ORGANIZATION OF AMERICAN STATES

Size: px
Start display at page:

Download "ORGANIZATION OF AMERICAN STATES"

Transcription

1 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 of Procurement Management Services Department of Management Analysis, Planning, and Support Services Management Analysis, Training and User Support Team

2 2

3 Supplier 3 Figure-3 Purchase Order Screen - Header Type the last name of the Supplier in the Supplier field and press the tab key. A list of values will appear if there is more then one supplier with same last name. If there is only one name, it will default into the supplier field. In the case of a list, click on the supplier name from the List of Values and click on the OK button. Site The site refers to the address the supplier receives his/her check. If the Site field is empty, click on the field and press the F9 button to view the list of values and select the appropriate site Description Type in the Description field a short description of the purpose of the PO. Place the Governing Body acronym in the beginning of the description. (ALL CAPS) Also place the name and dates of the meeting if applicable. 4 5 Figure-4 Purchase Order Screen Header 3

4 Copy Description 6 Figure-5 Purchase Order Screen Header Highlight the description field and press on the CTRL-C keys to copy the description. This will be used later for the Line description field Type Field 7 Figure-6 Purchase Order Screen Items Tab Click on the Type field on first line and enter the first three letters of the service to be provided and press the Tab key. The system has four options: Language Services, Conference Services, Document Services, and SCM Common Services. In this example the contract is for Language Services. The user may also click on the field to open a list of values to make the selection. Notice that the Num field to the left will be filled with a line number 4

5 Category Field 6 Figure-7 Purchase Order Screen Items Tab The Category Field defaults automatically after you select the Type Field. Line Description 7 Click on the Description field and press the CTRL-V keys to paste the description that was copied from the Header. Then, modify the text if needed. Quantity Field Enter the total dollar amount related to the purchase in the "Quantity Field and press the Tab key. Do not enter $, commas, or periods. Enter a period only if cents are needed. Need-By Field Click on the Need-By field and press the F9 key and the Enter key to enter the middle date between the PO creation date and the conference date. 8 9 Figure-8 Purchase Order Screen Items Tab 5

6 Figure-9 Purchase Order Screen More Tab Note to Supplier 10 Click on the More Tab and enter SCM PO in the Note To Supplier field. This is needed to differentiate a Conference PO from the other POs of the General Secretariat. Shipments Button 11 Click on the Shipments button to view the Distributions button. Distributions Button On the Shipments screen click on the Distributions button to continue. 12 Figure-10 Shipments Screen Shipments Tab 6

7 Requestor Field Enter the name of the Buyer Approver in the Requestor field 13 Figure-11 Distributions Screen Destination Tab Project On the Distributions screen click on the Project Tab and on the Project Field type SMC to view a List of Values of Conference Projects. Select the project and click on the OK button to insert the project in the field. 14 Figure-12 Distributions Screen Project Tab 7

8 Task Field Use the List of Values (F9 Key) to assign the project task number. Award Field Use the List of Values (F9 Key) to assign the Award for the Project. Type (Expenditure) Use the List of Values (F9 Key) to assign the expenditure type (ex.. Interpretation Services. ) Organization Field Enter the Organization number between wildcards to find the Organization and press the Tab key. (ex.: %24055%) Figure-13 Distributions Screen Project Tab Date Click on the Date field and press the F9 key and the Enter key to assign the current date. 14 Figure-14 Distributions Screen Project Tab 8

9 Save Save your work by clicking on the diskette icon on the tool bar. 19 Figure-15 Distributions Screen Project Tab Close 20 Close the Distribution and Shipments screens by clicking on the X at the top right corner until the PO screen comes into view. PO Number Notice that when the PO line is saved that a PO number appears on the PO.Rev. field. Please write the PO number that appears in your screen down for future reference. Approve Button Click on the Approve Button to approve the Purchase Order Figure-16 Purchase Order Screen Items Tab 9

10 Check boxes Place check marks on the Reserve box, Submit for Approval, and Forward box. The names of the Buyer Preparer and Approver will default into the name fields. Make sure that there are not check marks on the lower 3 check boxes. Then click on the OK button. 23 Figure-17 Approval Screen Funds Check Click on the OK button 24 Figure-18 Funds Check Note Action Completed 25 Figure-19 Action Completed Note Click on the OK button and the PO is completed. 10

11 COPYING PURCHASE ORDERS Conferences usually require the repetition of the same type of purchase orders serveral times for the contracting of interpreters and translators with only minor changes in the supplier name and amounts. For this, the buyer can use feature in OASES that allows a purchase order to be copied. PO Summary When finished creating the first PO, close all windows and return to the Navigator screen. Then double click on the Purchase Order Summary option to open the PO find screen. 1 Figure-20 Navigator Screen PO Number Enter the number of the purchase order to copied in the Number field and click on the Find button. In this example the number being used is from the PO created in the first section of this document. 2 Figure-21 Find Purchase Order Screen 11

12 PO Header 3 Figure-22 Purchase Order Header Screen The PO header screen will appear showing the header of the purchase order. Tools 4 Figure-23 Tool Bar Menu Screen Click on the Tools option on the Menu Bar and select the Copy Document option, which is the last option on the menu. 12

13 Copy Document Click on the OK button of the Copy Document pop-up screen to view the new PO number. 5 Figure-24 Copy Document Screen and Note Screen New PO Number A note will appear showing the new PO number. Write the number down for future reference and click on the OK button. 6 New PO Number A copy of the first purchase order will appear with the new PO number already in place. 7 Figure-24 Purchase Order Screen 13

14 Change Supplier 8 Type the last name of the new supplier in the Supplier field and press on the Tab key to replace the supplier name. If needed change the amount in the Quantity field. The buyer may modify any field that is not inactive (gray color). Approve 9 Click on the Approve button and follow the approval procedures shown on page 10 of this document. Figure-25 Purchase Order Screen Copy Again 10 Figure-26 Copy Document Screen To copy the Purchase Order again, close the purchase order screen and return to the Copy Document screen. Click on the OK button to view a new PO number and repeat the process of the page above. After all POs are created close the windows and exit the system. 14

Requisition Entry Guide. Direct questions to Procurement & Contract Services, x5134

Requisition 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 information

SCP-MOD Quick Reference Guide: Discrete Orders Buyer

SCP-MOD Quick Reference Guide: Discrete Orders Buyer SCP-MOD Quick Reference Guide: Discrete Orders Buyer Updated August 2016 Discrete orders are created in the buyer s backend system and then automatically sent to SCP for viewing and response by the supplier.

More information

INTERDEPARTMENTAL ORDER

INTERDEPARTMENTAL ORDER INTERDEPARTMENTAL ORDER s are used for services or goods obtained within Tulane University. Some examples are: Public Safety Athletics Tech Connect Lab Services Facilities The natural accounts for these

More information

Creating Purchase Order Requisitions Example: Creating a PO Requisition for Staples

Creating Purchase Order Requisitions Example: Creating a PO Requisition for Staples Creating Purchase Order Requisitions Example: Creating a PO Requisition for Staples This document lists the steps to create and submit a Purchase Order Requisition for Staples. Click on the desired link

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

NOTE: If the Requisition Listing Screen does not open, it was probably blocked. See pages at the end to allow pop ups for efinance.

NOTE: If the Requisition Listing Screen does not open, it was probably blocked. See pages at the end to allow pop ups for efinance. 1. Open the Requisition listing window. 2. Main Menu Purchasing Requisition Processing Requisitions (double click on Requisitions) NOTE: If the Requisition Listing Screen does not open, it was probably

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

Contacts: Nancy Odle Debbie Abell. Procurement Services:

Contacts: 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 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

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

Purchasing Encumbrance User Guide

Purchasing Encumbrance User Guide ICIS Purchasing Encumbrance User Guide i procurement guide for purchase requisitions 1. Logging Into ICIS...3 1.1 Introduction to Purchasing and Encumbrances...3 1.2 Controls...3 1.3 Prerequisites...3

More information

PROCUREMENT GUIDE FOR

PROCUREMENT GUIDE FOR ` PROCUREMENT GUIDE FOR TABLE OF CONTENTS 1 OVERVIEW... 3 1.1 ABOUT THIS COURSE... 3 1.2 OBJECTIVES... 3 2 REQUEST FOR QUOTE... 4 2.1 NAVIGATION... 4 2.2 RFQ PHASES... 5 2.3 ADDING SUPPLIERS... 5 2.4 SEND

More information

eprocurement Visual Guide Purchase Order List

eprocurement Visual Guide Purchase Order List eprocurement Visual Guide Purchase Order List December 2013 Version 1.9 1 Accessing eprocurement To access the eprocurement Tools on the Beechcraft website you will need to browse to the eprocurement page

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

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

SRM Training Manual Supplier

SRM Training Manual Supplier SRM Training Manual Supplier Create Date: 10/10/2016 REVIEW: 005 Last Modify Date: 11/09/2016 AM/NS Calvert SRM TECHNICAL SUPPORT EMAIL: AMNS_SupplierTechSupport@ArcelorMittal.com PHONE: 866-377-7754 Summary

More information

SCP-MOD Quick Reference Guide: Discrete Orders Supplier Updated September 2016

SCP-MOD Quick Reference Guide: Discrete Orders Supplier Updated September 2016 SCP-MOD Quick Reference Guide: Discrete Orders Supplier Updated September 2016 Discrete orders are created in CP&F and then automatically sent to SCP for viewing and response by the supplier. The supplier

More information

Creating a Requisition in MAP

Creating a Requisition in MAP Creating a Requisition in MAP PURPOSE T RIGGER AS SIS T AN CE Use this procedure to purchase goods or services requiring a requisition. Perform this procedure when purchasing items that cannot be charged

More information

Click Path Guide: How to Create a With Free Description Shopping Cart in BUWorks

Click Path Guide: How to Create a With Free Description Shopping Cart in BUWorks Click Path Guide: How to Create a With Free Description Shopping Cart in BUWorks How to: Create a With Free Description Shopping Cart Step 2. Click Place and Manage Orders Step 1. In BUWorks (https://ppo.buw.bu.edu/

More information

Procurement Contract Overview

Procurement Contract Overview Procurement Contract Overview Understanding Contract Versioning: Core-CT allows for the creation of new versions to existing contracts. Versioning is only used when the expiration date of a current contract

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

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

Honeywell Aerospace Supplier Portal (HASP) Frequently Asked Questions Guide for Suppliers Supply Chain Collaboration Portal (SCC) Training Material

Honeywell Aerospace Supplier Portal (HASP) Frequently Asked Questions Guide for Suppliers Supply Chain Collaboration Portal (SCC) Training Material Honeywell Aerospace Supplier Portal (HASP) Frequently Asked Questions Guide for Suppliers Supply Chain Collaboration Portal (SCC) Training Material October 2017 Frequently Asked Questions Guide Index 1

More information

C3 Reservations Reference Guide. Carrier Users

C3 Reservations Reference Guide. Carrier Users C3 Reservations Reference Guide Carrier Users TABLE OF CONTENTS 1 INTRODUCTION...3 1.1 TARGETED AUDIENCE AND OBJECTIVES...3 1.2 TECHNICAL REQUIREMENTS...3 1.3 LOGIN PROCESS...3 2 DASHBOARD...4 3 CREATING

More information

Procurement VIP User s Manual 2003

Procurement VIP User s Manual 2003 Procurement VIP User s Manual 2003 Table of Contents Learning Objectives... 3 Introduction to Yale VIP... 4 Browser Settings Internet Explorer 6.0... 5 Browser Settings Netscape 4.79... 7 Accessing the

More information

Product Information Manager PIM. How to Create Smartsheet Single Items

Product Information Manager PIM. How to Create Smartsheet Single Items Product Information Manager PIM How to Create Smartsheet Single Items Smartsheet item information Smartsheet item is for data that is for singe items not for online IF Online use the ECOMM Item smartsheet

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

Creating Purchase Requisition

Creating Purchase Requisition -Type NEXT in Block then click NEXT BLOCK or leave blank and Click NEXT BLOCK icon. The system will assign the next number in the sequence. Either way is correct. Using Copy Button To copy the data from

More information

To access the Bristol Myers-Squibb Expenditures Inquiry, launch your internet browser.

To access the Bristol Myers-Squibb Expenditures Inquiry, launch your internet browser. To access the Bristol Myers-Squibb Expenditures Inquiry, launch your internet browser. In the address field of your browser, type http://supplierlink.bms.com/. In the left navigation bar, under the section

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

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

Overview of Accounts Payable 9.2

Overview 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 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

Honeywell Aerospace Supplier Portal (HASP) Frequently Asked Questions Guide for Suppliers Supply Chain Collaboration Portal (SCC) Training Material

Honeywell Aerospace Supplier Portal (HASP) Frequently Asked Questions Guide for Suppliers Supply Chain Collaboration Portal (SCC) Training Material Honeywell Aerospace Supplier Portal (HASP) Frequently Asked Questions Guide for Suppliers Supply Chain Collaboration Portal (SCC) Training Material January 2018 Frequently Asked Questions Guide Index 1

More information

Payment Calculator Data Pages

Payment 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 information

Create a Desktop Requisition in Maximo FM Procurement Page 1 of 5

Create a Desktop Requisition in Maximo FM Procurement Page 1 of 5 FM Procurement Page 1 of 5 Purpose: When: Who: A computer To create a requisition for materials for a Maximo work order Materials are needed in order to complete the work order FM Procurement Team Member

More information

Sourcing-Awarding- Best and Final Offer (BAFO)

Sourcing-Awarding- Best and Final Offer (BAFO) Sourcing-Awarding- Best and Final Offer (BAFO) September 017 1 Award Overview (Awarding-Best and Final Offer [BAFO]) The Awarding functionality allows a buyer to award an auction made at the Line, Lot,

More information

19_Amend Supplier Contract

19_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 information

Requester Quick Reference

Requester 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 information

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

University of Rochester Corporate Purchasing. Extended User Training: PO Query and print University of Rochester Corporate Purchasing Extended User Training: PO Query and print Pathways Materials Management 1-1 PMM Desktop To Log In Locate the Pathways Materials Management folder on the Windows

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 A REQUISITION

CREATING A REQUISITION UPDATES 7/13/2016 Removed FOAPAL references to FOAP Page 7: Updated REQUESTOR/DELIVERY INFORMATION section 14. ATTENTION TO Page 12: Updated VENDOR INFORMATION section 2. ADDRESS TYPE Page 14: Updated

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

SCT BANNER SYSTEM. In order to log into the system you will need a MSU Banner ID, User password and access to the Internet.

SCT BANNER SYSTEM. In order to log into the system you will need a MSU Banner ID, User password and access to the Internet. SCT BANNER SYSTEM BANNER INTRODUCTION: Banner is a suite of products that is replacing what we know as the SCT Plus system. These products access a common database so that information can be shared across

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

BANNER 9 APPROVING REQUISITIONS

BANNER 9 APPROVING REQUISITIONS 1. On the Welcome screen, type FOAUAPP or any part of the form name User Approval in the smart search bar to access the user approval form. 2. Press Enter Note: Like in Banner 8, FOAUAPP can also be saved

More information

Managing Encumbrances 9_2

Managing 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 information

Last 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 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

What are Non-Catalog Orders?

What are Non-Catalog Orders? What are Non-Catalog Orders? Non-Catalog Orders are intended to address purchasing needs that fall outside of typical requests within a punch-out site, catalog or form. Prior to beginning a Purchase Request,

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

Supplier Invoicing. Create a PO Backed Credit Note via CSN

Supplier Invoicing. Create a PO Backed Credit Note via CSN Supplier Invoicing There are two methods for creating a credit note via the Coupa Supplier Network (CSN) and from the email which originally conveyed the Purchase Order. Both methods are outlined below.

More information

Ordering Transfer Orders

Ordering Transfer Orders Ordering Transfer Orders Contents Logging In pg 3 Product Search pg 5 My Favourite pg 9 Favourite Purchases pg 2 Recent Orders pg 4 To Follows pg 7 Shopping Basket - How to set up a delivery in advance

More information

Get Started. View a PO. Validate a PO. Generate Reports. Browse through the navigation panel for the information you are interested on,

Get Started. View a PO. Validate a PO. Generate Reports. Browse through the navigation panel for the information you are interested on, Browse through the navigation panel for the information you are interested on, Get Started What is Intel Web PO? How does Intel Web PO work? How do I start using Intel Web PO? How do I request access for

More information

This Job Aid covers the process of creating and closing purchase orders in the upgraded ONEPeralta system. Log on to ONEPeralta 3

This 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 information

C3 Reservations Quick Reference Guide. Supplier Users

C3 Reservations Quick Reference Guide. Supplier Users Supplier Users TABLE OF CONTENTS 1 INTRODUCTION...3 1.1 TARGETED AUDIENCE AND OBJECTIVES...3 1.2 TECHNICAL REQUIREMENTS...3 1.3 LOGIN PROCESS...3 2 DASHBOARD...4 3 CREATING A RESERVATION...5 4 EDITING

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

GSA QMAC. Transportation Service Provider (TSP) TransPort Integrator User Guide. TransPort Integrator Service. Version 3.0

GSA QMAC. Transportation Service Provider (TSP) TransPort Integrator User Guide. TransPort Integrator Service. Version 3.0 GSA QMAC TransPort Integrator Service Transportation Service Provider (TSP) TransPort Integrator User Guide Version 3.0 Change Log Version # Date of Change Section Description of Change Changed By 1.0

More information

Siemens SCM STAR User Guide

Siemens SCM STAR User Guide Siemens Version 1.0 SCM STAR Intranet Versioning Date Version Content Description April 2018 1.0 Initial setup of ASR Respond to a Sealed Bid Auction User Guide Unrestricted Version 1.0 Table of Contents

More information

Honeywell Aerospace Supplier Portal (HASP) Frequently Asked Questions (FAQs) Supplier s Version January 2016

Honeywell Aerospace Supplier Portal (HASP) Frequently Asked Questions (FAQs) Supplier s Version January 2016 Honeywell Aerospace Supplier Portal (HASP) Frequently Asked Questions (FAQs) Supplier s Version January 2016 Frequently Asked Questions Guide Contents HASP Account & Access Procurement Purchase Order Procurement

More information

Create Service Contract

Create Service Contract Create Service Contract This guide will cover: The process of creating service contracts with suppliers. This process replaces the Office of General Counsel Checklist (specifically the Overview tab). However,

More information

DELL MARKETING PUNCH-OUT CATALOG

DELL 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 information

ADVANTAGE Financial System User Guide County Manager David Hankerson

ADVANTAGE Financial System User Guide County Manager David Hankerson ADVANTAGE Financial System User Guide September 2015 ADVANTAGE Financial System User Guide County Manager David Hankerson 2 *This page is fully linked. Please click the page you wish to view. Table of

More information

Creating a Requisition

Creating a Requisition Creating a Requisition 1. To create a requisition for a company that does not have a catalog in PelliBiz, click on the Requisition Form button under the Shop bar. 2. Enter the vendor s name in the Enter

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

TXSMARTBUY ONLINE ORDERING SYSTEM

TXSMARTBUY ONLINE ORDERING SYSTEM TEXAS COMPTROLLER OF PUBLIC ACCOUNTS TXSMARTBUY ONLINE ORDERING SYSTEM USER GUIDE May 2015 1 Page TxSmartBuy.com User Guide Table of Contents WHO CAN USE THIS SYSTEM?... 4 SYSTEM REQUIREMENTS AND BROWSER

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

GSP User Guide for SEF Suppliers using Discrete POs (Supplier User Instructions)

GSP User Guide for SEF Suppliers using Discrete POs (Supplier User Instructions) GSP User Guide for SEF Suppliers using Discrete POs (Supplier User Instructions) Overview This document covers the standard functions within GSP that will be used by SEF suppliers when Discrete POs are

More information

Purchase Order Acknowledgement Reference Guide SPS Commerce WebForms Customers FULFILLMENT

Purchase Order Acknowledgement Reference Guide SPS Commerce WebForms Customers FULFILLMENT Purchase Order Acknowledgement Reference Guide SPS Commerce WebForms Customers FULFILLMENT AGENDA 1. Loading the Purchase Order Acknowledgement form 2. Completing the Header tab 3. Completing the Detail

More information

ADERP ISUPPLIER PORTAL USER MANUAL VERSION 1.2

ADERP ISUPPLIER PORTAL USER MANUAL VERSION 1.2 ADERP ISUPPLIER PORTAL USER MANUAL VERSION 1.2 Document Control Change Record 4 Date Author Version Change Reference 12-Dec-2016 DOF 1.0 08-Feb-2017 DOF 1.1 Updated with new URL links 23-Mar-2017 DOF 1.2

More information

Shopper Guide v.3: 3/23/16

Shopper Guide v.3: 3/23/16 Shopper Guide v.3: 3/23/16 SMARTOCI: ADMINISTRATOR Table of Contents 1) Getting Started...4 What is smartoci?...4 Shopper Browser Versions...5 Logging in...6 Issues Logging In (smartoci Access Issues)...6

More information

U. S. AIR FORCE. Air Force Way. User Guide RFQs / Waivers / Orders / Reports. Version Release # S March 20, 2018

U. S. AIR FORCE. Air Force Way. User Guide RFQs / Waivers / Orders / Reports. Version Release # S March 20, 2018 U. S. AIR FORCE Air Force Way User Guide RFQs / Waivers / Orders / Reports Version 4.0.3.11 Release # S180318 March 20, 2018 AFLCMC/HICB 201 East More Drive Maxwell AFB, Gunter Annex, AL 36114 1 Contents

More information

Business Plus Stores September 2014

Business Plus Stores   September 2014 Business Plus Stores September 2014 Stores - Sections Section Function Description 1 1 st & Last Bulleted Shortcuts enter/delete warehouse requisition print requisition copy, if desired search previous

More information

ASR 07sup / Respond to a Dutch Auction siemens.tld/scm STAR

ASR 07sup / Respond to a Dutch Auction siemens.tld/scm STAR SCM STAR User Guide siemens.tld/scm STAR Supplier: Respond to a Dutch Auction General Requirements Pre-requisites: Prior to this document you will need to: Have access to the SCM STAR application Have

More information

South Dakota Board of Regents Human Resources/Finance Information Systems. Fastenal Punchout Training Guide Version Number 2.

South Dakota Board of Regents Human Resources/Finance Information Systems. Fastenal Punchout Training Guide Version Number 2. South Dakota Board of Regents Human Resources/Finance Information Systems Version Number 2.0 Date: 2/4/2015 Table of Contents Purchasing Page Introduction 2 Overview 2 Intended Audience 2 Documentation

More information

Business e-banking Wires User Guide

Business e-banking Wires User Guide User Guide Business e-banking User Guide Tables of Contents Entering a One Time Wire Transfer 2 Deleting a Wire Transfer 5 Add Wire Template...8 Wire Money via Templates...12 Wire Money via Multiple Templates.....15

More information

Supplier SAP SNC User Guide

Supplier SAP SNC User Guide Supplier SAP SNC User Guide Version 1.0 July 29, 2014 AGCO Corporation Page 1 1 Introduction AGCO has chosen SAP Supplier Network Collaboration (SNC) to improve visibility and capability in North America

More information

Last Updated 8/11/2014. LM Procure to Pay Quick Reference Guide For External Source Quality Field Engineers Survey FQR Source Acceptance

Last Updated 8/11/2014. LM Procure to Pay Quick Reference Guide For External Source Quality Field Engineers Survey FQR Source Acceptance Last Updated 8/11/2014 LM Procure to Pay Quick Reference Guide For External Source Quality Field Engineers Survey FQR Source Acceptance Lockheed Martin Procure to Pay Revised August 2014 Procedure This

More information

isupplier Portal User Guide

isupplier Portal User Guide isupplier Portal User Guide Revised: December 13, 2013 isupplier Portal User Guide Table of Contents Overview...3 Registering for isupplier Portal......3 Logging into isupplier Portal for the first time.......4-5

More information

MyFloridaMarketPlace. equote Training State Agencies

MyFloridaMarketPlace. equote Training State Agencies MyFloridaMarketPlace equote Training State Agencies 1 What is an equote When to use an equote Benefits Creating an equote Managing equotes Awarding & Viewing Results Resources Agenda What is an equote

More information

BANNER PURCHASE ORDERS AND APPROVALS FLEX DAY JANUARY 27, 2011 PRESENTED BY; BETTY KAKIUCHI

BANNER PURCHASE ORDERS AND APPROVALS FLEX DAY JANUARY 27, 2011 PRESENTED BY; BETTY KAKIUCHI BANNER Log on to Banner with Username and Password GUAPMNU Customized My Banner FGIBDST FGIBAVL Either type the form name on the right side or select from the left column and arrow to the right -SAVE -Log

More information

Create a Desktop Requisition in Maximo FM Procurement Page 1 of 6

Create a Desktop Requisition in Maximo FM Procurement Page 1 of 6 FM Procurement Page 1 of 6 Purpose: When: Who: A computer To create a requisition for materials or services for a Maximo work order Materials or services are needed in order to complete the work FM Procurement

More information

MaineStreet Financials 8.4

MaineStreet Financials 8.4 MaineStreet Financials 8.4 General Ledger Excel Journal Entry 1 Overview A Journal Entry is used to update the General Ledger for many types of transactions, including cash receipts, transfers of revenue

More information

Federal Vendor Portal & e-invoicing User Guide. January 2018

Federal Vendor Portal & e-invoicing User Guide. January 2018 Federal Vendor Portal & e-invoicing User Guide January 2018 Federal Vendor Portal IMPORTANT NOTICE TO: Deloitte s Federal Practice Suppliers As part of our due diligence to pre-qualify suppliers for potential

More information

Purchase Order Request for Changes (SIR)

Purchase Order Request for Changes (SIR) Request for Changes (SIR) October 2017 Presented by: Vendor Services, Nabors Corporate Services Vendor.services@nabors.com Request for Changes (SIR) NOTE: NOTE: The Oracle Portal should only be used to

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

Electronic Ordering Instructions with Credit Card Option. For Hilton Hotels Punch Out

Electronic Ordering Instructions with Credit Card Option. For Hilton Hotels Punch Out Electronic Ordering Instructions with Credit Card Option For Hilton Hotels Punch Out July 2005 Table of Contents Home Page... 3 Finding Products... 4 Browse Catalog... 4 Search Catalog... 7 Add To Cart...

More information

Website Ordering User Guide (New customer) https://www.finelinetech.com/fasttrak_ userguide/

Website Ordering User Guide (New customer) https://www.finelinetech.com/fasttrak_ userguide/ Website Ordering User Guide (New customer) https://www.finelinetech.com/fasttrak_ userguide/ Contact Information: US: support@finelinetech.com Asia: support@finelinetech.com.hk Customer Service: USA: 1-800-500-8687

More information

Student Activities Purchase Orders (Internal Accounts) Munis > Financials > Student Activity > Activity Transactions

Student Activities Purchase Orders (Internal Accounts) Munis > Financials > Student Activity > Activity Transactions Activity: Student Activities Purchase Orders (Internal Accounts) Enter a Purchase Order (PO) 3. Click Purchase Order 4. Input PO information a. Input general PO information i. Input Location (Cost Center)

More information

Online Ordering Manual

Online Ordering Manual Online Ordering Manual for the Pay-LESS website www.paylessoffice.com Customer Log In... 2-3 Finding Your Account Number... 4 Searching for Products... 5-6 Quick Order... 7-8 Product Comparison... 9-10

More information

ISUPPLIER PORTAL USER MANUAL ADERP VERSION 1.0

ISUPPLIER PORTAL USER MANUAL ADERP VERSION 1.0 ISUPPLIER PORTAL USER MANUAL ADERP VERSION 1.0 Contents Contents... i Oracle isupplier Portal Overview...1 Recommended Browsers and Settings...2 Advanced Settings...2 Turn-off pop-up blocker or Allow pop-up

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

EDI Agreement Process Creating and Submitting the Agreement

EDI Agreement Process Creating and Submitting the Agreement EDI Agreement Process Creating and Submitting the Agreement Objective: This section will take you through the Agreement Process for an EDI worksheet/grant in CTIMS. The Agreement is the working copy of

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

Siemens SCM STAR User Guide

Siemens SCM STAR User Guide Siemens Version 1.0 SCM STAR Intranet Versioning Date Version Content Description April 2018 1.0 Initial setup of ASR Respond to an English Auction User Guide Unrestricted Version 1.0 Table of Contents

More information

Purchase Order Processor

Purchase Order Processor Purchase Order Processor Last Update: 6/26/13 Digital Gateway, Inc. All rights reserved ii Table of Contents PO PROCESSOR... 1 SETUP... 5 CONNECTION SETTINGS... 5 Overview... 5 PO Processor Settings Manager...

More information

Memphis Light Gas and Water Division s isupplier User Guide

Memphis Light Gas and Water Division s isupplier User Guide Scope: Memphis Light Gas and Water Division s isupplier User Guide In order to conduct business with Memphis Light Gas and Water Division, a user guide has been developed to outline steps for suppliers

More information

Banner Procurement Training

Banner Procurement Training Banner Procurement Training Requisitions Self Service 7.1 Finance Module Release Date: January 1, 2007 1 Table of Contents Special Notes on Self Service Requisitions..3 Entering a Requisition..4 Adding

More information

esupplier Connection

esupplier Connection esupplier Connection Manual Supply Management October 2016 Rev. 04 1 Table of Contents I. esupplier Connection Overview... 3 II. Work Instructions... 3 A. Getting Started... 3 1. Log In... 3 B. Navigating

More information

Arkansas State University. Internet Native Banner Initiating Requisitions

Arkansas State University. Internet Native Banner Initiating Requisitions Arkansas State University Internet Native Banner Initiating Requisitions Contents Creating a Requisition... 2 Checking the Status of My Requisition... 10 Deleting an Incomplete Requisition... 11 Denying

More information

Honeywell Aerospace Supplier Portal (HASP) Acknowledgement With Change Supply Chain Collaboration Portal (SCC) Training Material January 2018

Honeywell Aerospace Supplier Portal (HASP) Acknowledgement With Change Supply Chain Collaboration Portal (SCC) Training Material January 2018 Honeywell Aerospace Supplier Portal (HASP) Acknowledgement With Change Supply Chain Collaboration Portal (SCC) Training Material January 2018 Acknowledgement with Change Index 1 ACK with Change Process

More information