FSCM Self Service Manual

Transcription

1 Sukkur Institute of Business Administration FSCM Self Service Manual Prepared by: Abdul Haleem (Technical Team Lead FSCM) ICT Department, Sukkur IBA

2 1 FSCM Self Service Manual 1. PeopleSoft Financials & Supply Chain Management Self Service The Self Service for end users covers two processes in PeopleSoft FSCM which are listed below; Inventory Requisition or Material Stock Requisition (MSR) Purchase Requisition 5.1 Inventory Requisition or Material Stock Requisition (MSR) Material stock requisition or Inventory requisition is created for the items available in the stock or procurement store. 5.2 Creating Material Stock Request (MSR) or Inventory Request: Step: I Go to the URL erppws.siba.edu.pk or as shown in the snapshot below; Figure 1

3 2 FSCM Self Service Manual Step: II Click on the link as highlighted in the snapshot; Figure 2

4 3 FSCM Self Service Manual Step: III Login with your Login ID (CMS ID) and Password; Figure 3

5 4 FSCM Self Service Manual Step: IV To create the MSR or Inventory request follow the below given path, Main Menu Inventory Fulfill Stock Orders Stock Requests Create/Update Stock Requests The same is shown in the snapshot as well; Figure 4

6 5 FSCM Self Service Manual Step: V To open the MSR or Inventory Requisition form, click on Add a New Value button and then Add button as highlighted in the snapshot below; Figure 5

7 6 FSCM Self Service Manual Step: VI Filling the MSR form, 1. Enter your name in the Name field. 2. Select your department by clicking on magnifier besides Location field. 3. Select the Item you want to create the requisition for, by clicking on the magnifier besides Item ID field. 4. Enter quantity in the Quantity required field. 5. Select Unit of measure by clicking the look up icon (magnifier) besides UOM field. 6. If you want to create requisition for more than one item, then click on the + (plus) icon as shown in the snapshot. 7. Click Save button to submit Inventory Requisition. Figure 6

8 7 FSCM Self Service Manual Step: VII To notify the Storekeeper or Procurement Manager via for request processing click on the Notify button in Inventory Requisition form as shown in the following screenshot. Figure 7

9 8 FSCM Self Service Manual Step: VIII Enter all required fields to notify through and click on Apply and OK button as shown below; The process of MSR or Inventory requisition creation ends here.

10 9 FSCM Self Service Manual 5.3 Purchase Requisition Purchase requisition is initiated for the items that are not available in the procurement store, and are supposed to be purchased from any outside entity upon user s request. Creating Purchase Requisition Step: I To create Purchase Requisition, follow the below given path, Main Menu Purchasing Requisitions Add/Update Requisitions The same is shown in the snapshot as well; Figure 8

11 10 FSCM Self Service Manual Step: II To open the Purchase Requisition form, Click on the Add a New Value tab then Add button; Figure 9

12 11 FSCM Self Service Manual Step III: Filling the Purchase Requisition Form as shown in Figure At the bottom of the page click the magnifier of Item field at Details tab to select the item. a. To select your desired item among many displayed, apply the search criteria as can be seen in the Figure Enter quantity in Quantity field. 3. And then Click the Save button. Figure 10

13 12 FSCM Self Service Manual Figure 11 After saving the form, an notification will be sent to the immediate supervisor for the approval.

14 13 FSCM Self Service Manual 2. Managers (Approvers) Self Service Apart from performing transactions related to inventory and purchase requisitions, managers are able to perform approvals of different requisitions and purchase orders raised from their subordinates, end users or functional users. Managers include Sectional heads, HODs, Comity members and Director of the institute. 6.2 Approval for Purchase Requisition Step I: Manager after Logging into the FSCM, clicks on the link named Worklist as shown in the snapshot; Figure 12

15 14 FSCM Self Service Manual Step II: After clicking on the Worklist, system will take us to the screen where all the requisitions are listed to get approval or denial. Find and click on the required requisition s link as shown in the snapshot to open the details of that particular requisition. Figure 13

16 15 FSCM Self Service Manual Step III: After reviewing the details the manager (approver) may deny or approve the requisition as highlighted in the snapshot. Figure 14

17 16 FSCM Self Service Manual 6.3 Approval of Purchase Order As all the requisitions raised by the end user, appear in the worklist of the managers or approvers account, likewise the purchase order against any item created by the procurement department also appears in the worklist of comity members and director s account to get approval or denial. After finding and clicking on the required purchase order in the worklist, the interface leads to the following screen; here the user can also view the comparative report by clicking on the button named comparative before approving or holding it. Then to approve the purchase order click on the Approve button as highlighted below. Figure 15 The End