Mock Scenarios: Requisitions, eQuotes, Receipts, Master Agreements and Invoice eForms

Mock Scenarios:Requisitions, eQuotes, Receipts,

Master Agreements and Invoice eForms

MyFloridaMarketPlace

Revised Date: 01/13/05

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Before you begin

The MyFloridaMarKetPlace mock scenarios are designed to give you an opportunity to apply what you have learned from the first 3 days of the Instructor Led training session. These scenarios will attempt to mock “sample requisitions” using the system. Before you begin, you will need to create the following MS Word and MS Excel documents to be used as attachments:

• External Attachment 1.doc

• Internal Attachment 1.doc

• Internal Attachment 2.doc

• Plumbing Retail Price.xls

• Laptop Specifications.doc

• Battery Specifications.doc

• Invoice 1.doc

• Invoice 2.doc

• Invoice 3.doc

• Invoice 4.doc

• Baxter Media Pricing Agreement.doc

• Signed Contract.doc

• Tables Packing Slip.doc

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Preferences Update #1: Changing Your Profile

Click on the appropriate button to view your preferences

Click on the appropriate link to change your profile

Follow the specification below to change your profile preferences

Step 1: Personal Information Phone Number: 850-555-1234

Step 2: Accounting/Shipping Information Bill To: Department of Management Services

Street: Bldg 4030 Ste 335 4050 Esplanade Way

Step 3: Justify Changes Practice for MFMP training

Step 4: Approval Flow Use system-generated approval flow

Step 5: Summary Review changes and submit for approval

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Preferences Update #2: Email Notifications


Click on the appropriate link to change your e-mail notification preferences

Complete the following changes to your e-mail preferences:

1. Change preferences to receive an e-mail only upon the final approval of requests you have submitted for approval.

2. Change preference to receive an email every day for requests not approved within the first week in your approval queue.

3. Change preference to not receive an e-mail for requests requiring your approval that have been in your approval queue for over a week.

4. Change e-mail preferences to receive an one e-mail which contains a listing of all notifications which were generated for the previous day.

Save your changes.

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Preferences Update #3: Delegate Approval Authority


Click on the appropriate link to delegate your approval authority

Complete the following:

Step 1: Delegate Delegate: Lisa Thomas Delegation Start Date: today Delegation End Date: tomorrow Delegation Reason: Out of office for MFMP training Select option to continue receiving an e-mail notification


Step 3: Summary Record your user profile request number and submit for approval

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Mock Requisition #1: Catalog Item

Step 1: Add Title Replacement Flooring - (your initials)

Step 2: Add Items (Browsing the Catalog) Click the link for ‘Floor Coverings-Fabric’ Click the link for ‘360240: Carpet, Commercial and Residential’

Add the Catalog item for ‘Pride’ Order Qty: 35

Step 3: Add Shipping Details Use default Ship To Need by Date: (one month from today)

Step 4: Add Accounting Expansion Option: JO Object Code: 512000 (Furniture and Equipment)

Step 5: Add Comments Internal comment: Replacement flooring for break room


Step 7: Summary Record your requisition number and submit for approval

PRTRAIN__________

DOTRAIN__________

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Step 1: Add Title Recycled Paper - (your initials)

Step 2: Add Items (Keyword Search) Enter ‘paper’ in the Search field

Add the Catalog item Order Qty: 48

Step 3: Add Shipping Details Use default Ship To Shipping Method: UPS


Step 5: Add Comments External comment: No partial shipments



PRTRAIN__________

DOTRAIN__________

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Step 1: Add Title Student Desks - (your initials)

Step 2: Add Items (Using an Advanced Search) Click the ‘Advanced’ search link

Keywords: student desk Price: 250.00 to 300.00 Supplier: Premium Manufacturing, Inc. ETA (days): 28 to 35

Add the student desk priced at $280.00 Order Qty: 4

Step 3: Add Shipping Details Ship To: Division of Facilities Management

Street: Fletcher Bldg Room B-14 101 E Gaines ST Shipping Method: Truck Carrier


Step 5: Add Comments External comment: Deliver to loading dock B



PRTRAIN__________

DOTRAIN__________

Note:

Save your Advanced Search

Search name: Student Desks

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Mock Requisition #4: Non-Catalog Item

Step 1: Add Title Title: Sound Proof Doors – (your initials)

Step 2: Add Items (Supplier: Premium Manufacturing) Line Item 1: Sound Proof Doors

Commodity Code: 150400 Supplier Part Number: SP-0720 Purchasing Code: Discretionary Purchase Qty: 4 Price: 615.00

Step 3: Add Shipping Details Ship items to: Commission on Human Relations

Street: 2009 Apalachee Pkwy Ste 100 Tallahassee FL

Step 4: Accounting Details Expansion Option: JO Object Code: 561000 (Building and Fixed Materials)

Step 5: Add Comments External comments: No partial shipments External Attachment: External Attachment 1.doc

Step 6: Approval Flow Add ‘Instructor’ role as an optional approver

Step 7: Summary Review information for accuracy to specification, record your requisition number and submit for review and approval

PRTRAIN__________

DOTRAIN__________

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Mock Requisition #5: Non-Catalog Requisition

Step 1: Add Title Title: Telecommunication Services – (your initials) Hold Until: (one week from today) PO Start Date: July 1, 2004 PO End Date: June 30, 2006

Step 2: Add Items Line Item 1: Calling Card Services

Supplier: Office Supplies Vendor Location: Lafayette Commodity Code: Search for and select the appropriate commodity code Purchasing Code: State Contract State Contract ID: Telecommunication Calling Card Qty: 12 Unit of Measure: Month Price: 1500.00

Step 3: Add Shipping Details Use default Ship To Information

Step 4: Accounting Details Expansion Option: JO Object Code: 512000 (Furniture and Equipment)

Step 5: Add Comments External comments: Send invoice each month for prompt payment

Step 6: Approval Flow Add ‘Vincent Ackerman’ as a required approver

Step 7: Summary Edit Line Item 1

Add internal comment: See attached documents for cleaning services detail Add internal attachment: Internal Attachment 1.doc Add internal attachment: Internal Attachment 2.doc

PRTRAIN__________

DOTRAIN__________

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Mock Requisition #6: Non-Catalog Item

Step 1: Add Title Title: Misc Video Supplies – (your initials) Encumber Funds - Unchecked

Step 2: Add Items Line Item 1: VHS Recorder

Supplier: Office Supplies Vendor Location: Lafayette Purchasing Code: Discretionary Purchase Qty: 2 Price: $149.99

Line Item 2: Tape Recorder Supplier: General Supply Ltd Vendor Location: General Supply Miami Purchasing Code: Discretionary Purchase Qty: 3 Price: $59.99

Step 3: Add Shipping Details Use default Ship To information

Step 4: Accounting Details Expansion Option: JO Object Code: 512000 (Furniture and Equipment)

Step 5: Add Comments External comments: No partial shipments

Record requisition number and go to Summary Screen and submit for approval

PRTRAIN__________

DOTRAIN__________

DOTRAIN__________

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Mock Requisition #7: Catalog Items

Step 1: Add Title Misc Office Supplies - (your initials)

Step 2: Add Items Line Item 1: Pedestal Box File: BFP-2016-L/CLT-2026-3072

Order Qty: 50 Line Item 2: Cable Chase: CCL-2345 (CLT-2026-3072)

Order Qty: 25

Step 3: Add Shipping Details Use default Ship To and include Need by Date (one month from today)

Step 4: Add Accounting (if desired, use the Mass Edit functionality) Expansion Option: JO Object Code: 512000 (Furniture and Equipment)

Step 5: Add Comments External comments: Notify if partial shipments are necessary External attachment: External Attachment 1.doc



Ship To: Division of Human Resources 4050 Esplanade Way Bldg 4040 Suite 360 Internal comments: Office supplies for training room Internal attachment: Internal Attachment 1.doc

Record your requisition number and submit for review and approval

PRTRAIN__________

DOTRAIN__________

DOTRAIN__________

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Mock Requisition #8: Catalog Items Step 1: Add Title

Misc Tables - (your initials) Funds will not be encumbered

Step 2: Add Items Line Item 1: Classroom Table 3000 Series (Supplier Part Number: CLT-3026-3072)

Order Qty: 5 Line Item 2: General Purpose Classroom Table (Supplier Part Number: CLT-2026-3036)

Order Qty: 2

Step 3: Add Shipping Details Use default Ship To Address Shipping Method: Common Carrier

Step 4: Add Accounting (use Mass Edit if desired) Expansion Option: JO Object Code: 512000 (Furniture and Equipment)

Step 5: Add Comments External comments: Notify if partial shipments are necessary



Internal attachment: Internal Attachment 2.doc

Record your requisition number and submit for review and approval

PRTRAIN__________

DOTRAIN__________

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Recessed Monitor Tubs - (your initials)

Step 2: Add Items Line Item 1: Black Monitor Tubs: Part #: SRM-1919 (CLT-2026-3048)

Order Qty: 24

Step 3: Add Shipping Details Ship To: 2600 Blairstone Road, Twin Towers Building Room 169 Deliver To: James Bond Need By: (one month from today)


Step 5: Add Comments Internal comments: Replacement monitor tubs for use in Montgomery Bldg External comments: Call if partial shipments are required

Step 6: Approval Flow Add the role ‘Instructor’ as a watcher

Step 7: Summary Edit Line Item 1 – Split Accounting by Percentage

1st Split: Same accounting info from Step 4: 30% split 2nd Split: Select Object code: 271010 (Utilities-Electricity): 70% split

Record requisition number and submit for review and approval

PRTRAIN__________

DOTRAIN__________

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Desks for Carr Bldg- (your initials) On Behalf Of: Ethan Allen

Step 2: Add Items Line Item 1: Student Desk (CD-3029-3072)

Order Qty: 12 Line Item 2: Teacher Desk (TDR-2448-L (CLT-4026-3060)

Order Qty: 3

Step 3: Add Shipping Details Use default Ship To address and include Need By Date: (2 months from today)

Step 4: Add Accounting (use Mass Edit if desired) Expansion Option: JO Object Code: 512000 (Furniture and Equipment)

Step 5: Add Comments Add internal comments: Call 414-0001 if additional information is required for approval

Step 6: Approval Flow Use system generated approval flow

Step 7: Summary Edit Line Item 2 – Split Accounting by Quantity

1st Split – same accounting from Step 4 2nd Split – Object Code: 271010 (Utilities-Electricity) 3rd Split – Object Code: 561000 (Building and Fixed Materials)

Record requisition number and submit for review and approval

PRTRAIN__________

DOTRAIN__________

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Mock Requisition #11: Non-Catalog Items

Step 1: Add Title Title: Training Room Supplies – (your initials) PO Start Date: July 1, 2004 PO End Date: June 30, 2006

Step 2: Add Items (Supplier: Office Supplies) Line Item 1: Miscellaneous Dry Erase Markers

Commodity Code: 618585 36 Boxes/19.99 per box

Line Item 2: Whiteboard Erasers Commodity Code: 618350 6 each/7.99 each

Line Item 3: Dry Erase Whiteboard Cleaner Commodity Code: 618140 12 Bottles/14.95 per bottle

Step 3: Add Shipping Details Ship items to: Planning and Budget Section (4050 Esplanade Way STE 260)

Step 4: Accounting Details Perform a Mass Edit

Expansion Option: JO Object Code: 512000 (Furniture and Equipment)


Step 6: Approval Flow Use system generated approval flow

Step 7: Summary Review information for accuracy to specification, record your requisition number and submit for review and approval

Note: You may need to search for the appropriate unit of measure designated for each line item.

PRTRAIN__________

DOTRAIN__________

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Mock Requisition #12: Non-Catalog Items Step 1: Add Title

Title: Media Supplies – (your initials)

Step 2: Add Items (Supplier: General Supply Ltd / Vendor Location: General Supply Miami) Line Item 1: Cassette Tapes

36 Boxes/19.99 per box Purchasing Code: Discretionary Purchase

Line Item 2: 2-Wire Antennas (Radio Only) 3 each/33.99 each Purchasing Code: Discretionary Purchase

Line Item 3: Media Services 4 hours/175.00 per hour Purchasing Code: Discretionary Purchase

Step 3: Add Shipping Details Use Default Ship To Address

Step 4: Accounting Details Perform a Mass Edit to complete the following



Step 6: Approval Flow Add the role ‘Instructor’ as an optional approver

Step 7: Summary Review information, record requisition number and submit for review and approval

Search for and add the appropriate commodity code for each line item

PRTRAIN__________

DOTRAIN__________

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Mock Requisition #13: Non-Catalog Items Step 1: Add Title

Title: Misc Video Supplies – (your initials) Hold Until: (One week from today) Encumber Funds - Unchecked

Step 2: Add Items Line Item 1: VHS Recorder

Supplier: Premium Manufacturing Vendor Location: James Thomas : Chicago Purchasing Code: Discretionary Purchase Qty: 2 Price: $149.99

Line Item 2: Tape Recorder Supplier: Florida Rubber & Supply Purchasing Code: Discretionary Purchase Qty: 3 Price: $59.99

Step 3: Add Shipping Details Ship items to: Inspector General 4050 Esplanade Way Ste 280

Step 4: Accounting Details (Perform a Mass Edit) Expansion Option: JO Object Code: 512000 (Furniture and Equipment)


Record requisition number and go to Summary Screen and submit for approval

Search for and add the appropriate commodity code for each line item

PRTRAIN__________

DOTRAIN__________

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Mock Requisition #14: Item Level MA

Step 1: Add Title Title: Replacement Uniforms – (your initials)

Step 2: Add Items (Contract ID: LDT-12345) 24 Medium Black Polo Shirts w/Pockets 12 Small Black Polo Shirts No Pockets 36 Large Blue Polo Shirts w/ Pockets

Step 3: Add Shipping Details Use default Ship To address



Step 5: Add Comments Add Internal comments: Please approve ASAP

Step 6: Approval Flow Add the role ‘Instructor’ as a required approver

Step 7: Summary Record requisition number and submit for approval

PRTRAIN__________

MATRAIN__________

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Mock Requisition #15: Item Level MA

Step 1: Add Title Title: Requisition from Inter-Agency Contract – (your initials)

Step 2: Add Items (Contract ID: DEP12987-LNR) Fluoride Pellets – 12 Bioassay – 4

Step 3: Add Shipping Details Use default Ship To address Shipping Method - UPS






PRTRAIN__________

MATRAIN__________

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Mock Requisition #16: Supplier Level MA

Step 1: Add Title Title: Plumbing Supplies – (your initials)

Step 2: Add Items (Search by Title: Plumbing supplies) View the details of the contract to determine the pricing terms ‘BEFORE’ selecting the contract

Add 10 of each of the items listed on the contract using the appropriate pricing terms Search and add commodity code for plastic pipe fittings NOTE: Total Cost should equal $202.50







Suggested Retail Price:

3” PVC 45 Elbows – $7.50ea

3” PVC Couplings - $5.00ea

3” PVC Tees – $10.00ea

PRTRAIN__________

MATRAIN__________

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Mock Requisition #17: eQuote

Step 1: Add Title Title: eQuote – Cleaning Services – (your initials)

Step 2: Add eQuote Shipping Details Select Shipping Address ID: 72-S50

Step 1: Enter eQuote Info Response Due: (two weeks from today) Line item 1

Cleaning services for Carr Building Order Quantity: 1 Unit: Year

Additional Information: Record annual cleaning cost in the Price field

Step 2: Select Suppliers Add the following Suppliers

Florida Maintenance Supply Florida Rubber & Supply Co. Office Supplies

Step 3: Review and Submit Review eQuote and submit to suppliers for response

PRTRAIN__________

DOTRAIN__________

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Step 1: Add Title Title: eQuote – Toshiba IT Equipment – (your initials)

Step 2: Add eQuote Shipping Details Select Shipping Address ID: 72-S78 Need-By Date: (one month from today) Shipping Method: UPS

Step 1: Enter eQuote Info Response Due: Rush Response Delivery Need By: (one month from today) Line item 1

Toshiba Laptop; Tecra 8100; 13G Hard drive Order Quantity: 3

Line item 2 Toshiba Backup Battery; Model PT810U Order Quantity: 3

Add Attachments Laptop Specifications.doc Battery Specifications.doc



Step 3: Review and Submit Review eQuote and submit to suppliers for response

PRTRAIN__________

DOTRAIN__________

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Step 1: Add Title Title: eQuote – Xerox Copier Accessories – (your initials)

Step 2: Add eQuote Shipping Details Ship To: Select Ship To address for Alachua (hint: search by City) Need-By Date: (one month from today) Shipping Method: UPS

Step 1: Enter eQuote Info Line item 1

Copy Machine Toner; Xerox 7891-1389 Order Qty: 3

Line item 2 Copy Machine Staple Cartridge; Model XJ-9763 Order Qty: 2



Additional Step: Invite a Supplier Name: ACME Computers Contact: Will E. Coyote Phone: 850-555-4321 Fax: 850-555-1234

Step 3: Review and Submit Edit eQuote

Add Line Item 3: Replacement Collating Tray; Model XCT-1782 Order Qty: 1

Review and submit to suppliers for response

PRTRAIN__________

DOTRAIN__________

Note: An eQuote cannot be edited once it has been submitted to the suppliers.

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Entering a Receipt: Mock Requisition #1

Purchase Order 1: DOTRAIN______

Fully Receive Order: RCTRAIN_____

Pride Accept: 35 Date Received: Today

Add internal comment: Order received in full

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Partial Receipt #1: RCTRAIN_____ Recycled Paper

Reject: 48 Rejection Reason: Incorrect paper size

Add comment: Order rejected and returned to supplier

Partial Receipt #2: RCTRAIN________ Recycled Paper

Accept: 48 Add comment: Correct paper size; received in full

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Partial Receipt #1: RCTRAIN_____ Student Desks

Accept: 3 Reject: 1 Rejection Reason: Damaged

Add comment: Damaged desk returned to supplier

Partial Receipt #2: RCTRAIN________ Student Desks

Accept: 1 Add comment: Received balance of order

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Partial Receipt #1: RCTRAIN_____ Sound Proof Doors

Reject: 4 Rejection Reason: Damaged

Closed Order: Yes Add comment: Discontinued item; closing order

Partial Receipt #2: RCTRAIN_______ Reopen Order Sound Proof Doors

Accept: 4 Add comment: Order received in full

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Why are there no detailed instructions for you to enter the receipt information for Mock Requisition #5?

Answer: ________________________________________

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Purchase Order 7: DOTRAIN______ Fully Receive Order: RCTRAIN_____

VHS Recorder Accept: 2

Add internal comment: Order received in full; no exceptions

Purchase Order 2: DOTRAIN______ Fully Receive Order: RCTRAIN______

Tape Recorder Accept: 3


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Purchase Order 7: DOTRAIN______ Receipt #1: RCTRAIN_____

Pedestal Box Files Accept: 50

Locking Lid Cable Chases Accept: 25


Note: The ‘Date Received’ field will accept a previous date. However, a date prior to the generation of the purchase order will generate an error message. A date in the future will also trigger an error message.

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Purchase Order 8: DOTRAIN_____

Receipt #1: RCTRAIN______ Classroom Tables

Accept: 5 General Purpose Tables

Accept: 1 Add Comment: Partial shipment; one table on back-order

Receipt #2: RCTRAIN_______ General Purpose Tables

Accept: 1 Add Comment: Final receipt Add Attachment: Tables Packing Slip.doc

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Purchase Order 9: DOTRAIN_____

Partial Receipt #1: RCTRAIN_____ Semi-Recessed Monitor Tubs

Accept: 12 Reject: 12 (Reject Reason: Shipped incorrect tubs) Add Comment: Returned incorrect tubs; vendor to re-ship within 72 hrs

Partial Receipt #2: RCTRAIN______ Semi-Recessed Monitor Tubs

Reject: 12 (Reject Reason: Damaged Tubs) Close Order Add comment: Returned damaged tubs; closing order

Partial Receipt #3: RCTRAIN_______ Semi-Recessed Monitor Tubs

Reopen order Accept: 12 Add Comment: Order reopened to received 12 tubs; final receipt

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Answer: ______________________________________

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Purchase Order 11: DOTRAIN___________

Receipt #1: RCTRAIN___________ Miscellaneous Dry Erase Markers

Accept: 24 Whiteboard Erasers

Accept: 6 Dry Erase Whiteboard Cleaner

Accept: 10 Reject: 2 (Reason: Damaged bottles)

Receipt #2: RCTRAIN___________ Miscellaneous Dry Erase Markers

Accept: 12 Add internal comment: Did not receive complete order; 2 damaged bottles

of cleaner; this is the final receipt Close Order

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Purchase Order 12: DOTRAIN____________

Receipt #1: RCTRAIN______ Cassette Tapes

Accept: 24 2-Wire Antennas (Radio Only)

Accept: 3 Add comment: Remaining cassette tapes on back-order.

Why does the receipt report display 2 lines items when the PO contains 3 line items?

Answer: _________________________________________________________

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Answer: ______________________________________

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Mock Invoice eForm #1: Purchase Order

Step 1: Invoice Header

Title: Misc Office Supplies – (your initials)

Supplier Invoice #: (enter the PO number)

Supplier Invoice Date: (today’s date)

Invoice Received Date: (today’s date)

Supplier: Premium Manufacturing, Inc

Supplier Contact: (select registered contact location)

Subtotal: $775.00

Step 2: Invoice Lines

Invoicing without Order/Release?: No

Purchase Order: (search for your PO number and generate the invoice)

Step 3: Summary

Add comment: Scanned invoice attached

Add attachment: Invoice 1.doc

INEFTRAIN__________

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Title: Misc Office Supplies – (your initials)






Subtotal: $312.50




Step 3: Summary



INEFTRAIN__________

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Title: Misc Tables for Mahan Bldg – (your initials)






Subtotal: $1925.84




Change the quantity for the General Purpose Table to “1”

Step 3: Summary



INEFTRAIN__________

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Title: Misc Tables for Mahan Bldg – (your initials)

Supplier Invoice #: (enter the PO number-2)





Subtotal: $257.04




Delete the line item for Classroom Table 3000 Series & Lower quantity for General Purpose Tables

Step 3: Summary




INEFTRAIN__________

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Mock Master Agreement #1: Supplier Level

Step 1: Definitions Title: Agency Contract for Premium Manufacturing, Inc - (your initials) Description: This MA will be used to capture agency FY04 and FY05 spend from Premium Manufacturing. Method of Procurement: Under Bid Threshold Contract ID: 12345-(your initials) Effective Date: July 1, 2004 Expiration Date: June 30, 2006 Supplier: Premium Manufacturing Vendor Location: James Thomas : Chicago Historical Amount Spent: 3500

Step 2: Limits Maximum Commitment: 25000 Number of Days Before the Agreement Expires: 180 Available Balance at or Below: 20

Step 3: Pricing Terms Full Description: Contracted pricing terms for agreement Discount Percent: 10

Step 4: User Access Editing Users: Lisa Thomas Restrict Release Access: 7200: Contract Specialists

Step 5: Attachments Add Attachment: Baxter Media Pricing Agreement.doc

Step 6: Summary Record Master Agreement Request number and submit for approval

Release Required: Yes

MARTRAIN__________

MATRAIN___________

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Step 1: Definitions Title: Agency Contract for Janitorial Services - (your initials) Description: This MA will be used to track invoices paid from Florida Maintenance. Method of Procurement: Competitive Bid Contract ID: JS01-(your initials) Effective Date: January 2, 2004 Expiration Date: June 30, 2006 Supplier: Florida Maintenance Supply Agreement Type: Commodity Level Release Required?: No

Step 2: Limits Maximum Commitment: 150000 Number of Days Before the Agreement Expires: 15 Available Balance at or Below: 10

Step 3: Pricing Terms Full Description: Agency term contract negotiated pricing for commodity code Commodity Code: 991450: Janitorial Services Discount: None

Step 4: User Access Editing Users: Vincent Ackerman

Step 5: Attachments Add Attachment: Signed Contract.doc


Mock Master Agreement #2: Commodity Level

MARTRAIN__________

MATRAIN___________

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Mock Master Agreement #3: Item Level

Step 1: Definitions Title: Copy Paper - (your initials) Description: This MA will be used to track purchase order for copy paper. Method of Procurement: UND – Under Bid Threshold Contract ID: CP01-(your initials) Effective Date: July 1, 2004 Expiration Date: June 30, 2005 Supplier: Office Supplies Agreement Type: Item Level Release Required?: Yes

Step 2: Limits Maximum Commitment: 24999.99 Number of Days Before the Agreement Expires: 90 Available Balance at or Below: 20%

Step 3: Pricing Terms Line Item 1: 8.5 x 11 AA Recycled Paper ($35.50 per case) Line Item 2: 8.5 x 14 AA Recycled Paper ($47.25 per case) Line Item 3: 11 x 17 AA Recycled Paper ($57.50 per case)

Step 4: User Access Editing Users: None Restrict Release Access: Department of Management Services

Step 5: Attachments Add Attachment: Signed Contract.doc


Hint:

The Supplier Part Number for each line item must be unique.

MARTRAIN__________

MATRAIN___________

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Mock Release #1 – Supplier Level MA

Step 1: Add Title Title: Media Supplies – (your initials)

Step 2: Add Items (Search by Contract ID: 12345 – your initials) View the details of the contract to determine the pricing terms ‘BEFORE’ selecting the contract

Add 10 of each of the items listed on the contract using the appropriate pricing terms Search and add commodity code for media supplies NOTE: Total Cost should equal $202.50





Step 6: Approval Flow No additional approver required


Suggested Retail Price:

VHS Tapes (6 PK) – $7.50ea

Coaxial Cable - $5.00ea

Surge Protectors – $10.00ea

PRTRAIN__________

MATRAIN__________

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Mock Release 1 – Commodity Level MA

Can a release order be generated against your Commodity Level MA?

_______________________________________________

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Mock Release 1 – Item Level MA

Step 1: Add Title Recycled Paper - (your initials)

Step 2: Add Items (Search by Contract ID: CP01 – your initials) Line Item 1: 8.5 x 11 AA Recycled Paper (6 cases) Line Item 2: 8.5 x 14 AA Recycled Paper (3 cases) Line Item 3: 11 x 17 AA Recycled Paper (2 cases)

Step 3: Add Shipping Details Ship To:

Street: 2600 Blairstone Road, Twin Towers Building Room 169 Need By: (one month from today)


Step 5: Add Comments Internal comments: Order supply for next quarter External comments: Deliver to loading dock A


Step 7: Summary Record requisition number and submit for approval

PRTRAIN__________

MATRAIN__________

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Mock Invoice 1 – Commodity Level MA


Title: Janitorial Service – June 04 - (your initials)

Supplier Invoice #: (enter the MA#_your initials)

Supplier Invoice Date: (June 1, 04)


Service Start Date: June 1, 04

Service End Date: June 11, 04

Supplier: Coleman & Sons


Subtotal: $2500


Invoicing without Order/Release?: Yes

Master Agreement:: (Search for your MA number to generate the invoice)

Step 3: Summary



INEFTRAIN__________

Documents

Mock Scenarios: Requisitions, eQuotes, Receipts, Master Agreements and Invoice eForms