Purchase Orders TiiTraining

Purchase Orders T i iTraining

Agenda

• Overview• Overview• Creation & Setup• ItemsItems• Vendors• Addresses• Accounting• Attachments• Internal Communication• Vendor Notification

Ch O d

Periscope Holdings, Inc. 2

• Change Order

OverviewO

Overview – What is a Purchase Order?

Purchase Order documents (POs) in Buy A&M allow( ) yusers to communicate any agreement with a vendor toprovide goods and/or services. The type of PO willdetermine whether the agreement is for a one timedetermine whether the agreement is for a one-timepurchase, a term contract, or an order against a termcontract.

POs are completed by indicating the type of PO and thevendor, and adding the Items that represent the, g pgood/services to be provided. For one-time purchases,the shipping and billing address(es), and accountinginformation must also be designated

information must also be designated.

Overview – Purchase Order Types

Purchase Order Type Description

Open Market POs support the one-time purchase of off-contract commodities/services Standard Open

Open Market

Open Market POs support the one-time purchase of off-contract commodities/services. Standard Open Market POs can only be created by BP users, either from scratch, by converting Requisitions or Bids, or by cloning previous POs.

Direct Open Market POs can only be created by DA users with the “Department Buyer” role designation Direct Open Market POs are automatically created when a Direct Open Market Requisitiondesignation. Direct Open Market POs are automatically created when a Direct Open Market Requisition is approved. Direct Open Market POs are sent to the vendor by the user that created the corresponding Requisition, and are not routed through procurement.Release POs support the purchase of on-contract commodities/services. Standard Release POs can only be created by BP users converting an approved Standard Release Requisition.

Release Direct Release POs are automatically created when a Direct Release Requisition is approved. Direct Release POs are sent to the vendor by the user that created the corresponding Requisition, and are not routed through procurement.Blanket POs capture term contract agreements and allow for the processing of Release Requisitions against them for the life of the contract

Blanketagainst them for the life of the contract.

BP users set the term of the Blanket PO and can limit which Organizations and Departments are able to process Releases off of the Blanket PO as well as how much each can spend. Like Blankets, Contract POs capture term contract agreements and allow for the processing of Release R i iti i t th f th lif f th t t H C t t PO i t i t

Contract Requisitions against them for the life of the contract. However, Contract POs require users to associate every Item on the contract with an 11-digit NIGP Commodity Code. Contracts must also be associated with a Catalog.

Overview – PO Documents

Document Type Purpose Created By

Purchase Order (PO)

• Send orders to vendors• Setup and manage term contracts • Basic Purchasing

• Manage change orders and contract • Department Access (optional – changeChange Order amendments

• Access via Purchase Order

(optional change orders only)• Basic Purchasing

• Record receipt, return and cancellation of • Department AccessReceipt

Record receipt, return and cancellation of ordered goods/services• Access via Purchase Order

Department Access (optional)• Basic Purchasing

6Periscope Holdings, Inc. 6

Overview – PO Statuses

Status Name Meaning Available Actions Actions Permitted By• Edit

In ProgressThe initial status of new documents. The document is still being completed by the creator.

Edit• Submit for Approval• Clone (creates a new copy of the document)• Cancel

• All BP users

Ready for Approval

The document has been submitted for approval and is travelling down

• Approval/Disapproval• Edit (accounting and commodity code information only)• Clone • Current approverApproval an approval path. • Clone• Cancel

Returned The document was disapproved by an approver.

• Reopen (returns document to “In Progress” status)• Clone• Cancel

• All BP users

R d t The document has been approved • Change OrderS d t d

• All BP usersDA ( l th iReady to

ppand is ready to be sent to a vendor or vendors.

• Send to vendor• Clone• Cancel

• DA users (only their own Direct Releases and Direct Open Markets)

Sent The document has been sent to the vendor.

• Change Order• Receive• Clone

• All BP users• DA users (can only Receive against POs

• Cancel from their Dept/Loc)

Partial Receipt

A portion of the ordered goods/services have been received.

• Change Order• Receive• Clone

• All BP users

Complete Receipt

All of the ordered goods/services have been received

• Change Order• Receive • All BP users

Receipt have been received. • CloneCancelled The document has been cancelled. • Clone • All BP users

Creation & SetupC & S p

Creation & Setup – Logging In

Creation & Setup –Basic Purchasing Roleg

Creation & Setup –Converting Requisitionsg q

Creation & Setup – Converting Open Market Requisitionsp q

Creation & Setup – Converting Open Market Requisitions (cont.)p q ( )

Creation & Setup –Converting Requisitions (cont.)g q ( )

Creation & Setup –Cloning Requisitions & POsg q

Creation & Setup –Cloning Requisitions & POs (cont.)g q ( )

Creation & Setup – Create New

Creation & Setup – Award Bid

Creation & Setup –Award Bid (cont.)( )

Creation & Setup – Setup Overview

Creation & Setup – General Tab

Creation & Setup –General Tab Standard Fields

Field DescriptionDescription* Short description of the PO.100 character limit.Description Short description of the PO.100 character limit.Purchaser The Basic Purchasing user that owns the document.

Receipt Method

The Quantity Receipt Method means that users will only be able to receive ordered Items by the quantity that was delivered. This is the preferred method for commodities.The Dollar Receipt Method means that users will only be able to receive ordered Items by an invoiced dollar amount. This is the preferred method for services. Note that the receipt method can also be set by individual Item on the orderon the order.

PO Type The type of Purchase Order that is being created.

Department / Location* The business units that are placing the order. Generally, these are the units that originally requested the Items. These will automatically transfer from cloned and converted documents, as well as awarded Bids.

P-card Enabled Selecting this check box signals your intent to utilize a P-card to pay for this order.Type Code Not currently used for one-time purchases.

The format of the PO that will print when selecting the Print button on the Summary tab This can be changedPrint Format* The format of the PO that will print when selecting the Print button on the Summary tab. This can be changed while the PO is in any status.

Alternate ID Any information input into this field will be overwritten with data from AFIS.

Required Date The date by which you require delivery of all of the goods/services being ordered. Note that providing a required date may increase freight costs if special delivery is required.

C C f f C CControl Code The Control Code field enables agencies to identify the purchase order by an alternate number. Control Code is NOT a search field available when using the Advanced Search feature.

Retainage % Optional fields for recording various purchase order terms.

Contact Instructions Contact instructions for vendors and customers regarding the purchase order.Tax Rate If selected, the tax rate will automatically be applied to all Items on the contract when ordered.

, y pp

Creation & Setup –General Tab Fields (cont.)( )

Field Description

USAS D t T USAS D t TUSAS Document Type USAS Document TypeUser Ref / Ref 4 User Ref

RPA Receive Date RPA Receive Date

PCC Code PCC Code

LDT Codes 1-6 LDT Codes 1-6

Receipt Method Quantity / DollarsPO Type PO Type Specified

Print Format* The format of the PO that will print when selecting the Print button on the Summary tab. This can be changed Print Format* p g y gwhile the PO is in any status.

Alternate ID DO NOT USE. Any information input into this field will be overwritten with data from FAMIS.

Promised Date The date the vendor has promised to deliver all of the goods/services being ordered. If PO Items have been solicited, this date will carry over from the awarded vendor’s Quote to their resulting PO., y Q g

Days ARO / Retainage% / Discount % Optional fields for recording various purchase order terms.

Creation & Setup –Tabs to Skipp

Items – Items Tab w/ No Items

Items –Open Market PO Item Searchp

Items –Open Market PO Item Search (cont.)p ( )

Items –Adding New Open Market Itemsg p

Items – Adding New Open Market Items: Standard Fields

Field Description

Print Sequence* The order the items will appear to vendors. The default sequence is the order that the items are added to the documentdocument.

Item Type* Can be either “Normal” or “Narrative.” Normal items can be ordered while Narrative items cannot. Narrative items only permit you to enter a Description and a Print Sequence.

Description* The definition of the good or service being ordered. For Narrative items, the Description can be instructions or other information.The Quantity Receipt Method means that users will only be able to receive this Item by the quantity that was delivered This is the preferred method for commoditiesReceipt Method delivered. This is the preferred method for commodities.The Dollar Receipt Method means that users will only be able to receive this Item by an invoiced dollar amount. This is the preferred method for services. Note that the Receipt Method can also be set for all Items on the General Tab.

Quantity* The total number of the item being ordered.Unit Cost* The cost of one unit of the item.

UOM* The unit of measure for the item.Th t d d di t t f h it f th it N ti b t d h i if k YDiscount % The standard discount percentage for each unit of the item. Negative numbers entered here signify a markup. You cannot enter both a Discount % and Total Discount Amount.

Total Discount Amount

The dollar discount for each unit of the item. Negative numbers entered here signify a markup. You cannot enter both a Discount % and Total Discount Amount.

NIGP Class* The 3-digit NIGP Class code for the item. You can either type in the code, select a code from the dropdown, or use the eyeglass icon to conduct a keyword search for the appropriate code.the eyeglass icon to conduct a keyword search for the appropriate code.

NIGP Class-Item* The 2-digit NIGP Class-item code for the item.

Commodity Code The 11-digit NIGP Detail code for the item. Use the Lookup Commodity Code button to search for the appropriate code. This is an optional field. Most agencies will not use this field.

Tax Rate The tax rate that should be applied to this item. This is an optional field.Freight The estimated freight charges associated with ordering the desired quantity of the item.

Manufacturer / Brand / Model /

Make / PckgThe specific product details. These fields are optional.

Items – Adding New Open Market Items: Commodity Codesy

Items – Adding New Open Market Items: Custom Fields

Items – Items Tab w/ Items

Items – Detail Screen: Open Market PO Items p

Items – Detail Screen: Release PO Items

Items –Release PO Item Search

\Periscope Holdings, Inc. 4040

Items –Release PO Items w/o Unit Pricing/ g

Items – Release PO Items Tab

Items – Item-Level Tabs

Vendors

Vendors – Vendors Tab

Vendors –Open Market PO Vendor Searchp

Vendors – Open Market PO Vendor Search (cont.)( )

Vendors –Release PO Vendor Search

. Periscope Holdings, Inc. 4949

Vendors – PO Terms

Vendors – Vendor Addresses

Vendors – Vendor Subcontractors

Vendors – Vendor Subcontractors (cont.)( )

Addresses

Addresses – Overview

Addresses – Header-level Tab

Addresses – Items-level Tab

Buy A&M Online 2013. Periscope Holdings, Inc. 5858

Accountingg

Accounting – Overview

Accounting – Header-level Tab

Accounting –Header-level Tab (cont.)( )

Accounting – Items-level Tab

Buy A&M Online 2013. Periscope Holdings, Inc. 6464

Accounting – Items-level Tab (cont.)

AttachmentsAttachments

Attachments – Attachments Tab

Attachments –Attaching Filesg

Attachments –Downloading Attachmentsg

Attachments –Deleting Filesg

Internal Communication

Internal Communication –Notes Tab

Internal Communication –Item-Level Notes Tab

Internal Communication –Reminders Tab

Vendor Notification

Vendor Notification – Summary Tab

Vendor Notification –Submit for Approvalpp

Vendor Notification – Approval

Vendor Notification –Vendor Notification

Change OrdersChange Orders

Change Orders – Finding Your PO

Change Orders – Creation

Change Orders – Editable Tabs

Change Orders – Summary Tab

Change Orders –Applying a Change Orderpp y g g

Change Orders –Vendor Acknowledgementg

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