1. ADVANCE REQUISITION TRAINING

2. AGENDA Changing password Description for board approval Who do you call when? Vender Tab What prints on Requisition? Open orders Rejections Accounting Methods Notes Checking Status Search Change order CO box TemplatesReturnsSharing

3. Changing Password

4. Description for Board Approval First a need by date IF it is a Rush First a need by date IF it is a Rush One word description of order/site/C if categorical One word description of order/site/C if categorical

5. Who do you call when? Go to Type of Goods sheet and call buyer Go to Type of Goods sheet and call buyer

6. Vender tab

7. What prints on requisition?

9. Exception on stores requisition

10. OPEN ORDERS When using When using an open order always: –Send copy of order with staff –Get vender to note p.o. on receipt or write in on yourself –Sign receipt! PUT YOUR NAME AS AUTHORIZED ON ORDER –Turn in receipt –24 hours

12. REJECTIONS Does not mean we don’t LOVE you Does not mean we don’t LOVE you See “For Review” if there is a req. there, high probability it has been rejected. See “For Review” if there is a req. there, high probability it has been rejected. Open req. and go to either log or approval trail then to print. Open req. and go to either log or approval trail then to print.

13. ACCOUNTING METHOD

14. ADDING NOTES

15. CHECKING STATUS OF ORDER

16. What do you do with reqs in process.

17. SEARCH

19. SEARCH FOR P.O.

20. How to find a p.o. and print it? Click on Purchasing icon Click on Purchasing icon Go to req search then… Go to req search then… Go to workflow and then search purchase orders Go to workflow and then search purchase orders

21. CHANGE ORDERS You have been told you have a CO to approve, where do you go? You have been told you have a CO to approve, where do you go?

22. System Templates can you make your own?

23. USER TEMPLATE

24. RETURNS OR REPAIRS RETURNS OR REPAIRS Call purchasing! Call purchasing! –We call vender –We track shipment going back to vender –We make sure you get a credit, repair, or replacement –We take care of paperwork

25. GOOD OF THE ORDER