Advance requisition training
This presentation is the property of its rightful owner.
Sponsored Links
1 / 25

ADVANCE REQUISITION TRAINING PowerPoint PPT Presentation


  • 51 Views
  • Uploaded on
  • Presentation posted in: General

ADVANCE REQUISITION TRAINING. AGENDA. Changing password Description for board approval Who do you call when? Vender Tab What prints on Requisition? Open orders Rejections Accounting Methods Notes Checking Status Search Change order CO box Templates Returns Sharing.

Download Presentation

ADVANCE REQUISITION 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.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Advance requisition training

ADVANCE REQUISITION TRAINING


Agenda

AGENDA

Changing password

Description for board approval

Who do you call when?

Vender Tab

What prints on Requisition?

Open orders

Rejections

Accounting Methods

Notes

Checking Status

Search

Change order CO box

Templates

Returns

Sharing


Advance requisition training

Changing Password


Description for board approval

Description for Board Approval

  • First a need by date IF it is a Rush

  • One word description of order/site/C if categorical


Who do you call when

Who do you call when?

  • Go to Type of Goods sheet and call buyer


Vender tab

Vender tab


What prints on requisition

What prints on requisition?


Exception on stores requisition

Exception on stores requisition


Open orders

OPEN ORDERS

  • When using

    an open order

    always:

    • Send copy

      of order with staff

    • Get vender to note p.o. on receipt or write in on yourself

    • Sign receipt! PUT YOUR NAME AS AUTHORIZED ON ORDER

    • Turn in receipt

    • 24 hours


Rejections

REJECTIONS

  • Does not mean we don’t LOVE you

  • See “For Review” if there is a req. there, high probability it has been rejected.

  • Open req. and go to either log or approval trail then to print.


Accounting method

ACCOUNTING METHOD


Adding notes

ADDING NOTES


Checking status of order

CHECKING STATUS OF ORDER


What do you do with reqs in process

What do you do with reqs in process.


Search

SEARCH


Search for p o

SEARCH FOR P.O.


How to find a p o and print it

How to find a p.o. and print it?

  • Click on Purchasing icon

  • Go to req search then…

  • Go to workflow and then search purchase orders


Change orders

CHANGE ORDERS

  • You have been told you have a CO to approve, where do you go?


System templates can you make your own

System Templates can you make your own?


User template

USER TEMPLATE


Returns or repairs

RETURNS OR REPAIRS

  • Call purchasing!

    • We call vender

    • We track shipment going back to vender

    • We make sure you get a credit, repair, or replacement

    • We take care of paperwork


Good of the order

GOOD OF THE ORDER


  • Login