advance requisition training. agenda changing password description for board approval who do you...
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ADVANCE REQUISITION ADVANCE REQUISITION TRAININGTRAINING
AGENDAAGENDA
Changing passwordChanging passwordDescription for board approvalDescription for board approvalWho do you call when?Who do you call when?Vender TabVender TabWhat prints on Requisition?What prints on Requisition?Open ordersOpen ordersRejectionsRejectionsAccounting MethodsAccounting MethodsNotesNotesChecking StatusChecking StatusSearchSearchChange order CO boxChange order CO boxTemplatesTemplatesReturnsReturnsSharingSharing
Changing PasswordChanging Password
Description for Board ApprovalDescription for Board Approval• First a need by date IF it is a RushFirst a need by date IF it is a Rush
• One word description of order/site/C One word description of order/site/C if categoricalif categorical
Who do you call when?Who do you call when?
• Go to Type of Goods sheet and call Go to Type of Goods sheet and call buyerbuyer
Microsoft Excel Worksheet
Vender tabVender tab
What prints on What prints on requisition?requisition?
Exception on stores Exception on stores requisitionrequisition
OPEN OPEN ORDERSORDERS• When using When using
an open order an open order always:always:– Send copy Send copy
of order with staffof order with staff– Get vender to note p.o. on receipt or write in Get vender to note p.o. on receipt or write in
on yourself on yourself – Sign receipt! PUT YOUR NAME AS AUTHORIZED Sign receipt! PUT YOUR NAME AS AUTHORIZED
ON ORDERON ORDER– Turn in receiptTurn in receipt– 24 hours24 hours
REJECTIONSREJECTIONS
• Does not mean we Does not mean we don’t LOVE youdon’t LOVE you
• See “For Review” if See “For Review” if there is a req. there, there is a req. there, high probability it high probability it has been rejected.has been rejected.
• Open req. and go to Open req. and go to either log or either log or approval trail then approval trail then to print.to print.
ACCOUNTING METHODACCOUNTING METHOD
ADDING NOTESADDING NOTES
CHECKING STATUS OF CHECKING STATUS OF ORDERORDER
What do you do with reqs What do you do with reqs in process.in process.
•
SEARCHSEARCH
SEARCH FOR P.O.SEARCH FOR P.O.
How to find a p.o. and print How to find a p.o. and print it?it?• Click on Purchasing iconClick on Purchasing icon
• Go to req search then…Go to req search then…
• Go to workflow and then search purchase ordersGo to workflow and then search purchase orders
CHANGE ORDERSCHANGE ORDERS
• You have been told you have a CO to You have been told you have a CO to approve, where do you go?approve, where do you go?
System Templates System Templates can you make your can you make your
own?own?
USER TEMPLATEUSER TEMPLATE
RETURNS OR REPAIRSRETURNS OR REPAIRS
• Call purchasing!Call purchasing!– We call venderWe call vender– We track shipment going back to venderWe track shipment going back to vender– We make sure you get a credit, repair, We make sure you get a credit, repair,
or replacementor replacement– We take care of paperworkWe take care of paperwork
GOOD OF THE ORDERGOOD OF THE ORDER