ADVANCE REQUISITION ADVANCE REQUISITION TRAININGTRAINING

AGENDAAGENDA

Changing passwordChanging passwordDescription for board approvalDescription for board approvalWho do you call when?Who do you call when?Vender TabVender TabWhat prints on Requisition?What prints on Requisition?Open ordersOpen ordersRejectionsRejectionsAccounting MethodsAccounting MethodsNotesNotesChecking StatusChecking StatusSearchSearchChange order CO boxChange order CO boxTemplatesTemplatesReturnsReturnsSharingSharing

Changing PasswordChanging Password

Description for Board ApprovalDescription for Board Approval• First a need by date IF it is a RushFirst a need by date IF it is a Rush

• One word description of order/site/C One word description of order/site/C if categoricalif categorical

Who do you call when?Who do you call when?

• Go to Type of Goods sheet and call Go to Type of Goods sheet and call buyerbuyer

Microsoft Excel Worksheet

Vender tabVender tab

What prints on What prints on requisition?requisition?

Exception on stores Exception on stores requisitionrequisition

OPEN OPEN ORDERSORDERS• When using When using

an open order an open order always:always:– Send copy Send copy

of order with staffof order with staff– Get vender to note p.o. on receipt or write in Get vender to note p.o. on receipt or write in

on yourself on yourself – Sign receipt! PUT YOUR NAME AS AUTHORIZED Sign receipt! PUT YOUR NAME AS AUTHORIZED

ON ORDERON ORDER– Turn in receiptTurn in receipt– 24 hours24 hours

REJECTIONSREJECTIONS

• Does not mean we Does not mean we don’t LOVE youdon’t LOVE you

• See “For Review” if See “For Review” if there is a req. there, there is a req. there, high probability it high probability it has been rejected.has been rejected.

• Open req. and go to Open req. and go to either log or either log or approval trail then approval trail then to print.to print.

ACCOUNTING METHODACCOUNTING METHOD

ADDING NOTESADDING NOTES

CHECKING STATUS OF CHECKING STATUS OF ORDERORDER

What do you do with reqs What do you do with reqs in process.in process.

•

SEARCHSEARCH

SEARCH FOR P.O.SEARCH FOR P.O.

How to find a p.o. and print How to find a p.o. and print it?it?• Click on Purchasing iconClick on Purchasing icon

• Go to req search then…Go to req search then…

• Go to workflow and then search purchase ordersGo to workflow and then search purchase orders

CHANGE ORDERSCHANGE ORDERS

• You have been told you have a CO to You have been told you have a CO to approve, where do you go?approve, where do you go?

System Templates System Templates can you make your can you make your

own?own?

USER TEMPLATEUSER TEMPLATE

RETURNS OR REPAIRSRETURNS OR REPAIRS

• Call purchasing!Call purchasing!– We call venderWe call vender– We track shipment going back to venderWe track shipment going back to vender– We make sure you get a credit, repair, We make sure you get a credit, repair,

or replacementor replacement– We take care of paperworkWe take care of paperwork

GOOD OF THE ORDERGOOD OF THE ORDER