Goals of this Session: Talk about ways districts order goods –Requisition, Purchase Orders? Ooh man over 10,000 P/Os annually!?! –Bid Requests and BID.410 for easier/larger ordering? Explanation: Bid Request is simply ordering Quantity, item#, Account and letting CIMS figure out the rest! Use description to mark per teacher.. Assist with next years order –Annual Bulk Order(s) for Summer and/or Christmas? QUESTION: Do larger orders enhance cost or efficiency or is this a non-point? FMS – Bulk Orders

Purchase & A/P Volume of Entries - P/O Last 5 Years - Look at Changes in your own volume of P/Os - Look at differences between districts due to Purchasing strategies SD DELTA SD FMPSD MLAKE TMSD709 PLPSD2401 BSD RETSD SOAKS

Purchasing & A/P Volume of Entries - A/P Invoices Last 5 Years - Look at Changes in your own volume of A/P Invoices - Look at differences between districts due to A/P strategies % NO PO SD DELTA SD FMPSD MLAKE TMSD PLPSD BSD RETSD SOAKS

Talk about ways Districts establish prices –Loading Catalogues (pre-requisite for bid requests) –Full Tender Process Ask for Pricing in spreadsheet format Provide estimate quantities to establish total potential for vendor and total cost comparison for district Upload responses, award items Automatically update stock (at appropriate time) FMS – Bulk Orders Upload MTTB Textbooks to Stock INV.835 Upl/Update Supreme Catalog (Format #1)... INV.836 Upl/Update Grand & Toy Catalog (Format #2). INV.837 Upl/Update RoseDelta Catalog (Format #3).. INV.838 Upload/Update Standard Catalog to Stock... INV.840

Grand and Toy Initiative.. Worth consideration? –Provide P/O in xml format – order file rather than paper –If things go well potentially could upload invoice details from Vendor! –No change in procedure, do whatever you always do to get to P/O stage.. Create and send file rather than paper Quicker and more accurate orders (no rekeying errors) Better A/P Invoices especially if uploadable! Challenges: –Matching up GnT location #’s and accounts with district location details –Producing appropriate verification/error checking between vendor and order file to ensure accuracy of order FMS – Bulk Orders

Custodial Supplies - for sure with custodians now onboard with W/O, Permits … supplies ordering is next !!! –Same as office goods ??? –Inventory of these items versus just confirmed pricing? –Use stock ordering for this (PLPSD), or –Bid requests and generate P/Os (FMCM) FMS – Bulk Orders

Interesting conversation with GnT –Establish Delivery day of Week and order cut offs … what could this mean if schools were used to order dates, delivery dates???? Talking with customers … tenders.. Are they a thing of the past? Are Vendors investing and committing to this? FMS – Bulk Orders