Customizing your profile, Managing your Cart, Requisition Creation and Submittal, Requisition and PO Approval

Categories (6)

Customizing your profile

Control Profile Information, Set Favorites, Set default Shipping Address, change Email Notifications, Set default Cart Assignee, Set Personal Settings

Managing your Cart

Search for general item and filters search results, Search for catalog items and add two different items to cart A; name cart and save cart, View my draft shopping carts and create a new cart. Create, utilize and cancel a punchout session. Search for and access forms
Add a non-catalog less than $10k order via Forms to a cart, add accounting string, Search for a contract

Requisition Creation and Submittal

Retrieve an assigned cart, Consolidate two retrieved carts (with same vendor), Proceed to Checkout to finalize cart information by adding accounting and comments at the header of a cart, Review PR workflow steps to determine where it's going next. Add split accounting (of funds that user has Requester permissions on) at the line item of a cart. Add split accounting (of funds that users does NOT have Requester permissions on) at the line item of a cart. Add shipping charges within the line. Preview Requisition workflow and Purchase Orders. Add an additional approver and an optional reviewer to the requisition.

Requisition and PO Approval

Approve an invoice, Forward an invoice, Create and submit a PO Revision, View the status of a payment, and Invoice Type: Manual vs Electronic

Invoice Approval

2-way matching / Match Exception processing, Approve an invoice, Forward an invoice, Create and submit a PO Revision, View the status of a payment, Invoice Type: Manual vs Electronic

Reporting

How to search by Number, Cart Name, Timeframe, User, and Supplier. Export Document Search Results

Articles (4)