Procurement Guide Once you have found the required document, double click and it will upload onto the screen.
|
|
- Berniece Davis
- 8 years ago
- Views:
Transcription
1 If you need to attach quotes, s or other documents to the purchase order to adhere to the purchasing delegations and enable the release of the order, click on the Attachments option, which can be found on the left hand side in the blue menu. Please refer to the diagram below Click on the paper clip on the right-hand side of you screen which will allow you to browse for your document, please refer to the diagram below Once you have found the required document, double click and it will upload onto the screen. Procurement Procedures Page 26 of 34
2 Once the purchase order is complete and all the required information has been entered and attached, click on Submit for Approval which can be found in the left hand side blue menu. Please refer to the diagram below A box will come up with your default Coordinator or Manager s name, however if that name needs to be changed to follow the Purchasing Delegations, click on the magnify glass and a list of all Council officers will appear. Double click on the correct name then click on OK. Please refer to the diagram below The screen will then take you to another blank purchase requisition page which means your purchase order has been successfully sent for approval to the appropriate Coordinator or Manager. Procurement Procedures Page 27 of 34
3 Procedure How to complete a Contract Payment Summary 1. Purpose and Scope The purpose of this procedure is to ensure Council officers complete the required payment documentation throughout a contract period. The procedure applies to Council officers who are responsible for the management of a Capital Works and/or lump sum contract. 2. Definitions Responsible Officer The staff member who will be managing the contract for services or works. Finance One Software for raising purchase orders Purchase Order A documented request to a supplier for provision of works/goods/services ITT Invitation to Tender CEO Chief Executive Officer Procurement Procedures Page 28 of 34
4 3. Procedure 3.1 Once the contracts have been signed and sealed by the CEO The Procurement Administration Officer will complete a purchase order and payment summary for the specific contract A contract folder will be given to the Responsible Officer with a copy of the purchase order. A link to the payment summary will be ed to the Responsible Officer by the Procurement Administration Officer. 3.2 Filling out a claim sheet The Responsible Officer will receive a tax invoice from the contractor for the works completed for the month Before the tax invoice is given to Accounts Payable, a completed payment summary must be attached to enable processing and payment of the invoice Open the payment summary which will have a file name CON XXXXX description of contract The payment summary will have many sheets along the bottom of the screen, however the only sheets the Responsible Officer is required to complete are Claim b sheets When opening the payment summary for the first time it should open up to sheet Claim 1a, which will show you the total contract sum, purchase order number and the specific ledger code number After making sure the information is correct in Claim 1a, click on the tab labelled Claim 1b. This will have a list of all the works and the contracted prices that the Procurement Administration Officer has entered from the successful tender submission. The only areas the Responsible Officer is required maintain on this sheet are % Complete or Quantity/Area Complete, Provisional items and Variations The Responsible Officer is required to maintain either the % Complete column with a percentage, or the Quantity/Area Complete of the works that have been completed for the month. A figure exclusive of GST will appear in the Total Values column If there were any provisional items used, a percentage or quantity/area is required to be specified in the Provisional Sums section Any variations that have been made to the original contract should be stated and a price specified in the Variations section. Procurement Procedures Page 29 of 34
5 A Variation Form should have been completed by the Responsible Officer, prior to the variation works proceeding. For further information please refer to the Variation Procedure page Once all the information is entered a total payment amount will result at the bottom of the sheet which should match up to the amount owing on the tax invoice supplied by the contractor All the information supplied in sheet Claim 1b should be reflected in sheet Claim 1a, therefore print off Claim 1a and attach it to the contractor s tax invoice Ensure Claim 1a is signed by the Responsible Officer, General Manager and then given to the Procurement Administration Officer to review The Procurement Administration Officer will check the payment summary against the original contract details, initial Claim 1a and pass it to Accounts Payable for processing and payment of the invoice The same process is to occur for all invoices received from the contractor for the specific Capital Works and/or lump sum contract, the Responsible Officer uses the next Claim b sheet for each subsequent payment, ie: claim 2, use sheet 2b, claim 3, use sheet 3b etc. 3.3 Final payment When the tax invoice for the final payment of the contract is received from the contractor, the final payment claim b sheet is to be completed and the process in 3.2 followed If the contract included a bank guarantee, the Responsible Officer must authorise the release of the guarantee by ing Council s Legal Officer, giving details of the bank guarantee, contractor and contract number If the contract was a lump sum contract, an to the Purchasing Officer to advise that any remaining funds on the purchase order are no longer required, will authorise the order to be closed. Procurement Procedures Page 30 of 34
6 Procedure Variation/s to Contracts 1. Purpose and Scope The purpose of this procedure is to ensure Council Officers adhere to the purchasing and variation delegations outlined in the Local Government Procurement Best Practice Guidelines, and the Latrobe City Council Procurement Policy 09 POL-1. The procedure applies to Council Officers who are responsible for the management of a Capital Works and/or lump sum contract. 2. Definitions Responsible Officer The staff member who will be managing the contract for services or works. Finance One Software for raising purchase orders Purchase Order A request to a supplier for provision of works/goods/services which is raised in Finance One ITT Invitation to Tender GM Division General Manager CEO Chief Executive Officer Procurement Procedures Page 31 of 34
7 3. Procedure 3.1 Variation to a contract The Responsible Officer in discussion with the Contractor, have determined that a variation to the contract is required, however the works relating to the variation cannot commence until the following procedure is complete. 3.2 Approval of a variation The Variation Form can be downloaded from the intranet to commence the process The Responsible Officer is required to complete the areas highlighted in green The completed Variation Form must then be given to the Procurement Administration Officer who will process the variation in accordance with the delegations below If the variation exceeds the terms and conditions as stated in (a) and (b) below, the Procurement Administration Officer will then compile a report to the CEO. The Responsible Officer is required to provide details for this report pertaining to; the reasons the variation is deemed necessary, and the financial implications of the variation. VARIATION AMOUNT PROCESS APPROVAL (a) Approval of contract variations where: - the total amount of the variations together with the original contract amount will not exceed $200,000 (including GST), and; - each single variation is less than $10,000 (including GST) and; - the total variations are less than $20,000 (including GST). Variation form to be completed and signed by the General Manager and supplied to the Procurement Officer General Managers/Direct Reports to CEO (except for the Coordinator Executive Office) (b) Approval of contract variations where: - the total amount of the original contract (including GST) exceeded $200,000, and; - provided each single contract variation does not exceed 7.5% (including GST) of the original contract value and; total variations are less than 10% of the original contract value (including GST). (c) Approval of contract variations, where they exceed the extent of authority as outlined in (a) and (b). Variation form to be completed and signed by the General Manager and supplied to the Procurement Officer Variation form to be completed, signed by the General Manager and supplied to the Procurement Officer to enable a report to be provided to the CEO by Procurement, detailing the reason/s and financial implication of the variation General Managers/Direct Reports to the CEO (except for the Coordinator Executive Office) Chief Executive Officer A report to be provided to Council as soon as practicable noting the contract variations. Procurement Procedures Page 32 of 34
8 3.2.5 Once the GM or CEO has approved the variation, the Procurement Administration Officer is required to do the following; Include the approved variation in a Contract Activity report to inform Council of the decision that has been made Amend the purchase order to add the variation as a new line with variation X as the description, and the amount being inclusive of GST Scan and attach the signed Variation Form and CEO report if applicable, to the purchase order Save the signed Variation Form and CEO report if applicable, in the relevant ITT folder. Procurement Procedures Page 33 of 34
9 Tendering Checklist for Responsible Officers COMPILING THE TENDER DOCUMENT Provide the Procurement Administration Officer with the following items; - Tender Initiation Form with the Capital Expenditure Authorisation section completed, if required - Tender Specification Read the draft tender document as provided by the Procurement Administration Officer, noting any changes to be made the Procurement Administration Officer with any changes to the document and confirm advertising method and dates DURING THE TENDER ADVERTISING PERIOD Contact preferred contractors, inform them of the tender and the link to the etendering portal on Latrobe City Council s website Respond to potential tenderers questions in a timely manner, providing responses to the Procurement Administration Officer to upload onto the etendering portal WHEN THE TENDER CLOSES The following will be given to you as soon as practicable following the close of the tender; - Memo of instructions and deadlines - Tender evaluation matrix - Copies of all tender submissions TENDER EVALUATION MATRIX All criterion need to be scored accordingly and comments regarding the scoring noted on the reporting questionnaire (these comments will be used to compile the CEO or Council report) Complete reference checks for contractors that are unknown to Responsible Officer ONCE THE REPORT HAS BEEN APPROVED BY COUNCIL Provide the following details to the Procurement Administration Officer: - Any correspondence/documentation referring to changes to the contract; and - Confirmation of start dates or vacant possession dates for the works The Procurement Administration Officer will provide you with a folder with the following enclosed: - A copy of the contract document to be used as a working file - A bound copy of the contract to be used as the Responsible Officer s master copy - A purchase order for the works, if applicable Procurement Procedures Page 34 of 34
www.etenders.gov.ie Electronic Tender Management System Quick User Guide Supplier
Electronic Tender Management System Quick User Guide Supplier Page 1 Contents 1. Using the system 1.1 1.2 Supplier registration Finding published tenders 2. Responding to a public advertisement / notice
More informationSupplier Management System. User Guide for Contractors
Supplier Management System User Guide for Contractors July 2014 Index Page No (s) Contents 1 Introduction Benefits of SMS Accessing the system SMS Support 2 Maintaining your company details 3 Uploading
More informationImpartiality must be maintained in selecting suppliers to fulfil Council s requirements.
Title: Type: Council Adopted: 17 December 2014 File No: SF/491 TRIM Reference: 14/35410 Attachments: Guidelines (TRIM: 14/38862) 1. Purpose The purpose of this policy is to provide principles, processes
More informationFSD Finance One User Manual Accounts Payable Last update: October 2013
i FSD Finance One User Manual Accounts Payable Last update: October 2013 Accounts Payable Table of Contents AP1.0 Invoice Entry (APINV)... 1 AP2.0 Accounts Payable Ledger Enquiries... 8 AP3.0 Additional
More informationUser Guide Create and View Credit Memos
OVERVIEW This User Guide aims to describe how isupplier Users can create Credit Memos. HOW TO USE THIS USER GUIDE If familiar with the isupplier Portal Functionalities and the Oxy process, refer to the
More informationKuali 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
More informationPROACTIS: Supplier User Guide Contract Management
PROACTIS: Supplier User Guide Contract Management Contents Introduction Why PROACTIS Contract Management Tender award Updating Contractor details Accepting tender award Accepting / rejecting the contract
More informationPeopleSoft Training Notes. Accounts Payable New Forms and Best Practice
PeopleSoft Training Notes Accounts Payable New Forms and Best Practice FINANCIAL SERVICES FINANCE & RESOURCES OFFICE CENTRAL ADMINISTRATION UNIVERSITY OF WESTERN AUSTRALIA FINANCIAL SERVICES (M449) UNIVERSITY
More informationStep-by-Step Guide to using etenders For Procuring Consultants for Summer Works and Small Devolved projects
Step-by-Step Guide to using etenders For Procuring Consultants for Summer Works and Small Devolved projects Step-by-Step Guide to using etenders 1 st Edition, March 2014 Planning & Building Unit Department
More informationQuick Buyer Guide The RFT Process
Quick Buyer Guide The RFT Process October 2014 1 Version Control Version Date By Description 0.1 18-08-2014 Vivien Pierce First Draft 0.2 29-10-2014 Vivien Pierce Revised 2 Table of Contents Introduction...
More informationContract Standing Orders and Procedure - A Guide For Council Employees
Hampshire County Council Constitution Part 3:F Contract Standing Orders 1. Interpretation 2. Status of, and Compliance with, Contract Standing Orders 3. Approval to Commence Procurement 4. Contract Value
More informationContents. Version 1.4 June 2015. PCS-Tender Supplier Response Guide
Version 1.4 June 2015 Contents What is Public Contracts Scotland - Tender (PCS-Tender)?... 2 What is the Pre-Qualification Questionnaire (PQQ) and Invitation to Tender (ITT) Templates?... 2 What types
More informationAccounts Payable Expense Distribution Tables
Accounts Payable Expense Distribution Tables Use Expense Distribution Table Maintenance to set up tables with general ledger accounts and distribution percentages. The tables can then be selected in Invoice
More informationHow to Attach Files in Blackboard Learn Email, Messages, Discussions, and Assignments
E-Mail 1. Launch the Email by clicking the icon from the Menu frame found on the left side of the screen. 2. From within the Send Email page, click the "Select Users" link. If you click any links above
More informationInvoices arriving into school should be stamped and sent off to Accounts Payable, where they will be scanned into SAP
SAP Vendor Invoice Management - Guidance for Coders Invoices arriving into school should be stamped and sent off to Accounts Payable, where they will be scanned into SAP You will be notified of invoices
More informationCreating a Job Opening
Creating a Job Opening Sign into PeopleSoft. Click Recruiting. Click Create New Job Opening. Job Opening Type: Select Standard Requisition from the drop down menu. Choose the Job Family (Custodian, Faculty,
More information3.2 TENDER FOR THE SUPPLY, INSTALLATION, AND SUPPORT OF A PROCURE TO PAY AND CONTRACT MANAGEMENT SYSTEM (CF2012066; MK:DW)
Council Meeting, 28 August 2012 Section 3.2 - Page 3 3.2 TENDER FOR THE SUPPLY, INSTALLATION, AND SUPPORT OF A PROCURE TO PAY AND CONTRACT MANAGEMENT SYSTEM (CF2012066; MK:DW) Responsible Director: Marilyn
More information[Project Name] NZTA Contract No. [Contract Number] Schedule of Prices
[Project Name] NZTA Contract No. [Contract Number] Schedule of Prices Schedule of Prices SP1
More informationPOLICY CONTRACT MANAGEMENT POLICY POLICY STATEMENT
POLICY CONTRACT MANAGEMENT POLICY POLICY STATEMENT The intent of this policy is to establish a University-wide governance structure for managing contracts and other legally binding documents. The Policy
More informationManaging Company Credit Cards
Managing Company Credit Cards Contents About Managing Company Credit Cards Managing Credit Cards as Vendors Managing Credit Cards as Short Term Liabilities Paying by General Check Without Posting the Statement
More informationThe New GRANT MANAGEMENT SYSTEM
The New GRANT MANAGEMENT SYSTEM An ESF 8 Portal Application User Guide Version 1 Created: May 2013 Updated: August 2013 Table of Contents Before Getting Started... 1 Introduction... 1 Accessing the System...
More informationFY2016 Budget Collection. Software Instructions
FY2016 Budget Collection Software Instructions Due Date: June 1, 2015 IT Team: Data Management & Analysis Phone: (802) 479-1044 Fax: (802) 479-4319 Table of Contents System Requirements... 1 Starting the
More informationPURCHASING IN SAP STEP BY STEP GUIDE PLANNING CREATING AN ORDER AND SPECIFIC STEPS FOR DESCRIBE REQUIREMENT. for
PURCHASING IN SAP STEP BY STEP GUIDE for PLANNING AND CREATING AN ORDER SPECIFIC STEPS FOR DESCRIBE REQUIREMENT Steps for Purchasing through SAP Ver 2.doc @1103023 Page 2 of 10 Steps for Purchasing through
More informationMAS 90 Demo Guide: Accounts Payable
MAS 90 Demo Guide: Accounts Payable Vendors, invoice tracking, and check creation is a necessity of business. In this guide we will look at how vendors are set up, invoices are recorded, and checks are
More informationMonash City Council s etendering Portal - User Guide
Monash City Council s etendering Portal - User Guide Section 1 Registering a User Account.. Page 2 Section 2 Registering for a Tender.. Page 4 Section 3 Downloading Tender Documents. Page 6 Section 4 Submit
More informationIMS Pro Electronic Claims Submission. Sending Claims Electronically through XClaims (Ims Pro)
Sending Claims Electronically through XClaims (Ims Pro) Before you begin Setting your Path Make sure that your user path is set in your provider team account, Provider/Team menu, Preferences tab, Path
More informationThe End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month.
End of Month Closing The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month. Closing the month involves up to five steps:
More informationAccounts Payable and Inventory Management
Accounts Payable and Inventory Management 2013 SedonaOffice Users Conference Presented by: Lisa Gambatese & Laurie Goodrich Table of Contents Accounts Payable G/L Account Defaults (AP) 4 A/P Setup Processing
More informationUser Guide Quote Request for Quotation (RFQ)
OVERVIEW This User Guide describes how Suppliers participates in Request for Quotation (RFQ) events. HOW TO USE THIS USER GUIDE If familiar with the isupplier Portal Functionalities and the Oxy processes,
More informationChapter A5: Creating client files and attaching bank accounts
Chapter A5: Creating client files and attaching bank accounts This chapter is aimed at BankLink Administrators It covers the set up of your BankLink Practice clients. A BankLink Practice user needs BankLink
More informationStraight2Bank Receivables Services
Straight2Bank Receivables Services Client User Guide Document-Level Financing Version April 2015 Overview This guide contains information which will help users navigate and familiarise with the functions
More informationINVITATION TO TENDER FOR SO16649 DEBT MANAGEMENT FUNCTIONAL DESIGN PRINCIPLES, STANDARDS AND MEASURES, AND DEBT LANDSCAPE
INVITATION TO TENDER FOR SO16649 DEBT MANAGEMENT FUNCTIONAL DESIGN PRINCIPLES, STANDARDS AND MEASURES, AND DEBT LANDSCAPE Version 1.0 Date: 8 th February 2016 Author: Harbinder Manku CONTENTS 1. INTRODUCTION...
More informationAvery Wizard: Using the wizard with Microsoft Word. This is a simple step-by-step guide showing how to use the Avery wizard in word
Avery Wizard: Using the wizard with Microsoft Word This is a simple step-by-step guide showing how to use the Avery wizard in word Open up a blank document in Microsoft Word and click the Avery Tab at
More informationSchedule of Prices. Project Name Contract No. Contract Number
Schedule of Prices Project Name Contract No. Contract Number C3-LS-BP-Issue 2 SP Page 1 Printed 1 March 2011 >: 1. When preparing the schedule
More informationProcessing Supplier Invoices
Processing Supplier Invoices All invoices are now sent to the Finance Department (Payments team) for processing. All current suppliers have been advised to send their invoices directly to the Finance department.
More informationNASP PRO USER GUIDE. Contents
NASP PRO USER GUIDE Updated 10/1/15 Contents NASP PRO USER GUIDE... 1 Overview:... 2 Listing your tournament on the website... 2 Setting up your hardware and software... 3 Managing the Registration process...
More informationMARKETING SERVICES REGISTER
MARKETING SERVICES REGISTER MARKETING ONLINE SYSTEM SUPPLIER GUIDELINES Version Control Version Number Author Date Released Changes 1.0 Veronica Bilbao 26 November 2013 1 Table of Contents I. PURPOSE...3
More informationUser Guide Overview to Access, Passwords, Navigation and Notifications
OVERVIEW This User Guide is an overview to understand how to access the isupplier Portal, navigate through the system and understand the notification sent from the automatic system email notification to
More informationProMaster User Guide For Travel Expense Allocations (Reconciliations)
ProMaster User Guide For Travel Expense Allocations (Reconciliations) 1 P a g e Table of Contents Who do I contact with my questions?...3 How do I log in to ProMaster?...4 What do all the Icons mean?...5
More informationReference Manual Agresso Accounts Payable
Reference Manual Agresso Accounts Payable Contents Project background...1 Why Agresso?...1 Viewing Supplier Details...2 Scanning Invoices...5 Load Invoices...5 Invoice Registration...7 Overview...7 Purchase
More informationPCS-Tender Supplier Response Guide
PCS-Tender Supplier Response Guide Version 3.0 June 2016 Page 1 Contents Creating a Response to a Tender... 3 The Settings Area... 3 Saving a Response... 5 Qualification Envelope Example... 5 Technical
More informationAccuPOS to MAS90/200 Integration Guide
AccuPOS to MAS90/200 Integration Guide Part I - MAS90 Company Setup In order to use AccuPOS Point of Sale and have it integrate with MAS90/200 for inventory and accounting purposes, we ask that you setup
More informationHow do I Carry out an Inventory Check or Stock Take?
1/6 How do I Carry out an Inventory Check or Stock Take? 1. Introduction. 2. Preparing the Inventory Checklist(s). 3. Importing the Stock Count(s). 4. Stock Count Import Posting. 5. Stock Count History.
More informationSales Person Commission
Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11
More informationProcurement, Contracting and Contract Management Policy
Procurement, Contracting and Contract Management Policy Corporate policy 8.4 Responsible Officer: Group Manager Accounting and Taxation Policy Custodian: Chief Finance Officer Division: Finance and Resources
More informationDocument review management. Raising Sales Invoices user guide
Document review management Raising Sales Invoices user guide Conventions used in this document Note: something for you to take note of. For example: Every Customer must have at least one address. Important:
More informationProperty Manager V7.0 User Guide
Property Manager V7.0 User Guide www.propertymanageronline.com Contents 1. Overview of Property Manager 2. Quick Start 3. Property Details 4. Tenants 5. Landlord Accounts 6. Letting Agent Accounts 7. Property
More informationDepartment 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
More informationMD-7-466 Rev.2 24/09/14 P1 of 13
MD-7-466 Rev.2 24/09/14 P1 of 13 TABLE OF CONTENTS Introduction Purpose of Booklet... 3 Introduction to the Bundaberg Region... 3 What does Council purchase?... 5 Legal rules that affect Council s purchasing...
More informationQuick Quotes Guide January 2015 1
Quick Quotes Guide January 2015 1 Version Control Version Date By Description 0.1 06-01-2015 Vivien Pierce First Draft 0.2 30-01-2015 Vivien Pierce Revised Version 2 Table of Contents Introduction... 4
More information1. Background of Electronic Approval Process...4 1.1. Reason for the change...4 2. The Approval Process...5 2.1. Picking Up a Task to Authorise...
Finance Department Electronic Invoice Authorisation Contents 1. Background of Electronic Approval Process...4 1.1. Reason for the change...4 2. The Approval Process...5 2.1. Picking Up a Task to Authorise...5
More informationBACK OFFICE DATA ENTRY REVISION 1.2
BACK OFFICE DATA ENTRY REVISION 1.2 Contents Contents... 1 BEACON BACK OFFICE SYSTEM... 3 DATA ENTRY... 3 Overview... 3 Receipt Entry... 4 Overview... 4 Debtor Receipt Entry Screen... 4 Debtor Receipt
More informationMicrosoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.
Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.
More informationCreating an Excel Database for a Mail Merge on a PC. Excel Spreadsheet Mail Merge. 0 of 8 Mail merge (PC)
Creating an Excel Database for a Mail Merge on a PC Excel Spreadsheet Mail Merge 0 of 8 Creating an Excel Database for a Mail Merge on a PC 1. To create a database for a mail merge you will first need
More informationA Step-by-Step Guide in Preparing Donor Report Using the Query GM_RCARE_969
CARE USA Shared Services Center A Step-by-Step Guide in Preparing Donor Report I. INTRODUCTION The GM_RCARE_969 is a PeopleSoft Query report that extracts information from the Project Costing module, which
More informationAP Invoice Processing AP Invoice Entry MUNIS Version 8
Module: Topic: Accounts Payable AP Invoice Processing Objective This document provides step-by-step instructions on how to enter an invoice into MUNIS. This document is intended for Intermediate MUNIS
More informationSetting Preferences in QuickBooks
Setting Preferences in QuickBooks The following preferences should be set in Quickbooks: Setting QuickBooks to Display the Lowest Sub-Account Number The Default setting in QuickBooks for displaying Account
More informationHow To Use Optimum Control EDI Import. EDI Invoice Import. EDI Supplier Setup General Set up
How To Use Optimum Control EDI Import EDI Invoice Import This optional module will download digital invoices into Optimum Control, updating pricing, stock levels and account information automatically with
More informationPrequalification Process Making every dollar count
Central Tenders Committee (CTC) Prequalification Process Making every dollar count Central Tenders Committee (CTC) Prequalification Process Prequalification Prequalification is a process used to ensure
More informationApplicants: How to apply for a Commonwealth PhD Scholarship
Applicants: How to apply for a Commonwealth PhD Scholarship Log On/Register Apply for a Scholarship A. Application Details B. Personal Information C. Career To Date D. References E. Endorsement F. Proposed
More informationFinance Tab 6/18/2014 26
RIFNS Supplier Portal User s Guide Summary This page is where saved invoices and credit memos can be retrieved and worked on. It is also where invoices and credit memos are created and where invoices and
More informationOracle 12 Finance Training Receipting & Purchase to Pay Best Practice Reference Guide
Oracle 12 Finance Training Receipting & Purchase to Pay Best Practice UK SBS Training Services Team Contents 1 Purchase to Pay Processes... 1 1.1 Non Catalogue Requisition Process... 1 1.2 Smart Form Requisition
More informationQuote to Cloud Connecting QuoteWerks and Xero
Quote to Cloud Connecting QuoteWerks and Xero Contents Setup Guide... 3 Pre-requisite:... 3 Quote to Cloud Installation and Configuration... 3 Xero Application Setup... 5 QuoteWerks Configuration... 7
More information03_Events Trainingv3 1
03_Events Trainingv3 1 Publish Event You can publish some information about your content before you have set up all the details. In this way, people can learn about the event on your website prior to registrations
More informationMAS 90 Demo Guide: Account Receivable
MAS 90 Demo Guide: Account Receivable Customers, billing, and cash receipts are the lifeblood of any company. In this guide, we will look at where customers are set up, where invoices are entered, and
More informationFinance Procedure 2.11 PURCHASING & ACCOUNTS PAYABLE PROCEDURE CENTRAL OFFICE
Finance Procedure 2.11 PURCHASING & ACCOUNTS PAYABLE PROCEDURE CENTRAL OFFICE FP2.11 Version 003 Sept14 1.0 INTRODUCTION This procedure sets out the finance processes and responsibilities for administering
More informationMaking Visio Diagrams Come Alive with Data
Making Visio Diagrams Come Alive with Data An Information Commons Workshop Making Visio Diagrams Come Alive with Data Page Workshop Why Add Data to A Diagram? Here are comparisons of a flow chart with
More informationAbsolute Software Topup Tax (Year 2 onwards)
Absolute Software Topup Tax (Year 2 onwards) Getting Started After having renewed the package online or with the Sales team you would have had a receipted invoice and a set of registration codes emailed
More informationGovernment buyer user manual System Requirements and Administration Version 2.0
Queensland Government etendering website Government buyer user manual System Requirements and Administration Version 2.0 July 2011 etender Help Desk phone 07 3836 0141 Table of contents 1 Introduction...
More information360Pro Providers Quick Reference Guide. Introduction
360Pro Providers Quick Reference Guide This guide will step you through the basics, from logging on, to answering ATM questions and then submitting a Response. This Guide is available at: https://langeconsulting.zendesk.com/entries/24921676-360pro-providers-quick-reference-guide
More informationClick on Grant Guidelines for Empowering YOUth Initiatives Round 1. This will provide you with further details on this Approach to the Market.
360Pro Applicants Quick Reference Guide For help or issues related to access to 360Pro or 360Pro functions, please direct your queries to the Employment Services Purchasing Hotline (espurchasing@employment.gov.au).
More informationLawson Portal User s Manual
Lawson Portal User s Manual Table of Contents 1. Lawson Portal FAQ s page 1 2. Login Page page 9 3. Portal Home Page page 10 4. Form Search (a) Search by form ID page 11 (b) Search by form description
More informationCONTRACTS STANDING ORDERS (CSOs) 2015 / 2016 CSO 2015-6 1
CONTRACTS STANDING ORDERS (CSOs) 2015 / 2016 CSO 2015-6 1 PART 3G Contracts Standing Orders 2015/16 Definitions Aggregation is the combining together of the total contract value from separate contracts
More informationDISCOVER LOCAL TALENT WITH JOBS BANK
www.jobsbank.gov.sg USER GUIDE FOR EMPLOYERS DISCOVER LOCAL TALENT WITH JOBS BANK The portal that links you to local individuals CONTENTS PART I: NAVIGATING THE JOBS BANK MAIN PORTAL A. Access Jobs Bank
More informationPricing Schedule for Fasset Event Management 2016 to 2018
Pricing Schedule for Fasset Management 2016 to 2018 Cost per Pricing based Cost per based Name of the event Budget & Tax Update Annual General Meeting 1 1 s 42 1 Suppliers 2 7 Speakers 4 0 Hosts 6 0 Number
More informationSection 18 Contracts Committed
Section 18 Contracts Committed Contract Management User Manual Page 1 of 10 Created: 5/3/07 Table of Contents Section Title Page Number I. Contracts Committed 3 A. General Tab 5 B. Review Status Tab 5
More informationQT9 Quality Management Software
QT9 Supplier Portal Support is Free. Please contact us via the Contact Support help icon on the top of the screen or at our contact information below: QT9 Software Toll Free: (866) 913-5022 Email: support@qt9software.com
More informationicam 3.0 Basics To access Remote Desktop locate the Remote Desktop icon on the computer s main desktop and double-click the icon.
Signing onto Remote Desktop In order to utilize icam 3.0, managers will need to sign into Remote Desktop using the username and password assigned to them from the Home Office which was received to management
More informationCharleston Southern University Procurement Card (P-card) User Guide
Charleston Southern University Procurement Card (P-card) User Guide Index Overview. 3 Concepts. 3 Terms.. 4 Processing cycle... 4 Contacts... 4 Logging in 5 Home Page.. 6 Customizing Columns 7 Email Notification
More informationA guide to completing the Working with Building and Asset Services application for registration
A guide to completing the Working with Building and Asset Services application for registration Building and Asset Services Department of Housing and Public Works Table of Contents Information required
More informationNew Grant Management System
New Grant Management System Phase 2: Submitting Invoices and Supplemental Documentation for Reimbursement User Guide Version 1 February 17, 2014 Table of Contents Accessing GMS and Application Support
More informationGuideline for Professional Services Contractor Performance Reporting
` Guideline for Professional Services Contractor Performance Procedure Applicable to: Transport Projects Quality Management System Status: Approved Division: Transport Projects Version: 10 Date of issue:
More informationService erecruitment. http://myhr.alzscot.org. Workbook
Service erecruitment http://myhr.alzscot.org Workbook Aim of this course This course provides a good working knowledge of how to use itrent recruitment module together with hands-on practical experience
More informationQuick Reference Guide Payment Processing: How to Use the Payment Request Form for Suppliers
Payment Processing: How to Use the Payment Request Form for Suppliers Overview: The Payment Request Form (PRF, formerly NEPF) can be used to pay low dollar invoices
More informationInQFlow. Administrator Guide. Copyright @ March 2009 Constellation HomeBuilder Systems, Inc. All right reserved
Administrator Guide Copyright @ March 2009 Constellation HomeBuilder Systems, Inc. All right reserved Product and Company Information Product and Company Information The information in this document is
More informationIntroduction to ilab Solutions for VUMC Users
Introduction to ilab Solutions for VUMC Users (VUMC PIs, Lab Managers, and Lab Members) Table of Contents Account Access & Login Credentials... 2 Account Registration for First-time Users... 2 Accessing
More informationMitchell Shire Council
ATTACHMENT Mitchell Shire Council Ordinary Council Meeting CONTRACT MANAGEMENT POLICY AND TENDERING POLICY Contract Management Policy 25 March 2013 Attachment 1 Pages 12 CORPORATE SERVICES DOCUMENT NUMBER
More informationProfile. 2 On the Expense Settings menu on the left
Section 1: Getting Started Step 1: Log on to Concur Expense 1 In the User Name field, enter your user name. 2 In the Password field, enter your password. 3 Click Login. If you are not sure how to start
More informationQUICK DRIVING INSTRUCTIONS GUIDE
QUICK DRIVING INSTRUCTIONS GUIDE Get ready to relax with VeBills You are now reaching the point where all that set-up pays off. By now VeBills is processing your bills and all that remains is to pay them.
More informationPA STATE SYSTEM OF HIGHER EDUCATION Shared Administrative System TM Travel Management Create Travel Expense Report
All Travel Expense Reports will be entered by either the Traveler or Travel Assistant via the portal. Log into the portal Page 1 of 22 Revised: 02/2016 From the ESS tab, click on either of the 2 provided
More informationHow to Shortlist using 2xB
How to Shortlist using 2xB Contents: Section for Local HR / School Administrators Page 2 - Top Tips for shortlisting Page 5 Editing the Display Panel Immigration Control Page 7 Changing Candidate Statuses
More informationFORM SIMPLICITY QUICK REFERENCE GUIDE PROFESSIONAL/ULTIMATE EDITION
FORM SIMPLICITY QUICK REFERENCE GUIDE PROFESSIONAL/ULTIMATE EDITION Library Getting a Form 1. Click on Start a Form. (Alternatively, you can click on Library in the menu bar at the top) 2. This will open
More informationSupply Chain Finance WinFinance
Supply Chain Finance WinFinance Customer User Guide Westpac Banking Corporation 2009 This document is copyright protected. Apart from any fair dealing for the purpose of private study, research criticism
More informationMCIS Aggregate Claim Editor User Guide. Core system users
MCIS Aggregate Claim Editor User Guide Core system users TABLE OF CONTENTS INTRODUCTION... 3 HOW TO USE THIS GUIDE... 3 ABOUT AGGREGATE CLAIM EDITORS... 3 AGGREGATE CLAIM EDITOR TEAM LEADERS... 3 THE CLAIMS
More informationWhat is OneDrive for Business at University of Greenwich? Accessing OneDrive from Office 365
This guide explains how to access and use the OneDrive for Business cloud based storage system and Microsoft Office Online suite of products via a web browser. What is OneDrive for Business at University
More informationEUS. Complete Contract Management. Buyer User Guide
EUS Complete Contract Management Buyer User Guide October 2014 Version Control Version Date Amendment 1.0 March 2012 NEW split into two manuals tender and contract management 1.1 April 2012 Update with
More informationInstructions for Importing (migrating) Data
Instructions for Importing (migrating) Data from CTAS Version 7 to CTAS Version 8 For Windows 8 and 8.1 CTAS Version 8 is designed to work with your Version 7 data if you choose to. These instructions
More information1.4.27 RECURRING CREDIT CARDS POLICY
1.4.27 RECURRING CREDIT CARDS POLICY Effective 06/01/04 Revised 04/11/11 OBJECTIVE Standardize the processing of automatic charges to a donor s credit card as a payment option. The donor must submit a
More informationIntroduction 2. Creating an Invoice 3. How quickly will I receive payments once I have submitted an invoice? 6. Previous Payments 6
Introduction 2 Invoicing using MultiTrans. 2 Accessing the Invoices Module 2 Creating an Invoice 3 How quickly will I receive payments once I have submitted an invoice? 6 Previous Payments 6 Deduction
More informationAdvanced Outlook Tutorials
Advanced Outlook Tutorials Filtering: Create a filter to send email directly to a specific folder from a certain sender: 1. Right click on the sender s email. 2. Choose Rules. 3. Click on Create Rule.
More information