S upplier R elationship M anagement Training

1. SupplierRelationshipManagementTraining PART 1 – BOILERmart

2. Course Objectives AFTER TRAINING OVER THE NEXT 2 DAYS, YOU WILL BE ABLE TO: PLACE A CATALOG ORDER PLACE A NON-CATALOG ORDER FIND A PURCHASE ORDER NUMBER RECEIVE AN ORDER** SRM process does not impact Printing Services or items purchased from IPFW General Stores

3. WHO ARE YOU? YOU ARE AREQUISITIONER YOU ARE ADESKTOP RECEIVER &/or CENTRAL RECEIVER

4. Step 1 – A shopping cart is created in SRM. • Step 2 – Once a shopping cart is fiscally approved and sourced it is converted into a Purchase Order (PO) and the order is submitted to the selected vendor. • Step 3 – When the vendor delivers the items ordered, a confirmation is processed in SRM and posted in R3 as a Goods Receipt (GR). • Step 4 – The invoice is received from the vendor and posted in R3. • Step 5 – Payment is made once the invoice is matched to the PO and goods receipt.

5. OnePurdue Portal Signon

6. User Settings 1 Select Purchasing Services→Workbench→ Change My Settings On the Position Tab enter FoA, First Name, Last Name, Telephone, Fax Number, and e-mail address On the User Account Tab verify Decimal Notation and Date Format are correct → Press SAVE button

8. Go Shopping Select Go Shopping→Shop to create a shopping cart Default Settings Select Display Details link next to Ship-To Address/Performance Location to enter to whom and where the order should be shipped

9. Ship–To Display Details The only field that should be completed is the c/o field. Enter who should receive the order and where.

10. Cost Assignment Display Details Select Display Details next to Cost Assignment. Use the drop-down menu to select the appropriate Account Assignment (i.e. Cost Center, Order (i.e. Grants), WBS element). Enter the appropriate numbers in the Assigned To and GL Account boxes. The Business Area should always be 20 for Fort Wayne. Click on the magnifier to enter the Fund.

11. Cost Assignment Enter Fund Enter Fund in box – should be 8 digit number. Select Back to Account Assignment Overview. Or scroll down to select BOILERmart.

12. BOILERMART – Select to enter the electronic catalog.

13. BOILERMART Suppliers Showcased Suppliers – The first choice for the appropriate product; deeper discounts negotiated. Punch-out – The second choice for the appropriate product; pricing agreements in place.

14. Guy Brown Order Select Guy Brown→ Punch-out to enter the online catalog.

15. Create New Order Select Create New Office Product Order to begin searching for items to order. Use Browse Catalog Only if not creating the shopping cart at this time.

16. Item Search In the Search field, enter item # or description then click GO to begin searching.

17. Item Quantity Enter quantity (QTY) desired and select Add to Cart to order item.

18. Checkout On this screen, there are options available to: Continue Shopping – return to search for additional items Update Cart – used to makes changes to item quantity Checkout – all items have been added

19. Rename / Save Cart – Send Cart to SRM Update Cart Name using format [fw/dept/vendor/item description] and Save. Select Send Cart to SRM.

20. Rename Shopping Cart in SRM Enter Name of Shopping Cart in IPFW cart naming format: fw/department/vendor/item description. Select Refresh to save all information entered to this point. Select Check to verify there are no errors and the shopping cart is ready to be submitted. Select ORDER to input shopping cart.

21. Check Order Message NOTE: An orange warning message is a hard stop and must be fixed before the system will allow the shopping cart to be submitted. Yellow warning messages are cautionary and do not require a fix to submit the shopping cart.

22. Order Status All shopping carts display on the Order Status screen so select Order Status from the Detailed Navigation box to verify.

23. Guy Brown Purchase Order

24. END SESSION 1

25. SupplierRelationshipManagementTraining PART 2 – Describe Requirement

26. OnePurdue Portal Signon

27. Go Shopping Select Purchasing Services→ Go Shopping→Shop to create a shopping cart Default Settings Select Display Details link next to Ship-To Address / Performance Location to enter to whom and where the order should be shipped on the c/o line (see pg 9 for instructions) Cost Assignment Select Display Details link next to Cost Assignment to enter Cost Center/Order, GL, Business Unit, and Fund information. (see pg 10 for instructions) Describe Requirement Select Describe Requirement to begin entering item information.

28. Item Description Details • Fields to Complete: • Description • Quantity / Unit • Price • Category • Select yellow Add to Shopping Cart box • to add item to cart. DO NOT USE Unit of Measure Product Category

29. Items in Shopping Cart Select Magnifier to open Item Details Screen

30. Item Details Screen

31. Item Details Screen Continued Select Sources of Supply/Service Agents to assign vendor

32. Assign Vendor A vendor list will appear based on the product category chosen. Scroll through the Vendor Overview list and select the vendor by clicking on the radio button to the left of the vendor name. Then click on the yellow Assign Vendor box. If your vendor is not on the list, search using the Preferred Vendor box. Click on the magnifier and enter a portion of the vendor name using wildcards in the Name 1 / Last Name field. When the list appears click on the appropriate vendor. If your vendor is not on this list, contact Purchasing at 1-6800.

33. Vendor Assigned Select Documents and Attachments to open screen to enter additional vendor text. Enter Vendor Text

34. Rename Shopping Cart Every shopping cart should be renamed to identify the shopping cart using the IPFW format: FW/DEPARTMENT/VENDOR/ITEM(S) Select Refresh to save all information entered to this point. Select Check to verify there are no errors and the shopping cart is ready to be submitted.

35. Order Shopping Cart

36. Message – Shopping Cart Submitted Successfully Order Status – select from Detailed Navigation box

37. Indiana Stamp Purchase Order Pam Thompson, KT G64