Procurement

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Lesson 1: Procurement Basics
  Defining Terminology

  Commodity Codes Inquiries
 
  Inquiring on Commodity Codes
 
  NVISION
  Inquiring on Commodity Codes Job Aid
  Inquiring on Vendor-Commodity Codes Catalog
 
  NVISION  
  Inquiring on Vendor-Commodity Codes Catalog Job Aid  
  Inquiring on Vendor (V) Address Book Records
 
  NVISION  
  Inquiring on Vendor (V) Address Book Records Job Aid  
  Print Address Book Labels
 
  NVISION  
  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
 
  NVISION
  Revising a Procurement Document Job Aid
  Review Revisions to a Procurement Document
 
  NVISION  
  Review Revisions to a Procurement Document Job Aid  
  Print Requisition, Contract, and Purchase Order
 
  NVISION
  Print Requisition, Contract, and Purchase Order Job Aid
  Account Distribution on Document
 
  NVISION  
  Account Distribution on Document Job Aid  
  Creating Document Attachment
 
  NVISION  
  Creating Document Attachment Job Aid  
  Entering Line Default Information
  Review Purchasing Data
 
  All Order Inquiry
 
  NVISION
  All Order Inquiry Job Aid
  All Document Inquiry
 
  NVISION
  All Document Inquiry Job Aid
  Purchasing Ledger Inquiry
 
  NVISION
  Purchasing Ledger Inquiry Job Aid
Lesson 3: Requisitions and Pre-Requisitions
  Pre-Requisition Processing
 
  Enter A Deviation Request (08) for a Service Contract
 
  NVISION  
  Enter A Deviation Request (08) for a Service Contract Job Aid  

  Requistion Processing
 
  Enter a Purchase Requisition
 
  NVISION
  Enter a Purchase Requisition Job Aid
  Copying an Existing Purchase Requisition
 
  NVISION  
  Copying an Existing Purchase Requisition Job Aid  
 
  Entering a Purchase Requisition for Communications Equipment (OT)
 
  NVISION
  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
 
  NVISION  
  Generating a Quotation Request from a Purchase Requisition Job Aid  
  Entering Suppliers to Receive Quotation Requests
 
  NVISION  
  Entering Suppliers to Receive Quotation Requests Job Aid  
  Print Quotations
 
  NVISION  
  Print Quotations Job Aid  
  Entering Bid Responses
 
  NVISION  
  Entering Bid Responses Job Aid  
  Print Bid Tabulation
 
  NVISION  
  Print Bid Tabulation Job Aid  

  Purchase Order Processing
 
  Generating a Purchase Order from a Requisition
 
  NVISION  
  Generating a Purchase Order from a Requisition Job Aid  
  Generate a Purchase Order from a Quotation Request
 
  NVISION  
  Generate a Purchase Order from a Quotation Request Job Aid  
  Entering a Purchase Order Direct
 
  NVISION  
  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)
 
 
  NVISION
  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
 
  NVISION Course
  Generating a Quotation Request from a Purchase Requisition Job Aid
  Entering Suppliers to Receive Quotation Requests
 
  NVISION Course
  Entering Suppliers to Receive Quotation Requests Job Aid
  Entering Bid Responses (Z1)
 
  NVISION Course  
  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)
 
  NVISION Course  
  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)
 
  NVISION Course  
  Generating a Service Contract (O4) from a Quotation Request (Z1) Job Aid  
  Entering / Revising a Service Contract (O4) Directly
 
  NVISION Course
  Entering / Revising a Service Contract (O4) Directly Job Aid
  Contract Renewal (O4) from (O4)
 
  NVISION Course  
  Job Aid - Contract Renewal (O4) from (O4)  

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

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

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

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