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 • First a need by date IF it is a Rush • One word description of order/site/C if categorical
Who do you call when? • Go to Type of Goods sheet and call buyer
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 • 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? • Click on Purchasing icon • Go to req search then… • Go to workflow and then search purchase orders
CHANGE ORDERS • You have been told you have a CO to approve, where do you go?
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