srm goods conf
DESCRIPTION
SRM Goods ConfTRANSCRIPT
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SupplierRelationshipSupplierRelationshippp ppp pManagementManagement
GoodsConfirmationsGoodsConfirmationsMM_SRM_CON_300MM_SRM_CON_300
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DefinitionofSRMDefinitionofSRM
l l h ( )SupplierRelationshipManagement(SRM)isanSAPproductthatfacilitatespublicprocurementviaawebbasedplatform.
Enables end users to procure goods and services via a Shopping CartEnablesenduserstoprocuregoodsandservicesviaa ShoppingCart environment.
GeneratessavingsfortheUniversitythroughuseofelectronicl dcatalogsandcontracts.
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ImplementationPlanningImplementationPlanning
SRMImplementationSchedule
Phase1Phase1 Campusp
PilotGroupsOnlineTraining August2011
PilotGroupsGoLive September1,2011
Campus Online Training September 2011CampusOnlineTraining September2011
CampusGoLive October1,2011
P G Li O l b ill b il bl f lk i i i d iPostGoLiveOpenlabswillbeavailableforwalkintrainingandassistance.
Phase2Phase2 Healthcare
Summer2012
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RoleTerminologyRoleTerminology
CurrentCurrent SSAPAPTermTermNewSRMNewSRMTermTerm
SAPRoleSAPRole SRMRoleSRMRole
Requisition ShoppingCart Requisitioner Shopper
Approve/Release Approve Approver Approver
Receiving Confirming Receiver Confirmer
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RoleCombinationsRoleCombinations
SRMRoleCombinationsSRMRoleCombinations
Shopper Approver
Shopper Confirmer
Approver Confirmer
ForsecurityreasonswithMaterialsManagementaccess,ForsecurityreasonswithMaterialsManagementaccess,apersoncanonlyhave2ofthe3rolesavailable.apersoncanonlyhave2ofthe3rolesavailable.
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SRMNewTerminologySRMNewTerminology
TermTerm DefinitionDefinition
Personalized Object Work List, a.k.a. dashboard, serves asPOWL
Personalized ObjectWorkList,a.k.a. dashboard ,servesastheShoppershomeorstartingpoint,containsqueries,documenthistory,etc.
b d lAttributes Enduserspersonalsettings
CatalogAlso knownaspunchouts,catalogsarelocatedonexternalsupplierswebsites
Contracts Preloadedcontracteditemsavailable totheShopperinSRM
ShoppingCartInsteadofaRequisition, thetoolutilizedbyShopperstopurchase goods and/or servicespurchasegoodsand/orservices
Workflow Processbywhichdocumentsroute toInboxeswithinSRM
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CurrentSAPPurchasingProcessCurrentSAPPurchasingProcess
QuoteQuote RequisitionRequisition ApprovalApprovalPurchasePurchaseOrderOrder
ProcessingProcessing
GoodsGoodsReceiptReceipt
InvoiceInvoicePostingPosting
Departmentsusuallyinitiateprocesswithvendorquoteandrequisitionentry.RequisitionarrivesatPurchasingafterapproval.Purchasingprocessespurchaseorderbasedonestablishedpoliciesandprocedures.
GoodsReceiptsandInvoicePostingscompletethe3waymatch.
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NewSRMPurchasingProcess(Catalogs/Contracts)NewSRMPurchasingProcess(Catalogs/Contracts)
CreateCreateShoppingShopping
CartCartApprovalApproval
PurchasePurchaseOrderAutoOrderAutosendstosendstoSupplierSupplier
GoodsGoodsConfirmationConfirmation
InvoiceInvoicePostingPosting
CatalogsandcontractsarecreatedandmaintainedbyPurchasing,thuscreatingtheShoppingCartexperiencefortheenduser.
If a needed good or service is not available from a catalog or contract the ShopperIfaneededgoodorserviceisnotavailablefromacatalogorcontract,theShoppermayobtainaquoteandenterafreetextShoppingCart.
EncumbranceoccurswhenShoppingCartisapproved.
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GoodsConfirmationOverviewGoodsConfirmationOverview
SimilartothecurrentSAPReceivingprocess,aGoodsConfirmationmustbecompletedinSRMaftergoodsorservicesarephysicallydelivered.
h f h h l fTheGoodsConfirmationshowsphysicalreceiptofproductsorservicesinsatisfactoryconditionandreleasestheinvoicepayment.
If a Goods Confirmation is not completed payment will not release to theIfaGoodsConfirmationisnotcompleted,paymentwillnotreleasetothevendor.
Goods Confirmations should be completed as soon as possible after physicalGoodsConfirmationsshouldbecompletedassoonaspossibleafterphysicalreceipthastakenplace.DepartmentsshouldnotwaitforaninvoicepostingtooccurbeforecreatingtheirGoodsConfirmation.
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TransitionfromSAPtoSRMTransitionfromSAPtoSRM
GoodsConfirmerswillbegincreatingreceiptsaftertheirrespectiveGoLivedateforitemsorderedviaSRMShoppingCarts.
PersonswithGoodsReceivingrolesinSAPwillcontinuetocreateGoodsReceiptsfor45XXXXXXXXpurchaseordersestablishedinSAPpriortoSRMGoLive.
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PersonalSettingsOverviewPersonalSettingsOverview
PersonalSettingsPersonalSettings relatetotheuserspersonaldataandareestablishedatSiteNavigation.
DefaultinformationpopulatesintothisareabasedondatafromHumanResourcesorgstructure.
PersonalSettingsmust beconfirmedandsetupforallrolesduringthefirstvisittoSRMtoensuresuccessfulexecutionoftasks.
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LogOnLogOnmymyUKPortal&ConfirmationsTabUKPortal&ConfirmationsTabLaunch Pad icons are not used with SRM rolesLaunch Pad icons are not used with SRM rolesLaunch Pad icons are not used with SRM rolesLaunch Pad icons are not used with SRM roles
2.NavigatetotheConfirmationsTab
LaunchPadiconsarenotusedwithSRMroles.LaunchPadiconsarenotusedwithSRMroles.
2.NavigatetotheConfirmationsTab
LaunchPadiconsarenotusedwithSRMroles.LaunchPadiconsarenotusedwithSRMroles.
1 Login tomyUK Portal1 Login tomyUK Portal1.LogintomyUK Portal1.LogintomyUK Portal
ThePortalscreenviewisdeterminedbytheendusersassignedroles.ThePortalscreenviewisdeterminedbytheendusersassignedroles.ThePortalscreenviewisdeterminedbytheendusersassignedroles.ThePortalscreenviewisdeterminedbytheendusersassignedroles.
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POWLandSiteNavigationPOWLandSiteNavigation
SiteNavigationSiteNavigation
POWLPOWL
GoodsConfirmershavePersonalizedObjectWorkLists(POWL),a.k.a.dashboardswhichcontainactivequeries,QuickCriteriaMaintenance(fordocumentsearches)anddocumentoverview.AllusershaveaNavigationPanewhichcontainsthe
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Inbox,settings,andcreatedocumentslinks.
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PersonalSettingsPersonalSettings
2 Click Settings
1.SelectConfirmationstab
2.ClickSettings
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PersonalSettingsPersonalSettings PersonalDataPersonalData
4.IfchangesneedtobemadetoyourPersonalData,clickEditandupdateinformation
FormofAddressisrequired
3.ReviewPersonalDataonboththePositiontabandUserAccounttab
5.ClickSave
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BeginGoodsConfirmationBeginGoodsConfirmation IdentifyPONumberIdentifyPONumberThe Purchase Order Number must be known to create a Goods ConfirmationThe Purchase Order Number must be known to create a Goods ConfirmationThePurchaseOrderNumbermustbeknowntocreateaGoodsConfirmation.ThePurchaseOrderNumbermustbeknowntocreateaGoodsConfirmation.
1.ClickRefresh
IfthePO#isunknown,clickCreateDocuments Confirmation
2.SearchforthedesiredPurchaseOrderinthePOWLarea.Then,highlightthelineitem and click Create Confirmation with Reference to begin the confirming process
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itemandclickCreateConfirmationwithReferencetobegintheconfirmingprocess.
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ConfirmationProcessConfirmationProcess SearchforPONumberSearchforPONumber
1.TosearchforaspecificPurchaseOrdernumberinputsearchcriteriainformation
2.ClickSearchtodisplayresults
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ConfirmationProcessConfirmationProcess SearchforPONumberSearchforPONumber
4 Click Start4.ClickStart
3.HighlightthePO#fromthesearchresultslistedbelow
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ConfirmationProcessConfirmationProcess CreateConfirmationCreateConfirmationWhetheraccessingthepurchaseordernumberviasearchordirectlythroughg p y gthePOWL,theConfirmationscreenwillappearshowingalllineitemsandquantitiesonthePO.Ifpartialconfirmationshavebeenpreviouslyposted,
SRMwillreflectonlyremainingitemsandquantities.
Componenttabscontaindetailedinformationifneededforreview
Confirmationnameandpackingslipnumbercanberecordedifdesired
GoodsConfirmationlineitempullsrelevantdatafromthepurchaseordersuchasdescription,outstandingquantity,unitofmeasure,price,etc.
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ConfirmationProcessConfirmationProcess
SRMassignsGoodsConfirmationnumber
1.Toconfirm,enterquantityreceivedoneachlineitem
2 When finished click Confirm to finish the transaction2.Whenfinished,clickConfirmtofinishthetransaction
TIP:ForPOswithmultiplelines,clickCopyAllOutstandingQuantitiesbuttontoautomaticallyconfirmentirequantities.
Ifapartialquantityisreceived,enteronlythatquantityintheConfirmQuantitycolumn(i.e.,partialreceipt).AdditionalGoodsConfirmationsshouldbecreatedwhen more items arrive Future Goods Confirmations will automatically populate
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whenmoreitemsarrive.FutureGoodsConfirmationswillautomaticallypopulatewithremaininglineitemsandquantitiesfromthepurchaseorder.
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DeliveryCompleteIndicatorDeliveryCompleteIndicator
TIP:IfconfirmingforlessthanfullPOamount,butfinaldelivery,checkLastDeliverybox.Thiswillreleaseanyy, y yremainingencumbranceandclosethepurchaseorder.
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ReturntoPOWLReturntoPOWL
ll fNote:FromPOWL,allconfirmationscanbedisplayedviatheConfirmationQuery
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CancelingaGoodsConfirmationCancelingaGoodsConfirmationOccasionally a Goods Confirmation may need to be canceled Reasons forOccasionallyaGoodsConfirmationmayneedtobecanceled.Reasonsfor
cancelingaGoodsConfirmationincludeitscreationbeinginerrororreconciliationofaccountingdiscrepancies.
1.TobeginclickConfirmationswithinNavigationPane
2.ClicktoseelistingofConfirmationscreatedbyyou
3.ClickRefreshforlatestdocumentlisting
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CancelingaGoodsConfirmationCancelingaGoodsConfirmation
4.HighlightGoodsConfirmationnumbertobecanceledg g
5.ClickDelete/Cancel
6.Confirmyestoproceed
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CancelingaGoodsConfirmationCancelingaGoodsConfirmation
8.ClickConfirmtocancel
7. Select the line item to be canceled. Note: The Goods Cancellation is7.Selectthelineitemtobecanceled.Youmayselectsingleormultipleline
itemsforcancellation.
Note:TheGoodsCancellationisassignedauniquenumber.
9.ClickClosetocompletecancellation
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CreateReturnDeliveryCreateReturnDelivery
ll d d b d h d l d fOccasionallygoodsmayneedtobereturnedtothevendor.AReturnDeliveryisusedforphysicalreturnofgoods(e.g.,incorrectordamageditems)fromtheUniversitytothevendor.
1.BeginfromtheConfirmationswithinNavigationPane
2.ClicktoseelistingofConfirmationscreatedbyyou
3.ClickRefreshforlatestdocumentlisting
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CreateReturnDeliveryCreateReturnDelivery
4.HighlightConfirmationnumbertobereturned
5.ClickReturnDelivery
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CreateReturnDeliveryCreateReturnDelivery
7. A Return Delivery reason must be indicated.7.AReturnDeliveryreasonmustbeindicated.ClickItemtabtoindicatethereason.
6 Highlight line item to be returned6.HighlightlineitemtobereturnedandenterReturnQuantity
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CreateReturnDeliveryCreateReturnDelivery
10.ClickConfirmReturntofinish
9.SelectReasonandclickSave
8.FromtheNotesSectionselect
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ReasonforReturnDelivery
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InboxDetailsInboxDetailsSRM Inbo is sed for comm nication regarding each sers doc mentsSRM Inbo is sed for comm nication regarding each sers doc mentsSRMInboxisusedforcommunicationregardingeachusersdocuments.SRMInboxisusedforcommunicationregardingeachusersdocuments.
1.ClickInbox
2 View document messages which may include rejections edits etc of documents2.Viewdocumentmessageswhichmayincluderejections,edits,etc.ofdocuments
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InboxInbox FilterSettingsFilterSettings
LinkshowsorhidesFiltersasdesired
1.SelectoneormorecriteriatolocateaspecificShoppingCart
IfyoucannotfindaspecificShoppingCart,clickApplytoconductsearch.
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ClosingOpenWindowClosingOpenWindowUsers should always click the Close button to exit an open windowUsers should always click the Close button to exit an open windowUsersshouldalwaysclicktheClosebuttontoexitanopenwindow.UsersshouldalwaysclicktheClosebuttontoexitanopenwindow.
Do not clickDo not click X to exit an
AlwaysclickCloseAlwaysclickClosebuttontoexitanopenwindow
DonotclickDonotclickXtoexitanopenwindow
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FixQueryLockFixQueryLockWarning:Warning: If a window is closed using the X in the upper right hand cornerIf a window is closed using the X in the upper right hand corner
Youmayreceivethismessageinyour
Warning:Warning: Ifawindowisclosedusingthe X intheupperrighthandcornerIfawindowisclosedusingthe X intheupperrighthandcornerofthescreen,itispossibletobecomelockedoutofthesystem.ofthescreen,itispossibletobecomelockedoutofthesystem.
POWLiflockedoutofthesystem
2 Click any Active Query of your choice2.ClickanyActiveQueryofyourchoicefromthePOWLtocontinueworking
1.ScrolltobottomofscreenandclickFixQueryLock
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LoggingOffLoggingOff
ClickLogOfftoendmyUKsession
IMPORTANTIMPORTANT: Donotclick theredred XXintheupperrighthandcornerofyourscreentoexit.
If you do, you will lose all your workIf you do, you will lose all your work.Ifyoudo,youwillloseallyourworkIfyoudo,youwillloseallyourwork.ClickLogOfflinkinstead.
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TipsandTricksTipsandTricks
f fIfyouhaveboththeShopperandGoodsConfirmationroles,thereisaspecialbuttononyourShopperPOWLwhichwillallowcreationofGoodsConfirmationswithoneclick.
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SRMHelpWebSitesSRMHelpWebSites
myHelpmyHelp MM&PurchasingHelpwebsiteMM&PurchasingHelpwebsite:http://myHelp.uky.edu/rwd/HTML/MM.html
Contains Quick Reference Cards (QRCs), updated and printableContainsQuickReferenceCards(QRCs),updatedandprintablecoursemanuals,ReferenceManual,etc.
IRISIRIS MM b iMM b i h // k d /IRIS/MM IRISIRISMMwebsiteMMwebsite:http://www.uky.edu/IRIS/MM
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