Creating a Requisition in Atrieve Web

Slides:



Advertisements
Similar presentations
User’s Guide.
Advertisements

Marketplace Shopper Training This training is intended for those users who will be Shoppers in the Marketplace e-Procurement system.
Online Requisitioning On the left hand side of my WebServices you should see the Budget and Purchasing tab. Click on “Enter a Requisition for goods and.
REQUESTING AN ACCOUNT: In order to register onto Online order processing, please the following information to
Training Guide. The Punch Out Catalog System The Punch Out shopping catalog for Tech Depot takes the user directly into the vendor’s website and online.
Training Guide. The Punch Out Catalog System The Punch Out shopping catalog for West Press takes the user directly into the vendor’s website and online.
Federal Acquisition Service U.S. General Services Administration
Vendor Inquiry System How To Create A New Account and Invoice Tutorial Notice: The information used in this tutorial does not contain any personally identifiable.
ONLINE ORDERING Advantages: Your school’s Net-Discounted price is displayed (You can budget more accurately. Accounts payable has fewer adjustments to.
Blackbaud Web Purchasing Training Session 1. Agenda What is Blackbaud Web Purchasing? How to login to Blackbaud Web Purchasing Create a purchase requisition.
Web-Based Supply Chain Management
Aitons’ Equipment. Type in your user name and password And click sign in Hit enter for next page.
Blackbaud Web Purchasing Training Session 1. Agenda What is Blackbaud Web Purchasing? How to login to Blackbaud Web Purchasing Create a purchase requisition.
To begin a Requisition: 1.Click Main Menu 2.Click eProcurement 3.Click Create Requisition Enter a Requisition Name Select step 2: Add Items and Services.
EProcurement A link to the eProcurement system will be provided to you once your training has been completed. Once you select the eProcurement link, the.
OFFICE DEPOT ONLINE ORDER AND TEAMS PROJECT REQUISITION.
The link to the Custom Point Login is:
Requisition Workflow System MC-TSG’s BUYMCOECN.  MC-TSG in conjunction with the SSDT and the Wilson County ESC in Indiana has developed an Eprocurement.
Confidential Web Ordering Overview. Confidential LOG ON:   Enter your login name &
Navigation 1 1 Quick Reference Guide Our services are broken down into 3 different areas. Clicking on each area will take you to the relevant product catalogue.
Creating Warehouse Requisitions. 1.Find the shortcut on your system and open the program. 2.This screen will open, type in your User ID 3.Insert password.
School Specialty Online Ordering Through Skyward.
E-School Mall Shopping Could be your new best friend!
How to Enter a Requisition for Goods and Services in Owl Link Updated March 15, 2013.
CUSTOMER ORDERING QUICK REFERENCE GUIDE November 20, 2015.
Public Purchase Vendor Registration & Responding to a Bid Copyright © The Public Group, LLC - This document is confidential and intended only for the use.
To begin a Requisition: 1.Click Main Menu 2.Click eProcurement 3.Click Create Requisition Enter a Requisition Name Select step 2: Add Items and Services.
Internet Based Online Requisitioning Program. Requisition Booklet User Code Password Booklet Type Year Requisition Website.
Training Guide. The Punch Out Catalog System The Punch Out shopping catalog for Corporate Express takes the user directly into the vendor’s website and.
Creating a Requisition in Atrieve. Open your web browser and go to and click on the KPS Employee Portal.
Prepared by CMSD Office of the Chief Financial Officer - October, OnBase E-Procure - Purchase Order Entry, Update Unapproved Purchase Order and.
Complete Ordering System for Promotional Literature and Samples Quick Reference and Training Guide.
Compile your monthly P-Card Packet 1,2,3 For in depth screenshots and details on Step 1 click here 1.Open your transactions for the Current Billing Cycle.
From the main PGCC Web page, select "Faculty & Staff"
NHS Scotland - Marketplace July 2017
P2P Module: Ariba P2P REQUISITION AND APPROVAL
To add a new requisition, enter an 'a' here
NetApp Online Ordering User Tutorial
Module 3 – Create a Non-Catalog Requisition
MWV Punchout – HOME Page
SUBMITTING A PAYMENT REQUEST FORM
PO INVOICE ENTRY Creating a PO Invoice Let’s Get Started
Scholarship America Dollars for Scholars: Completing the Student Profile All Dollars for Scholars scholarships are applied for online via the Dollars.
Transition from Classic Interface Phoenix Interface to
Adam Hooker Director of Accounting Laurel County Board of Education
P2P Req to Receive Create a Non-Catalog Requisition
How to Modify a Requisition Using Owl Link
Binghamton University Business System Purchase Requisitions
P2P Req to Receive Create a Catalog Requisition
Scholarship America Dollars for Scholars: Completing the Student Profile All Dollars for Scholars scholarships are applied for online via the Dollars.
Scholarship America Dollars for Scholars: Completing the Student Profile All Dollars for Scholars scholarships are applied for online via the Dollars.
Creating an Animal Requisition in eAnimal Ordering
How to create a Parent PowerSchool ID and Access Student Pages
Rr Donnelley Custom point.
CustomSource Online Tutorial August, 2017
E-Procurement Project
District Court Workshops
Quick reference: entering a requisition In escape RECEIVING AN ITEM
Loyola University Holiday Card POD Portal
HOW TO SPLIT A CREDIT CARD TRANSACTION BETWEEN MULTIPLE ACCOUNT CODES
25Easter.
Scholarship America Dollars for Scholars: Completing the Student Profile All Dollars for Scholars scholarships are applied for online via the Dollars.
Texas Woman’s University
Completing the Primary Reference portion of the Student Profile
EDT Web Portal User Guide
To modify a requisition, enter the requisition number and click OK or press enter. You can enter sign to return to the last requisition you were.
Scholarship America Dollars for Scholars: Completing the Student Profile All Dollars for Scholars scholarships are applied for online via the Dollars.
Scholarship America Dollars for Scholars: Completing the Student Profile All Dollars for Scholars scholarships are applied for online via the Dollars.
Presentation transcript:

Creating a Requisition in Atrieve Web

Open your web browser and go to www. sd5. k12. mt Open your web browser and go to www.sd5.k12.mt.us and click on the KPS Employee Portal

Log in using your Windows user name and password.

Hover over the Purchasing tab and click on Requisition Create Hover over the Purchasing tab and click on Requisition Create. Note: Depending on your access rights, your ribbon may look different then the one below.

The first step is to find your vendor The first step is to find your vendor. Click in the Non-Catalogue Item box and type the name E.g. Amazon, or a partial name, and hit Enter. This will populate a search result. Click on the vendor number to select.

To add your first item, click on Add Non-Catalogue Item. Note: If you’re ordering several items that all have the same GL (Budget Code) you can enter that code in the “Update All GL Accounts” box. Once populated, will auto enter all the GL boxes for you as you add lines.

This is your main order screen This is your main order screen. From here you can start adding your items. Start by adding a Description, Price and Quantity for your item. You can also add an item number in the Stock ID box. If you don’t know it then don’t enter anything. Continue to next slide…

Notes can be added that will not appear on the purchase order. A Description can be added that will appear on the purchase order. Click Add Order Comment to access the comment box. The GL account number can be entered in to the GL’s box. No dashes or periods are required, just the numbers. Continue to the next slide to enter multiple GL’s for an item.

If you click on the + sign next to the GL box on the previous slide, you will get a popup window where you can enter multiple GL’s for an item. The split can be by percentage, dollar, or quantity. You can add more GL boxes by clicking the paper icon.

Once you have finished entering the details of your line item, you can click the Checkout button or click Add Non-Catalogue Item to add another item to your order. If you need to, you can quit and come back to your order later. Just click on saved carts.

Checkout: When your order is complete, click the checkout button Checkout: When your order is complete, click the checkout button. You will be taken to the Requisition Specifications screen. From here you can review your order and make changes if needed. Click Next when you are satisfied.

Shipping Information: IMPORTANT Enter your name in the Contact/Phone field. This will ensure that you will receive a copy of your purchase order. The purchase agent will not know who the PO goes to if this field isn’t populated.

Confirmation: On this screen you can review your order one last time before submitting your order. Click Submit to finish your order.

Done: You should see a generated requisition number along with “Success” on the screen. Your requisition is now complete and will be forwarded to the person who approves your orders. Once approved, a purchase order will be generated for the requisition.

Please email or call the Purchase Agent with questions regarding the requisition process Email: biangonej@sd5.k12.mt.us Phone: 406-758-8392