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Procurement 201

Procurement 201. Welcome and Ground Rules. Have fun and enjoy the opportunities we have to contribute to SBBC’s future success! Please turn off or silence cell phones and pagers Please do not read or send email messages during class time

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Procurement 201

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  1. Procurement 201

  2. Welcome and Ground Rules • Have fun and enjoy the opportunities we have to contribute to SBBC’s future success! • Please turn off or silence cell phones and pagers • Please do not read or send email messages during class time • Respect those speaking and asking questions by keeping side discussions to a minimum • Please do not interrupt the person speaking • We will start, break, and end on time • All unanswered questions will be placed in the “Parking Lot” and answers will be distributed later

  3. Logistics Before we get started ...

  4. Classroom Materials Exercises BRITE (Let Me) Concepts (Tell Me) Demonstrations (Show Me)

  5. Course Objectives At the end of this course, you should be able to: • Describe the requisition process • Create various types of requisitions • Describe the goods receipt/return process • Perform a goods receipt • Create a list of purchase requisitions based on your own search criteria

  6. Agenda

  7. Requisition Processing

  8. Unit Objectives At the end of this Unit, you should be able to: • Define key terminology • Describe the various types of purchase requisitions • Display a purchase requisition • Identify the three sections of a purchase requisition • Create requisitions (standard, stock transport, and framework) • Describe the function of Catalog Content Management

  9. Unit Objectives (cont.) At the end of this Unit, you should be able to: • Describe the process for procuring assets • Describe the process for creating requisitions against a grant • Describe the process for creating a textbook requisition • Display a purchase order for a given requisition

  10. BRITE Key Terms

  11. BRITE Key Terms (cont.)

  12. Types of Purchase Requisitions There are three types of Purchase Requisitions that will be discussed in this course:

  13. Requisitions All Requisitions have three sections: • Header—Contains a Text tab where internal information can be entered • Item Overview—Shows an overview of all the line items on the Requisition • Item Details—Shows detailed procurement information about each line item on the requisition.

  14. Purchase Requisition Header Item Overview Item Details

  15. Account Assignment Categories Each line item on a Requisition must have an Account Assignment Category. The following five account assignment categories will be covered in this course: • <Blank> - Inventory (Warehouse) • Z – Asset (Use in Phase 1) • A – Asset (Use in Phase 2) • K - Cost Center • P - Project • Y - Grant

  16. Material Groups • The Material Group is a code used to group together materials with the same attributes (e.g., office supplies) • The Material Group will be the three-character National Institute of Governmental Purchasing (NIGP) code (e.g., 615 for “Office Supplies, General” • The Material Group will default for those items that have a Material Master Record • For those items that do not have a Material Master Record, the Material Group must be entered on the requisition

  17. Accounting Data Legacy Line of Coding SAP Accounting String

  18. Demonstration and Exercise Scenario: Display a Purchase Requisition Transaction Code: ME53N

  19. Display a Purchase Requisition 1

  20. Display a Purchase Requisition 3

  21. Display a Purchase Requisition 4

  22. Display a Purchase Requisition 5 6

  23. Display a Purchase Requisition 7 8

  24. Display a Purchase Requisition 10 9

  25. Display a Purchase Requisition 11 12

  26. Display a Purchase Requisition 13

  27. Display a Purchase Requisition 14

  28. Display a Purchase Requisition 15

  29. Display a Purchase Requisition 16

  30. Display a Purchase Requisition 17

  31. Display a Purchase Requisition 18

  32. Display a Purchase Requisition 21 20 19

  33. Display a Purchase Requisition 23

  34. Demonstration and Exercise Scenario: Create a Standard Purchase Requisition Transaction Code: ME51N

  35. Create a Standard Purchase Requisition 1

  36. Create a Standard Purchase Requisition 3

  37. Create a Standard Purchase Requisition 4

  38. Create a Standard Purchase Requisition 5 6

  39. Create a Standard Purchase Requisition 7

  40. Create a Standard Purchase Requisition 8 9

  41. Create a Standard Purchase Requisition 10 11 12

  42. Create a Standard Purchase Requisition 13 14 15

  43. Create a Standard Purchase Requisition 16

  44. Create a Standard Purchase Requisition 17 18

  45. Create a Standard Purchase Requisition 19

  46. Create a Standard Purchase Requisition 22 21 23 20 24

  47. Create a Standard Purchase Requisition 25

  48. Create a Standard Purchase Requisition 27 28 29 30

  49. Create a Standard Purchase Requisition 32

  50. Create a Standard Purchase Requisition 35, 36 38 34 37 33

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