, rather than amount, and the amount field will automatically update.

   3. Quantity: This field will automatically populate after Amount or Percentage is added.

   4. Enter Project costing or Charge account information as outlined in step 7 above.

3. Select Create to save the split billing details.

4. Select Update to return to Cart.

Step 9: Edit Lines if applicable

PunchOut Catalog orders consisting of more than one product will have multiple requisition lines. There are 2 ways to make edits to your lines from the Cart:

1. Edit multiple lines (Some or all of your lines)

2. Edit individual lines (1 line at a time)

To edit multiple lines:

1. Select the checkbox to the left of each requisition line that you would like to edit.

2. Select Edit Multiple.

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3. For the selected lines, you will have the option to edit delivery information, notes and billing information.

4. When finished editing, select Update to return to Cart.

To edit individual lines:

1. Select the pencil icon to the right of the requisition line you would like to edit

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2. Edit Line Details and/or Delivery and Billing Details by toggling between the two headers at the top of the page. 

3. When finished editing, select Update to return to Cart.

Step 10: Submit Requisition or Save for Later

1. To submit the requisition, select Submit to submit the requisition for approval.

2. If you’re not ready to submit the requisition for approval, select More Actions (three dots) > Save for Later.

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What’s next:

Submitted Catalog Requisitions route through the Standard Approval Workflow in Bronco Hub. To follow-up on approvals, follow the instructions in the Financial Transaction Approval Dashboard job aid.

After approvals are complete, the order will be submitted to the PunchOut Catalog vendor.

End of Process

Need help with the steps above?