Advance requisition training
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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.

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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



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



What prints on requisition
What prints on 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.








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?



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