web purchasing demo version 8.4 8.4 web purchasing demo welcome presenter

19
Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Upload: ralph-grant

Post on 24-Dec-2015

223 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

8.4 Web Purchasing Demo

WELCOME

Presenter

Page 2: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Demo…“New and improved Purchasing Module”

Page 3: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Processing Path

• Purchasing• Requisitions• Maintain Requisitions• Add New Value

Page 4: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Requisition Entry

Add requisitions using the “Add a New Value” search page.

Add requisitions using the “Add a New Value” search page.

The system defaults you to the Form Page of the Requisition. You have three pages at the top – Form, Schedule, and Approval. At the bottom of the page you have the following active links:

Header Defaults, Header Comments, Item Search, Copy From

Catalog (not active), Line Comments, Sourcing Controls (not active)

Line Details, More (additional links)

The system defaults you to the Form Page of the Requisition. You have three pages at the top – Form, Schedule, and Approval. At the bottom of the page you have the following active links:

Header Defaults, Header Comments, Item Search, Copy From

Catalog (not active), Line Comments, Sourcing Controls (not active)

Line Details, More (additional links)

Page 5: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Requisition Form Page

Click on Header Default Link

Click on Header Default Link

Page 6: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Header Defaults PageEnter Vendor ID or Click Vendor Lookup Link

Enter Vendor ID or Click Vendor Lookup Link

Enter Buyer (if applicable), Ship To, Due Date (if applicable), Category (if applicable), UOM (if other than default), Distributed by (if other than default), Speedchart, and Account.

Have option to enter multiple distributions which will default to all lines.

Can override defaults at the individual schedule/distribution

Click OK to return to Form Page.

Enter Buyer (if applicable), Ship To, Due Date (if applicable), Category (if applicable), UOM (if other than default), Distributed by (if other than default), Speedchart, and Account.

Have option to enter multiple distributions which will default to all lines.

Can override defaults at the individual schedule/distribution

Click OK to return to Form Page.

Page 7: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Requisition Form Page – Line Item Entry

Click on the Description Icon at the right of the Description Field

Key in the description on the Adhoc Description Page. Click OK

Click on the Description Icon at the right of the Description Field

Key in the description on the Adhoc Description Page. Click OK

Page 8: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Item Description Page

Page 9: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Vendor Lookup Panel

Key in either part of vendor name or vendor short name and click search.

Select Vendor and click OK.

Key in either part of vendor name or vendor short name and click search.

Select Vendor and click OK.

Page 10: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Requisition Form Page – Line Item Entry

Enter Qty, PriceEnter Qty, Price

You have option to enter multiple line items. Click on the

You have option to enter multiple line items. Click on the

Click Save Icon to save your work before continuing to add additional lines.

Click Save Icon to save your work before continuing to add additional lines.

Page 11: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Requisition Form Page – Line Items

New lines are inserted. Key in Description, Qty and Price.

Additional Information will come in from the Defaults

New lines are inserted. Key in Description, Qty and Price.

Additional Information will come in from the Defaults

Description field is now increased to 254 characters. If description longer than that you use the Line Comment.

Description field is now increased to 254 characters. If description longer than that you use the Line Comment.

Page 12: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Header Comments Page

Enter Attn Information. It should always be the first line of the first header comment. It prints in the Ship To Information on Purchase Order.

Enter Attn Information. It should always be the first line of the first header comment. It prints in the Ship To Information on Purchase Order.

Enter any additiional insrtuctions for the buyers related to the entire requisition.

You have the option of entering multiple header comments.

Click Ok to return to Form Panel

Enter any additiional insrtuctions for the buyers related to the entire requisition.

You have the option of entering multiple header comments.

Click Ok to return to Form Panel

Page 13: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Schedule Page

Select the Schedule Tab on the Requisition Form Panel to make changes to your Schedule .

Click Distribution link to make changes to individual line distributions.

Select the Schedule Tab on the Requisition Form Panel to make changes to your Schedule .

Click Distribution link to make changes to individual line distributions.

Page 14: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Line Distribution Page

You have the option of changing the defaulted distribution information or inserting additional distributions for each line item.

The total of all distributions must equal the total qty or amt of the requisition. Percent must equal to 100%.

Click Ok to return to the Schedule Page

Click Save.

You have the option of changing the defaulted distribution information or inserting additional distributions for each line item.

The total of all distributions must equal the total qty or amt of the requisition. Percent must equal to 100%.

Click Ok to return to the Schedule Page

Click Save.

Page 15: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Approval Page

Select the Approval Tab.

Click the Approve Button.

Document will route to College Approver(s)

Select the Approval Tab.

Click the Approve Button.

Document will route to College Approver(s)

Page 16: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Requisition Approval Worklist

Page 17: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Requisition Approval

Approval Screen (As viewed by College Approver)

Page 18: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Requisition complete

Requisition is ready to be sourced to a purchase order

Requisition is ready to be sourced to a purchase order

Page 19: Web Purchasing Demo Version 8.4 8.4 Web Purchasing Demo WELCOME Presenter

Web Purchasing Demo Version 8.4

Requisition Entry

Questions