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8.4 Web Purchasing Demo

8.4 Web Purchasing Demo. WELCOME Presenter. Demo… “New and improved Purchasing Module”. Processing Path. Purchasing Requisitions Maintain Requisitions Add New Value. Requisition Entry. Add requisitions using the “ Add a New Value ” search page.

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8.4 Web Purchasing Demo

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  1. 8.4 Web Purchasing Demo WELCOME Presenter

  2. Demo… “New and improved Purchasing Module”

  3. Processing Path • Purchasing • Requisitions • Maintain Requisitions • Add New Value

  4. Requisition Entry Add requisitions using the “Add a New Value” search page. The system defaults you to the Form Page of the Requisition. You have three pages at the top – Form, Schedule, and Approval. At the bottom of the page you have the following active links: Header Defaults, Header Comments, Item Search, Copy From Catalog (not active), Line Comments, Sourcing Controls (not active) Line Details, More (additional links)

  5. Requisition Form Page Click on Header Default Link

  6. Header Defaults Page Enter Vendor ID or Click Vendor Lookup Link Enter Buyer (if applicable), Ship To, Due Date (if applicable), Category (if applicable), UOM (if other than default), Distributed by (if other than default), Speedchart, and Account. Have option to enter multiple distributions which will default to all lines. Can override defaults at the individual schedule/distribution Click OK to return to Form Page.

  7. Requisition Form Page – Line Item Entry Click on the Description Icon at the right of the Description Field Key in the description on the Adhoc Description Page. Click OK

  8. Item Description Page

  9. Vendor Lookup Panel Key in either part of vendor name or vendor short name and click search. Select Vendor and click OK.

  10. Requisition Form Page – Line Item Entry Enter Qty, Price Click Save Icon to save your work before continuing to add additional lines. You have option to enter multiple line items. Click on the

  11. Requisition Form Page – Line Items New lines are inserted. Key in Description, Qty and Price. Additional Information will come in from the Defaults Description field is now increased to 254 characters. If description longer than that you use the Line Comment.

  12. Header Comments Page Enter Attn Information. It should always be the first line of the first header comment. It prints in the Ship To Information on Purchase Order. Enter any additiional insrtuctions for the buyers related to the entire requisition. You have the option of entering multiple header comments. Click Ok to return to Form Panel

  13. Schedule Page Select the Schedule Tab on the Requisition Form Panel to make changes to your Schedule . Click Distribution link to make changes to individual line distributions.

  14. Line Distribution Page You have the option of changing the defaulted distribution information or inserting additional distributions for each line item. The total of all distributions must equal the total qty or amt of the requisition. Percent must equal to 100%. Click Ok to return to the Schedule Page Click Save.

  15. Approval Page Select the Approval Tab. Click the Approve Button. Document will route to College Approver(s)

  16. Requisition Approval Worklist

  17. Requisition Approval Approval Screen (As viewed by College Approver)

  18. Requisition complete Requisition is ready to be sourced to a purchase order

  19. Requisition Entry Questions

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