Procurement

Lesson 1: Procurement Basics
  Defining Terminology

  Commodity Codes Inquiries
 
  Inquiring on Commodity Codes
 
  Inquiring on Commodity Codes Job Aid
  Inquiring on Vendor-Commodity Codes Catalog
 
  Inquiring on Vendor-Commodity Codes Catalog Job Aid  
  Inquiring on Vendor (V) Address Book Records
 
  Inquiring on Vendor (V) Address Book Records Job Aid  
  Print Address Book Labels
 
  Inquiring on Commodity Codes Job Aid  

  Procurement Flows
 
  Life Cycle of a Purchase Order
  Procurement Rules by Dollar Amount
  Document Types
  Status Codes
  Menu Selections and Document Flows
Lesson 2: Standard Process for Documents
  Revisions to Procurement Documents
 
  Revising a Procurement Document
 
  Revising a Procurement Document Job Aid
  Review Revisions to a Procurement Document
 
  Review Revisions to a Procurement Document Job Aid  
  Print Requisition, Contract, and Purchase Order
 
  Print Requisition, Contract, and Purchase Order Job Aid
  Account Distribution on Document
 
  Account Distribution on Document Job Aid  
  Creating Document Attachment
 
  Creating Document Attachment Job Aid  
  Entering Line Default Information
  Review Purchasing Data
 
  All Order Inquiry
 
  All Order Inquiry Job Aid  
  All Document Inquiry
 
  All Document Inquiry Job Aid  
  Purchasing Ledger Inquiry
 
  Purchasing Ledger Inquiry Job Aid
Lesson 3: Requisitions and Pre-Requisitions
  Pre-Requisition Processing
 
  Enter A Deviation Request (08) for a Service Contract
 
  Enter A Deviation Request (08) for a Service Contract Job Aid  

  Requistion Processing
 
  Enter a Purchase Requisition
 
  Enter a Purchase Requisition Job Aid
  Copying an Existing Purchase Requisition
 
  Copying an Existing Purchase Requisition Job Aid  
 
  Entering a Purchase Requisition for Communications Equipment (OT)
 
  Entering a Purchase Requisition for Communications Equipment (OT) Job Aid
Lesson 4: Non-Stock / Non-Contract Purchasing
  Quotation Request Processing
 
  Generating a Quotation Request from a Purchase Requisition
 
  Generating a Quotation Request from a Purchase Requisition Job Aid  
  Entering Suppliers to Receive Quotation Requests
 
  Entering Suppliers to Receive Quotation Requests Job Aid  
  Print Quotations
 
  Print Quotations Job Aid  
  Entering Bid Responses
 
  Entering Bid Responses Job Aid  
  Print Bid Tabulation
 
  Print Bid Tabulation Job Aid  

  Purchase Order Processing
 
  Generating a Purchase Order from a Requisition
 
  Generating a Purchase Order from a Requisition Job Aid  
  Generate a Purchase Order from a Quotation Request
 
  Generate a Purchase Order from a Quotation Request Job Aid  
  Entering a Purchase Order Direct
 
  Entering a Purchase Order Direct Job Aid  
Lesson 5: Commodity Contracts
  Creating Commodity Contracts Overview
  Purchase Order Processing
 
  Generating a Purchase Order (OG) from an Existing Commodity Contract (OC)
 
  Generating a Purchase Order (OG) from an Existing Commodity Contract (OC) Job Aid
Lesson 6: Contractual Services
  Quotation Request Processing
 
  Generating a Quotation Request from a Purchase Requisition
 
  Generating a Quotation Request from a Purchase Requisition Job Aid
  Entering Suppliers to Receive Quotation Requests
 
  Entering Suppliers to Receive Quotation Requests Job Aid
  Entering Bid Responses (Z1)
 
  Entering Bid Responses (Z1) Job Aid  

  Service Contract Processing
 
  Generating a Service Contract (O4) from a Purchase Requisition (Z6 or O3) or Deviation Request (O8)
 
  Generating a Service Contract (O4) from a Purchase Requisition (Z6 or O3) or Deviation Request (O8) Job Aid  
  Generating a Service Contract (O4) from a Quotation Request (Z1)
 
  Generating a Service Contract (O4) from a Quotation Request (Z1) Job Aid  
  Entering / Revising a Service Contract (O4) Directly
 
  Entering / Revising a Service Contract (O4) Directly Job Aid
  Contract Renewal (O4) from (O4)
 
  Job Aid - Contract Renewal (O4) from (O4)  

  Purchase Order Processing
 
  Generating a Purchase Order (O9) from an Existing Service Contract (O4)
 
  Generating a Purchase Order (O9) from an Existing Service Contract (O4) Job Aid  
Lesson 7: Procurement – Document Approval Process
  Approval Route Report
 
  Running the Approval Route Repoort
 
  Running the Approval Route Report Job Aid  
  Approval Processing
 
  Approval Route Worksheet
  Reviewing Approval Status of Purchase Requisitions, Contracts, and Purchase Orders
 
  Reviewing Approval Status of Purchase Requisitions, Contracts, and Purchase Orders Job Aid  
  Approving or Reject Purchase Requisitions, Contracts, and Purchase Orders
 
  Approving or Reject Purchase Requisitions, Contracts, and Purchase Orders Job Aid  
Lesson 8: Receipt Processing
  Entering Receipts by PO
 
  Entering Receipts by PO Job Aid  
  Reversing Receipts
 
  Reversing Receipts Job Aid  
Lesson 9: Approval Routes
  Approval Delegation
 
  Approval Delegation Job Aid
  Approval Route Management
 
  Approval Route Management Job Aid
Lesson 10: Reports
  Procurement Reports
 
  Approval Route Report (See report example)
 
  Approval Route Report Job Aid
  Ex-Employee with Approval Routes
 
  Ex-Employee with Approval Routes Job Aid
  Employees with Approval Changing Home BU
 
  Employees with Approval Changing Home BU Job Aid
  Open PO Detail by Branch/Plant (See report example)
 
  Open PO Detail by Branch/Plant Job Aid
  Open PO Detail by Supplier (See report example)
 
  Open PO Detail by Supplier Job Aid
  Open Requisitions (See report example)
 
  Open Requisitions Job Aid
  PO Recap (See report example)
 
  PO Recap Job Aid
  PO Summary by Business Unit (See report example)
 
  PO Summary by Business Unit Job Aid
  PO Summary by Supplier (See report example)
 
  PO Summary by Supplier Job Aid
  Revisions History (See report example)
 
  Revisions History Job Aid
  Stacking Purchase Orders (See report example)
 
  Stacking Purchase Orders Job Aid
  Statute Report (See report example)
 
  Statute Report Job Aid  
  Buyer Performance Report
 
  Buyer Performance Report Job Aid

  Contract Reports
 
  Contract Usage (See report example)
 
  Contract Usage Job Aid
  Contract Performance (See report example)
 
  Contract Performance Job Aid
  Contract Usage by Contract Number (See report example)
 
  Contract Usage by Contract Number Job Aid
  Contracts Due to Expire (See report example)
 
  Contracts Due to Expire Job Aid
  Number of Contracts in Dollar Range Report (R5743540)
 
  Number of Contracts in Dollar Range Report Job Aid
  Total Dollars Remaining on Contract (See report example)
 
  Total Dollars Remaining on Contract Job Aid

  Vendor Reports
 
  Received/Vouchered Status Report (See report example)
 
  Received / Vouchered Status Report Job Aid
  Vendor Performance Detail Report (See report example)
 
  Vendor Performance Detail Report Job Aid
  Vendor Performance Summary Report (See report example)
 
  Vendor Performance Summary Report Job Aid
  Voucher History with a Purchase Order (See report example)
 
  Voucher History with a Purchase Order Job Aid
  Voucher History without a Purchase Order (See report example)
 
  Voucher History without a Purhcase Order Job Aid

  Other Reports
 
  Voucher Lines Added at 3-way Match Report (See report example)
 
  Voucher Lines Added at 3-way Match Report Job Aid  
  General Journal by 'O' Batch Report (See report example)
 
  General Journal by 'O' Batch Report Job Aid