Training Coffee Hour

1. Training Coffee Hour ePro Tips & Tricks

2. Favorites • Adding a favorite in the Marketplace

3. Favorites • Adding favorites in a special request REQ

4. Copy a Cart into a New Requisition • Requesters can copy a previous cart into a new requisition to start another order. Click on the My Carts and Orders > View My Orders

5. Copy a Cart into a New Requisition • Select the cart you would like to copy into a new cart

6. Copy a Cart into a New Requisition • Under “Available Actions” select “Copy to New Cart”

7. Document Search • Allows requesters to search for and review previous Marketplace requisitions. Click on Orders & Documents icon

8. Document Search • Select “Requisitions”

9. Document Search • All previous requisitions will be listed

10. Types of Contracts • Gives the user the ability to view the various contract types and suppliers available. Click the Catalogs & Contracts icon.

11. Types of Contracts • Search for applicable contract

12. Advanced Search • Search by Custom Attributes

13. Types of Carts • Active Cart – Cart you are currently working with or editing • Draft Cart – Cart you have created but are not currently working with

14. Multiple Chartstrings • Individual lines can be split-funded by amounts to various chartstrings. Change to Amt Add a Chartstring

15. Adding Attachments • Requesters can add electronic attachments by clicking on the comment icon.

16. Adding Attachments

17. Requisition Status • Open – Requisition has been entered and saved, but it has not yet been submitted for approval. • Pending – Requisition has been submitted and is awaiting approval. • Approved – Requisition is approved and can become a PO. • Denied – Requisition was denied in the approval process. • Canceled – Requisition was canceled. • PO Created – PO has been created for the requisition. • PO Dispatched – PO has been sent to the vendor • PO Canceled – PO was created but canceled. • Received – PO has been sent to the vendor and the goods have been partially or fully received. • Complete – PO was created, goods have been received and the vendor has been paid.

18. Manage Requisitions • Sort (click on column heading link)

19. Manage Requisitions • Lifecycle

20. Manage Requisitions • Edit or Cancel a Requisition

21. Manage Requisitions • Schedule & Distribution = Chartstring Info

22. Manage Requisitions

23. Manage Requisitions

24. Finding a Requisition by PO ID • A requisition # can be looked up by a PO #

25. Miscellaneous Information • Budget Date – If a requisition was created in one month and needs to be submitted for approval in the next month, requester will need to contact Shelly Parker so that she can change the budget date. • Paying Invoices – An invoice must be received by Accounts Payable before a Purchase Order will be paid. Marking the items as received does not automatically cause a payment to be processed. A payment will be processed only when both the items and an invoice is marked as received.

26. Questions????