1. Skyward Purchasing

2. Requirements for a Purchase Order Who What When Where Proof of Co-op status: – Region 7 – TCPN – Buyboard – TXMAS (State) – Term Contracts (State) – DIR (State) Other: – Sole Source – Bid (Minimum of 3 quotes from non co-op vendors)

3. Proper Documentation to attach to Request Registration Form Mileage (Mapquest) Quote from vendors Travel Request Form – Hotel/Auto/Flight Confirmations Minutes for Student Activity Acct (865) Any type of backup that shows the (4) W’s and why you are doing a request in the first place. – Emails – Web printouts

4. FIVE IMPORTANT THINGS TO REMEMBER The district will not be financially responsible for a purchase that was made without an authorized purchase order in place before the order for goods or services is conducted. This applies to every service and all materials and goods that the district will acquire. The district has many purchasing cooperatives we are members with. We will need to use the vendors associated with these purchasing cooperatives unless it is a professional service or sole source. Please see the legal policy concerning sole source purchases. SEE BUSINESS OFFICE WEBSITE. We require all purchase orders to be properly received into the Skyward receiving system. Effective, September 1 we will not accept emails as confirmation of goods and services. District purchases will not be shipped to any address except the district. Only district personnel are authorized to place orders for goods and services with an authorized purchase order executed through the Skyward purchasing system.

5. Entering a PO Click on Purchasing Click on Requisition

6. Click on the Apply Filter Button

7. Click on the Add Button to Enter a new Request

8. Fiscal Year: On the pull down list choose the appropriate year

9. Click on the Vendor pull down list and begin typing your vendor in

10. Ship To: Should be your dept/campus which will go to 1400 Silver Falls Road

11. Invoice To: Leave Blank

12. Attention: Should be filled automatically for you

13. Leave Due Date and Ship Date with the current date Ship Via: Type in Best Method

14. CHOOSE P-CARD UNDER PROJECT/GRANT WHEN USING DISTRICT CREDIT CARD

15. Click on Save and Add Detail

16. Line Number begins with 100 and you can have as many as you need If there is a line number for each item; we can verify that we received the entire order

17. Line Type: Merchandise when ordering items

18. Line Type: Narrative if you need further explanation; there is NO Qty or Unit Cost associated with Narrative

19. Quantity: How many of each items you are buying Unit of Measure: Ex: Each, Miles, Boxes

20. Unit Cost: How much each item costs Total Amount: Is automatically calculated by Skyward

21. Hit the Save Button

22. Click on Add Requisition Accounts

23. Choose the appropriate account and click on the Selected Box The amount remaining has to be 0 before you can click Save Account Distrib

24. Click on the Notes

25. Click Add

26. Click Note Category pull down arrow and choose the appropriate item; ex Region 7 Coop Expiration Date In the Note box put the expiration date; ex 8/18/12

27. Click on the Back Button

28. Click on Attachments

29. Click on Add File

30. Click on the Type: pull down arrow and choose which type

31. Must have a description of the attachment

32. Click on the Attached File and find the location where you scanned the backup for the request and choose the file; click on Open and the item will be attached in Skyward Click on the Save button to finish the attachment process

33. Click on the back button to get back to the submit screen

34. Here you can click on the Submit For Approval to begin the process of obtaining an authorized purchase order. If you are not ready to submit then click on Save and Finish Later and the request will go into your WIP (Work in Progress) status, and will not affect your budget.

35. You have now concluded the Purchasing aspect of Skyward and you will receive an email when the request is approved and the Purchase Order can be printed. Click the back Button to be taken to the Main Screen

36. Purchase Order Printing

37. Step 1: Click on My Req Approval Hist

38. Step 2: Click on Apply Filter

39. Step 3: Highlight the appropriate request that you want and click on Print

40. Step 4: Type REQ into the Password box and hit Submit

41. Step 5: The Print Queue will run and once the status has completed you just need to hit the Display Report

42. Step 6: Your Purchase Order will be ready to print and send to the vendor because you will see Judy Downing’s signature on the bottom.