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ADVANCE REQUISITION TRAINING

ADVANCE REQUISITION TRAINING. AGENDA. Changing password Description for board approval Who do you call when? Vender Tab What prints on Requisition? Open orders Rejections Accounting Methods Notes Checking Status Search Change order CO box Templates Returns Sharing.

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ADVANCE REQUISITION TRAINING

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  1. ADVANCE REQUISITION TRAINING

  2. AGENDA Changing password Description for board approval Who do you call when? Vender Tab What prints on Requisition? Open orders Rejections Accounting Methods Notes Checking Status Search Change order CO box Templates Returns Sharing

  3. Changing Password

  4. Description for Board Approval • First a need by date IF it is a Rush • One word description of order/site/C if categorical

  5. Who do you call when? • Go to Type of Goods sheet and call buyer

  6. Vender tab

  7. What prints on requisition?

  8. Exception on stores requisition

  9. OPEN ORDERS • When using an open order always: • Send copy of order with staff • Get vender to note p.o. on receipt or write in on yourself • Sign receipt! PUT YOUR NAME AS AUTHORIZED ON ORDER • Turn in receipt • 24 hours

  10. REJECTIONS • Does not mean we don’t LOVE you • See “For Review” if there is a req. there, high probability it has been rejected. • Open req. and go to either log or approval trail then to print.

  11. ACCOUNTING METHOD

  12. ADDING NOTES

  13. CHECKING STATUS OF ORDER

  14. What do you do with reqs in process.

  15. SEARCH

  16. SEARCH FOR P.O.

  17. How to find a p.o. and print it? • Click on Purchasing icon • Go to req search then… • Go to workflow and then search purchase orders

  18. CHANGE ORDERS • You have been told you have a CO to approve, where do you go?

  19. System Templates can you make your own?

  20. USER TEMPLATE

  21. RETURNS OR REPAIRS • Call purchasing! • We call vender • We track shipment going back to vender • We make sure you get a credit, repair, or replacement • We take care of paperwork

  22. GOOD OF THE ORDER

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