Job Aid

Fisher Scientific PunchOut Catalog [Shop for Goods- Create a Requisition- Approve Invoice]

Purpose: If you are purchasing goods from Fisher Scientific, you can use the PunchOut Catalog to shop for goods, and create a Requisition using the items in your cart. Below are the steps you will need to follow to shop the PunchOut Catalog, create a Requisition, and pay for goods once received.

Step Action

1. Begin by signing in to Oracle Fusion Cloud (OFC) from myBoiseState.edu.

2. To access the Home Page in OFC, click the house icon at the top of the screen.

3. Click the Purchase Requisitions icon on the OFC homepage.

4. Click Fisher Scientific under Top Categories from the landing page.

5. You will be routed to a Search Results page in OFC. Click Fisher Scientific under Related Suppliers.

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6. The catalog will open to the Fisher Scientific website. Search the Catalog for items, enter quantity for each of the items, and add items to the cart.

7. Once all items have been added to the cart, hover on the cart and click View Cart.

8. Review items and click Return Cart to Purchasing Application

Note: To add more items, click Keep Shopping.

9. Click Submit to pull all items in Fisher Scientific shopping cart to the Requisition in OFC.

10. *Justification is a Required Field and should provide the business purpose for the purchase.

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11. If submitting internal documents, Click the icon under Attachments to upload additional attachments to the Purchase Requisition Header.

12. *Requester is a Required Field and will default to the employee entering the transaction. Ensure that this is appropriate and update as necessary.

The date in the *Requested Delivery Date field is auto-populated, but may be updated by clicking in the field.

Note: The selected Requester will drive the approval workflow.

13. Important: Project Funded Requisitions only Skip to next step for non-project funded requisitions.

Each Requisition Line needs to include funding source information. If the Requisition will be billed to a Project funding source, use POET to code the transaction in the left side of the Billing distribution lines.

Project Number: Enter the 10 digit Project segment. Task Number: Enter 100001 for all services and non-asset goods and 100002 for tagable asset goods. Expenditure Type: Enter the 6 digit account segment. Expenditure Organization: Enter the 5 digit department segment.

Click in the upper right corner to update the Charge Account string.

14. Each Requisition Line needs to include funding source information. If the Requisition will be billed to a non-Project funding source, code the transaction on the right side of the Billing distribution lines, using one of three ways.

Option 1: If you have Favorite Funding sources set up in your preferences, select the appropriate Funding Source via Charge Account Nickname drop down.

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15. Option 2: Manually enter the segment string in the Charge Account. (Include all 8 segments separated by .)

16. Option 3: Search for and select segments using the search option.

Click the Reset button to clear all values, Enter known Segment values, and Select Search for valid funding sources to select from.

Note: You may click the arrow next to each segment to pull up a search by segment.

Select the appropriate funding source and Click OK.

17. Enter Budget Date.

Note: For project expenses, this should match the Expenditure Item Date.

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18. Update the billing distribution, if applicable, by changing the Amount and Selecting the Split icon to add additional lines.

Note: Each line will be calculated based on the entry.

19. Click Submit to submit the requisition into the standard approval workflow. Click View PDF to view the requisition.

Click Save and Close to save the Requisition and finish at a later time.

Note: Once requisition is approved, a purchase order will auto-generate and be sent to Fisher Scientific. Requesters will be able to access the PDF of the order, and the associated Purchase Order number, from their Requisition list in OFC.

The requester will receive an order confirmation from Fisher Scientific via email. When items are shipped, the requester will receive shipment notification(s) from Fisher Scientific.

20. To review the Requisition Approval status, follow the instructions included on the last page of this job aid.

21. End of procedure for submitting the Fisher Scientific orders via PunchOut Catalog.

Edit and Submit a Saved Requisition Generated via Fisher ScientificCatalog Order

If you have saved a PunchOut Catalog generated Requisition and need to make edits and/or add more items from the Fisher PunchOut Catalog, follow the steps below.

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Step Action

1. Log in to Oracle Financials Cloud (OFC)

2. Click the Purchase Requisitions icon on the OFC homepage.

3. From the Requisitions landing page, under Recent Requisitions, select the hyperlink for the Requisition previously saved.

4. The Requisition will open in a new window. From Actions dropdown, select Edit.

5. The Requisition will update to an editable version: You can continue entering Billing information, update quantity, and adding any internal attachments and Submit the Requisition.

If you need to continue shopping in the Fisher catalog, select Shop.

6. You will be routed to the Requisition homepage > Click Fisher Scientific under Top Categories from the landing page.

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7. You will be routed to a Search Results page in OFC. Click Fisher Scientific under Related Suppliers.

8. Continue with ordering process, as outlined in step 6 located in the first table of this job aid.

9. End of Procedure for Editing a Saved PunchOut Catalog order.

Approve Invoice for Fisher Scientific Catalog Order Upon shipment of goods, an electronic invoice will be generated for the corresponding Fisher Scientific Catalog Order. A weekly invoice import process will generate Fisher Scientific Catalog Order invoices in OFC.

Once the electronic invoice is imported to OFC, the requester of the Fisher Scientific Catalog Order will receive an email notification requesting Approval of Invoice.

Note: Do not approve the Fisher Scientific Catalog Order invoice prior to receiving the items.

Step Action

10. If the goods received by Fisher Scientific are acceptable and ready for payment, Approve the Invoice request via the email notification by selecting Approve and then pressing Send on the email notification.

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Once approved, the invoice will be paid in the next pay cycle.

11. If the goods received by Fisher Scientific are not acceptable and/or there are concerns with the Invoice notification received, contact the Purchasing Department at (208) 426-1107 to discuss any issues/concerns with the order.

Staff in the Purchasing Department will work with you on appropriate next steps.

12. End of procedure for processing a payment for Fisher Scientific PunchOut Catalog orders.

Reviewing Requisition Approval Status for Fisher ScientificCatalog Order

Step Action

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1. To review the Approval Workflow status, click Manage Requisitions from the Requisitions landing page in OFC.

Select Pending Approval to see the current approval status for the Requisition.

View the Approval Workflow status

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