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Using the SRM CDW-G Punch-out Catalog

Using the SRM CDW-G Punch-out Catalog. Introduction. These materials show specifically how to use the punch-out catalog to purchase CDW-G products within the Supplier Relationship Management (SRM) system.

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Using the SRM CDW-G Punch-out Catalog

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  1. Using the SRM CDW-G Punch-out Catalog

  2. Introduction These materials show specifically how to use the punch-out catalog to purchase CDW-G products within the Supplier Relationship Management (SRM) system. If needed the full SRM Shopper Training can be accessed on the Purchasing Division website at: http://www.uky.edu/Purchasing/docs/srmshopperpptrev2.pptx.

  3. What is CDW-G CDW-G, along with Dell and MoreDirect, is a University contract supplier for computing peripherals, software, and accessories.

  4. Who Uses the CDW-G Punch-Out Catalog The CDW-G punch-out catalog is used solely with the Supplier Relationship Management (SRM) system. Currently, all areas of campus use SRM as their procurement system with the exception of Hospital, College of Medicine, and Facilities areas. Departments within these areas will continue to use the e-Buy site for CDW-G purchases. All other areas of campus should utilize the punch-out catalog through SRM for purchases of CDW-G products regardless of price. This includes items previously purchased through the e-Buy site utilizing procurement card.

  5. Create Punch-out Catalog Order – Set Delivery Room/Floor The room address for delivery of goods must be confirmed/refined at the Shopping Cart level. This must be done for every Shopping Cart. 1. Click Set Values within Default Settings 2. If needed click the right arrow to expose all tabs

  6. Create Punch-out Catalog Order – Set Delivery Room/Floor Delivery address information flows in from Personal Settings and reflects your building addressonly. The Shopper must add the specific floor and room number, contact person, etc. This must be completed on each cart and will populate to all line items in the cart. Important: Omitting entry of the contact person, floor, and room number within Set Values will require the user to enter the information for each line item in the bottom Details section. 3. Complete contact person, floor, room, etc. 4. Click OK

  7. Select CDW-G Catalog from Add Item Menu Punch-out catalog items are ordered through the Add Item dropdown button. As new catalogs are added to the system, they will appear in the Add Item menu. 5. Click Add Item and select CDW-G Catalog. Shopper will leave SRM and enter CDW-G’s punch-out website. If you get this message, click No.

  8. Arrive at Punch-out Landing Page 6. The CDW-G Punch-out site allows searches by keyword or Shoppers can navigate a product hierarchy to find needed items.

  9. Product Search Results If desired, check boxes for competing products to compare characteristics and pricing. Shopper can refine their searches if desired through the Filter menu on the left side. 7. To order items, enter quantity and click Add to Cart

  10. CDW-G Shopping Cart The CDW-G Shopping Cart will reflect added items with relevant info. Shopper can update quantities, continue shopping for additional items, or Checkout. 8. Click Checkout when finish shopping on the punch-out site

  11. Transfer CDG-G Cart to SRM Cart 9. Click Transfer Shopping Cart

  12. Punch-out Items Return to SRM Shopping Cart The punch-out order populates back to the SRM Shopping Cart. 10. Click to open Details (bottom) section of Shopping Cart

  13. Punch-out Catalog Order – Details Section Delivery Address information was already set at header level under Default Settings/Set Values. Thus, nothing needs entered or modified for this in Details section. 12. Notes and file attachments can be added if needed. (Note: There is no quote attachment involved for a CDW-G punch-out order.) 11. Complete Account Assignment information as needed

  14. Check and Complete Order 13. Click Check to confirm whether errors exist Remember: Only click the SAVE button if the order is to be placed on HOLD. A Saved Shopping Cart resides in the Shopper’s POWL and does not move forward. 14. Click Order to finish

  15. Order Successful and Close Window Order was successful 15. Click Close button to close window

  16. Special Notes on CDW-G Punch-out Catalog Shopping Carts • Special features are added to SRM for CDW-G punch-out catalog orders: • Orders totaling $2000 or less from the CDW-G punch-out catalog do not require approval. SRM automatically transmits a purchase order once a cart is created and ordered. • For orders over $2000, SRM automatically transmits the purchase order after the appropriate approvals have taken place. • Goods Confirmations are required for all CDW-G punch-out catalog orders. • CDW-G generates an electronic invoice and submits to Accounts Payable for payment. • The Shopper receives an email message confirming when the invoice posts in Accounts Payable. To maintain a system of checks and balances, the Shopper’s supervisor is copied on the email notification.

  17. SRM Help Web Sites • SRM Resource Page on Purchasing web site: http://www.uky.edu/Purchasing/srm.htm • myHelp – MM & Purchasing Help web site: http://myHelp.uky.edu/rwd/HTML/MM.html Both sites contain Quick Reference Cards, updated and printable course manuals, Reference Manual, etc. • SRM Assistance Email: SRMHelp@uky.edu

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