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iProcurement

iProcurement. Creating purchase requisition for other cost center. Presented by: Keiko Zeleznikar. Presentation Date: 10/6/11. Today’s Scenario. Keiko Z creates a PR for Chauchen Wu. Chauchen wants to buy a brushless motor… Charge to his cc 7911… And have his manager approve….

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iProcurement

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  1. iProcurement Creating purchase requisition for other cost center Presented by: Keiko Zeleznikar Presentation Date: 10/6/11

  2. Today’s Scenario Keiko Z creates a PR for Chauchen Wu • Chauchen wants to buy a brushless motor… • Charge to his cc 7911… • And have his manager approve…. • What should I do? • Simply enter information in required fields, but… • Modify system default in Requester & Cost Center fields, and ... • Attach quote to “the right place” TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  3. CREATE Purchase Requisition Line Leave Blank See Chart of Accounts, or ask AP Leave Blank USD or JPY only One click creates one PR line

  4. Create Purchase Requisition Line TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  5. Move on to check out… Or save your work Proceed & submit PR Save & obtain PR#, and come back to complete later. TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  6. Modify Defaults Can be changed here or in Edit Lines Leave Blank! Editable items: Description, Category, Qty, UOM, Price, Amount, Currency, Need-by Date, Requester, Delivery Location, Supplier, Charge Account TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  7. Modify Defaults (Edit Lines Update) Do NOT use “attachment” in Edit Lines Check in the box & click “Update” TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  8. Modify Defaults (Edit Lines Update) Click to change Cost Center, Requester & Charge Account TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  9. Change in Charge Account 2. Change cost center (Account Code & SubAccount Code are also changeable) 1.Click 3. Click “Create” 4. Check-mark in “Select” 5. Click “Select” Then, click “return” TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  10. Back to Step 1, after editing lines Edit Lines is done! Next step… Click “Next” TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  11. Attachment Use this field for any notes Add Attachment here at Step 2 ! Then click Next TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  12. Click to see details before submitting Disregard this error message – you can move forward : ) The descriptive flexfield with application name Purchasing (PO) and Requisition distributions (PO_REQ_DISTRIBUTIONS) is not fronzen. Please contact your system administrator. TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  13. Final Check Verify and click Submit TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  14. PR submitted Default: System displays your manager’s name regardless of the requester or cost center entered. PR will be forwarded to the requester and to the correct approvers. TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

  15. Review • Enter Requisition information in Shop/Non-Catalogue Request • Add to Cart • Check out (or Save work) • Checkout Process • Step 1: Modify defaults (Edit Lines  update line) • Step 2: Add attachments / Leave note to approvers • Step 3: Verify and submit Requisition PR will be sent to manager(s) of the requester. If you are creating a PR for a cost center other than your own, be sure to pick the right requester. TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.

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