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PO325: Entering Supplier Contracts

PO325: Entering Supplier Contracts. Training Agenda. Welcome Icebreaker Lesson One – Understanding Supplier Contracts Lesson Two – Supplier Contract Entry Resources Available Wrap-up and Close. Welcome. First Things First. Please set cell phones and pagers to silent

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PO325: Entering Supplier Contracts

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  1. PO325: Entering Supplier Contracts

  2. Training Agenda • Welcome • Icebreaker • Lesson One – Understanding Supplier Contracts • Lesson Two – Supplier Contract Entry • Resources Available • Wrap-up and Close

  3. Welcome

  4. First Things First • Please set cell phones and pagers to silent • Refrain from side discussions. We all want to hear what you have to say! • Feel free to ask questions. If your question is off-topic or will be discussed later in the training course, we will write it on a flip chart (parking lot) to be sure we cover it later • One 15 minute break is planned • Bathrooms / Snacks

  5. Icebreaker • Get to know your fellow Trainers and Drivers!

  6. Getting to know you… Please introduce yourself by telling us: • Name • Agency • A fun fact about yourself or a hobby • How you interact with supplier contracts today • An expectation for today’s class

  7. PO325: Entering Supplier Contracts Lesson One Understanding Supplier Contracts

  8. Lesson Objectives After completing this lesson, you will be able to: • Define basic Supplier Contract key terms and concepts • Describe how Supplier Contracts fit into the end-to-end process for Purchasing • List the roles involved in Supplier Contract Entry and describe the tasks performed by each role

  9. Supplier Contract Key Terms • Supplier Contracts: A binding agreement between the State of Kansas and a vendor created from the Supplier Contract module. Contracts may be added online or may originate from Strategic Sourcing (bid) events. Supplier Contracts are integrated to the purchasing module for purchase order creation. • Attachment: Supplemental information related to a document or transaction • Transactional Contract: The transactional contract data is entered in SMART using the Contract Entry page.

  10. End-to-End Purchasing Process with Supplier Contracts

  11. Supplier Contract Role Definitions

  12. Lesson Summary In this lesson, you have learned: • Supplier Contract Entry key terms and concepts • How Supplier Contracts fit within the end-to-end processes for Purchasing • The roles and tasks that interact with Supplier Contract Entry within SMART

  13. Questions?

  14. PO325: Entering Supplier Contracts Lesson Two Supplier Contract Entry

  15. Lesson Objectives After completing this lesson, you will be able to: • Define supplier contract transactional information • Create a transactional supplier contract in SMART • Create a new transactional supplier contract by copying an existing transactional supplier contract in SMART

  16. Define Transactional Supplier Contract Information • Contract Pages: Use the Contract Entry pages to enter header and line information for transactional procurement contracts. • State of Kansas - Types of Supplier Contracts • Open Ended: Purchase as many as you want – no cap. No financial limitations. • Fixed Cost: Flat rate fee. Purchasing 10 items = $xx.xx, or purchase services for this project = $xx.xx • Not To Exceed: Capped cost contract. Not to exceed total dollar or quantity amount specified in the contract.

  17. Begin Activities

  18. Review Key Points

  19. Lesson Summary In this lesson, you have learned: • How to use the transactional contract pages in SMART • How to create a new transactional supplier contract in SMART • How to copy an existing transactional supplier contract to create a new transactional contract in SMART • The business processes associated with transactional contracts in SMART

  20. Questions?

  21. Wrap-up and Close

  22. Use the following resources • SMART Training Website • http://da.ks.gov/smart/training.html • SMART materials • Review, Review, Review your SMART materials after training!!

  23. You can do this! "People can become anything that they want to become. Everyone has the ability - all that is needed is the will, a plan, and the power to put that plan into action." Thomas D. Willhite

  24. Questions?

  25. Evaluation • Please fill out the evaluation for today’s instructor led training session! http://www.surveymonkey.com/s/SMARTtrainingPO325

  26. Thanks for coming and participating today!

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