1 po325: entering supplier contracts. 22 training agenda welcome icebreaker lesson one –...
TRANSCRIPT
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PO325: Entering Supplier Contracts
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Training Agenda
WelcomeIcebreaker Lesson One – Understanding Supplier ContractsLesson Two – Supplier Contract EntryResources AvailableWrap-up and Close
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Welcome
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First Things First
• Please set cell phones and pagers to silent
• Refrain from side discussions. We all want to hear what you have to say!
• Feel free to ask questions. If your question is off-topic or will be discussed later in the training course, we will write it on a flip chart (parking lot) to be sure we cover it later
• One 15 minute break is planned
• Bathrooms / Snacks
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Icebreaker
• Get to know your fellow Trainers and Drivers!
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Getting to know you…
Please introduce yourself by telling us:
• Name• Agency• A fun fact about yourself or a hobby• How you interact with supplier contracts today• An expectation for today’s class
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Lesson One
Understanding
Supplier Contracts
PO325: Entering Supplier Contracts
PO325: Entering Supplier Contracts
Lesson Objectives
After completing this lesson, you will be able to:
Define basic Supplier Contract key terms and
concepts
Describe how Supplier Contracts fit into the end-to-
end process for Purchasing
List the roles involved in Supplier Contract Entry and
describe the tasks performed by each role
PO325: Entering Supplier Contracts
Supplier Contract Key Terms
Supplier Contracts: A binding agreement between the State
of Kansas and a vendor created from the Supplier Contract
module. Contracts may be added online or may originate from
Strategic Sourcing (bid) events. Supplier Contracts are
integrated to the purchasing module for purchase order
creation.
Attachment: Supplemental information related to a document
or transaction
Transactional Contract: The transactional contract data is
entered in SMART using the Contract Entry page.
PO325: Entering Supplier Contracts
End-to-End Purchasing Process with Supplier Contracts
PO325: Entering Supplier Contracts
Supplier Contract Role Definitions
SMART User Role
Key Activities per Role – Processing Supplier Contracts
Central Purchasing Administrator
Maintains the setup tables related to Purchasing, excluding the Items Table Master
Agency Contract Processor
Enters transactional contract data
Central Contract Processor
Enters transactional contract data, creates contract documents, sets up collaborations, and performs contract maintenance
PO325: Entering Supplier Contracts
Lesson Summary
In this lesson, you have learned:
Supplier Contract Entry key terms and concepts
How Supplier Contracts fit within the end-to-end
processes for Purchasing
The roles and tasks that interact with Supplier Contract
Entry within SMART
PO325: Entering Supplier Contracts
Questions?
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Lesson Two
Supplier Contract Entry
PO325: Entering Supplier Contracts
PO325: Entering Supplier Contracts
Lesson Objectives
After completing this lesson, you will be able to:
Define supplier contract transactional information
Create a transactional supplier contract in SMART
Create a new transactional supplier contract by
copying an existing transactional supplier contract in
SMART
PO325: Entering Supplier Contracts
Define Transactional Supplier Contract Information
Contract Pages: Use the Contract Entry pages to enter header
and line information for transactional procurement contracts.
State of Kansas - Types of Supplier Contracts
Open Ended: Purchase as many as you want – no cap. No
financial limitations.
Fixed Cost: Flat rate fee. Purchasing 10 items = $xx.xx, or
purchase services for this project = $xx.xx
Not To Exceed: Capped cost contract. Not to exceed total
dollar or quantity amount specified in the contract.
PO325: Entering Supplier Contracts
Begin Activities
PO325: Entering Supplier Contracts
Review Key Points
PO325: Entering Supplier Contracts
Lesson Summary
In this lesson, you have learned:
How to use the transactional contract pages in SMART
How to create a new transactional supplier contract in
SMART
How to copy an existing transactional supplier contract to
create a new transactional contract in SMART
The business processes associated with transactional
contracts in SMART
PO325: Entering Supplier Contracts
Questions?
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Wrap-up and Close
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Use the following resources
• SMART Training Website– http://da.ks.gov/smart/training.html
• SMART materials– Review, Review, Review your SMART materials
after training!!
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"People can become anything that they want to become. Everyone has the ability - all that is needed is the will, a plan, and the power to put that plan into action."
Thomas D. Willhite
You can do this!
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Questions?
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Evaluation
• Please fill out the evaluation for today’s instructor led training session!
http://www.surveymonkey.com/s/SMARTtrainingPO325
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Thanks for coming and participating
today!