Online Requesting and Receiving. Training Manual
|
|
- Abner Adam York
- 4 years ago
- Views:
Transcription
1 Online Requesting and Receiving Training Manual 1
2 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding the Home Screen...4 Navigation..5 Setting Up Your Profile.. 6 Entering Default FOAPAL Codes.. 7 Shopping Using Punchout Catalogs..8-9 Copy Cart Feature.9 Understanding the Shopping Cart Creating a Requisition Using a Non-Catalog Supplier 11 Understanding the Requisition Searching/Tracking Requisitions and Purchase Orders Receiving Against Your Purchase Order Understanding the Receipt Review Screen Procurement Services 709 Grace Hall Notre Dame, IN Help Desk: Web: 2
3 Introduction 1. What benefits can you expect from buynd? a) Savings: Online catalogs with negotiated pricing b) Convenience: A paperless requisition process, accessible anywhere and anytime c) Speed: Automated approvals and electronic links to suppliers d) Training classes, online assistance, and a live help desk 2. Three types of Shopping: a) Punchout- The vendor has the technical capabilities of allowing a connection to their online catalog. b) Hosted catalogs- The vendor supplies us with their product information, including product description, price, etc. c) Non-catalog- Only the name and address of the vendors are available in buynd. When using a noncatalog vendor, you will need to fill in the product description, price, etc. 3. Three Simple Steps to Success: Shop 4. Key Terms: a) Requisition- An online requisition is an electronic document, which can be originated by the requestor, and then using the University s workflow rules, will be submitted to subsequent levels until it is finalized or approved and converted to a purchase order. b) Purchase order- Purchase orders allow you to clearly and explicitly communicate your intentions to suppliers by indicating types, quantities, and agreed prices for products or service. Purchase orders also help manage incoming orders and pending orders. 5. Every order you submit in buynd will have two numbers, a requisition number and a purchase order number. Logging In Requisition Receive 1. To log into buynd: a) Launch a web browser b) Visit either: i. ii Use the buynd quick app on the Home or Administrative tabs c) Log in using your net ID and password d) Review any announcements on the buynd Bulletin Board Creating a Profile 1. Your profile only needs to be set up one time unless your information changes. Changes for specific orders can be made at any time of creating a requisition. 2. Your user profile allows you to: a) Enter multiple Ship To codes with nicknames b) Select one of the Ship To codes to be the default code c) Enter a contact name d) Enter room number and department name e) Set up default FOAPAL information f) Set up information for any additional FOAPAL codes that you use so that they can be accessed from a pull down menu. g) Set up Code Favorites with nicknames Modifying Ship To Addresses 1. When modifying the contact information of a Ship To address, remember the following guidelines: a) Always enter a contact name (your user name is the default). This is important because it will appear on the shipping label. FOAPAL and Commodity Codes 1. See your Budget Administrator for your approved FOAPAL list. Remember that not all departments require Activity and Location values in the FOAPAL code set up. 2. buynd allows you to use drop-down menus to choose appropriate FOAPAL codes for an order. Through the profile set up process, you can choose your approved FOAPALs from a larger system list and add them to your drop-down menus to make requisition creation quick and easy. 3. Commodity codes can be added when completing the requisition. Grant Review information will be provided by your Budget Administrator. If you will not be charging to a grant, please choose No Grant Review in your profile Code Favorites 1. Use Code Favorites for quick access to accounting code combinations saved to your profile during checkout. a) Click on Custom Field and Accounting Code Defaults in your profile. b) Click the Code Favorites tab. c) Click the Add button to enter a commonly used combination of accounting codes with or without splits. Code Favorites are accessed during checkout by editing the codes section or by selecting it as your default accounting codes in your profile. 3
4 Understanding the Home Screen Side Navigation Bar- a clean, slide-out side menu that displays the available menu options. 2. Menu Search- a keyword search that returns a list of pages containing that keyword. 3. Bulletin Board- posts of important Procurement Services information and news. 4. Non-Catalog Form- non-catalog refers to purchases where hosted or punchout catalogs are not available. Use this form to enter all information regarding an order Preferred Supplier Showcase- links to punchouts and websites of preferred suppliers. 6. Procurement Services Forms- the PO Change/Cancel Request Form and the Supplier add Request Form. 7. Profile- contains key information about a user, including contact information, ship-to addresses, FOAPALs, etc. 8. Bookmarks- configure bookmarks for quick access to commonly used pages. 9. Action Items- items that require some sort of action, such as requisition approval. 10. Notifications- certain action items, such as submitted requisition or approvals will trigger notifications. 11. Cart Preview- allows you to get a quick view of your active shopping cart. 12. Quick Search- gives you access to a variety of searches, such as POs, requisitions, and receipts.
5 Navigation 1. The Home menu is the first screen after login. You will see the Preferred Supplier Showcase as well as other punchout suppliers. 7. The Shop menu contains menu options related to shopping tasks. From the Shopping sub-menu, you can search by keyword or catalog number. You can also access Favorites, Forms, and the Non-Catalog Form. 2. As you access other areas, the side navigation bar and the top banner will remain in place. Action Items and Notifications are available in the top banner. If you have pending action items or notifications, a number indicating the number of pending items will display in red. Click on the drop-down text to access the list. 3. The user profile contains your information, including contact information, permissions, ship-to and bill-to addresses, FOAPALs, etc. To get to your profile, click the drop-down to the right of your name. 8. The My Carts and Orders sub-menu contains your active shopping cart, your draft shopping carts, and your most recent orders. 4. Cart Preview allows you to get a quick view of your active shopping cart. From this preview, you can review the item, delete an item, access the active cart, or go to Checkout. 9. The Document Search and Approvals menu contains the Document Search sub-menu, which allows you to search POs, Requisitions, and Receipts, view your saved searches, or download export files. 10. The Approvals sub-menu lists all tasks associated with approvals, including your approvals, notifications, and recent approvals. 5. The Quick Search feature gives you access to a variety of searches, such as POs, requisitions, user profile, etc. You select the search type from the drop-down menu or use the All option for a complete search. Type in the PO, requisition, or receipt number, and the function will bring back results for that number. Click on the search result to travel directly to that document. 11. If you are unsure of the location of a specific menu, you can use the Menu Search feature. Menu Search returns a list of pages containing that keyword. In addition to the menu option link, the search also displays the correct path to lead you to the menu item. 6. Most areas will be accessible from the left side navigation bar. When you roll over the main menu icons, slide-out sub-menus will appear. 5
6 Setting Up Your Profile 1. To get to your profile, click the drop-down arrow to the right of your name, and click on View My Profile. 5. Enter your building name in the Nickname/Address text field. A list of search results will appear which will show all of the Ship to addresses presently set up in the system for that building. 6. Note: All search results will list 100 Mason Center in addition to your building name because that is where items will be delivered to Central Receiving. Central Receiving will then deliver the items to your office. 2. To add a Ship To Address to your list, click on Default Addresses. 3. Make sure the Ship to tab is selected. You will not need to edit the Bill to address. 7. Select the address of your choice by clicking on the radio button left of the address. Notice the four-digit code for the address now appears in the Nickname field. 8. To replace it with a nickname of your choice, type a recognizable nickname for your new address. 4. Click Select Addresses for Profile. 9. Put a checkmark in the Default checkbox. This will make this address the default in the Shipping Addresses list 10. In the Room No./Dept. Name field, enter your office number and department name. Click Save. 6
7 Entering Default FOAPAL Codes 1. From your profile, click on Custom Field and Accounting Code Defaults. 5. In the Search for Value dialog box, in the Value field, type in the code number in the box. Click Search. One search result will be returned. 6. Put a check in the checkbox and click Add Values. The value will be added to the list on the left. 2. Click on the Codes and FOAPALs tab. You will need to add your codes and set each with a default so that they populate in your requisitions automatically. 7. To enable a default value, select the number from the list on the left. 3. To add your Fund, Organization, Account, and Program codes, click Edit at the end of each line. For example purposes, we will be adding the Organization number. 4. Click Create New Value. 8. Put a check in the Default checkbox and click Save. 9. Repeat this process for your Fund, Account, and Program codes. 7
8 Shopping Using Punchout Catalogs 1. Access to online punchout catalogs is provided to make shopping easy. You leave (punch out) of buynd and go to a supplier's web-based catalog to locate and add items to your shopping cart. The punchouts are conveniently displayed in the Supplier Showcase on the Home menu. 6. Once you re inside the catalog, in the Search function, type your keyword or item number. In this example, we are purchasing 30% recycled content paper, item # Click Search. 7. In the Quantity field, type in 4 and then click Add to Cart. 2. Though each supplier s catalog may vary in appearance and functionality, use these tips to navigate a catalog: a) Use the Search function to locate items directly. b) To select an item, enter a quantity and click Add to Cart. c) Complete the checkout process to bring your items back to buynd. 3. Note: A special icon will indicate if a punchout is running slowly (yellow warning triangle) or is unavailable (red X). 8. An updated cart will appear. Since we want to continue shopping in this example, we will click Continue Shopping. 4. For example purposes, we will be walking you through an Office Depot punchout order. From the Home tab, check to see if you have an active cart. You can start shopping if it is empty, or if it has products from the same supplier. 9. To do a text search for the next item, in the Search field, type highlighter. Click Search. A search results list will appear. 10. Choose any highlighter listed. In the Quantity field, type 2 and click Add to Cart. Your order will update with the new item and subtotal. 5. Click the Office Depot icon from the Preferred Supplier Showcase and choose Punchout. 8
9 Punchout Catalogs (cont.) 11. To complete the checkout process, click Checkout and then click Continue. You will now be returned to buynd. A shopping cart screen will display showing the current information associated with your cart. Copy Cart Feature 1. If you order the same items on a regular basis, you can copy the requisition with the items you previously ordered and submit a new order. Just make sure you review the requisition prior to submission. 2. From the Home screen, click on the Document Search menu and then the Search Documents (PO, Req, Receipts) submenu. 3. Choose My Requisitions. All of your requisitions will appear. 12. To create a cart name for your reference, in the header section, highlight the assigned Cart Name and type a name of your choice. Naming your cart will help you identify it more easily later on. Click Save, then click Proceed to Checkout. 4. Choose the requisition you want to copy by clicking on the number. The requisition will appear on screen. 13. Examine the details of your cart, checking the Ship To, Codes and FOAPAL information. If any required information is missing, the system will default to that section. If all the required information has been completed, you will see an All done! at the top of the requisition. 14. Now you re ready to submit your order. Click Submit Requisition. 5. From the Available Actions drop-down menu, choose Copy to New Cart. Your requisition will be duplicated with the exact information. 15. A screen will appear indicating that your requisition is complete and showing the assigned Requisition number. 6. Your requisition will appear on screen. Verify the information. 7. You can now make any changes needed to your requisition and then proceed through the checkout process outlined previously. 9
10 Understanding the Shopping Cart Cart Name- the name of this cart. Naming your cart will help you identify it more easily later on. 2. Priority- orders marked Urgent will be given priority in the approval queue by the Procurement Specialists. 3. Supplier- the name of the supplier fulfilling the order. 4. Items- displays the items that are being ordered as well as the Subtotal for the order Favorites- adds item to Favorites. You will be able to add the item to any favorite folder. 6. Remove Selected Items- removes only selected items within the cart. Use the checkboxes to indicate which items are subject for removal and press Go. 7. Remove All Items- select this option to empty the cart. Press Go. 8. Move to Another Cart- move items between draft carts. This action moves the product information as well as any explicit line-level settings. 9. Add to Other Cart/PR- allows you to add one or more selected items to any of your draft shopping carts. 10. Add to PO Revision- allows you to add to a purchase order revision. This action is only for purchase orders that have completed the approvals portion of workflow. 11. Save- click to save any changes made to the cart. 12. Proceed to Checkout- click to continue the checkout process and review the requisition before submission.
11 Creating a Requisition Using a Non-Catalog Supplier 1. buynd makes it easy to submit paperless requisitions for suppliers who do not have online catalogs. a) Note: The supplier must be in the buynd database to be used on the non-catalog form. If you do not find a supplier, please fill out the Supplier Add Request Form found on the Home screen. 2. To place an order with a non-catalog supplier, click on Non- Catalog Form on the Home screen. 7. Supplier Information a) Click edit to add a note regarding this request. This note is visible to suppliers. b) All of the fields are optional. c) Add a Contract/Quote No. when available. d) To include an attachment, click on add attachment. e) For orders over $5,000, attach the winning vendor s contract/quote in this section. 3. Under Enter Supplier, enter the name of the supplier you wish to send the requisition to. Click on the name to choose the supplier. 4. Enter the appropriate information in the Product Description, Catalog No., Quantity, Unit Price, and Unit of Measure. If you have another item to enter, click Save and Add Another Item. If you are done adding items, click Save and Close. 8. Changing the FOAPAL a) Click edit in the Codes and FOAPAL header. You can change the FOAP by typing in your selection or choosing from your profile values. I. Note: Always check the FOAPAL codes and make sure they are correct and without yellow warning signs.this is where you would correct any error messages. b) You can charge to one set of accounting codes or multiple accounting codes, called a FOAP Code Split. c) The dollar amount of the items can be split between multiple FOAP codes. A split can be applied to the entire order by Percentage of Price, Percentage of Quantity, or Amount of Price. 5. To complete the non-catalog order, click on your active cart in the top banner. Click Checkout. The system will now let you review your order and edit information before you submit it. 6. Internal Information a) Click edit to add a note regarding this request. This note is not visible to suppliers. b) All of the fields are optional. c) To include an attachment, click on add attachment to browse and choose a file. d) For orders over $5,000, attach your Vendor Selection Form and additional quotes in this section. d) The Activity code (A), the Location code (L), and other custom codes (Commodity Code and Grant Review) can be split at the line level. 9. To change the Codes and FOAPAL information per line item, click on the Codes and FOAPAL tab at the top of the requisition and then edit next to Accounting Codes (FOAP) or Custom Codes. 12. Click the Submit Requisition button. A screen will appear indicating that your requisition is complete and showing the assigned requisition number. 11
12 Understanding the Requisition Cart Name- the name of this cart. Naming your cart will help you identify it more easily later on. 2. Priority -orders marked Urgent will be given priority in the approval queue by the Procurement Specialists. 3. Internal Information- add a note regarding this request. This note is not visible to suppliers. All fields are optional. 4. Internal attachments- lick on add attachment to browse and choose a file Supplier Information- add a note regarding this request. This note is visible to suppliers. All fields are optional. 6. Req Type- the default is Standard PO. You can change this to designate a Blanket or Contract PO. 7. Attachments for all suppliers- click on add attachment to browse and choose a file. 8. Ship to- displays the shipping address associated with the requisition. 9. Codes and FOAPALs- the FOAPAL that will be billed for the items that are being ordered. 10. Supplier- the name of the supplier fulfilling the order. 11. PO Number- the PO number associated with the order. 12. Items- displays the items that are being ordered as well as the Subtotal for the order.
13 Searching/Tracking Requisitions and Purchase Orders 1. The Document Search and Approvals menu contains the Document Search sub-menu, which allows you to search POs, Requisitions, and Receipts. The first time you visit this menu, you will automatically be taken to the Simple Search screen. 2. You can access your requisitions and purchase orders for the last 90 days by clicking on my requisitions or my purchase orders at the bottom of the Simple Search screen. 5. You can set the Date range prior to your search or filter your results after they display. Date range selection can happen four different ways: a) Day: Last 7 days, Last 30 days, Last 60 days, Last 90 days, Last 120 days, Yesterday, Today, Last Week, This Week. b) Calendar: Month-to-Date, Last Month, Year-to-Date, Previous Year. c) Fiscal: Year-to-Date, Previous Fiscal Year. d) Other: Before X Date, After X Date, Last X Days, Next X Days, Before the Last X Days, After the Last X Days. 6. After performing a search, filter options, which display on the left side of the search results, are available to further narrow down your results. 3. For a Simple Search, there are three main selections: a) What type of documents do you want to search? Select to search on a specific document type, Requisition, Purchase Order, Receipt, or All Documents. The default is to search across all documents. b) What are you looking for? The following information can be entered into the search box: requisition number, purchase order number, catalog number, receipt number, user name, address, etc. c) How do I find requisitions and purchase orders within a certain date range? Users can select from relative date ranges for the query. You can choose from number of days, calendar span, fiscal year, or custom date ranges. 4. Advanced Search gives you the option to enter very specific, detailed search criteria. You can perform an advanced search across multiple documents or select a specific document type. To switch to Advanced Search, click advanced search at the bottom of the Simple Search screen. 7. Searches can be saved and executed at any time. Saved searches are accessed through the Document Search submenu and by clicking on View Saved Searches. 8. You can also search by Custom Fields (Fund, Org, Account, Commodity Code, etc.) as part of the Advanced Search. 13
14 Searching/Tracking (cont.) 9. To view the details of a requisition, click on the requisition number. The requisition screen will have several tabs to access various information about the requisition. 10. Summary: Provides the Header information, the cart name, PO number, and basic information on the items ordered. 11. Codes and FOAPAL: Provides FOAPAL header and line item detail information. 12. PR Approval: This tab gives a graphical representation of the workflow process and status. Receiving Against Your PO 1. Receiving indicates that products have been received or services have been completed. It is the authorization for Accounts Payable to pay the supplier s invoice. 2. Receiving should be done within two business days of physical receipt of most items. Receiving on high-cost items can wait until the items and their conditions can be verified. 3. If you know your PO number, start by typing in the number in the Quick Search feature. You can also search for your purchase order in the Document Search sub-menu. 4. After you open the purchase order, click on Create Quantity Receipt for Standard Purchase Orders or Create Cost Receipt for Blanket Purchase Orders from the Available Actions dropdown menu in the upper right corner of the purchase order. 13. History: This tab shows a chronological history of the actions taken on the requisition. It includes date and time, the user name, the action take and steps, as well as any notes 5. If you do not know your PO number, click on my purchase orders on the Simple Search screen found in the Document Search sub-menu. 6. From the search results, find the PO and check the box at the end of the PO line next to the dollar amount. Now choose Create Quantity Receipt or Create Cost Receipt from the drop-down menu and click Go. 14. The PO Number can be found in Supplier/Line Item Details. 15. You can also use the Quick Search feature to search for your requisition numbers, PO numbers, receipt numbers, etc. 14
15 Receiving Against Your PO (cont.) 7. Scroll down to the editable number field displayed for each line item. The default Quantity entered in the field reflects the quantity of the items that has yet to be received. 11. From the search results, find the PO and check the box at the end of the PO line next to the dollar amount. Choose Create Quantity Receipt from the drop-down menu and click Go. 8. If you are receiving an order and a certain line item has not been received, simply enter zero in the quantity field for that item. 9. Each line item also has a Line Status drop-down menu with three options: 7. Received: The item/service has been received. 8. Returned: The item was previously received but is now being returned. You will need to enter a reason for the return on the Review screen and notify the supplier. 9. Cancelled: The item ordered will never be received, such as a discontinued item or a back order time that is unacceptable. You will need to notify the supplier that you no longer need the item. 12. A new Quantity Receipt screen will appear. 13. Scroll down to the Line Details section. The number in the Quantity field of a line item will default to the quantity of the item that remains to be received. 10. In the Actions column, there is a Receive & Return button. This is for an item that was received in the shipment, but is being returned. You will need to enter a reason for the return on the Review screen and notify the supplier. 11. To complete the receipt, click Complete at the bottom of the requisition. A Receiving Document Number will appear. Clicking on the number will display the document. 9. For example purposes, we will be walking you through receiving a purchase order. Search for your purchase order number using the Quick Search feature or through the Document Search sub-menu. 14. If the quantity received equals the quantity ordered, click Complete at the bottom of the requisition. A Receiving Document Number will appear. 15. If you want to return all or part of an item, click Receive and Return. An extra line appears and shows the item received and the same item returned. 10. If you do not know your PO number, click on my purchase orders on the Simple Search screen found in the Document Search sub-menu. 16. Enter the quantity you are returning in the second line. Click Save. You will now need to state a reason for the return. Click Save Updates and Complete. A Receiving Document Number will appear. 15
16 Understanding the Receipt Review Screen Receipt Name- enter a name for the receipt. This is a searchable field for finding completed receipts. The default is the current date plus user login. 2. Receipt No.- the receipt number is automatically generated by the system when the receipt is completed. The receipt number is displayed on the receipt confirmation page after the Complete button is selected. 3. Receipt No.- the receipt number is automatically assigned when the receipt is completed Supplier Name- name of supplier of items on receipt. 5. PO No.- PO number associated with line item. 6. Qty/UOM ordered- the quantity and UOM for the line item on the PO. 7. Quantity- the number entered in this field reflects the quantity of the item that has yet to be received. 8. Received- the item/service has been received. 9. Returned- the item was previously received but is now being returned. You will need to enter a reason for the return on the Review screen and notify the supplier. 10. Cancelled- the item ordered will never be received, such as a discontinued item or a back order time that is unacceptable. You will need to notify the supplier that you no longer need the item.
17 For additional training documents, visit: For video tutorials, visit: For contract and supplier information, visit: For procurement specialist information and areas of responsibility, visit: Revision date 10/25/13 END OF DOCUMENT 17
California Institute of Technology. E-Procurement Solution. Requisitioning. User Guide. TechMart 1 User Guide 6/05
E-Procurement Solution Requisitioning User Guide TechMart 1 Table of Contents Getting Started Introduction...4 Browser Requirements...5 Logging On...6 Navigation TechMart Home Page Navigation...7 Profiles
How To Shop In Yomart
Yo-Mart Training Manual Requestor/Shopper Login url: http://www.appleap.appstate.edu/yomart_home.html You may also access Yo Mart on the Appleap website by clicking on System Access and then Yo Mart Shopping.
Buyer s Guide Contents
Buyer s Guide Contents Buyer s Guide... 1 Logging In... 2 Key Concepts... 2 Searching... 3 Product Searching... 3 Supplier Searching... 4 Filling your Shopping Cart... 4 Shopping by Catalog... 4 Shopping
Sole Source Procurement
Sole Source Procurement A Sole Source Procurement is a purchase made over $5000 without competition when competition is normally required. A Sole Source purchase is justified when there is only one good
Document Services Online Customer Guide
Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options
Approver User Guide. Virginia Tech Electronic Business System. November 8, 2010. Help Line: 540-231-2020 Help Desk: hokiemart @vt.
Help Line: 540-231-2020 Help Desk: hokiemart @vt.edu Virginia Tech Electronic Business System Approver User Guide November 8, 2010 1 Invent the Future Table of Contents Page Introduction...3 Contact Information...5
Ariba Frequently Asked Questions (FAQ)
Ariba Frequently Asked Questions (FAQ) 1. I am a new user. How do I start using Ariba? 2. How do I update my user profile? 3. How do I verify a vendor is in Ariba? 4. How do I add a new vendor or change
Step-by-Step Guide Using Hosted Catalogs for Shopping in CU Marketplace
In This Guide This guide discusses the hosted catalog shopping process. Topics covered are: Hosted catalog definition Procedure for hosted catalog shopping Hosted catalog shopping process cycles Procedure
GATEWAY DESK MANUAL. January 2014
GATEWAY DESK MANUAL January 2014 University of California, Santa Barbara 3203 Student Affairs and Administrative Services Building (SAASB) Santa Barbara, CA 93106-1150 Vol.1 Christine Griffin and Hannah
Standard Operating Procedure. 1. Purpose
Division of Financial Affairs Financial Transaction SOP: Purchasing, e-shop SOP Owner: Cornell Procurement Services Version Number, Date Revised: #3, 09/15/2014 Updates: Date Section Change 3/5/2012 Purpose,
Recruiter s Resource Guide
Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...
WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview
WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview 1. LOGIN... 3 2. GETTING STARTED WITH MANAGE ORDERS... 3 2.1 Creating an order using Create New Order... 4 2.1. Creating an order using Repeat Orders...
USER GUIDE - May 2010
USER GUIDE - May 2010 Login...2 Browse.................................................................. 3 By Product Type By Manufacturer Search....4 By Keyword Via Quick Find Via Quick Order Search Results
PURCHASING FROM OFFICE SUPPLY QPA 10516
PURCHASING FROM OFFICE SUPPLY QPA 10516 Menu Navigation: eprocurement Create Requisition Upon navigation you will come to the screen shown below. Notice that the step of process of creating a requisition
6/21/2013. High Level Overview
High Level Overview Christine Griffin Gateway Systems Manager Streamlined and strategic buying Best value pricing for contracted prices Speed with shopping carts Automated approval routing and tracking
State of Connecticut Core-CT Continuing Education Initiative. Introduction to eprocurement
State of Connecticut Core-CT Continuing Education Initiative Introduction to eprocurement 1 Handout The handout has the same screen shots as the in-class presentation, but has been designed as a Step by
BIRCHSTREET CAPITAL EXPENDITURE PROJECTS USER MANUAL
BIRCHSTREET CAPITAL EXPENDITURE PROJECTS USER MANUAL October 2010 BirchStreet Systems, Inc. 3737 Birch Street, Newport Beach, CA 92660 http://www.birchstreetsystems.com TABLE OF CONTENTS WELCOME TO THE
OSCAR-Phoenix Interface Training Guide Procurement Services Phoenix User Interface Training Guide
Phoenix User Interface Training Guide Updated11/2/2013 1 Beginning soon Procurement will enable a new interface within OSCAR call the Phoenix interface. This new interface will replace the original interface
eshop Approver Manual
eshop Approver Manual Table of Contents eshop Overview... 1 What is eshop?... 1 eshop Definitions... 1 eshop Roles... 2 The eshop Procure to Pay Process... 3 eshop Suppliers... 3 Getting Started in eshop...
3. Windows will automatically select the destination folder for the download. Click Next to proceed with the installation.
Welcome to the Banner online purchasing system! The Banner Purchasing module allows users to create purchase orders online. This manual will provide you with the information necessary to process and approve
SAP Business Intelligence ( BI ) Financial and Budget Reporting. 2nd Edition. (Best Seller Over 1,000,000 copies sold)
SAP Business Intelligence ( BI ) Financial and Budget Reporting 2nd Edition (Best Seller Over 1,000,000 copies sold) August 2009 Table of Contents Log In... 1 Initial Variable Screen... 4 Fund Center Hierarchy
CatBuy Preparer Training Course
CatBuy Preparer Training Course Section I UC Merced 5200 N. Lake Road Merced, CA 95343 Please retain and keep available for your reference. CatBuy Training Course Section I Introduction to CatBuy I. Introduction
PEP 4 Georgia First Marketplace (Sciquest)
This course covers the following objectives 1) Reviewing PEP1-PEP3. 2) Introduction to GA First Marketplace. 3) Marketplace Shopper. 4) Marketplace User/Requester. 5) Enhanced Automatic Approval Workflow.
CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL
CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL Table of Contents Open Supplier Network SM Table of Contents 1 How to Get Started..3 Viewing Orders....6 Processing Orders. 12 Exporting Orders...16
MMP QUICK REFERENCE Table of Content
MMP QUICK REFERENCE Table of Content Glossary.. 2 Accessing MMP... 3 Personalize Your Shopping Profile.. 4 Quick Steps for Creating Shopping Carts & Adding Products Creating and Renaming a Cart.. 4 Adding
Paper handouts of the SRM Shoppers presentation will not be provided. Downloads are available @ www.uky.edu/purchasing
Supplier Relationship Management Shopper MM_SRM_SHO_300 SRM Goes GREEN Paper handouts of the SRM Shoppers presentation will not be provided. Downloads are available @ www.uky.edu/purchasing 2 Definition
Kuali Requisition Training
Kuali Requisition Training From the Kuali Main Menu, click Requisition to start the process of creating a requisition. This Guide covers the tabs that are needed to create a requisition. When creating
business.officedepot.com User Guide
business.officedepot.com User Guide https://business.officedepot.com CONTACT INFORMATION Contact For Customer Service: Call 888.263.3423 (888.2.OFFICE) For Technical Support: Call 800.269.6888 or e-mail
How to Buy FedEx Outbound
How to Buy FedEx Outbound This guide describes how to create a purchase order for FedEx shipments. After creating a purchase order, you must reference this purchase order number on your shipping label.
Purchasing Hosted Catalog
Purchasing Hosted Catalog How to make online catalog purchases Catalog types....................................... Hosted Catalog Shopping................................ Adding products to a shopping
Steps for Entering an OnBase Purchase Requisition (PR)
Steps for Entering an OnBase Purchase Requisition (PR) 1. Login to OnBase from BuzzIn. (or Click the Digital Purchase Order link on the InfoPath Forms page and skip to step 5) 2. Click on the drop down
E-commerce Website Manual
E-commerce Version 2, July 2014 800 Viewfield Road Victoria, BC V9A 4V1 Local: (250) 384-0565 Toll Free: 1-800-735-3433 sales@monk.ca service@monk.ca Monk Office s new e-commerce site is your personalized
BW Reporting Rev. December, 2013
BW Reporting 0 Rev. December, 2013 1 Logistics Course Length Breaks Restrooms Cell Phone Etiquette Emergency Evacuation Procedures 2 Course Contents Objectives Course Overview BW Reporting & Exercises
How to Enter a Test On-line
How to Enter a Test On-line Entering your test results on the web will save you time and money. You will be able to print a clean, professional completed test report for your customer. There will be a
Great! You sold some Lexmark devices. Now you need to file for the associated rebates.
Great! You sold some Lexmark devices. Now you need to file for the associated rebates. How do you do that today? Fill out a spreadsheet, email it to someone at Lexmark and wait How do you know if they
eva Purchasing & Banner Receiving Manual
eva Purchasing & Banner Receiving Manual Compliance Employees are responsible for knowing and complying with established University and State policies and procedures when creating/approving requisitions
ARIBA Contract Management System. User Guide to Accompany Training
ARIBA Contract Management System User Guide to Accompany Training Technical Training Team 6/29/2010 Table of Contents How to use this Guide... 4 Contract Management Process... 5 ARIBA- Getting Started...
Inventory Management System
UH Material Management Inventory Management System UH Warehouse Staff Documentation MarketPlace Procurement Coordinator One time set-up: You will need to should change your default tabs that display. These
KFS Shop Catalogs. Overview Profile Setup Hosted Catalog Searches Punch-out Catalog Searches PO History Lookup Print PO Fax Version
KFS Shop Catalogs Overview Profile Setup Hosted Catalog Searches Punch-out Catalog Searches PO History Lookup Print PO Fax Version 1 Overview From the Kuali Main Menu, click Shop Catalogs to begin shopping
August, 2014 E-Commerce Website A/R Tip Sheet Your first time on the site:
Your first time on the site: Log In Log in to the site by clicking Log In you will find this at the top-right corner of every page on the website. You can shop even if you are not logged in, however Prices
OWA - Outlook Web App
OWA - Outlook Web App Olathe Public Schools 0 Page MS Outlook Web App OPS Technology Department Last Revised: May 1, 2011 Table of Contents MS Outlook Web App... 1 How to Access the MS Outlook Web App...
Concur Expense Guide: Version 2
Concur Expense Guide: Version 2 Welcome to Concur Expense...3 Log on to Concur...3 Explore the My Concur Page...4 Update Your Expense Profile...5 Step 1: Change Your Password...5 Step 2: Review Your Expense
Electronic Selection of Consultants
Electronic Selection of Consultants User Guide for Consulting Firms Version 3 This User Guide was produced by the Operations and Corporate Procurement Groups and the Information Solutions Group Global
WMATA Supplier Portal. Account Management
WMATA Supplier Portal The office of Procurement and Materials is dedicated to providing quality goods and services to support WMATA's mission in a professional and ethical manner while striving to exceed
How To Order From A Purdue Shopping Cart
SRM Purchasing Handbook for Physical Facilities Staff Effective: July 10, 2012 (revised by Daniel Dehn) Table of Contents User Settings (Change my settings) Page 1 Go Shopping Default Settings (Ship to
Includes: Ordering Setting up Selection Lists What's on ipage Managing Your Relationship with Ingram Through ipage
Includes: Ordering Setting up Selection Lists What's on ipage Managing Your Relationship with Ingram Through ipage Welcome to ipage, Ingram Library Services total online solution for your library's needs.
Creating & Managing Discussion Forums
Creating & Managing Discussion Forums This tutorial will step you through creating and managing discussion forums in Blackboard. The tutorial is segmented by feature and where possible links are provided
Finance Reporting. Millennium FAST. User Guide Version 4.0. Memorial University of Newfoundland. September 2013
Millennium FAST Finance Reporting Memorial University of Newfoundland September 2013 User Guide Version 4.0 FAST Finance User Guide Page i Contents Introducing FAST Finance Reporting 4.0... 2 What is FAST
General Dynamics Armament & Technical Products 8/30/2010
Supplier s Guide to isupplier Portal General Dynamics Armament & Technical Products 8/30/2010 Page 1 of 192 8/30/2010 Contents Procurement Notification Workflow... 6 Purchase Order Entry and Acknowledgement...
Procurement Management User Guide
IBM TRIRIGA Version 10.0 Procurement Management User Guide Copyright IBM Corp. 2011 i Note Before using this information and the product it supports, read the information in Notices on page 232. This edition
MAXIMO 7 TRAINING GUIDE PURCHASING & RECEIVING FLORIDA INTERNATIONAL UNIVERSITY. P 202.262.2500 3451 NE 1 st Ave M1008 Miami, FL 33137
MAXIMO 7 TRAINING GUIDE PURCHASING & RECEIVING FLORIDA INTERNATIONAL UNIVERSITY P 202.262.2500 3451 NE 1 st Ave M1008 Miami, FL 33137 Table of Contents I CHAPTER 1 THE PURCHASING MODULES...5 1.1 Objectives...
NYS OCFS CMS Contractor Manual
NYS OCFS CMS Contractor Manual C O N T E N T S CHAPTER 1... 1-1 Chapter 1: Introduction to the Contract Management System... 1-2 CHAPTER 2... 2-1 Accessing the Contract Management System... 2-2 Shortcuts
Introduction to epro and the GeorgiaFIRST Marketplace
Introduction to epro and the GeorgiaFIRST Marketplace The content of this presentation was the most up-to-date information available at the revision date. However, policies, procedures and guidelines may
Cloudfinder for Office 365 User Guide. November 2013
1 Contents Getting started with Cloudfinder for Office 365 1... 3 Sign up New Cloudfinder user... 3 Sign up Existing Cloudfinder user... 4 Setting the Admin Impersonation... 4 Initial backup... 7 Inside
Department of the Treasury Division of Purchase and Property QUICK REFERENCE GUIDE: SUBMIT A QUOTE SELLERS
Department of the Treasury Division of Purchase and Property QUICK REFERENCE GUIDE: SUBMIT A QUOTE SELLERS Rev. Dec 24, 2015 12:42 PM Table of Contents 1. Purpose... 3 2. Summary Instructions... 3 2.1
Tully-Wihr Online User Guide
Tully-Wihr Online User Guide Version 2.1 Revised 7/06/2011 Questions: help@tullywihr.com Contents Tully-Wihr s Web Page / Login...3 New User Registration...4 Shipping Specifications...5 Search Features...6-7
Generator Warranty On-Line System Documentation
Generator Warranty On-Line System Documentation INDEX ** Use control key and click on topic to advance to that section in the document 1. Warranty Repair Claims 2. Failed Part Claims 3. Sales Consideration
University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick)
University of Alaska Statewide Financial Systems User Documentation BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick) Travel and Expense Management Table of Contents 2 Table of Contents Table of Contents...
isupplier User Guide Supplier
isupplier User Guide Supplier Table of Contents Introduction to isupplier... 3 Requirements/Software Recommendations... 4 Registration... 4 Login... 5 Basic Overview of the isupplier Homepage... 6 Global
CREATING NON-PO BASED INVOICES IN AGGIEBUY. Click on the Settlement tab in the menu bar to get to the invoice entry screen.
CREATING NON-PO BASED INVOICES IN AGGIEBUY Click on the Settlement tab in the menu bar to get to the invoice entry screen. 1 Invoice Creation: This is where invoices will begin to be entered. For non-po
Terminal Four. Content Management System. Moderator Access
Terminal Four Content Management System Moderator Access Terminal Four is a content management system that will easily allow users to manage their college web pages at anytime, anywhere. The system is
Online Banking User Guide
TABLE OF CONTENTS TABLE OF CONTENTS... 1 INTRODUCTION... 4 QUICK REFERENCE... 4 LOG ON... 4 SECURITY PROFILE... 4 ENTITLEMENTS... 4 LOG ON... 5 ENTER YOUR USERNAME... 5 REVIEW SECURE IMAGE AND PHRASE,
Requisitioner User Guide
Requisitioner User Guide Document Last Updated March 25, 2013 1 Table of Contents Requisitioner... 1 Objectives... 3 Overview of BEN... 4 Glossary of Terms... 6 Requisition vs. Purchase Order... 10 Hierarchies...
Outlook Web Access (OWA) User Guide
Outlook Web Access (OWA) User Guide September 2010 TABLE OF CONTENTS TABLE OF CONTENTS... 2 1.0 INTRODUCTION... 4 1.1 OUTLOOK WEB ACCESS SECURITY CONSIDERATIONS... 4 2.0 GETTING STARTED... 5 2.1 LOGGING
SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE
SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE SuccessFactors, Inc. 4401 Wilson Boulevard, Suite 400 Arlington, VA 22203 Tel: (703) 678-0000 www.successfactors.com Confidential and Proprietary For
BEFORE YOU BEGIN You will need to know what you would like to order, the vendor, and the General Ledger (G/L) account to charge to.
Shopping Cart: Create a BLPO Order Use this Job Aid to: Learn how to create a Blanket PO through SAP (i.e., setting up a PO for a standing order). BEFORE YOU BEGIN You will need to know what you would
IBM TRIRIGA Version 10.3. Procurement Management User Guide. Copyright IBM Corp. 2011 i
IBM TRIRIGA Version 10.3 Procurement Management User Guide Copyright IBM Corp. 2011 i Note Before using this information and the product it supports, read the information in Notices on page 192. This edition
Accessing POs and Change Orders
This quick reference guide is designed to help vendors understand how to access Purchase Orders (POs) and Change Orders sent to them in the San Bernardino County new eprocurement system, epro. PO and Change
Nationwide Marketing Storefront Guide
Nationwide Marketing Storefront Guide Table of Contents I. Introduction... 2 Marketing Storefront Overview... 2 Benefits of Marketing Storefront... 2 Features of Marketing Storefront... 2 Accessing Marketing
Fairfield University Using Xythos for File Sharing
Fairfield University Using Xythos for File Sharing Version 7.0 Table of Contents I: Manage your Department Folder...2 Your Department Folder... 2 II: Sharing Folders and Files Inside of Fairfield U...3
HDAccess Administrators User Manual. Help Desk Authority 9.0
HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks
eprocurement Training
eprocurement Training eprocurement Help Desk 206-543-4500 https://f2.washington.edu/fm/ps/ 1 Access eprocurement Do the following to access the Ariba system: 1. Login into the UW eprocurement website at
Online Bill Payment & Presentment User Guide
Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment
Self Service Banner (SSB) Finance
Self Service Banner (SSB) Finance I. Self Service Banner Finance Introduction Self Service Banner is a user friendly Banner interface used to research and extract information from the Banner Finance module.
FedEx Billing Online User Guide
FedEx Billing Online User Guide Introduction FedEx Billing Online allows you to efficiently manage and pay your FedEx invoices online. It s free, easy and secure. FedEx Billing Online helps you streamline
Introduction to epro and the GAFIRST Marketplace for Shoppers
Introduction to epro and the GAFIRST Marketplace for Shoppers 1 Important Notes Discuss handouts Security Request Forms (w/default acct #) Test Database URL, login and password Production Database; no
Dell E-Commerce guide for Skyward Users 1
Dell E-Commerce guide for Skyward Users 1 This document contains instructions on how to use the e-commerce application running on Skyward s Business Suite to purchase from your Dell Premier Page. E-Commerce
System Overview Training. MyFloridaMarketPlace System Overview
System Overview Training MyFloridaMarketPlace System Overview Agenda What is MyFloridaMarketPlace (MFMP)? Logging in to Buyer Dashboard & Navigation User Profile Management Searches Procure to Pay Process
BANNER PURCHASING MANUAL. December 2012 (Revised) PURCHASING DEPARTMENT COENEN HALL 140 318 342 5205
BANNER PURCHASING MANUAL December 2012 (Revised) PURCHASING DEPARTMENT COENEN HALL 140 318 342 5205 SCT BANNER SYSTEM BANNER INTRODUCTION: Banner is a suite of products that is replacing what we know as
eprocurement Training
eprocurement Training eprocurement Help Desk 206-685-3558 http://www.washington.edu/admin/stores/eprocurement eprocurement Training Guide Ver. 9r1 1 UW eprocurement Website Do the following to access the
An Introduction to K12 s Online School (OLS)
An Introduction to K12 s Online School (OLS) 1 Introducing the Online School (OLS)... 6 Logging In... 6 OLS Home page... 8 My Account Menu... 9 To Edit Basic Account Information for Yourself... 9 Tip:
eopf Release E Administrator Training Manual
eopf Release E Administrator Training Manual i The United States Office Of Personnel Management eopf Administrator Training Manual for eopf v5 eopf Version 4.1, July 2007, March 2008, March 2009; eopf
Novell ZENworks Asset Management 7.5
Novell ZENworks Asset Management 7.5 w w w. n o v e l l. c o m October 2006 USING THE WEB CONSOLE Table Of Contents Getting Started with ZENworks Asset Management Web Console... 1 How to Get Started...
Introduction to iprocurement
Introduction to iprocurement TOPICS: PAGE: How Do I Login to iprocurement?... 1 How Do I Set My Preferences?... 2 How Do I Create a Requisition?... 4-7 Creating the Requisition Header Description Rules
Rochester Institute of Technology. Finance and Administration. Drupal 7 Training Documentation
Rochester Institute of Technology Finance and Administration Drupal 7 Training Documentation Written by: Enterprise Web Applications Team CONTENTS Workflow... 4 Example of how the workflow works... 4 Login
University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Detail)
University of Alaska Statewide Financial Systems User Documentation BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Detail) Travel and Expense Management Table of Contents 2 Table of Contents Table of Contents...
OSP User Guide. 1 P a g e
Online School Payments (OSP) User Guide February, 2014 OSP User Guide Table of Contents Overview...3 Site Information...3 Login to Portal...4 Activity Setup...6 OSP Activity Setup Form...6 Add Activity...7
Results CRM 2012 User Manual
Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation
STEPfwd Quick Start Guide
CERT/Software Engineering Institute June 2016 http://www.sei.cmu.edu Table of Contents Welcome to STEPfwd! 3 Becoming a Registered User of STEPfwd 4 Learning the Home Page Layout 5 Understanding My View
Applicant Tracking System Job Aids. Prepared by:
Applicant Tracking System Job Aids Prepared by: Contents System Navigation and My Setup Information for Users... 1 Creating Requisitions... 4 Duplicating Requisitions... 6 Requesting an Approval... 7 Viewing
Patient Portal Users Guide
e-mds Solution Series Patient Portal Users Guide Version 7.0 How to Use the Patient Portal CHARTING THE FUTURE OF HEALTHCARE e-mds 9900 Spectrum Drive. Austin, TX 78717 Phone 512.257.5200 Fax 512.335.4375
Introduction to RefWorks
University of Malta Library Introduction to RefWorks A Guide to Prepare & Submit your Personal Academic Publication List Stefania Cassar Outreach Librarian Email: refworks.lib@um.edu.mt Last updated: 3
Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home
Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...
Symplicity Walk-Through
Symplicity Walk-Through UF Law Center for Career Development Career Development maintains an online listing of full-time, part-time and summer employment opportunities for all students and alumni. Symplicity
Titan Apps. Drive (Documents)
Titan Apps Drive (Documents) University of Wisconsin Oshkosh 7/11/2012 0 Contents What is Titan Apps?... 1 Need Help with Titan Apps?... 1 What other resources can I use to help me with Titan Apps?...
epro/po Inquiry on Requisition Status (Life Cycle)
Business Process Navigation 1. To inquire on requisition status (life cycle). 1. Main Menu > eprocurement > Manage Requisitions Use the following navigation to inquire on a requisition status (life cycle).
IT Service Desk Manual Ver. 2.0. Document Prepared By: IT Department. Page 1 of 12
Document Prepared By: Page 1 of 12 INDEX 1. Introduction. 3 2. Home Page..... 4 2.1 My Request Summary..... 4 2.2 Announcement....... 5 2.3 Submit your Request...... 5 2.4 Report a Problem...... 6 2.5
Microsoft Windows SharePoint
Microsoft Windows SharePoint SharePoint Basics Introduction What is Microsoft SharePoint? SharePoint is a tool to connect people and information. It provides a central site for sharing information with
Client Portal Training
Client Portal Training Signing In 1. Go to http://www.csus.edu/irt/projects and click on Team Dynamix Client or from your browser, go to https://csus.teamdynamix.com 2. Click on SIGN-IN located in the
Secure File Transfer Guest User Guide Updated: 5/8/14
Secure File Transfer Guest User Guide Updated: 5/8/14 TABLE OF CONTENTS INTRODUCTION... 3 ACCESS SECURE FILE TRANSFER TOOL... 3 REGISTRATION... 4 SELF REGISTERING... 4 REGISTER VIA AN INVITATION SENT BY