University of Rochester Corporate Purchasing. Extended User Training: PO Query and print

Transcription

1 University of Rochester Corporate Purchasing Extended User Training: PO Query and print

2 Pathways Materials Management 1-1 PMM Desktop To Log In Locate the Pathways Materials Management folder on the Windows desktop. Click on the folder to open it. Click on the Purchasing module icon on the PMM desktop to log in to the PMM program.

3 Pathways Materials Management 1-2 Logging In PMM Login Window User ID and Password Every user must have a unique User ID and Password to login to Pathways Materials Management. In most cases your User ID will be your first initial and last name. For example, user John Smith would have a User ID of jsmith The password will be ** User ID and passwords containing alpha characters MUST be in lower case.

4 Pathways Materials Management 1-3 Change password Logging In, continued Change Password All users will be given a generic password. Upon first login to PMM you will be prompted to create a new unique password. ** User ID and passwords containing alpha characters MUST be in lower case. Password time-out Your login remains active for up to 30 minutes of idle time. This allows you to open and close frequently used applications without logging in again. Also, if you enter your login information incorrectly 3 times you will be locked out of the system and a system administrator must unlock you in order to try entering the system again. Status bar When you right-click the PMM Password Manager button on the Windows status bar, a menu will display. You may then Close (log out) or click About to see the PMM version number and database information.

5 Pathways Materials Management 1-4 Find a PO using the Query tab Using the Query tab of the Purchase Order Selection window, you can search through all the POs in the system. You can specify field values and creation dates to narrow your search, then review the list of query results to find a specific PO. Basic searching narrows your search for a PO by allowing you to select a single database field, specify the characters it must begin with, and choose the date after which the PO was created. For example, you can search for all POs for cost centers beginning with the letters EM that were created after January 1, To find a PO using basic search criteria: 1. On the Query tab of the Purchase Order Selection window, select the database field to be searched in Where field. Note: In Where Field you may select from the following choices Commodity Code Component Action Composer ID Composer Name Cost Center Cost Center Account Item Description Item Number Mfr. Ctg. Number P.O. Number P.O. Classification P.O. Date P.O. Delivery Date P.O. Status P.O. Vendor P.O. Vendor Code Project Code RGA Number Requisition Date Requisition Number Ship To Location Sub-Project Code Vendor Ctlg. Number <None> Next, type at least the first few characters to be located in Begins with value. This field is case-sensitive. Use the percent symbol (%) as a wildcard character. For example, a search for %76 would return 76, 2762, and Type the date after which to begin the search in Created after. 3.Click Search.

6 Draft On Order Partial Complete Kill Canceled Pathways Materials Management 1-5 PO and Line Status Order has not been submitted for processing Order has been submitted yet not received Some items have been received Order has been received, no open quantities Open quantity is no longer expected from vendor PO has been canceled Advanced searching narrows your search even further by letting you select up to five database fields to compare to the criteria you define. For example, you can search for all POs for the EMERGENCY ROOM cost center that included bandages and were created after January 1, 2001, with a requested delivery date before January 5, 2001.

7 Pathways Materials Management 1-6 If you need to print a copy of a purchase order for a customer, you would perform the basic query using the PO Number in the Where field. When the purchase order number appears, double click on the line displayed to open the order and display the cover sheet. Click OK

8 Pathways Materials Management 1-7 Print the order by either clicking on File, and then Print or Click on the printer icon on the toolbar

9 Pathways Materials Management 1-8 To find a PO using advanced criteria: 1. From the Query tab of the Purchase Order Selection window, click Advanced. Advanced search fields are displayed. Select a database field to be used for searching in Field

10 Pathways Materials Management Select an operator to test the field in Operation. 3. Type the value to compare to the field in Compare To 4. Select up to four additional database fields, operators, and comparison values. 5. Click Search. Example This scenario would allow you to perform a search for all blanket orders to Owens & Minor for a specific cost center