Welcome to the procurement users group
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Welcome to the Procurement Users Group. Thursday, January 20, 2005 8:30 – 11:30 am. Today’s Agenda. Accomplishments Announcements Information Management Items OLE Changing Menus Presentations Help Desk Process Exception Orders Changing the Business Unit on Contract Order

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Welcome to the Procurement Users Group

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Welcome to the procurement users group

Welcome to theProcurement Users Group

Thursday, January 20, 2005

8:30 – 11:30 am


Today s agenda

Today’s Agenda

  • Accomplishments

  • Announcements

    • Information Management Items

    • OLE

    • Changing Menus

  • Presentations

    • Help Desk Process

    • Exception Orders

    • Changing the Business Unit on Contract Order

  • Break out session

2


Accomplishments

Accomplishments

  • Historical Purchasing Data

  • Tracking Contract Usage

  • Improvements to Purchasing Documents

  • From last meeting:

    • Split Coding Work Instructions (more in-depth)

    • Procurement Flash Memo List

    • Advanced Procurement Training

    • Simplify Menu Pathways

    • Modified Field Descriptions

    • Updated Website

3


Announcements

Announcements

  • Information Management Items

  • OLE Issues

  • Changing Menus

4


Information management items

Information Management Items

WHY?

  • 81-1117 says

    “No state agency shall hire, purchase, lease, or rent any information management item listed in subsection (1) of this section without the written approval of the information management services administrator.”

5


Information management items1

Information Management Items

HOW?

  • Driven by Document Types

    • O6 Purchase Order – Commodity on Contract

    • Z7 Purchase Order– Service on Contract

    • ON Requisition – Every other Information Management Item

    • OT Requisition – Communications equipment

6


Information management items2

Information Management Items

ON Requisitions

  • Convert the ON document to the appropriate Purchase Order after IMServices approval

    • OP Commodity < $10K

    • OH Commodity > $10K

    • O9 Service

7


Information management items3

Information Management Items

Use the Attachment Feature

  • Text Attachments

  • OLE Attachments

  • URL Attachments

    …The more information you can provide, the better.

8


Information management items4

Information Management Items

Tell Us

  • What you propose to acquire

  • The purpose it is intended to provide

  • Who we can call with questions

9


Information management items5

Information Management Items

Timing

  • Information Management items are reviewed at least once a day, usually more

    • If there is no contact identified for questions, we’ll ask the originator.

    • Feel free to inquire if it’s not moved by the end of the next day.

10


Help desk process

Help Desk Process


Help where do i go

Help! Where do I go?

  • Work Instructions – NIS Website

    • www.das.state.ne.us/nis

  • Co-Workers

  • Agency Networks

  • Call DAS Materiel

  • IMS Help Desk

12


Trouble shooting techniques self check

Trouble Shooting TechniquesSelf Check

Before you call the Help Desk, these steps can facilitate a solution or a quicker resolution.

13


Welcome to the procurement users group

  • Has any work been done on my computer or software lately?

  • If you use Citrix, did you log into the WPD7333 environment?

14


Welcome to the procurement users group

15


Welcome to the procurement users group

  • Log out of NIS and log back in

  • Log off PC and Restart

  • Can you perform the function on another PC?

  • Have you checked your Security?

16


Welcome to the procurement users group

17


Welcome to the procurement users group

18


Off to the help desk what do they need to help you

OFF TO THE HELP DESKWhat do they need to help you?

  • User ID

  • Screen shot of errors

  • Batch numbers, Document numbers, Purchase Order Numbers,

  • Menu path – also known as Bread crumbs

19


Exception orders

Exception Orders


Welcome to the procurement users group

*Process under evaluation.

For more information, refer to Menus and Flows document in the Procurement Training Manuals

21


Changing business unit on contract

Changing Business Unit on Contract


Welcome to the procurement users group

23


Welcome to the procurement users group

24


Welcome to the procurement users group

25


Break out session

Break out Session


Breakout session instructions 30 minutes

Breakout Session Instructions – 30 minutes

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  • Task #1: Ask a question and work as a group to answer it. Write the question and its answer on the paper.

  • Task #2: Everyone share a tip or trick they have learned about the system. Write these on the paper.

  • Task #3: Discuss possible improvements to the system. Write the improvement with a possible resolution on the paper.

  • Task #4: Pick one person in your group to present what is on your paper and ONE tip from the paper to the large group.

yellow

orange

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27


Small group presentations

Small Group Presentations


Thank you for coming please remember to fill out an evaluation

Thank you for coming!Please remember to fill out an evaluation!


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