Login to CUNYfirst: Select Financial Supply Chain

Size: px
Start display at page:

Download "Login to CUNYfirst: Select Financial Supply Chain"

Transcription

1 Login to CUNYfirst: Select Financial Supply Chain Select Purchasing 37

2 Select Receipts Select Add/Update Receipts 38

3 Click on the Look Up (magnifying glass) Select Business Unit GRDPR Click ADD 1. Enter the Purchase Order Number in the ID field 2. If you do not know the PO #, Leave the ID field blank and select SEARCH. 39

4 1. All existing PO s will populate in Retrieved Rows 2. Select the PO you are receiving by clicking in box next to PO number 3. Once you select the PO Click OK 40

5 1. The Receiver records the Quantity or Amount for the good/services received for each PO line. 2. In the case of an Amount Only PO, the Price field will be available. After entering the quantity or dollar value received click SAVE 41

6 Go to Add Comments to attach a signed receipt; Packing Slip, Bill of Lading, Receiving Report or Invoice 1. Click Attach and Upload documents 2. Add any relevant information in Comment field ie. Related PO number 3. Click OK 42

7 Click Header Details Modify the Receipt Date to the date you received the goods/services (receipt date will default as current date). Click OK 43

8 1. Note that Receipt ID has been generated 2. Click on the More Details tab. If the box is checked, then an inspection is needed 3. Once the receipt is SAVED Document the Receipt ID. It is best practice to print the Receipt ID page. The signed original documents along with a copy of the Receipt page shall be forwarded to Accounts Payable for processing. If an inspection is needed, notify the inspector to complete the receipt 44

9 The Receiver can cancel the Receipt by clicking the X at the header level or cancel a PO line at the Receipt Line (Cancelled transactions are irreversible) 1. Click Find an Existing Value 2. Select Business Unit 3. Select contains 4. Enter Receipt ID Number 5. Click Search 45

10 Select Receipt Number Click Document Status to View Related Documents 46

11 View Requisition and Purchase Order relating to Receipt 47

12 1. Select Business Unit: GRDPR 2. Add a new receipt 3. Search for the PO by adding the PO number in the ID field and click Search 4. Select checkbox of PO 5. Click OK 6. Enter Price shown on invoice for Amount Only PO or enter Quantity received for Quantity PO. Amount only PO s will default to the original PO amount. This number must be changed to match the invoice. Record the number of goods received per line in quantity PO s. You will not see the amount originally ordered 7. Click Save If an inspection is required a box will pop up notifying the receiver that they must contact the inspector with the Receipt ID number so they can complete an inspection receipt 8. Click on Add Comments and add any relevant documentation (signed and dated packing slips or invoices) Enter PO number in comments and other relevant information (recommended) 9. Click on Header Details to modify Receipt Date 10. Change receipt date to reflect the actual date of goods/services were received per packing slip, invoice or date(s) of service. Receipt date will default to current date, date is used to calculate interest charge by the State if applicable. 11. Click on Document Status to review receipt and verify status (pending, approved, rejected). 12. Print a screen shot of the Document Status page, sign, date, and attach it with all original documentation and forward it to Accounts Payable. Accounts Payable Contact information Room 8105 Angella Bowley Director Extension 7668, abowley@gc.cuny.edu Carmen Ortiz Extension 7665, cortiz@gc.cuny.edu Cheryl Whyte-Weiss Extension 7664, cwhyte-weiss@gc.cuny.edu Accounts Payable receipt section developed by Angella Bowley Accounts Payable Director 48

This job aid instructs receivers of goods and services on how to enter Receipts into CUNYfirst.

This job aid instructs receivers of goods and services on how to enter Receipts into CUNYfirst. This job aid instructs receivers of goods and services on how to enter Receipts into CUNYfirst. 1. From the CUNYfirst home page (www.home.cunyfirst.cuny.edu), log in to CUNYfirst production. Click on the

More information

How to Receive in PeopleSoft

How to Receive in PeopleSoft How to Receive in PeopleSoft Please Note: there are several ways to receive in PeopleSoft as illustrated below. You may choose the option that works best for you Receiving items in PeopleSoft is an important

More information

Date Tester Pass/Fail Notes. Step Action Input Expected Results 1. From the Financials menu, click the Purchasing link.

Date Tester Pass/Fail Notes. Step Action Input Expected Results 1. From the Financials menu, click the Purchasing link. Test History Date Tester / Notes Time to Test Estimated Time Actual Time Test Setup Test Navigation 1. From the Financials menu, click the Purchasing link. 2. Click the Receipts link. 3. Click the Add/Update

More information

RECEIVING Fast 9.1 Purchasing Services. Purchasing Services RECEIVING TABLE OF CONTENTS. OVERVIEW Page 2. CREATE A RECEIPT Page 3

RECEIVING Fast 9.1 Purchasing Services. Purchasing Services RECEIVING TABLE OF CONTENTS. OVERVIEW Page 2. CREATE A RECEIPT Page 3 FAST FINANCIALS 9.1 Purchasing Services RECEIVING TABLE OF CONTENTS OVERVIEW Page 2 CREATE A RECEIPT Page 3 PRINT THE RECEIPT Page 6 MODIFY A RECEIPT Page 9 INCREASE/ DECREASE Page 9 CANCEL RECEIPT LINE

More information

Receiving in Aggie Mart

Receiving in Aggie Mart Receiving in Aggie Mart Departments will use Aggie Mart to receive items against Purchase Orders created in Aggie Mart. Accounts Payable will pay invoices received in Aggie Mart when invoices are received.

More information

RPA QUICK REFERENCE GUIDE

RPA QUICK REFERENCE GUIDE RPA QUICK REFERENCE GUIDE When you receive an invoice to be processed that is not on a PO you will create a RPA document. If it is an invoice for a BAM PO or AggieBuy PO send to invoices@tamu.edu. From

More information

UR Procurement Create Receipts Implementation Tenant -

UR Procurement Create Receipts Implementation Tenant - UR Procurement Create Receipts Implementation Tenant - https://wd5-impl.workday.com/rochester3 Instructions Home page: Use the UR logo to return to this Home screen Use the Search field with keywords Use

More information

Process Document Financials 9.0: Creating Receipts. Version 9.0 Document Generation Date 2/16/2009 Last Changed by Status. Creating Receipts.

Process Document Financials 9.0: Creating Receipts. Version 9.0 Document Generation Date 2/16/2009 Last Changed by Status. Creating Receipts. Version 9.0 Document Generation Date 2/16/2009 Last Changed by Status Final System Office Creating Receipts Concept When shipments arrive from vendors, the items included in the shipment go through a receiving

More information

Los Angeles Unified School District Maximo 7.5 / Procurement Annual Contract Purchase (PG) Guide. Post Date: 9/13/13

Los Angeles Unified School District Maximo 7.5 / Procurement Annual Contract Purchase (PG) Guide. Post Date: 9/13/13 Los Angeles Unified School District Maximo 7.5 / Procurement Annual Contract Purchase (PG) Guide Post Date: 9/13/13 DEFINITION The Annual Contract Purchase (PG) Guide is a method to purchase goods, commodities,

More information

Creating Receiving Receipts

Creating Receiving Receipts Texas Tech University Health Sciences Center Finance & Administration Creating Receiving Receipts The receiving receipt feature allows you to enter receiving in TechBuy. In order to maintain an order s

More information

Receiving provides an acknowledgement in AggieMart that the goods/services ordered have been received.

Receiving provides an acknowledgement in AggieMart that the goods/services ordered have been received. Receiving Receiving provides an acknowledgement in AggieMart that the goods/services ordered have been received. Receiving must be completed for all purchases as acknowledgement that a good has been physically

More information

12. Entering Receiving Information in Banner Finance

12. Entering Receiving Information in Banner Finance 12. Entering Receiving Information in Banner Finance Overview A Receiving document is required for all Purchase Orders (PO) and Standing Orders (SO), for any dollar amount, as a confirmation that you have

More information

PeopleSoft Financials 9.2 Upgrade Candyse Edwards Health eshop Administrator. How to Create a Health eshop Requisition

PeopleSoft Financials 9.2 Upgrade Candyse Edwards Health eshop Administrator. How to Create a Health eshop Requisition PeopleSoft Financials 9.2 Upgrade Candyse Edwards Health eshop Administrator How to Create a Health eshop Requisition Upon logging into PeopleSoft, click on the Navigation/Compass Symbol and then Navigator.

More information

Coupa Requester User Guide

Coupa Requester User Guide Coupa Requester User Guide To be used by R1 Users, Approvers and Corporate Personnel April 2017 Coupa User Guide Legend Please note that the following icons are used throughout this document to assist

More information

UNIVERSITY OF NEW MEXICO FIN PU-101 Purchasing Processes for Departments Lab. Participant Guide

UNIVERSITY OF NEW MEXICO FIN PU-101 Purchasing Processes for Departments Lab. Participant Guide 0 UNIVERSITY OF NEW MEXICO FIN PU-101 Purchasing Processes for Departments Lab Participant Guide Version 3.0 11/02/2010 Table of Contents Confidentiality and Sensitive Information 2 Course Pre-requisites

More information

Go to the ADMINISTRATION tab >Systems box> E-Pro(E-Vouchers, PReqs/Receiving)

Go to the ADMINISTRATION tab >Systems box> E-Pro(E-Vouchers, PReqs/Receiving) Receiving Guide This guide demonstrates the process of receiving goods for the Receiver on requisition orders to an outside vendor. The receiver should be someone other than the initiator to ensure proper

More information

FAMIS Receipt Entry: What s Changing and What s Not. Purchase order receiving in FAMIS is changing. How will this impact how you do receipt entry?

FAMIS Receipt Entry: What s Changing and What s Not. Purchase order receiving in FAMIS is changing. How will this impact how you do receipt entry? Receipt Entry: What s Changing and What s Not Purchase order receiving in is changing. How will this impact how you do receipt entry? Before After You entered receipts in for Now, you enter receipts for

More information

Line Item Options. CFS Purchasing. Contents

Line Item Options. CFS Purchasing. Contents Line Item Options This guide outlines the process for all options relating to the line item itself. The list below will help reference where in the document contents appear. Contents ADDING ADDITIONAL

More information

eprocurement: Create a Requisition

eprocurement: Create a Requisition eprocurement: Create a Requisition A requisition in PeopleSoft is an online form for requesting items or services. 1. Otherwise click Purchasing link 2. Click the Requisitions link. 3. Click the Add/Update

More information

How to Receive in Banner

How to Receive in Banner How to Receive in Banner Description: Use the Receiving Goods Form to enter goods received information. You can only perform receiving transactions against completed and approved purchase orders. Form

More information

Contents. Lehigh Unimarket Receiving

Contents. Lehigh Unimarket Receiving Contents Logging In... 2 Receiving... 2 a. Action... 4 i. Receive... 4 ii. Return -... 4 iii. Manually Close... 4 b. Receiving Date... 4 c. Note... 4 Over Receiving... 4 Undo Receiving... 5 Returns...

More information

COPYRIGHT & TRADEMARKS

COPYRIGHT & TRADEMARKS COPYRIGHT & TRADEMARKS Copyright 1998, 2009, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks

More information

Entering a Purchase Order (Formerly DPO) - DO NOT USE SAFARI

Entering a Purchase Order (Formerly DPO) - DO NOT USE SAFARI Entering a Purchase Order (Formerly DPO) - DO NOT USE SAFARI Select the Finance Tab at the top right of the screen. Select Purchase Orders from menu list on the left side of page. Select or to start a

More information

Revision Control Date By Action Pages 12/13/2011 Jonathan Hale 9.0 Process -----

Revision Control Date By Action Pages 12/13/2011 Jonathan Hale 9.0 Process ----- Procurement Business Process Guide Process: Create a New Express Purchase Order (EPO) Module: Purchasing High Level Description Process Module Document Type Create a New Express Purchase Order Purchasing

More information

FAMIS NON-INVENTORY PURCHASING MANUAL

FAMIS NON-INVENTORY PURCHASING MANUAL FAMIS NON-INVENTORY PURCHASING MANUAL 1 Contents Overview of Non-inventory purchasing process... 3 Create FAMIS Non-Stock Stock Part... 4 Create FAMIS Purchase Order (PO)... 6 Receiving Item in FAMIS...

More information

User Guide Create isupplier Supplier Charges

User Guide Create isupplier Supplier Charges CALIFORNIA RESOURCES CORPORATION AND ITS AFFILIATES (COLLECTIVELY, CRC) OVERVIEW This User Guide aims to describe how to electronically submit supplier charges (field tickets and/or invoices) against a

More information

Purchasing for Purchasing Agents

Purchasing for Purchasing Agents Purchasing for Purchasing Agents VERSION: 9/20/2014 New Table of Contents About the Purchasing Process 2 Entering a Request for Quote (RFQ) or Invitation for Bid (IFB) 4 Entering Vendor Responses 15 Awarding

More information

Standard Forms Invoicing. Invoicing Discrepancy Resolution. Chapter /17 Chapter 10 - Page 1

Standard Forms Invoicing. Invoicing Discrepancy Resolution. Chapter /17 Chapter 10 - Page 1 Standard Forms Invoicing Discrepancy Chapter 10 09/17 Chapter 10 - Page 1 Standard Forms Section Objectives At the end of this section, you should be able to: Understand what causes invoicing discrepancies

More information

How to Order a Four Panel Brochure through Print Services. Go to the Print Services Web Page and select the Online Store link.

How to Order a Four Panel Brochure through Print Services. Go to the Print Services Web Page and select the Online Store link. How to Order a Four Panel Brochure through Print Services Go to the Print Services Web Page and select the Online Store link. 1 Enter your Username and Password on the Print Services Online Ordering home

More information

Accessing Your Receipts. PReqs Which Require Receiving. PReqs Receiving Notifications

Accessing Your Receipts. PReqs Which Require Receiving. PReqs Receiving  Notifications This guide demonstrates the process of receiving goods for the Receiver on PReq orders to an outside vendor. The receiver should be someone other than the initiator to ensure proper segregation of duties.

More information

CATERING REQUISITIONER REFERENCE GUIDE

CATERING REQUISITIONER REFERENCE GUIDE CATERING REQUISITIONER REFERENCE GUIDE In order to automate the processing of invoices and payments for catered events, all catered events must have a purchase requisition and a receiving created. Note

More information

Los Angeles Unified School District Maximo 7.5 / Procurement Buyer Card Guide. Post Date: 9/9/13

Los Angeles Unified School District Maximo 7.5 / Procurement Buyer Card Guide. Post Date: 9/9/13 Los Angeles Unified School District Maximo 7.5 / Procurement Buyer Card Guide Post Date: 9/9/13 DEFINITION The Buyer Card Guide is an alternative expedited method to purchase materials and/or services

More information

The University of Texas at Tyler UT SHARE / PEOPLESOFT WORKFLOW Payment Voucher Procedures for Department Budget Authority Approver

The University of Texas at Tyler UT SHARE / PEOPLESOFT WORKFLOW Payment Voucher Procedures for Department Budget Authority Approver The University of Texas at Tyler UT SHARE / PEOPLESOFT WORKFLOW Payment Voucher Procedures for Department Budget Authority Approver Financial Services highly recommends that you choose Chrome as your browser

More information

Viewing Approval Details and Sending Approval Reminder Notifications Using Requester s or Buyer s Workbench

Viewing Approval Details and Sending Approval Reminder Notifications Using Requester s or Buyer s Workbench Viewing Approval Details and Sending Approval Reminder Notifications Using Requester s or Buyer s Workbench An Oracle Enhancement was introduced in Image 10 to provide users with the ability to more efficiently

More information

Purchase Orders T i ra i n ng

Purchase Orders T i ra i n ng Purchase Orders Training i Agenda Overview Creation & Setup Items Vendors Addresses Accounting Attachments Internal Communication Vendor Notification Change Order Periscope Holdings, Inc. 2 Overview Overview

More information

Cart & Assign. 6. Enter an optional Note to the Assignee and click the Assign button.

Cart & Assign. 6. Enter an optional Note to the Assignee and click the Assign button. Revised 11/18/13 Cart & Assign Modify The Shopping Cart You may Unassign the shopping cart only until the Requester has submitted it. 1. Click the Shop icon, hover over My Carts And Orders, and click View

More information

Receiving Goods Receive All

Receiving Goods Receive All Receiving Goods Receive All Use the Receive All process when all of the line items were received on the same day and there are no discrepancies between the quantities received and the quantities listed

More information

Buyers Work Centre: Amending Orders

Buyers Work Centre: Amending Orders Buyers Work Centre: Amending Orders Responsibility Navigate iprocurement Buyer Buyers Work Centre > Orders You are restricted to what amendments can be made to orders. The following amendments can be made:

More information

Overview of HoundMart eprocurement Module and Benefits

Overview of HoundMart eprocurement Module and Benefits Contents Overview of HoundMart eprocurement Module and Benefits... 1 Purpose of this Guide... 1 Access HoundMart Application... 2 HoundMart Home Page Overview... 3 Shop using Hosted Catalog... 4 Notification

More information

I-SUPPLIER MODULE. isupplier Module

I-SUPPLIER MODULE. isupplier Module I-SUPPLIER MODULE isupplier Module Authored by: Kiran Katti Version: 1.1 Date: 06-January-2015 Table of Contents Terms Used in the User Manual:... 2 Introduction to isupplier... 4 Requirements/Software

More information

BUYWAYS Receiving Created on 9/26/2014 4:13:00 PM

BUYWAYS Receiving Created on 9/26/2014 4:13:00 PM Created on 9/26/2014 4:13:00 PM Table of Contents... 1 Receiving Orders... 1 Searching for a Purchase Order... 1 Creating a Full Quantity Receipt... 5 Creating a Partial Quantity Receipt... 10 Viewing

More information

Finance Support Share:\Finance Support\OnBase\BPG_OB_Change_Order_Request. Revision Control Date By Action Pages S.Rios Document created 15

Finance Support Share:\Finance Support\OnBase\BPG_OB_Change_Order_Request. Revision Control Date By Action Pages S.Rios Document created 15 Business Process Guide Process: Change Order Request Module: OnBase Unity Form OVERVIEW Brief overview of module processes. High Level Description Process Change Order Request Module OnBase Unity Form

More information

How to Receive on a Purchase Order

How to Receive on a Purchase Order Module: Purchasing Topic: Purchase Order Receiving How to Receive Munis Version 11.1 How to Receive on a Purchase Order Objective This document provides instructions on how to record the receipt of items

More information

How to Enter a Purchase Order Change Order

How to Enter a Purchase Order Change Order Module: Purchasing Topic: Purchase Orders How to Enter Purchase Order Change Orders Munis Version 11.3 How to Enter a Purchase Order Change Order Objective This document provides step-by-step instruction

More information

Approve or verify a cardholder s PCard statements in myufl with the following steps:

Approve or verify a cardholder s PCard statements in myufl with the following steps: OVERVIEW Approve or verify a cardholder s PCard statements in myufl with the following steps: 1. Navigate to the Reconciliation Statements Search page 2. Leave the Role Name dropdown blank 3. Search for

More information

Scholastic Oracle Cloud Supplier Portal User Guide

Scholastic Oracle Cloud Supplier Portal User Guide Scholastic Oracle Cloud Supplier Portal User Guide Table of Contents Introduction to the Supplier Portal... 3 What is the Supplier Portal?... 3 Navigating the Supplier portal... 3 Logging in... 3 Homepage

More information

CUBuyplusR. Browser s Guide

CUBuyplusR. Browser s Guide CUBuyplusR Browser s Guide This guide will review how to search for products and add them to your cart. In addition, the procedure for generating a purchase request will be outlined as well as tracking

More information

Fund Accounting Purchasing Supplement. PowerSchool. efinanceplus. Version 1.0

Fund Accounting Purchasing Supplement. PowerSchool. efinanceplus. Version 1.0 Fund Accounting Purchasing Supplement PowerSchool efinanceplus Version 1.0 Table of Contents Fund Accounting Purchasing Supplement... 1 efinanceplus Login Instructions... 3 Accessing and Searching Expenditure

More information

Steps to Create an Expense Report (ER) in CUNYfirst:

Steps to Create an Expense Report (ER) in CUNYfirst: Steps to Create an Expense Report (ER) in CUNYfirst: All CUNY, NY State and NY City guidelines/regulations pertaining to the use of tax levy funds are in effect and they must be strictly adhered to when

More information

Purchase Orders Training

Purchase Orders Training Purchase Orders Training Agenda Overview Creation & Setup Items Vendors Addresses Accounting Attachments Internal Communication Vendor Notification Change Order Periscope Holdings, Inc. 2 Overview Overview

More information

Welcome to the Goddess Purchasing Portal!

Welcome to the Goddess Purchasing Portal! Goddess Purchasing Portal Quick Reference Guide Welcome to the Goddess Purchasing Portal! URL http://www.goddessproductsinc.com/arkansas.html Login Password Your State of Arkansas Email Address Welcome1

More information

How to Reconcile a Purchase Card Statement For Cardholders and Approvers

How to Reconcile a Purchase Card Statement For Cardholders and Approvers Module: Invoice Processing Topic: Invoice Processing Purchase Card Statements APC Purchase Card Statement Munis Version 11.1 How to Reconcile a Purchase Card Statement For Cardholders and Approvers Objective

More information

Back to Top Return here. Logging In Access and log in to Ariba. Access Receiving Navigate to the appropriate area to work with RCs

Back to Top Return here. Logging In Access and log in to Ariba. Access Receiving Navigate to the appropriate area to work with RCs 1 Ariba 9R1 Training Workbook: Receiving This document will review tips for receiving, rejecting, and editing a receipt (RC). RCs are a document type in Ariba used to indicate if items ordered via purchase

More information

PROCARD CARDHOLDER QUICK GUIDE

PROCARD CARDHOLDER QUICK GUIDE Navigation : https://access.usbank.com Key in the following information: Organization Short Name: TUCSUN User Id: Password: Viewing and Approving Procard Click on Transaction Management to view pending

More information

User Guide: Introduction to ilab Solutions for External Users Table of Contents

User Guide: Introduction to ilab Solutions for External Users Table of Contents User Guide: Introduction to ilab Solutions for External Users Table of Contents Accessing VUMC Cores... 2 Updating Personal Profile in ilab... 3 Billing Numbers for External PIs and Labs... 4 Auto-Approval

More information

Web Supplies Indent System - User Guide This new system does not need any installation of new program. What you need is merely Internet browser.

Web Supplies Indent System - User Guide This new system does not need any installation of new program. What you need is merely Internet browser. - User Guide This new system does not need any installation of new program. What you need is merely Internet browser. Indent Create new Indent (with Operator role) 1. Open Internet Explorer. 2. Type URL

More information

Purchasing and Payables Business Processes Release 8.8

Purchasing and Payables Business Processes Release 8.8 Purchasing and Payables Business Processes Release 8.8 Create Purchase Order Purchasing Purchase Orders Add/Update POs Click Add Select a Vendor Enter a Description Enter the Quantity Enter the UOM Unit

More information

To ensure the best customer service you can now register a service or repair request online.

To ensure the best customer service you can now register a service or repair request online. To ensure the best customer service you can now register a service or repair request online. Then, you can enter your request, view the status of existing requests, and view your documents. We will keep

More information

buylu Purchasing Manual Published by: Finance Infrastructure April 2018 buylu Manual v

buylu Purchasing Manual Published by: Finance Infrastructure April 2018 buylu Manual v buylu Purchasing Manual Published by: Finance Infrastructure April 2018 buylu Manual v05.02-18 1 Table of Contents I. Overview of buylu Process... 6 II. Creating and Managing Your User Profile... 6 III.

More information

Create Expense Report (Net-Card or Employee Paid)

Create Expense Report (Net-Card or Employee Paid) Create Expense Report (Net-Card or Employee Paid) All employees are responsible for ensuring that their Expense Reports are complete, accurate and adhere to the expense reimbursement requirements of CUNY,

More information

Getting Started with Request for Quotes (RFQ)

Getting Started with Request for Quotes (RFQ) Getting Started with Request for Quotes (RFQ) Enter your email Usermame and password in all lowercase and Click STEP 1: Click Add/Update RFQ Request for Quote STEP 2: Accept the defaults and click ADD

More information

esupplier - A User Guide for 3M s Vendors

esupplier - A User Guide for 3M s Vendors esupplier - A User Guide for 3M s Vendors Lesson 1 Getting Started...2 Main Menu / Home Page...2 Opening a New Window...2 Expanding and Collapsing the Screen...3 Downloading into Excel...4 Signing Out...4

More information

Invoice QuickStart Guide

Invoice QuickStart Guide Invoice QuickStart Guide Table of Contents Working with Payment Requests Manually Creating a Payment Request from an Existing Vendor Creating a Recurring Payment Request Adding Distributions to a Payment

More information

buylu Purchasing Manual Published by: Finance Infrastructure February 2019 buylu Manual v

buylu Purchasing Manual Published by: Finance Infrastructure February 2019 buylu Manual v buylu Purchasing Manual Published by: Finance Infrastructure February 2019 buylu Manual v06.07-18 1 Table of Contents I. Overview of buylu Process... 6 II. Creating and Managing Your User Profile... 6

More information

Falcon s Purch Guide REQUESTORS AND SHOPPERS. 1 Revised 7/16/18

Falcon s Purch Guide REQUESTORS AND SHOPPERS. 1 Revised 7/16/18 Falcon s Purch Guide REQUESTORS AND SHOPPERS 1 Table of Contents General Shopping & Requisitions... 3 Punchout, Hosted Catalogs and Non-catalog Items... 3 Splitting Between Multiple Budgets... 4 Foundation

More information

Navigating BearBuy Quick Reference

Navigating BearBuy Quick Reference 1. UC BearBuy Logo 2. User Information 8. Quick Menu 4. Action Items 6. Cart Summary 9. Navigation Menu 10. Shop at the Top 3. My Bookmarks 5. Notifications 7. Quick Search 11. BearBuy News 12. Punch outs

More information

Last Updated 11/13/15. LM Procure to Pay Quick Reference Guide For Suppliers Using einvoicing

Last Updated 11/13/15. LM Procure to Pay Quick Reference Guide For Suppliers Using einvoicing Last Updated 11/13/15 LM Procure to Pay Quick Reference Guide For Suppliers Using einvoicing Lockheed Martin Procure to Pay November 2015 Procedure This quick reference guide navigates through the DCI

More information

OMNI AR/Billing: Modify/Amend a Contract Detailed Business Process Guides ACONTRACTS3

OMNI AR/Billing: Modify/Amend a Contract Detailed Business Process Guides ACONTRACTS3 OMNI AR/Billing: Modify/Amend a Contract Detailed Business Process Guides ACONTRACTS3 Modify/Amend a Contract This guide discusses how to: Create and edit amendments Enter amendment details Review and

More information

Signing on to Smartstream

Signing on to Smartstream Signing on to Smartstream To access Smartstream: Open the Internet Explorer homepage. Click on Staff Applications Under Staff Applications, scroll to the "Smartstream" option. Click on that option. 1 Signing

More information

DPI VENDOR PORTAL- COST CHANGES. Page 1 of 14

DPI VENDOR PORTAL- COST CHANGES. Page 1 of 14 DPI VENDOR PORTAL- COST CHANGES Page 1 of 14 Cost Change Portal Prior to using the DPI Vendor Portal, please refer to the Terms of Use Policy located on the portal home screen. By using the portal, you

More information

TungSpot User Manual Last Update 5/20/2013

TungSpot User Manual Last Update 5/20/2013 TungSpot User Manual Last Update 5/20/2013 TungSpot User Manual 1. Introduction... 2 1.1 Overview... 2 1.2 Login... 2 1.3 Navigation Tools... 3 2. Homepage... 4 2.1 Overview of Home Page... 4 2.2 My Purchases...

More information

Request for Credit in Accounts Payable

Request for Credit in Accounts Payable App Number: 010045 Request for Credit in Accounts Payable Last Updated 28 September 2016 Powered by: AppsForGreentree.com 2014 1 Table of Contents Features... 3 Detailed Features... 3 Important Notes...

More information

How to... Use PO Convert

How to... Use PO Convert STEP 1 - Select My POs The My POs page gives you the ability to: 1) Manage Purchase Orders that have been delivered to Tungsten Network from your customer. Click My POs 2) Submit invoices/ credit notes:

More information

JOB AID FOR EMARKET REQUESTERS THIS JOB AID IS FOR THOSE INDIVIDUALS THAT HAVE THE FSU_PO_REQUESTER ROLE IN OMNI ONLY.

JOB AID FOR EMARKET REQUESTERS THIS JOB AID IS FOR THOSE INDIVIDUALS THAT HAVE THE FSU_PO_REQUESTER ROLE IN OMNI ONLY. JOB AID FOR EMARKET REQUESTERS THIS JOB AID IS FOR THOSE INDIVIDUALS THAT HAVE THE FSU_PO_REQUESTER ROLE IN OMNI ONLY. IF YOU DO NOT CREATE REQUISITIONS IN OMNI, THEN YOU WILL USE THE JOB AID TITLED EMARKET

More information

Revision Control Date By Action Pages M Walker 9.0 Process M Walker Standard Comment change and addition of Short print 24

Revision Control Date By Action Pages M Walker 9.0 Process M Walker Standard Comment change and addition of Short print 24 Business Process Guide Process: Create a New Express PO Module: Purchasing High Level Description Process Module Document Type Create a New Express PO Purchasing Business Process Guide Revision Control

More information

Create an epro Purchasing Request in M-Pathways

Create an epro Purchasing Request in M-Pathways General Ledger Create an epro Purchasing Request in Overview The Purchasing Request Form enables staff responsible for procuring items to request the purchase of goods or services. Staff can request multiple

More information

i. Shipping Address 6

i. Shipping Address 6 USER GUIDE USER GUIDE Table of Contents I. Accessing the System II. System Functions 4 a. User Rolls 4 b. Profile Setup 6 i. Shipping Address 6 ii. Billing Address 9 iii. E-Mail Preferences iv. Funding

More information

eva Purchasing & Banner Receiving Manual

eva Purchasing & Banner Receiving Manual eva Purchasing & Banner Receiving Manual Compliance Employees are responsible for knowing and complying with established University and State policies and procedures when creating/approving requisitions

More information

Scholastic Oracle Cloud Supplier Portal User Guide

Scholastic Oracle Cloud Supplier Portal User Guide Scholastic Oracle Cloud Supplier Portal User Guide Table of Contents Introduction to the Supplier Portal... 3 What is the Supplier Portal?... 3 Navigating the Supplier portal... 3 Logging in... 3 Homepage

More information

Step 1 Log In. Step 1 Log In. How to Create an Expense Report for Non-Travel Reimbursement. Enter User ID Enter Password Click Sign In Button

Step 1 Log In. Step 1 Log In. How to Create an Expense Report for Non-Travel Reimbursement. Enter User ID Enter Password Click Sign In Button How to Create an Expense Report for Non-Travel Reimbursement This job aid outlines the steps to create an Expense Report for a Non-Travel Reimbursement. May be used when there is an emergency situation

More information

MMP QUICK REFERENCE Table of Content

MMP QUICK REFERENCE Table of Content MMP QUICK REFERENCE Table of Content Glossary.. 2 Accessing MMP... 3 Personalize Your Shopping Profile.. 4 Quick Steps for Creating Shopping Carts & Adding Products Creating and Renaming a Cart.. 4 Adding

More information

iprocurement: Creating a Requisition for Controlled Substances

iprocurement: Creating a Requisition for Controlled Substances iprocurement: Creating a Requisition for Controlled Substances This example shows how to order controlled substances using the internal catalog. Access to iprocurement: Follow one of the paths below to

More information

Quick Reference Guide Welcome to the SUNY TierOne Diversity Site

Quick Reference Guide Welcome to the SUNY TierOne Diversity Site Quick Reference Guide Welcome to the SUNY TierOne Diversity Site HOMEPAGE CONTRACT Select Contract from your location dropdown to shop SUNY Pre-approved items. NON-CONTRACT Select NonContract from your

More information

RESOLV EDI CONTROL. User Guide Version 9.2 for HANA PRESENTED BY ACHIEVE IT SOLUTIONS

RESOLV EDI CONTROL. User Guide Version 9.2 for HANA PRESENTED BY ACHIEVE IT SOLUTIONS RESOLV EDI CONTROL User Guide Version 9.2 for HANA PRESENTED BY ACHIEVE IT SOLUTIONS Copyright 2011-2016 by Achieve IT Solutions These materials are subject to change without notice. These materials are

More information

Ariba Manual INVOICING PO

Ariba Manual INVOICING PO Ariba Manual INVOICING PO For Suppliers Date 6 september 2013 Document name Ariba Manual - Invoicing PO (SUPPLIER).docx Version Version 2.0 2013 N.V. Nederlandse Gasunie, Groningen Page 1 of 23 Contents

More information

Texas Tech University Health Sciences Center Finance & Administration. Document Search

Texas Tech University Health Sciences Center Finance & Administration. Document Search Texas Tech University Health Sciences Center Finance & Administration Document Search This chapter will focus on finding documents within TechBuy using the Document Search feature. The Document Search

More information

Creating Purchase Orders in Core-CT

Creating Purchase Orders in Core-CT Creating an Online Purchase Order in Core-CT Navigation: Main Menu > Core-CT Financial > Purchasing > Purchase Orders > Add/Update POs Your Business Unit should default in and the PO ID field should contain

More information

Online Requesting and Receiving. Training Manual

Online Requesting and Receiving. Training Manual Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding

More information

Checkout Western Marketplace

Checkout Western Marketplace Checkout Western Marketplace Checkout Screen Layout 1 2 1. Icon area Icon availability will change depending upon the status of the order. Archive - Places order in Archives (recommend do not use) Trash

More information

Getting Around QuickBooks Online

Getting Around QuickBooks Online QuickBooks Online Student Guide Chapter 2 Getting Around QuickBooks Online Chapter 2 Chapter 2 Now that you ve finished your company setup in QuickBooks Online, you re ready to get started. It s a good

More information

The Express Purchase Order User Manual. The Spectrum+ System Georgia State University. PeopleSoft Financials Version 8.9

The Express Purchase Order User Manual. The Spectrum+ System Georgia State University. PeopleSoft Financials Version 8.9 The Express Purchase Order User Manual The Spectrum+ System Georgia State University PeopleSoft Financials Version 8.9 (Revised 1/30/2012) 1 P age Table of Contents 1. INTRODUCTION. 4 1.1 PURCHASING OVERVIEW.4

More information

Reference Guide For Purchasers And Approvers.

Reference Guide For Purchasers And Approvers. Reference Guide For Purchasers And Approvers www.grandandtoy.com Table Of Contents Sign in 3 Selecting an Account 4 Order Details Main Order Page 5 Order Details Adding to an Order 6 Order Details Changing

More information

Quick Reference Sheet Non-Catalog Orders

Quick Reference Sheet Non-Catalog Orders Quick Reference Sheet Non-Catalog Orders Logging In Log on to My Western. There is a link under Technology Tools (My Western) and there is a link on the Gateway to eprocurement website under Business Services.

More information

SAP Shopping Cart for Custodians

SAP Shopping Cart for Custodians BUSINESS & PRODUCTIVITY TECHNOLOGY & INFORMATION SYSTEMS SERVICES DIVISION USER SUPPORT SERVICES: EMPLOYEE BUSINESS TRAINING SAP Shopping Cart for Custodians Revised: October 2010 TABLE OF CONTENTS OVERVIEW...

More information

General. In this work instruction you will learn:

General. In this work instruction you will learn: Procedure Vendor Inquiry in LOGOs Created By K.Revolinski 5/12/2011 Updated By C. Corbeille 1/16/2012 General Vendor inquiry allows users to view information about a particular vendor such as address,

More information

Process Document Financials 9.0: Creating a PO from Copying a PO. Version 9.0 Document Generation Date 2/16/2009 Last Changed by Status

Process Document Financials 9.0: Creating a PO from Copying a PO. Version 9.0 Document Generation Date 2/16/2009 Last Changed by Status Version 9.0 Document Generation Date 2/16/2009 Last Changed by Status Final System Office Creating a PO from Copying a PO Concept Copying an existing purchase order enables you to create a purchase order

More information

Shopping & Cart. Shopping & Cart v 13.3 Quick Reference Guide Questions? Call or page 1.

Shopping & Cart. Shopping & Cart v 13.3 Quick Reference Guide Questions? Call or  page 1. Revised 11/18/13 Shopping & Cart In addition, you will be listed as one of several Approvers for a specific Cost Center (account number); any requisition with items charged to this particular account number

More information

Nanyang Technological University(NTU)

Nanyang Technological University(NTU) Nanyang Technological University(NTU) Buying and Invoicing Light Account Suppliers This User Guide is created for Light Account Suppliers trading with NTU using Ariba Network It contains key steps for

More information

20_Create Receipt. Purpose: How to Access: Audience:

20_Create Receipt. Purpose: How to Access: Audience: 20_Create Receipt Purpose: How to Access: Audience: The purpose of this task is to create a full or partial receipt for products or services delivered as part of a Purchase Order (PO) or Supplier Contract

More information

Order Management Bookings - Getting Started Guide for Manufacturers

Order Management Bookings - Getting Started Guide for Manufacturers Order Management Bookings - Getting Started Guide for Manufacturers Table Of Contents Order Management Bookings Getting Started Guide... 3 Purpose of this Document... 3 What is Order Management Bookings?...

More information