How to Receive in PeopleSoft
|
|
- Shonda Curtis
- 5 years ago
- Views:
Transcription
1 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 part of the 3 Way matching rule within PeopleSoft. It compares invoices with purchase orders and receiving documents. 3 Way-Matching is a control measure used to ensure that you pay for only the goods and services that you ordered and received. o 3 Way Matching: PO > Invoice > Receipt of Goods/Services = Payment Receiving your requested goods and service is the trigger for Accounts payable to pay and how much to pay. With 3 Way-Match if the lines on the Purchase Order, Receipt, and Invoice do not match, payment will not be made. How to receive using the Manage Requisitions page If you are the Requisitioner, you can receive your requested goods or services from the Manage Requisition page. Navigation Path: Main Menu > eprocurement > Manage Requisitions Select Requisition to be received (you may need to change your date parameters to view all requisitions)
2 Select action Receive (from drop down box) > Select Go. This is the next pop out screen. Select the box - --next to the items to be received. Select Receive Selected. Please Note: You will either receive your goods or services by quantity or amount, depending on how the purchase order was set up. See examples below. This is the next pop out screen. Enter Received Quantity. You can also add comments and attachments for your records. (Add Header Comments) Select Save Receipt.
3 This is the next pop out screen. Enter Received Amount. You can also add comments and attachments for your records. (Add Header Comments) Select Save Receipt.
4 How to Receive using the eprocurement Receive Items Page This view will show you all the items on one page that are waiting to be received. Navigation Path: Main Menu > eprocurement > Receive Items
5 Select the Box- - next to the items to be received. You can only receive for one supplier at a time. After you have selected the items, Select Receive Selected. Please Note: You will either receive your goods or services by quantity or amount, depending on how the purchase order was set up. See examples below.
6 Enter quantity received in the Received Quantity field. Select Save Receipt. Enter amount received in the Received Amount field. Select Save Receipt.
7 How to Unreceipt if an error was made in receipting. Navigation: Main Menu > Purchasing > Receipts > Add/Update Receipts Select Find an Existing Value
8 You can search by entering Receipt Number, PO Number, etc. Enter information and select Search.
9 Select either Red X to delete the receipt. You will receive this message. To continue with the cancellation of the receipt select Yes. Select Save. The item(s) will be returned to your receiving page. You will need to re-receipt once the corrections have been made.
10 You will then receive the following message confirming the receipt has been canceled. Select OK.
11 How to Receive in PeopleSoft A Quick Reference Guide for Receiving in PeopleSoft Procurement Revised January 2016
12 Table of Contents Why is it important to Receive in PeopleSoft Page 2 3 Way Matching Trigger for Accounts Payable to Pay How to Receive from the Add/Update Receipts Page Pages 3-7 Completed by the Requisitioner and/or the Receiver Where to find this Quick Reference Guide Page 8 Completed by the Requisitioner and/or the Receiver Page 1
13 Why is it important to Receive in PeopleSoft Receiving in PeopleSoft is an important part of the 3 Way Matching rule within PeopleSoft. It compares vouchers with purchase orders and receiving documents. 3 Way Matching is a control measure used to ensure that you pay for only the goods and services that you order and receive. Receiving your requested goods and service is the trigger for Accounts Payable to pay and how much to pay. If the lines on the Purchase Order, Receipt, and Voucher do not match, payment will not be made. Page 2
14 How to Receive using the Add/Update Receipts Page If you are the Requisitioner or the individual who received the goods or service, you can receive on the Add/Update Receipts page. Navigation Path: Main Menu Purchasing Receipts Add/Update Receipts Follow the steps below to receive on this page: 1. Click the Add a New Value tab and then click the Add button. 2. Click the Add button. Page 3
15 How to Receive using the Add/Update Receipts Page 3. Click in the PO ID field and type in a PO ID. 4. Click Search button. Page 4
16 How to Receive using the Add/Update Receipts Page 5. Select the lines you want to receive and click OK. 6a. In this example, identify the quantity received and click Save. ( Note: If you received only 18 of the 20 items be sure to indicate this in the Receipt Qty field before clicking the Save button.) Page 5
17 How to Receive using the Add/Update Receipts Page 6b. In this example, identify the amount received and click Save. Page 6
18 How to Receive using the Add/Update Receipts Page 7. Go to the Document Status page, to view the Receipt. Navigation Path: Main Menu Purchasing Purchase Orders Review PO Information Document Status Page 7
19 Where to find this Quick Reference Guide Page 8
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 informationUR 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 informationPurchasing 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 informationPeopleSoft esupplier Portal. Shaw Industries Group, Inc.
PeopleSoft esupplier Portal Shaw Industries Group, Inc. 1 Comprehensive Supplier Portal Table of Contents Welcome/Introduction Link to Supplier Portal Supplier Public Home Page Supplier Secure Home Page
More informationCATERING 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 informationRECEIVING 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 informationThis 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 informationBack 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 informationPurchasing Highlights
Purchasing Highlights April 2017 1 Agenda State Contract Purchases e-pro Requisitions Comments & Attachments Upcoming Classes for Purchase Requisitions and Receiving 2 State Contract Purchases All State
More informationProcess 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 informationLine 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 informationIntroduction... 2 Prerequisites... 2 Navigation... 2 Home Page... 3 View Receipts... 4 View Invoices... 8 View Payments... 12
Table of Contents Introduction... 2 Prerequisites... 2 Navigation... 2 Home Page... 3 View Receipts... 4 View Invoices... 8 View Payments... 12 Revised on 5/1/2017 Page 1 Introduction Suppliers can view
More informationContacts: Nancy Odle Debbie Abell. Procurement Services:
Contacts: Nancy Odle Debbie Abell Procurement Services: 453-5751 Revised January 2018 Table of Contents Using Purchase Order Summary... 2 Checking the Status of a Purchase Order... 4 Checking if a Releases
More informationeprocurement: 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 informationBUYWAYS 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 informationLogin to CUNYfirst: Select Financial Supply Chain
Login to CUNYfirst: Select Financial Supply Chain Select Purchasing 37 Select Receipts Select Add/Update Receipts 38 Click on the Look Up (magnifying glass) Select Business Unit GRDPR Click ADD 1. Enter
More informationGo 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 informationRPA 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 informationRevision 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 informationReceiving 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 informationCreating 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 informationFinancial Services Training Guide. PeopleSoft (9.1): Introduction to Electronic Purchase Orders
Financial Services Training Guide PeopleSoft (9.1): Introduction to Electronic Purchase Orders Page 1 24 May 2016 Table of Contents 1 Create a Purchase Order... 3 2 Switching off GST... 12 3 Search for
More informationVoucher Approver Quick Reference
Approval Concepts Overview In BearBuy, the voucher (created from a supplier invoice sent to Accounts Payable) is routed for department approval when the invoice is $5,000 or greater. Vouchers are created
More informationColumbia University Finance Training
Review Suppliers Inquiry Use the Review Suppliers inquiry page to search for a supplier based on different criteria, i.e. DBA Name, Address, and Supplier Status. The Review Suppliers inquiry will provide
More informationOverview of Accounts Payable 9.2
Overview of 9.2 This is an overview of the enhancements related to the Module resulting from the upgrade from Core-CT 9.1 to Core-CT 9.2. Suppliers Vendor in Core-CT 9.1 will now be known as supplier in
More informationThis Job Aid covers the process of creating and closing purchase orders in the upgraded ONEPeralta system. Log on to ONEPeralta 3
Purchase Orders Table of Contents This Job Aid covers the process of creating and closing purchase orders in the upgraded ONEPeralta system. Creation Page Log on to ONEPeralta 3 Copy a Requisition 6 Run
More informationDELL MARKETING PUNCH-OUT CATALOG
DELL MARKETING PUNCH-OUT CATALOG Effective August 15, 2017, Dell Marketing (Supplier ID: V000001259) has now been created as a punch-out catalog in PeopleSoft. All requisitions for Dell Marketing must
More informationESP Tips & Techniques 2012/21 28/6/2013
Match Exceptions THE AUSTRALIAN NATIONAL UNIVERSITY F&BS Business Solutions ESP Tips & Techniques 2012/21 28/6/2013 Overview The purpose of this document is to provide detailed instructions on how to clear
More informationUniversity of Wisconsin System SFS Business Process AP.4.02 AP_Audit_Logging
Contents AP Audit Logging Overview... 1 Process Detail... 1 I. Search Audit Logs... 1 II. Review Accounts Payable Audit Log from page hyperlink... 4 AP Audit Logging Overview The Financials Audit Framework
More informationPayment Request Entry
Payment Request Entry Log into PeopleSoft Financials Navigation: Main Menu>Employee Self-Service>Payment Request Center Click Create 1 Summary Information Step 1 of 4 Invoice Number: o If the invoice has
More informationReceiving 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 informationFinancial Services Training Guide. PeopleSoft (9.1): Receipting Purchase Orders for Receipting Officers
Financial Services Training Guide PeopleSoft (9.1): Receipting Purchase Orders for Receipting Officers Page 1 Table of Contents 1 Receipting goods or services against a purchase order... 3 2 Find existing
More informationBuyers 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 informationUT Share / PeopleSoft Non PO Vouchers
UT Share / PeopleSoft Non PO Vouchers For use when paying for items which do not require a Purchase Order (such as: memberships, registration, direct billed hotels and direct billed entertainment expenses).
More informationesupplier - 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 informationNorth Dakota University System. Financial Systems 9.2. User Preferences
North Dakota University System Financial Systems 9.2 User Preferences July 2017 Table of Contents Overview... 1 User Preferences... 1 General Preferences... 2 Overall Preference... 2 OLE Information...
More informationUSER GUIDE. June 2012 VERSION 1.0. Supplier Portal. Kimberly-Clark. E-sourcing
USER GUIDE June 2012 VERSION 1.0 Supplier Portal Kimberly-Clark E-sourcing Copyright 2005, Kimberly-Clark Worldwide, Inc. All rights reserved. This document and its associated training materials are proprietary
More information20_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 informationCOPYRIGHT & 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 informationRequisition Entry Guide. Direct questions to Procurement & Contract Services, x5134
Requisition Entry Guide Direct questions to Procurement & Contract Services, x5134 Requisition Entry Guide Refer to Log into PeopleSoft Financials guide for login instructions. Once logged in, click on
More informationFAMIS 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 informationAccessing 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 informationInstruction Guide. Paying Vendors: Using an Unencumbered Voucher. Updated January 11, 2018 Page 1 of 5
OVERVIEW Use unencumbered vouchers when you need to pay an invoice for which a) there is no purchase order already in myufl, and b) the purchase is listed as an Allowable Purchase for unencumbered vouchers
More informationFinance 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 informationRensselaer Polytechnic Institute. vpay. Procurement Services
Rensselaer Polytechnic Institute vpay Procurement Services Last updated: 09/2016 vpay Overview vpay is a virtual payment solution which securely embeds a virtual American Express (AMEX) card in a Purchase
More informationPeopleSoft 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 informationThis Job Aid covers the process of creating, approving, and processing vouchers in the upgraded ONEPeralta system. Log on to ONEPeralta 3
Vouchers Table of Contents This Job Aid covers the process of creating, approving, and processing vouchers in the upgraded ONEPeralta system. Creation Page Log on to ONEPeralta 3 Create Vouchers 6 Run
More informationThis Job Aid covers the process of creating, approving, and processing vouchers in the upgraded ONEPeralta system.
Vouchers Table of Contents This Job Aid covers the process of creating, approving, and processing vouchers in the upgraded ONEPeralta system. Creation Page Log on to ONEPeralta 2 Create Vouchers 5 Run
More informationStandard 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 informationThe 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 informationContents. 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 informationMatch Exception Handler - Quick Reference
BearBuy Match Exception Handler recorded webinar training is required before obtaining the Match Exception Handler role. This guide serves only as a reference for Match Exception Handlers and does not
More informationNavigating 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 informationI-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 informationFISHER SCIENTIFIC PUNCH-OUT CATALOG
FISHER SCIENTIFIC PUNCH-OUT CATALOG Effective January 22, 2018, Fisher Scientific (Supplier ID: V000003703) is created as a punchout catalog in PeopleSoft. All requisitions for Fisher Scientific must now
More informationInvoice 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 informationUniversity of Wisconsin System SFS Business Process AP.2.02 PO Voucher Entry
Contents PO Voucher Entry Process Overview... 1 Process Detail... 1 I. Entering Regular Vouchers Associated with Purchase Orders... 1 II. Voucher Line Information and Charges Panel... 5 III. Reviewing
More informationThe PeopleSoft Financials System
The PeopleSoft Financials System 2 Introduction...................... 14 Signing In and Out.................... 14 Signing In to the System.............. 14 Signing Out................... 17 Navigation
More informationManaging Encumbrances 9_2
Version Date: April 2016 COPYRIGHT & TRADEMARKS Copyright 1998, 2011, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other
More informationUmoja Service Receipt Process
Umoja Service Receipt Process Umoja Enterprise Roles: Requisitioner (Acting as the Service Receiver), Approver (in the Requisitioning Process) * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
More informationHow to Create a Dell Punchout in PeopleSoft. A Quick Reference Guide for Dell Punchout Procurement February 2016
A Quick Reference Guide for Dell Punchout Procurement February 2016 Table of Contents What are the Advantages of using Dell Punchout Page 2 How to Create a Dell Punchout in Creating an equote Pages 3-10
More informationFAMIS 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 informationdaa isupplier User Guide
daa isupplier User Guide December 2017 Contents Prerequisites... 3 Introduction... 4 1.1 Registration... 6 1.2 Login... 6 1.3 Basic Overview of the isupplier Portal Homepage... 7 1.4 Purchase Order Acceptance
More informationE2OPEN SUPPLIER TRAINING VERSION MARCH 15, 2018
E2OPEN SUPPLIER TRAINING VERSION MARCH 15, 2018 Thank You for Participating Thank you for partnering with Bosch and agreeing to use the E2Open Web-based Supply Chain Management Portal. The new solution
More informationBUYWAYS Shopping Created on 9/26/2014 4:22:00 PM
Created on 9/26/2014 4:22:00 PM Table of Contents... 1 Fundamentals... 1 Understanding the BuyWays Process... 1 Understanding BuyWays Roles... 3 Understanding BuyWays Terminology... 5 Understanding BuyWays
More informationJob Aid - Creating a Voucher
1. Main Menu Reporting Tools Query Manager Query Viewer 2. Enter Query Name AA_VENDOR_REMIT. 3. Click Excel link. 4. Find Vendor based on invoice remit information a. Note the Vendor ID and Vendor Location.
More informationUniversity of Wisconsin System SFS Business Process AP.2.08 Voucher Session Defaults
Contents Business Process Overview... 1 Process Detail... 1 Ad Hoc - Session Defaults Process Steps... 1 Add - Session Defaults Process Steps... 3 Find an Existing - Session Defaults Process Steps... 5
More informationNavigating the New Airgas Punchout Site Personalized
Navigating the New Airgas Punchout Site Personalized Table of Contents Getting Started... 3 Getting to Airgas Punchout site... 3 Main Navigation Menu... 3 Account Dashboard... 4 My Lists... 4 My Items...
More informationLast 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 informationShopping & 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 information9. CREATING PURCHASE ORDERS ONLINE
9. CREATING PURCHASE ORDERS ONLINE Overview: This document will demonstrate how to create purchase orders online in PeopleSoft 8.9. A PO consists of four basic components: header, line(s), schedule(s),
More informationOracle isupplier. Supplier User Guide
Supplier User Guide Table of Contents isupplier Application, Help and Support... 3 Registration... 3 For Help... 3 Overview... 4 User Registration... 5 Login to isupplier... 7 isupplier and Sourcing Responsibility
More informationFalcon 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 informationCONTENTS. How do I... Supplier Self Service (SUS) Portal User Guide
Supplier Self Service (SUS) Portal User Guide CONTENTS Page Title 1 Access the Supplier Self Service (SUS) Portal 2 View My Purchase Orders 6 Check whether goods have been receipted by JLR 8 Use the Find
More informationPurchasing 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 information12. 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 informationNanyang 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 informationORGANIZATION OF AMERICAN STATES
ORGANIZATION OF AMERICAN STATES OASES DESKTOP PROCEDURE PURCHASING MODULE CREATING PURCHASE ORDERS FOR THE SECRETARIAT FOR CONFERENCES AND MEETINGS ( SCM ) JANUARY 2004 Secretariat for Management Department
More informationeprocurement: Queries
PROCUREMENT SERVICES eprocurement: Queries Purpose: To provide information to epro campus users. Security Access Requirement: All eprocurement users have access. Prerequisites: None. Find Help: For technical
More informationOverview 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 informationRequester Quick Reference
Accessing BearBuy 1. Log into MyAccess and select the BearBuy link. a. By default, you will be directed to the Shopping Homepage, unless you set your homepage to a different BearBuy page. b. If you are
More informationThe University of New Orleans PeopleSoft 9.0: End-User Training
2009 The University of New Orleans PeopleSoft 9.0: End-User Training Basic Navigation Purchase Order Inquiry Voucher Inquiry Payment Inquiry Receiving Training Group Contents Signing into PeopleSoft...
More informationJOB AID Submitting a Change Order Form Request
Change Requests: The Change Order Form Request is to be used when you need to make a change on a Purchase Order (PO) that has already been sent to the supplier. Prior to pulling up this form, you will
More informationCart & 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 informationPO110 Create and Maintain Purchase Orders Training Guide
Training Guide COPYRIGHT & TRADEMARKS Copyright 1998, 2009, 2010 Oracle, IBM and Grant MacEwan University and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation
More informationSystem Process Document Reverse Group Transactions. Department Responsibility/Role File Name. Reverse Group Transactions Trigger:
Department Responsibility/Role File Name Reverse Group Transactions_SPD_20150217110422 Revision Document Generation Date Date Modified Last Changed by sbrock 2.17 Status sent for review 2.17 2/17/2015
More informationeprocurement Requisition Online Catalogues
Finance and Procurement Services eprocurement Requisition Online Catalogues Introduction Follow this guide to create a requisition for an item from one of the University s Online Supplier Catalogues. Suppliers
More information19_Amend Supplier Contract
19_Amend Supplier Contract Purpose: How to Access: Audience: The purpose of this task is to create an amendment to an approved Supplier Contract. Enter Create Supplier Contract Amendment in the search
More informationWELCOME to Qantas Group isupplier
WELCOME to Qantas Group isupplier A manual for suppliers Welcome to our isupplier help manual. You re receiving this manual as you are one of our preferred suppliers with access to the isupplier Portal.
More informationThe University of New Orleans PeopleSoft 9.0: Verbal Purchase Requisition End-User Training
2010 The University of New Orleans PeopleSoft 9.0: Verbal Purchase Requisition End-User Training Updated: August 12, 2010 Training Group Contents Verbal Purchase Order Entry... 3 Submitting Verbal Purchase
More informationGetting 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 informationSupplier Inquiry. The Supplier Inquiry form is used to view supplier information for use with Purchase Order Requisitions and Payment Requests.
The Supplier Inquiry form is used to view supplier information for use with Purchase Order Requisitions and Payment Requests. UAB FN Document Entry/Approval Purchasing: Supplier Supplier Inquiry UAB Requisition
More informationCreating a Non-Catalog Order for an Exception Item in eprocurement
Creating a Non-Catalog Order for an Exception Item in eprocurement For this demonstration we will place a Non-Catalog Order for a one-time purchase of bagels and bagel condiments (cream cheese, etc.) for
More informationPeople. Processes. Integrating Globally.
People. Processes. Integrating Globally. Course: isupplier for Suppliers Table of Contents Table of Contents Course Introduction...4 L1: Vendor Registration... 6 Register for isupplier using SteelTrack
More informationJob Aid How to SUBMIT a Confirmation / Invoice / Advance in 6 steps
Job Aid How to SUBMIT a Confirmation / Invoice / Advance in 6 steps This is a Quick Guide how to submit an Invoice and a Milestone Achievement Certificate (= Confirmation ) against an ESA Contract in six
More informationPayment Calculator Data Pages
Payment Calculator Data Pages The Data Pages are a feature housed within the Strategic Sourcing module. They contain information about project parameters taken directly from the application and are used
More informationUNIVERSITY 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 informationThe 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 informationspot buy center for imec, meet oazo!
1 spot buy center for imec, meet oazo! All employees or equals : have access to imec intranet are allowed to order at spot buy center Via imec intranet, imec users can access : 1. Temporary banner for
More informationLast Revised: 12/31/14. CSULB CFS PeopleSoft 9.2 Overview Training Manual
Last Revised: 12/31/14 CSULB CFS PeopleSoft 9.2 Overview Training Manual Table of Contents Page Overview... 1 1.0 Signing into CFS PeopleSoft... 1 2.0 User Interface... 2 2.1 Main Menu... 2 2.2 My Favorites...
More information