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INTRODUCTION TO ePROCUREMENT

INTRODUCTION TO ePROCUREMENT. eProcurement Class Agenda. Introductions Benefits of eProcurement Orientation to eProcurement Terms you’ll hear Place an order using hosted and punchout catalogs Order status definitions Searching (basic and advanced) eProcurement reports. Introductions.

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INTRODUCTION TO ePROCUREMENT

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  1. INTRODUCTION TOePROCUREMENT

  2. eProcurement Class Agenda • Introductions • Benefits of eProcurement • Orientation to eProcurement • Terms you’ll hear • Place an order using hosted and punchout catalogs • Order status definitions • Searching (basic and advanced) • eProcurement reports

  3. Introductions • Name • Department • Primary products you’ll purchase, or currently purchase • Level of familiarity with eProcurement

  4. eProcurement Benefits • Pre-negotiated Contracts • Volume and Non-volume pricing discounts • Frequently no delivery charge • Dedicated support staff • Better return policies • Quotes (scientific, technology & furniture) • Helps with reconciliation & records retention • Links to online invoices from MyFD

  5. Orientation to eProcurement Search Area for orders, not products Start placing an order & search for suppliers To Do: Appears if you are a watcher or approver (defined later) My Documents: Show the status of an order

  6. eProcurement Access • Any staff UW NetID can place an order • Pre-Approved Preparer • Approver • Watcher • Must contact Administrator if you need one of the roles above • LEARN MORE: http://f2.washington.edu/fm/ps/ecommerce/eprocurement//roles

  7. Terms You’ll Hear & Use • Requistion: Internal number given to an in-process order. Not seen by suppliers. • Purchase Order: External number given to suppliers to confirm placement of order. How suppliers track an order. • Punchout Catalog: Users are directed to a supplier website to search for and order products. • Hosted Catalog: Catalog items stored within Ariba. Searching for, and ordering, products is performed within eProcurement module.

  8. eProcurement Demonstrationshttps://ar.admin.washington.edu/AribaBuyer/uw/login.asp

  9. Order Status Definitions & Process

  10. Searching for Orders • Order # • Requisition # • Labels NOTES: ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

  11. Advanced Search • Search by NetID • Supplier • Period of time NOTES: ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

  12. eProcurement Reports • Hugely helpful reports! • Invoicing • Prior orders by commodity NOTES: ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

  13. Who to Contact and When?

  14. Mighty Helpful Resources • Supplier Attribute Guide • http://f2.washington.edu/fm/ps/ecommerce/eprocurement/suppliermatrix • eLearnings • http://f2.washington.edu/fm/ps/ecommerce/eprocurement/onlinetrain • Quick Guides • http://f2.washington.edu/fm/ps/ecommerce/eprocurement/documentation

  15. Super Dooper Important Homework! • Set up user profile • http://f2.washington.edu/fm/ps/ecommerce/eprocurement/documentation • Fill out our post-classsurvey (you’ll get an email from us).

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