PFC USER GUIDES

 

Payroll & Financial Center User Guides

Version 9.1

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Procurement

NOTE: Some of the work instructions below may have an interactive INTERACT course available. If you are not sure how to use INTERACT click here for a brief online course detailing how to take an INTERACT course.

Lesson 1: Procurement Basics
Title
Training Guide
INTERACT
Job Aid

Defining Terminology

Commodity Codes Inquiries

Inquiring on Commodity Codes

Training Guide

INTERACT

Inquiring on Vendor-Commodity Codes Catalog

Training Guide

INTERACT

Inquiring on Vendor (V) Address Book Records

Training Guide

INTERACT

Inquiring on Vendor - Commodity Codes

Training Guide

INTERACT

Print Address Book Labels

Training Guide

INTERACT

Procurement Flows

 

Lesson 2: Standard Process for Documents
Title
Training Guide
INTERACT
Job Aid
Revisions to Procurement

Revising a Procurement Document

Training Guide

INTERACT

Review Revisions to a Procurement Document

Training Guide

INTERACT

Print Requisition, Contract, and Purchase Order

Training Guide

INTERACT

Account Distribution on Document

Training Guide

INTERACT

Creating Document Attachment

Training Guide

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Entering Line Default Information

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Review on Purchasing Data

All Order Inquiry

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INTERACT

All Document Inquiry

Training Guide

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Purchasing Ledger Inquiry

Training Guide

INTERACT

Lesson 3: Requisitions & Pre-Requisitions
Title
Training Guide
INTERACT
Job Aid
Pre-Requisition Processing

Enter A Deviation Request (08) for a Service Contract

Training Guide

INTERACT

Requistion Processing

Enter a Purchase Requisition

Training Guide

INTERACT

Copying an Existing Purchase Requisition

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INTERACT

Entering a Purchase Requisition for Communications Equipment (OT)

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INTERACT

Lesson 4: Non-Stock / Non-Contract Purchasing
Title
Training Guide
INTERACT
Job Aid
Quotation Request Processing

Generating a Quotation Request from a Purchase Requisition

Training Guide

INTERACT

Entering Suppliers to Receive Quotation Requests

Training Guide

INTERACT

Print Quotations

Training Guide

INTERACT

Entering Bid Responses

Training Guide

INTERACT

Print Bid Tabulation

Training Guide

INTERACT

Purchase Order Processing

Generating a Purchase Order from a Requisition

Training Guide

INTERACT

Generate a Purchase Order from a Quotation Request

Training Guide

INTERACT

Entering a Purchase Order Direct

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INTERACT

Lesson 5: Commodity Contracts
Title
Training Guide
INTERACT
Job Aid

Creating Commodity Contracts Overview

Purchase Order Pocessing

Generating a Purchase Order (OG) from an Existing Commodity Contract (OC)

TrainingGuide

INTERACT

Lesson 6: Contractual Services
Title
Training Guide
INTERACT
Job Aid
Quotation Request Processing

Generating a Quotation Request from a Purchase Requisition

Training Guide

INTERACT

Entering Suppliers to Receive Quotation Requests

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INTERACT

Entering Bid Responses (Z1)

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INTERACT

Service Contract Processing

Generating a Service Contract (O4) from a Purchase Requisition (Z6 or O3) or Deviation Request (O8)

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INTERACT

Generating a Service Contract (O4) from a Quotation Request (Z1)

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Entering / Revising a Service Contract (O4) Directly

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Contract Renewal (O4) from (O4)

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Purchase Order Processing

Generating a Purchase Order (O9) from an Existing Service Contract (O4)

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INTERACT

Lesson 7: Procurement - Document Approval Process
Title
Training Guide
INTERACT
Job Aid
Approval Route Report

Running the Approval Route Report
(see report example)

Training Guide

INTERACT

Approval Processing

Approval Route Worksheet

Reviewing Approval Status of Purchase Requisitions, Contracts, and Purchase Orders

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INTERACT

Approving or Rejecting Purchase Requisitions, Contracts, and Purchase Orders

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INTERACT

Lesson 8: Receipt Processing
Title
Training Guide
INTERACT
Job Aid

Entering Receipts by PO

Training Guide

INTERACT

Reversing Receipts

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INTERACT

Lesson 9: Approval Routes
Title
Training Guide
INTERACT
Job Aid

Approval Delegation

Training Guide

INTERACT

Approval Route Management

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INTERACT

Lesson 10: Reports
Title
Training Guide
INTERACT
Job Aid
Procurement Reports

Approval Route Report
(See report example)

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INTERACT

Ex-Employee with Approval Routes

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Employees with Approval Changing Home BU

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INTERACT

Open PO Detail by Branch/Plant
(See report example)

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INTERACT

Open PO Detail by Supplier
(See report example)

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INTERACT

Open Requisitions
(See report example)

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INTERACT

PO Recap
(See report example)

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INTERACT

PO Summary by Business Unit
(See report example)

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INTERACT

PO Summary by Supplier
(See report example)

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Revisions History
(See report example)

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Stacking Purchase Orders
(See report example)

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Statute Report
(See report example)

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Buyer Performance Report

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Contract Reports

Contract Usage
(See report example)

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Contract Performance
(See report example)

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Contract Usage by Contract Number
(See report example)

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Contracts Due to Expire
(See report example)

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INTERACT

Number of Contracts in Dollar Range Report (R5743540)

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Total Dollars Remaining on Contract
(See report example)

Training Guide

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Vendor Reports

Received/Vouchered Status Report
(See report example)

Training Guide

INTERACT

Vendor Performance Detail Report
(See report example)

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INTERACT

Vendor Performance Summary Report
(See report example)

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INTERACT

Voucher History with a Purchase Order
(See report example)

Training Guide

INTERACT

Voucher History without a Purchase Order
(See report example)

Training Guide

INTERACT

Other Reports

Voucher Lines Added at 3-way Match Report
(See report example)

Training Guide

INTERACT

General Journal by 'O' Batch Report
(See report example)

Training Guide

INTERACT