non-intranet purchase request process & purchasing log october 31, 2007
DESCRIPTION
Engineering Research Support Organization. Non-Intranet Purchase Request Process & Purchasing Log October 31, 2007. Agenda. Purchase Request Form & Process Flow (Cathy) Intro of Purchasing Log & Demo (Bob) Purchasing Matrix & Requirements (Jeanette) Questions. Purchase Req. Form. - PowerPoint PPT PresentationTRANSCRIPT
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Non-Intranet Purchase Request Non-Intranet Purchase Request ProcessProcess
& Purchasing Log& Purchasing Log
October 31, 2007October 31, 2007
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AgendaAgenda
Purchase Request Form & Process Flow (Cathy)Purchase Request Form & Process Flow (Cathy)
Intro of Purchasing Log & Demo (Bob)Intro of Purchasing Log & Demo (Bob)
Purchasing Matrix & Requirements (Jeanette)Purchasing Matrix & Requirements (Jeanette)
Questions Questions
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Purchase Req. FormPurchase Req. Form
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Process flowProcess flow
Insert Process flow mapInsert Process flow map
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Purchasing LogPurchasing Log
What is it ?What is it ?
An Access database that captures An Access database that captures information on all non-intranet information on all non-intranet purchase requests with relevant purchase requests with relevant support documentations support documentations
Where does it reside ? Where does it reside ?
On the “S” - DriveOn the “S” - Drive
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Purchasing Log AdvantagesPurchasing Log Advantages
Promote EfficiencyPromote Efficiency Increase Transparency Increase Transparency Dynamic Search CapabilityDynamic Search Capability Up-to-date Status of OrdersUp-to-date Status of Orders Repository of All Support DocumentsRepository of All Support Documents Tool for Purchasing workload Tool for Purchasing workload
distribution & Analysisdistribution & Analysis
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Access to Purchasing LogAccess to Purchasing Log
Who has access?Who has access? • Purchasing Services StaffPurchasing Services Staff• Research Support StaffResearch Support Staff• Shipping & Receiving StaffShipping & Receiving Staff
PSA AccessPSA Access
Request should be submitted by Research Request should be submitted by Research Team Lead to:Team Lead to: ersoithelp@ersoersoithelp@erso
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To access the Log go to To access the Log go to thethe “S:” Drive “S:” Drive
Open the DB
Go to the “S:\Purchasing\Logs” Folder
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Opening the DatabaseOpening the Database
Click On “Open”
Click “No”
Click “OK”
“Tables” should be selected
Click on “Purchase Log”
The DB Opens:
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Live Demo
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Purchasing Matrix
Pre-Purchasing Requirements for Pre-Purchasing Requirements for Federal Funded Purchases Federal Funded Purchases • Equipment – no like equipment exists Equipment – no like equipment exists • Agency Approval Agency Approval
Single / Sole Justification Single / Sole Justification Renew PO for Lease or Rental Renew PO for Lease or Rental Purchase of Software vs. License Purchase of Software vs. License Independent Contractors Independent Contractors
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Questions?
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Contacts
For purchasing assistance:
Contact the Purchasing Services Team: [email protected]
For technical support assistance:
Contact the Computer Support Team: [email protected]