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Supplier Relationship
Management Training
PART 1 – BOILERmart
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Course Objectives
AFTER TRAINING OVER
THE NEXT 2 DAYS, YOU
WILL BE ABLE TO:
– PLACE A CATALOGORDER
– PLACE A NON-CATALOGORDER
– FIND A PURCHASEORDER NUMBER
– RECEIVE AN ORDER** – SRM process does not
impact Printing Services or items purchased fromIPFW General Stores
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WHO ARE YOU?
• YOU ARE A
REQUISITIONER
• YOU ARE A DESKTOP
RECEIVER &/or
CENTRAL
RECEIVER
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Step 1 – A shopping cart is created in SRM.
Step 2
–
Once a shopping cart is fiscally approved and sourced it isconverted into a Purchase Order (PO) and the order is submitted to the
selected vendor.
Step 3 – When the vendor delivers the items ordered, a confirmation is
processed in SRM and posted in R3 as a Goods Receipt (GR).
Step 4 – The invoice is received from the vendor and posted in R3.
Step 5
–
Payment is made once the invoice is matched to the PO andgoods receipt.
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OnePurdue Portal Signon
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Select Purchasing Services → Workbench → Change My Settings
On the Position Tab enter FoA, First Name, Last Name, Telephone, Fax Number, and e-mail address
On the User Account Tab verify Decimal Notation and Date Format are correct → Press SAVE button
User Settings
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Go Shopping
Select Go Shopping→Shop to
create a shopping cart
Default Settings
Select Display Details link next to
Ship-To Address/Performance
Location to enter to whom and
where the order should be shipped
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The only field that should be completed is the c/o field. Enter who should receive the order and where.
Ship –To Display Details
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Cost Assignment Display Details
Select Display Details next to Cost Assignment. Use the drop-down menu to select the appropriate Account
Assignment (i.e. Cost Center, Order (i.e. Grants), WBS element). Enter the appropriate numbers in the Assigned To
and GL Account boxes. The Business Area should always be 20 for Fort Wayne. Click on the magnifier to enter the
Fund.
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Cost Assignment Enter Fund
Enter Fund in box –
should be 8 digit number. Select Back to Account Assignment Overview.Or scroll down to select BOILERmart.
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BOILERMART – Select to enter the electronic catalog.
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Showcased Suppliers – The first choice for the appropriate product; deeper discounts negotiated.
Punch-out –
The second choice for the appropriate product; pricing agreements in place.
BOILERMART Suppliers
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Select Guy Brown → Punch-out to enter the online catalog.
Guy Brown Order
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Create New Order
Select Create New Office Product Order to begin searching for items to order. Use Browse Catalog Only if not
creating the shopping cart at this time.
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Item Search
In the Search field, enter item # or description then click GO to begin searching.
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Item Quantity
Enter quantity (QTY) desired and select Add to Cart to order item.
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On this screen, there are options available to:
Continue Shopping – return to search for additional items
Update Cart – used to makes changes to item quantity
Checkout – all items have been added
Checkout
R / S C t S d C t t SRM
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19Update Cart Name using format [fw/dept/vendor/item description] and Save. Select Send Cart to SRM.
Rename / Save Cart – Send Cart to SRM
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Rename Shopping Cart in SRM
Enter Name of Shopping Cart in IPFW cart naming format: fw/department/vendor/item description.
Select Refresh to save all information entered to this point.
Select Check to verify there are no errors and the shopping cart is ready to be submitted.
Select ORDER to input shopping cart.
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Check Order Message
NOTE: An orange warning message is a hard stop and must be fixed before the system will allow the shopping cart to
be submitted. Yellow warning messages are cautionary and do not require a fix to submit the shopping cart.
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Order Status
All shopping carts display on the Order Status screen so select Order Status from the Detailed Navigation box to verify.
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Guy Brown Purchase Order
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END SESSION 1
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Supplier Relationship
Management Training
PART 2 – Describe Requirement
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OnePurdue Portal Signon
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Go Shopping
Select Purchasing Services →
Go Shopping→Shop to create
a shopping cart
Default Settings
Select Display Details link next
to Ship-To Address /
Performance Location to enter
to whom and where the order
should be shipped on the c/oline (see pg 9 for instructions)
Cost Assignment
Select Display Details link next
to Cost Assignment to enter Cost
Center/Order, GL, Business Unit,and Fund information. (see pg
10 for instructions)
Describe Requirement
Select Describe Requirement to
begin entering item information.
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Item Description Details
Unit of Measure
Product Category
DO NOT USE
Fields to Complete:
Description
Quantity / Unit
Price
Category
Select yellow Add to Shopping Cart box
to add item to cart.
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Items in Shopping Cart
Select Magnifier to open Item Details Screen
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Item Details Screen
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Assign Vendor
A vendor list will appear
based on the product
category chosen. Scroll
through the Vendor
Overview list and select
the vendor by clicking on
the radio button to the left
of the vendor name. Then
click on the yellow AssignVendor box.
If your vendor is not on
the list, search using the
Preferred Vendor box.
Click on the magnifier and
enter a portion of the
vendor name usingwildcards in the Name 1 /
Last Name field. When
the list appears click on
the appropriate vendor. If
your vendor is not on this
list, contact Purchasing at
1-6800.
V d
A i d
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Enter
Vendor
Text
Vendor Assigned
Select Documents and
Attachments to open
screen to enter additional
vendor text.
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Rename Shopping Cart
Every shopping cart should be renamed to identify the shopping cart using the IPFW format:
FW/DEPARTMENT/VENDOR/ITEM(S)
Select Refresh to save all information entered to this point.
Select Check to verify there are no errors and the shopping cart is ready to be submitted.
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35Order Shopping Cart
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Message – Shopping Cart Submitted Successfully
Order Status – select from Detailed Navigation box