1 / 32

SCHOOLS & DEPARTMENTS PROCUREMENT FOUNDATION LEVEL TRAINING

SCHOOLS & DEPARTMENTS PROCUREMENT FOUNDATION LEVEL TRAINING. ROADMAP TO SUCCESS. HR Highway. Drive Your Own Learning

cili
Download Presentation

SCHOOLS & DEPARTMENTS PROCUREMENT FOUNDATION LEVEL TRAINING

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. SCHOOLS & DEPARTMENTSPROCUREMENTFOUNDATION LEVEL TRAINING

  2. ROADMAP TO SUCCESS HR Highway Drive Your Own Learning Travelers on today’s journey will discover New Business Processes, how SAP roles are changing and arrive at the rest stop where they can make decisions about continuing their journey on their Road To Success Budget Boulevard ESS Expressway Procurement Place MSS Mall Payroll Parkway e-Learning Academy Rest Stop

  3. ROLE DESCRIPTIONS

  4. ROLE DESCRIPTIONS • Requisitioner • Create/edit purchase requisitions in SAP and submit for approval. • Process goods receipt or returns in SAP. • 1st Level Requisition Approver • Review and approve all purchase requisitions for department/school including price, account assignment information; approve a revised requisition. • Review and approve requisitions in SAP for B-Stock Transfers-In (Stock Transport Requisition).

  5. ROLE DESCRIPTIONS • Budgetkeeper • Review and obtain invoice approval against Framework Requisitions/P.O.’s (signed invoices) in SAP. • Complete and submit approved check requests to Accounts Payable for invoice payment. • Submit travel vouchers and mileage reimbursement requests to Accounts Payable.

  6. NEW TERMINOLOGY

  7. NEW TERMINOLOGY • Account Assignment Category - An indicator that tells the system how the costs of this procurement will be charged. • Catalog Content Management (CCM) - The online catalog of materials available for purchase both internally and externally. • Document Type - Key identifier for a purchasing document, e.g., standard requisition (NB), framework requisition (FO), stock transport requisition (ZT), etc.

  8. NEW TERMINOLOGY • Framework Requisition – A type of requisition used to procure 25 non-asset items or more through electronic attached lists. • Goods Receipt - Online acceptance of ordered items. • Material Master (MM) - Repository of data information pertaining to a specific good or service. • Material Group (NIGP class) - Grouping of materials, products and/or services with similar features or characteristics.

  9. NEW TERMINOLOGY • Stock Transport Requisition/Order – A type of purchase requisition/order used for internal purchases from the central warehouse or to obtain free B-Stock warehouse materials.

  10. STANDARD REQUISITION

  11. Access to SAPBRITE WEB SITEwww.browardschools.com/erp Click to Access SAP

  12. PORTAL SIGN-ON Select “Get Support” to Request a new password

  13. END-USER LOG-IN TO SAP Tabs Dependent Upon Your Role(s) HR Action Processor Will add screen shot later

  14. KEY IMPROVEMENTS: PROCUREMENT

  15. KEY IMPROVEMENTS: PROCUREMENT

  16. STANDARD REQUISITION When the need for an item is identified, the Requisitioner initiates a standard requisition, enters their phone number and selects the Catalog button to choose the item. SAP tracks Req by the User’s Login ID Catalog

  17. CATALOG CONTENT MANAGEMENT Catalog Content Management allows “point and click” selection of materials to be purchased

  18. STANDARD REQUISITION Completed requisition

  19. STANDARD REQUISITION Request Approved by Principal or Department Head

  20. STANDARD REQUISITION Requisitioner may display information or status of requisition

  21. PURCHASE ORDER Auto POs are created for items under contract Quotes will be obtained by Purchasing Agents and a contract created if required

  22. PURCHASE ORDER Created PO Close out all 2006-2007 POs by 11/15/07

  23. ORDER DELIVERED Order received at location

  24. GOODS RECEIPT When the item arrives at your school or department Receive it online in SAP

  25. INVOICE RECEIPT Invoices will be received and entered in Accounts Payable against the P.O. Only invoices for purchases using Framework PRs/POs will be routed for approval and signature

  26. NEXT STEPS

  27. NEXT STEPS • Description of Roles • Decide who will be performing (and backing up) the following: • School or District-based Administrator (Approver) • Budgetkeeper (Schools & Departments) • Requisitioner • Future Training Needs • Staff needs to register for training according to roles assigned

  28. FUTURE TRIPS Blackboard Instructor Lead Training Drive Your Own Role-Based Training Learning Communities Atomic Learning Elluminate

  29. IMPORTANT REMINDERS • Key Dates • Official “Go-live” Wave One is 12/3/07 • End user training begins 10/1/07 • Principals assign roles and enter in database 8/15/07 • Training Strategy • Two people per role for location during initial training • System Requirements • Available online at web/erpPrepare your hardware now

  30. USER SUPPORT OPTIONS • HELP DESK 754-321-8120 • BRITE Website @ web/erp • e-Learning prerequisite courses available 9/1/07 • CAB Conference • BRITE LITES Training 8/23 & 8/24/07 • Training Procurement 10/4/07 – 11/9/07

  31. QUESTIONS

  32. COURSE EVALUATION • As part of your Foundation Level Training follow-up activities, you are required to complete: • Business Event Appraisal in ESS • @ http://web/hrms/ess.htm • Course Evaluation in QUIA • @ http://www.quia.com/sv/120637.html • Your input will provide valuable feedback, ensure that your attendance in today’s course is on your inservice record and that your points are awarded. • Thank you.

More Related