Procurement System Demo

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ProcurementSystem Demo
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Procurement Workspaces
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Creating a Central Warehouse Order
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From the Procurement Workspace, select Central
Warehouse Orders
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In the Universal Requestor Catalog Search, use
as a wildcard. Select the Warehouse item
youre looking for, and Start New Request.
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Click on request box, enter Quantity, and Create
Request.
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Enter Document Description, Requestor ID,
Shipping and Billing Locations, and Delivery
Date. Click on Save.
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Click on Contact note that Issuer Name and
Requestor ID were inferred when you clicked on
the save button. Click on Ship/Bill to Lines,
and it will load the information in the Commodity
tab.
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Click on Accounting Distribution then Insert New
Line. Enter Accounting Distribution Percentage
and Fund Accounting Information. Click Save
then click on Distribute Accounting Lines.
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Click on Commodity and see the information that
inferred from the Master Agreement.
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Click on Shipping and Billing. See that the
information loaded from the Header.
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Message Document Submitted Successfully.
Click on Step 7, Created Documents.
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The Universal Requestor created a Delivery Order.
Click on it.
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Note that Event Type for Warehouse Orders is PR07
(non-encumbering.) Click on Validate, then
Submit.
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Creating a Catalog Order

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From Procurement Workspace, click on Catalog
Orders, then Catalog Search.
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For this example, we are split coding the
purchase between two accounting lines.
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See split funding lines note Event Type PR05
(encumbering.)
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Creating a Requisition

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From the Procurement Workspace, click on Creating
Requisitions then choose Pre-encumbering
Requisitions.
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Again, note that the wildcard for the UR Catalog
Search is .
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Because this purchases exceeds the 2500.00 open
market limit, it is subject to workflow. Note
Pending Approval.
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Requisitioner can track the progress of the
requisition through Track Work in Progress.
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Creating a BP18 2500.00 Contract

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From the Procurement Workspace, click on BP18R
then Service Award Contract.
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Enter Document Code CT, your Dept , and check
Auto Numbering. Click on Create.
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Select a Procurement Type ID and enter Document
Description.
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Enter Requestor ID. Click on Save to see that
the rest of the information populates.
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Select Shipping and Billing Location (we know,
its a service!) Just do it. Click on Save.
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Select your vendor click Save, and all vendor
info will infer.
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Click on Accounting Distribution enter
appropriate accounting information.
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Click on Commodity tab Insert New Line. Choose
your commodity code. (When you click on Save, the
CL description will populate.) Click on Line
Type and choose Service. Enter contract amount
and contract start and end dates. Enter any
extended description as indicated.
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You can attach the BP18R at the Header or at the
Commodity line. Click on Action Menu then
Attachments.
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Click on Upload.
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Click on the Browse button to select the file you
want to attach. Enter attachment description.
Click Open to attach.
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Click on Upload.
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Note that there is now an attachment. Click on
Return to Document.
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Click on Validate then Submit.
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Document initiator can track the progress of the
contract through Track Work in Progress.