introduction to eprocurement. eprocurement class agenda introductions benefits of eprocurement...
TRANSCRIPT
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INTRODUCTION TOePROCUREMENT
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eProcurement Class Agenda
• Introductions• Benefits of eProcurement• Orientation to eProcurement• Terms you’ll hear• Place an order using hosted
and punchout catalogs• Order status definitions• Searching (basic and advanced)• eProcurement reports
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Introductions
• Name• Department• Primary products you’ll
purchase, or currently purchase
• Level of familiarity with eProcurement
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eProcurement Benefits
• Pre-negotiated Contracts– Volume and Non-volume pricing discounts– Frequently no delivery charge– Dedicated support staff– Better return policies
• Quotes (scientific, technology & furniture)• Helps with reconciliation & records retention• Links to online invoices from MyFD
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Orientation to eProcurement
My Documents: Show the status of an
order
To Do: Appears if you are a watcher or approver
(defined later)
Search Area for orders, not
productsStart placing an order & search for suppliers
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eProcurement Access
• Any staff UW NetID can place an order– Pre-Approved Preparer– Approver– Watcher
• Must contact Administrator if you need one of the roles above
• LEARN MORE:
http://f2.washington.edu/fm/ps/ecommerce/eprocurement//roles
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Terms You’ll Hear & Use
• Requistion: Internal number given to an in-process order. Not seen by suppliers.
• Purchase Order: External number given to suppliers to confirm placement of order. How suppliers track an order.
• Punchout Catalog: Users are directed to a supplier website to search for and order products.
• Hosted Catalog: Catalog items stored within Ariba. Searching for, and ordering, products is performed within eProcurement module.
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eProcurement Demonstrationshttps://ar.admin.washington.edu/AribaBuyer/uw/login.asp
Purpose Vendor Notes
Demo #1 Simple Punchout Catalog Order
Office Depot ________________________________________________________________________________________________________________
Demo #2 •Hosted Catalog•Changing budget #•Changing address•Split accounting•Changing quantities
Haakenson ________________________________________________________________________________________________________________
Demo #3 •Machine & Equipment (M&E)•Adding labels•Adding Project Cost Accounting (PCA)
VWR International
________________________________________________________________________________________________________________
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Order Status Definitions & Process
Order Status Composing Submitted Ordered
This means that the order………..
•has not been submitted, or “released” to the supplier.•has a requisition ID for internal purposes
•has not yet been approved by ASTRA authorized approver•has a requisition ID for internal purposes
•has been submitted to the supplier and has either an “EI” or “EP” PO number (found on the order summary)•will have both a requisition ID and a Purchase Order #
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Searching for Orders
• Order #• Requisition #• LabelsNOTES:______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Advanced Search
• Search by NetID– Supplier– Period of time
NOTES:______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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eProcurement Reports
• Hugely helpful reports!– Invoicing– Prior orders by commodity
NOTES:______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Who to Contact and When?
Supplier See supplier attribute guidehttp://f2.washington.edu/fm/ps/ecommerce/eprocurement/suppliermatrix
IMPORTANT: You’ll need to provide them with the Purchase Order # (eg: begins with ‘EI’ or ‘EP’)
Procurement Customer [email protected] or 206-685-3558
Shipment is delayed System problem
Product identification Help using Ariba* (editing orders, reconciling, applying labels, retrieving quotes, etc) *does not include eTravel
Product returns Advanced reporting
Customized quotes Delayed invoicing
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Mighty Helpful Resources
• Supplier Attribute Guide– http://f2.washington.e
du/fm/ps/ecommerce/eprocurement/suppliermatrix
• eLearnings– http://f2.washington.e
du/fm/ps/ecommerce/eprocurement/onlinetrain
• Quick Guides– http://f2.washington.e
du/fm/ps/ecommerce/eprocurement/documentation
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Super Dooper Important Homework!
• Set up user profile– http://f2.washington.edu/fm/
ps/ecommerce/eprocurement/documentation
• Fill out our post-classsurvey (you’ll get an email from us).