EProcurement Kathleen Bonola

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Presentation transcript:

eProcurement Kathleen Bonola

Requisition Types Workflow Catalog vs. Special Request Price Comparisons Categories & Account Codes Contract Validations Reporting eProcurement

Core-10 eProcurement Requisitions 1.REQ – Items & Services End result is a Purchase Order 2.PSU – Product Schedule Updates End result is a Purchase Order 3.ITD-10 – For IT Purchases End result is a Purchase Order 4.DAS-BID – For Bids, RFPs, RFQs or Standardization Transactions End result is a Contract

Workflow ITD-10 “Streamlined” Workflow Agency Chartfield Approvals BEST Approval CIO/CTO Approval Over $10,000 Purchase Order Agency Purchasing Approval Sourcing Product Schedule Update (PSU) “New” Paperless Process Purchase Order Sourcing DAS/Procurement Product Schedule Update (PSU) Approval Streamlined & Paperless Agency Amt. Approvers Multi- Requester Agency Chartfield Approvals BEST Approval CIO/CTO Approval Over $10,000 Agency Purchasing Approval Multi- Requester Agency Amt. Approvers

An Approver should only need to validate the coding on Catalog purchases. When a catalog item is purchased using ePro, all values associated with the item is populated on the requisition. These items and their attributes have been approved by the Contract Specialist and loaded into the State Catalog.  CATALOG PURCHASES Catalog vs. Special Request Validations

If there are multiple vendors for an item or comparable items, an Approver can do a price comparison to ensure the best pricing is being secured. Price Comparisons in the State Catalog  CATALOG PURCHASES

Catalog vs. Special Request Validations  SPECIAL REQUESTS

Category & Associated (Default) Account Codes A Cross Reference list of Category & Account Codes is posted on the Core-CT Website. Navigation: Financials > eProcurement > Category & Associated (Default) Account Codes

Categories – Acceptable Practices CT-UNSPSC

Contract Validations  SPECIAL REQUESTS

Reporting Navigation: Catalog of Reports EPM Queries Purchasing

Delivered Requisition Reports

Any Questions? Help Desk telephone: