E-Procurement System Tutorial E-Procurement is an online system allows the user to purchase products/services from vendors.

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1 E-Procurement System Tutorial E-Procurement is an online system allows the user to purchase products/services from vendors. Creating a Purchase Order Punch out When purchasing from a punch out vendor, you are sent directly to the vendor s website. This allows you to shop their catalog. Punch out: This takes the user directly to the vendor s website where they are able to choose from a full catalog of items the vendors has to offer. Click on the SHOP drop down menu and type the keyword of the item you are search for and then click on the GO button. Choose the quantity and click the items that you would like to purchase and Add to Cart. You can also add any items to your Favorite folder or select different item to compare.

2 Once in the vendor site, search in the site for the items you want to add to your cart. Upon completing shopping in the vendor site, follow the directions for checking out. If you are finish shopping, click Confirming the Order If there are additional items that need to be added to the cart, then click Add Items at the top of the screen. Multiple items can be added from as many vendors as desired to the cart. This can be done for hosted and non catalog vendors as well. There are items you want to remove from your cart, the Select any items to be removed by clicking the select box located to the far right of the line item. Click the drop down menu that reads Add to Favorites. Click Remove Selected Items. Click Go. Note: unwanted items are deleted. Confirming the Order Verify all the information is correct before sending the information to the vendor. In this section the user has the ability to edit the entire document, or each line item individually. To adjust any Summary information, click Edit (located in the upper right of the corresponding box) for the particular item which needs adjusting.

3 The user must choose one of the following requisitions when confirming the order: a. Liberty Requisition An order that is placed through the Liberty Contact System. b. Print Order For use by University Relations and Enrollment Marketing only. c. Service Requisition Submits your request for agreed upon services in the course of the fiscal year. (some cell phone service and water cooler services). You must provide a description and the data required of the service with several key pieces of information describing the transaction. (note: this does not include contracted services) d. Hosted/Punch out/non Catalog For all other purchase orders select this option form the drop down menu. Once the user has determined the type of requisition for each individual line item, scroll down to Supplier Line Item Details. Click Edit, located to the right of each line item. From the pop up menu, click Select from all values.

4 Select the corresponding Requisition Type which pertains to the item you are purchasing.. Click Save. Once all edits have been done, click PR Approvals. The requisition is sent through the approval process. Click PO Review to review your Purchase Order one last time Click Place Order Place Order The user will received a requisition number and a confirming .

5 Viewing Completed Requisitions: This is used to view detailed information regarding a requisition the users has just entered. This includes: Summary quick reference of items purchased. Details thorough description of line items. Approval Status Status of the requisition in the approval process. History Document record. Viewing My Requisitions: This allows the user to view all of the requisitions they have submitted. Click the Home/Shop Tab In the Action Items click the requisitions links The user can view the status of all requisitions submitted. Click the requisition number of view details information about the requisitions.