Training Materials

Requisition

1. Basic Entry
2. Adding Supplier and Supplier Loc
3. Multiple Lines and Distribs
4. SpeedCharts
5. Distribute By Qty vs Amt
6. Asset
7. Comments and Attachments
8. Update-Change-Edit
9. Saving Time With Defaults
10. Change History
11. Copy
12. Close
13. ProCard

Manage Requisitions

1. Search Requisitions
2. Tracking Your Order
3. Edit-Copy-Cancel-Etc

Purchase Order

1. Source Req to PO
2. SpeedCharts_invalid chartfield
3. Distribute By Qty vs Amt
4. Comments and Attachments
5. Budget Checking vs Doc Tolerance
6. Stand Alone - No Requisition
7. Copy a Purchase Order
8. Add A Shipping Line
9. Dispatching and Filing
10. Delete vs Cancel
11. Buyers Workbench - Close and Reopen POs
12. Finalizing Req Lines from the PO
13. Pending Cancel Status
14. Reserve PO Numbers
15. Amount Only
16. ProCard

Contract

• Create and Link to PO

Workflow

1. Approve-Deny-Pushback
2. How To Set Up A Proxy Approver
3. Administrator Approval

Receiving

1. Basics
2. Specify Which Budget to Receive Against
3. Assets
4. Assets - Multi-funded
5. Cancel Receipts

Other...

• Locations and ShipTo Location - How To Set Up
• Finalizing PO Lines from the Voucher