Please refer your questions to your building service supervisors:

Transcription

1 Air filter orders for Spring TO: From: Subject: Building Service Managers Plant Equipment Operators Building Service Supervisors Building Service Supervisors Spring Air Filter Orders This is to inform you that air filter orders for the spring may be placed using FMS beginning February 1 March 2, These filters will arrive in time for the spring break change, sometime during late March, early April. Many schools have just received the Winter filter delivery. Please keep in mind if you do not order spring break filters you WILL NOT be able to order filters again until June 2015 for the Summer break change. Please refer your questions to your building service supervisors: James Bishop Robert Bishop Keith Snowden Greg Williams Seymour Thomas Howard Thompson To ensure that your order is placed properly and accurately, it is important to follow the directions listed below very carefully. ADDING THE AIR FILTER ACCOUNT TO YOUR FMS ACCOUNT PREFERENCES- SEE BELOW IF YOU HAVE NOT ALREADY ADDED THE AIR FILTER ACCOUNT TO YOUR INTERNET PROCUREMENT PREFERENCES, PLEASE COMPLETE THE FOLLOWING STEPS IF YOU ALREADY HAVE THE AIR FILTER ACCOUNT IN YOUR PREFERENCES, PLEASE SKIP TO STEP 10 Step 1- Log into FMS, using Username and password (same as epaystub) 1

2 Step 2- CLICK on Internet Procurement * Add account number to Favorite Charge Accounts if you have not done so already. If you have already added charge account please skip to step 10. Step 3- CLICK on the Preferences located at the top right portion of your screen Step 4- CLICK on iprocurement Preferences at the top left portion of your screen Step 5- Scroll down until you see FAVORITE CHARGE ACCOUNTS Step 6- CLICK on the Add Another Row button at the bottom left Step 7- In the NICKNAME field type Air Filters. In the MCPS ACCOUNTING FLEXFIELD type Step 8- CLICK the APPLY CHANGES button 2

3 Step 9- Log out and log back in. If you do not complete this step the new account will not save to your preferences. VERY IMPORTANT TO LOG OUT AND LOG IN AGAIN. To place your order for Spring Air Filters AFTER THE AIR FILTER ACCOUNT HAS BEEN ADDED TO YOUR PREFERENCES- Instructions below. Step 10- Log into FMS Step 11- SELECT Internet Procurement Step 12- CLICK on the Requisitions tab at the right portion of the screen Step 13- CLICK the SEARCH button located at the right portion of the screen Step 14- Your name will appear in the Requisitions Created by box Step 15- CLICK in the box Requisition Description Step 16- Type the following- %filter, this will bring up every order that has the name filter in the description. CLICK Go. 3

4 **NOTE- there should now be several air filter orders for you to reuse in your requisitions listing in FMS. If this is your first order in a new school or you are in a newly renovated school, please contact your supervisor at the numbers listed above or by calling Step 17- CLICK on the requisition number or the description. Step 18- CLICK the Copy to Cart button Step 19- You can now MODIFY the items in your filter list. CHANGE quantities, DELETE filters you do not need for this change, ADD filters you do need for the change. Step 20- To DELETE, CLICK the Blue Trash Can. Step- 21- To ADD filters, CLICK the Shop tab at the right portion of the screen. In the SEARCH box, Type %CB if you are looking for Cardboard, %Pleat for pleat filters, etc. If you are still unable to find the filter you need, please contact your supervisor

5 Step 22- Once you have found the needed filter, ADD it to your shopping cart and continue ADDING additional filters to complete your order. Step 23- TO COMPLETE YOUR ORDER, CLICK View cart and checkout Step 24- In the REQUISITION DESCRIPTION box please type FY2015, YOUR SCHOOL NAME, Spring Filters. If this step is not completed, the order will be returned. VERIFY the Deliver to Location, and the Charge account (AIR FILTER ACCOUNT ) Step 25- CLICK on the CHARGE ACCOUNT. The REQUISITION INFORMATION EDIT LINES screen will now appear. CLICK on the charge account again. 5

6 Step 26- SELECT the air filter account from the drop down list of NICKNAME, once the account updates, CHECK the box Apply this cost allocation information to all applicable requisition lines. Step 27- CLICK Return Step 28- CLICK Return again Step 29-VERIFY the Requisition Description Name did not change 6

7 Step 30- CLICK Next Step 31- CLICK Next, CLICK Printable Page, and print a copy of your order for your records. Step 32- CLICK Submit, and you re done! IMPORTANT STEP Step 33- Please return to FMS the next day to be sure that your order has been approved. If it has been rejected, please read why it was rejected. More than likely you used the wrong account number. Delivered Filters Once the filters are shipped to you, please be sure to return to FMS to process the receiving of the requisition. This insures the vendor will receive payment in a timely manner. 7