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Purchase Orders T i iTraining
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Agenda
• Overview• Overview• Creation & Setup• ItemsItems• Vendors• Addresses• Accounting• Attachments• Internal Communication• Vendor Notification
Ch O d
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• Change Order
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OverviewO
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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
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information must also be designated.
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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
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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.
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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
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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
Send
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
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Receipt have been received. • CloneCancelled The document has been cancelled. • Clone • All BP users
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Creation & SetupC & S p
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Creation & Setup – Logging In
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Creation & Setup –Basic Purchasing Roleg
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Creation & Setup –Converting Requisitionsg q
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Creation & Setup – Converting Open Market Requisitionsp q
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Creation & Setup – Converting Open Market Requisitions (cont.)p q ( )
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Creation & Setup –Converting Requisitions (cont.)g q ( )
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Creation & Setup –Cloning Requisitions & POsg q
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Creation & Setup –Cloning Requisitions & POs (cont.)g q ( )
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Creation & Setup –Cloning Requisitions & POs (cont.)g q ( )
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Creation & Setup – Create New
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Creation & Setup – Award Bid
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Creation & Setup –Award Bid (cont.)( )
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Creation & Setup – Setup Overview
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Creation & Setup – General Tab
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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.
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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.
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Creation & Setup –Tabs to Skipp
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Items
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Items – Items Tab w/ No Items
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Items –Open Market PO Item Searchp
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Items –Open Market PO Item Search (cont.)p ( )
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Items –Open Market PO Item Search (cont.)p ( )
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Items –Open Market PO Item Search (cont.)p ( )
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Items –Open Market PO Item Search (cont.)p ( )
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Items –Adding New Open Market Itemsg p
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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.
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Manufacturer / Brand / Model /
Make / PckgThe specific product details. These fields are optional.
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Items – Adding New Open Market Items: Commodity Codesy
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Items – Adding New Open Market Items: Custom Fields
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Items – Items Tab w/ Items
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Items – Detail Screen: Open Market PO Items p
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Items – Detail Screen: Release PO Items
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Items –Release PO Item Search
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Items –Release PO Items w/o Unit Pricing/ g
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Items –Release PO Items w/o Unit Pricing/ g
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Items – Release PO Items Tab
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Items – Item-Level Tabs
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Vendors
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Vendors – Vendors Tab
46Periscope Holdings, Inc. 46
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Vendors –Open Market PO Vendor Searchp
47Periscope Holdings, Inc. 47
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Vendors – Open Market PO Vendor Search (cont.)( )
48Periscope Holdings, Inc. 48
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Vendors –Release PO Vendor Search
. Periscope Holdings, Inc. 4949
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Vendors – PO Terms
50Periscope Holdings, Inc. 50
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Vendors – Vendor Addresses
51Periscope Holdings, Inc. 51
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Vendors – Vendor Subcontractors
52Periscope Holdings, Inc. 52
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Vendors – Vendor Subcontractors (cont.)( )
53Periscope Holdings, Inc. 53
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Vendors – Vendor Subcontractors (cont.)( )
54Periscope Holdings, Inc. 54
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Addresses
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Addresses – Overview
56Periscope Holdings, Inc. 56
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Addresses – Header-level Tab
57Periscope Holdings, Inc. 57
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Addresses – Items-level Tab
Buy A&M Online 2013. Periscope Holdings, Inc. 5858
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Accountingg
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Accounting – Overview
60Periscope Holdings, Inc. 60
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Accounting – Header-level Tab
61Periscope Holdings, Inc. 61
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Accounting –Header-level Tab (cont.)( )
62Periscope Holdings, Inc. 62
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Periscope Holdings, Inc. 63
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Accounting – Items-level Tab
Buy A&M Online 2013. Periscope Holdings, Inc. 6464
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Accounting – Items-level Tab (cont.)
65Periscope Holdings, Inc. 65
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AttachmentsAttachments
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Attachments – Attachments Tab
Periscope Holdings, Inc. 67
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Attachments –Attaching Filesg
Periscope Holdings, Inc. 68
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Attachments –Downloading Attachmentsg
Periscope Holdings, Inc. 69
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Attachments –Deleting Filesg
Periscope Holdings, Inc. 70
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Internal Communication
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Internal Communication –Notes Tab
Periscope Holdings, Inc. 72
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Internal Communication –Item-Level Notes Tab
Periscope Holdings, Inc. 73
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Internal Communication –Reminders Tab
Periscope Holdings, Inc. 74
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Vendor Notification
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Vendor Notification – Summary Tab
Periscope Holdings, Inc. 76
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Vendor Notification –Submit for Approvalpp
Periscope Holdings, Inc. 77
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Vendor Notification – Approval
Periscope Holdings, Inc. 78
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Vendor Notification –Vendor Notification
Periscope Holdings, Inc. 79
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Change OrdersChange Orders
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Change Orders – Finding Your PO
Periscope Holdings, Inc. 81
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Change Orders – Creation
Periscope Holdings, Inc. 82
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Change Orders – Editable Tabs
Periscope Holdings, Inc. 83
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Change Orders – Summary Tab
Periscope Holdings, Inc. 84
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Change Orders –Applying a Change Orderpp y g g
Periscope Holdings, Inc. 85
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Change Orders –Vendor Acknowledgementg
Periscope Holdings, Inc. 86