Importing Supplier Contract Documents for Agency Library Administrators

Importing Supplier Contract Documents for Agency Library AdministratorsCORE-CT Finance Upgrade Implementation<Delivery Date>

Introduction Importing Supplier Contract Documents for Agency Library Administrators

Welcome to Importing Supplier Contract Documents • Introductions • Introduce yourself, your unit, and your expectations for this class • Ice breaker question • Housekeeping • Cell phones off • Limit calls and emails to break times • Review location of restrooms and exits

Course Objectives At the end of this course, you will understand how to: • Import Supplier Contract Documents

Today’s Schedule

Key Symbols Used in this Course This course uses the following key symbols to depict various references: Guidelines Tips & Tricks Job Aids

Import Supplier Contract Documents Supplier Contract Management for Agency Library Administrators

Module Objectives At the end of this module, you will understand how to: • Import Supplier Contract Documents

Import Supplier Contract Documents • SCMT users will import existing contracts and/or amendments as the first step at Go-Live. • Only contracts that will require amendments need to be brought into SCM with only the latest Contract/Amendment. • This step will allow users to access current contracts and amendments in Core-CT. • The types of documents that you can import are: • Microsoft Word documents (with a variety of extensions, including .doc, .docx and .xml) • Microsoft Excel spreadsheets • Adobe Acrobat documents (.pdf files)

Import Supplier Contract Documents • Navigate to the Contract Entry page: Main Menu > Core-CT Financials > Supplier Contracts > Create Contracts and Documents > Contract Entry

Import Supplier Contract Documents • Click the Find an Existing Value tab.

Import Supplier Contract Documents • Click the lookup icon to select the SetID as STATE. • Enter any additional search fields and click the Search button.

Import Supplier Contract Documents • Click the Add a Document button. * If there is a buyer listed in Administrator/Buyer, Open the contract and remove the id otherwise you will not be able to access the SCMT section.

Import Supplier Contract Documents • Select the appropriate Document Type from the dropdown menu. • Click the Import Document button.

Import Supplier Contract Documents • Choose the correct Option under Import Option. • Note. This depends on what kind of Contract Document it is.

Import Options Choosing the correct Import Option • Current Contract/Document: This option may be used commonly by the State of CT. Import current contract/document with no formal amendments or history to load. • Amended Contract: Import single contract as fully amended, requiring an amendment number. History is optional. • Amended Contract and Amendment: Import current contract as fully amended and a current separate amendment summary file. History is optional. • Original and Amendment: This will be the most common option chosen for the State of CT. Import original contract as originally signed and a current separate amendment summary file. History is optional.

Import Supplier Contract Documents • Enter the Version, Status, Status Date and Status Time in the Current Version section for both the Original Contract and Amendment File rows. • Click the Upload button.

Import Supplier Contract Documents • Optional: To load multiple attachments enter the latest (highest) number. This will open prior versions that can be uploaded.

Import Supplier Contract Documents • Click the Browse button. • Select the file to upload and click the Open button.

Import Supplier Contract Documents • Click the Upload button.

Import Supplier Contract Documents • Click the Done with Import button. • Click Yes to continue.

Import Supplier Contract Documents • Click the View Original Document button or the View Amendment File button to view the files.

Import Supplier Contract Documents • Click the Open button in the popup. • Review that the imported document is accurate. • Close the document.

Import Supplier Contract Documents • Click Modify/Attachments/Related Documents to review uploaded items

Import Supplier Contract Documents • Transactional Attachments are from the Procurement Contract (Header or Line)

Import Supplier Contract Documents • Users are now able to manage the Contract Document and Amendments as described in the Supplier Contract Management Training materials.

Import Supplier Contract Documents Job Aid: Import Contract Documents Let’s import a contract document! Locate the Import Contract Documents Job Aid and follow the instructions to import a contract document.

Module 5: Review and Q&A Supplier Contract Management for Agency Library Administrators

Summary Let’s review our Learning Objectives. You should now be able to: • Import Supplier Contract Documents

Questions? 31

Congratulations! • Go Live was March 26th. • For additional help, utilize the following resources: • Subscribe to Daily Mail for updates and notifications. • http://www.core-ct.state.ct.us/listserv/dailymail.html • Job Aids will be posted on the Core-CT website under SCMT. • http://www.core-ct.state.ct.us/financials/ • Utilize Footprints to log support tickets. • For more information on logging a Footprint ticket: http://www.core-ct.state.ct.us/help.html

Importing Supplier Contract Documents for Agency Library Administrators

Importing Supplier Contract Documents for Agency Library Administrators

Presentation Transcript

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INTRODUCTION/ INTRODUCTION

Introduction

INTRODUCTION

Introduction

Introduction