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Create, Update an Asset PO with Records ManagementLO_BPD_Electronic Procurement File Creation September 05, 2012
Introduction • Introduction of Business Owners • Introduction of Team Members • Introduction of Terms for Today • SRM • ECC • Electronic Procurement File / Records Management
Expectation Setting • Demonstrations will be based on: • Out of the box functionality • Completed configurations and unit testing • Partial master data, i.e., vendors, product category, agencies. • Demonstrations will not be based on: • Enhancements needed for State of MS functionality • End to end integration between all modules. • Demonstrations will be based on development systems, which have on-going configuration and development activities.
Purpose of Demo • To demonstrate creating asset PO • To demonstrate change asset PO • To demonstrate Records Management related with PO
Create Asset PO • Initiate Standard PO creation • Input header data ( supplier, requestor, location( agency ), deliver address ). • Create a line item with product category, short description, quantity, unit of measure, unit price, delivery date. • Change account category to “Asset”, and assign an existing asset number. • Select output method for the supplier. • Optional: attach a procurement document signed by both parties. • Optional: put a internal note, i.e., to remind goods recipient about special receiving instruction, or notes for approvers.
Change PO • Search the PO needed to be modified. • Open the PO in change mode. • Change PO, i.e., delivery date, quantity, price, account assignment, etc. • Optional: give a reason code. • Optional: attachment change justification document.
PO Record Management • Display PO Record • Navigate PO Record • Attach Vendor Correspondence.
Questions & Answers Leah Chittom (Leah.Chittom@dfa.ms.gov). Tamara Rankin (Tammy.Rankin@dfa.ms.gov) Michael Whitaker (Michael.Whitaker@dfa.ms.gov) Wayne Liu ( firstname.lastname@example.org ) Paul Wright ( email@example.com )