FROM THE CRADLE

TO THE GRAVE

The standard procurement process for

Caddo Parish School Board

from beginning to end

Objective:

• To follow a Purchase Requisition from it’s creation to it’s completion

• Entering a PR

• WORKFLOW approvals

• PO Creation

• Vendor receiving PO

• Vendor shipping order

• End-user receiving the order

• End-user receipting the order

• Vendor invoicing

• A/P paying

• Closing out any remaining issues

Dashboard

Purchase Requisition (PR): POUPPR

PR NOTES:

PRINT BEFORE

PRINT AFTER

WORKFLOW APPROVALS

Purchase Order (PO) Creation

VENDOR RECEIVING & SHIPPING ORDER

• Receive the PO via email, fax etc.

• Fill the order, ship to the appropriate location

• Include a packing slip or a bill of lading

RECEIVING an ORDER

• Sign for it

• Check for damages

• Packing slip matches items received

RECEIPTING an Order

VENDOR INVOICING an ORDER

• All invoices go to A/P

• The vendor emails you an invoice, send it to A/P.

• The vendor includes the invoice in with your order, send it to A/P.

• The vendor snail-mails the invoice to you . . .

SEND IT TO A/P

ACCOUNTS PAYABLE (A/P)

• Pays all invoices associated with orders created in the Sungard Business + system.

• Send all INVOICES to A/P

EXCEPTIONS: WHAT REMAINs . . . • Back-orders

• Substitutions

• Damaged good

• Missing items

• Long Waits

• Discontinued Items