The Express Purchase Order User Manual The Spectrum+ System
Contents
1. 8 1 Creating a Travel PO Consultant PO Click on the Add a New Value tab Favorites Main Menu gt Purchasing gt Purchase Orders gt Add Update Express POs ORACLE Purchase Orders v Search Advanced Search Express Purchase Order Find an Existing Value Keyword Search Add a New Value Business Unit IGSUFS Q PO ID NEXT Purchase Order Date 09 16 2015 34 Add Find an Existing Value Keyword Search Add a New Value 37 Page Click on the drop down arrow next to the Copy From field and select Purchase Order Express Purchase Order Purchase Order Business Unit GSUFS Origin a PO Status Initial Budget Status Not Chk d PO ji Copy Fro _ Hold From Further Processing Contract Header Purchase Order Requisition PO Dali p l Supplier Search Supplier a Supplier Details Receipt Status Not Recvd Supplier ID 4 Dispatch Method N Buyer 4 PO Reference Amount Summary Header Details Activity Summary Merchandise 0 00 PO Defaults Add Comments Freight Tax Misc 0 00 agas PO Activities Add ShipTo Comments Total Amount 0 00 USD v Actions Add Items From Catalog Item Search Purchasing Kit Lines 2 Find First 1of1 Last Line Item Description PO Qty UOM Category Merchandise Amt Status a al sa oe 1 EE A E amp A j a Open Eq Esd I Expand All Collapse All View Printable Version View Approvals Go to iz More v Type in the template name ETRAVEL STR2. Buyer MDAVIDSON Davidson Michael E PO Reference Amount Summary Header eta Activity Summary Merchandise 0 00 PO Defaults Add Comments Freight Tax Misc 0 00 Calculate POROIRIES Add ShipTo Comments Total Amount 0 00 USD v Actions Add Items From 2 Catalog Item Search Purchasing Kit Purchase Order Defaults Business Unit GSUFS POID NEXT Supplier DELLMARKET 001 Default Options O If you select this option the default values entered on this page are treated as part of the defaulting logic and are only applied if no other Default default values are found for each field If default values already exist in the hierarchy they are used and the values on this page are not used Override If you select this option all default values entered on this page override the default values found in the default hierarchy Line Category a Unit of Measure Qa Schedule Ship To CENTRAL Ultimate Use Code a Central Receiving Due Date B Original Promise Date Ship Via VENDOR a Freight Terms Code FOB DEST a Arbitration Freight Charge Method Distribute By One Time Address Personalize Find View All E First 1of1 Last Chartfields Asset Information Dist Percent GL Unit Account Program Class Bud Ref PC Bus Unit Project 1 GSUFS ea a Q Q 216 lt The Default Options area defaults to Override to allow you to make changes to the Express PO This should rem
3. 1 Last Chartfields Dist Status 1 Open Details Tax Asset Information Percent 100 0000 Req Detail Statuses Budget Information PO Qty Curr GL Unit Account Fund Dept Program Class Am 1 0000 4 000 00 USD IGSUFS 9 lt gt 744200 A 10500 612250000 16200 A 11000 4 2 Distributions Line Note that the information has defaulted into the Express PO This information was brought forward from the PO Defaults page 4 3 Adding and Deleting Rows To add or delete a line to the Express PO you will click the plus or minus _ a sign at the end of the Lines Schedules or Distributions lines When you click the plus sign anew window called Explorer User Prompt will pop up 31 Page e w gt _ a e ile Manager CampusID Attachments Requisition 6 2 Add Update Express POs X Enter number of rows to add Cancel fll Slice Gallery v ORACLE All Search Advanced Search PO Reference i Amount Summary Header Details Activity Summary Merchandise 4 000 00 PO Defaults Add Comments Freight Tax Misc 0 00 Calculate PO Activities Edit ShipTo Comments Total Amount 4 000 00 USD v Actions Add Items From 2 Catalog Item Search Purchasing Kit Lines 2 Find First 1 of 1 Last Line Item Description PO Qty UOM Category Merchandise Amt Status iB apm Pe a Ap TO o A E Schedules Fi
4. Amount Summary Header Details Activity Summary Merchandise 4 000 00 EEEE PO Defaults Add Comments Freight Tax Misc 0 00 PO Activities Edit ShipTo Comments Total Amount 4000 00 USD Requisitions Document Status Encumbrance Balance 4000 00 USD v Actions Add Items From Select Lines To Display Catalog Item Search Search for Lines Purchasing Kit Line a To a Retrieve 6 1 Submitting the PO into Workflow The final step is to submit your PO into Workflow This can be done by clicking on the Green checkmark A 7 Workflow Approval GSU workflow routings are be based on the Origin and Department Project that users select on the document header The Origin and Department Project selected on the transaction header will determine the workflow approval routing for the transaction Users that are approvers will be assigned to an Approval Role i e Approver 1 or Approver 2 In addition users will be assigned to individual Departments and Project Id s These assignments are maintained by the Workflow Administrator GSU uses the following levels of workflow approval for each of the transactions Purchase Orders DRG Purchase Orders PRJ Department Approver 1 Project Approver 1 Department Approver 2 Project Administrator Project Approver 2 36 Page 8 0 Copying an Express PO from An Existing Express PO When creating an Express PO for Travel or an Consulting Contract there is a Express PO template available for you to copy
5. Details ee ea ae Vendor ID IQ Receipt Status Not Recvd Lhange My Password My Personalizations Buyer Q Dispatch Method v Dispatch O onoo PO Reference Header Details PO Activities Add ShipTo Comments _ Calculate PO Defaults FreightTax Misc 0 00 Add Comments Total Amount 0 00 USD Add Items From Purchasing Kit Catalog Lines Line Description PO Qty UOM Category Amount D 41 B Q o Finan All Manllianan All v iG m gt z Chapter 3 Header Area 3 1 Selecting a Supplier 10 Page In Spectrum 9 2 the Supplier field is required and must be completed or you will receive an error message There are two ways to search for a Supplier by using Supplier Search or searching for the Supplier ID Header PO Date 09 16 2015 31 Suppliqr A Supplier Details Supplier ID a Buyer A PO Reference Header Details Activity Summary PO Defaults Add Comments PO Activities Add ShipTo Comments Actions 11 Page 3 1 1 Supplier Search Click the Supplier Search link Supplier Search Search Criteria Name Short Name Alternate Supp Name City Country Class a Max Rows Search i oe Dm OD Search Results Personalize Find View Al First 1 of 1 Last Sel Supplier ID Short Supplier Name Supplier Name Withholding Applicable E Supplier Detail Address OK Cancel Refresh In the ShortName field type the first few letters of the s
6. Qty Price 1 Re i CENTRAL a Distributions Chartfields Details Tax Asset Information Reg Detail Statuses Dist Status Percent PO Qty ern ge Curr 1 Open 0 000 lt Find First 1 of 1 Last PO Qty UOM Category Merchandise Amt Status be 4 h Open Eq l Find First 1 of 1 Last Merchandise Amt Status Distribute by 0 000 Active Quantity V o gt j Personalize Find View All First 1 of 1 Last Budget Information FF GL Unit Account Fund Dept Program Class GSUFS 4 A 10500 612250000 16200 A 11000 gt Non inventory items or special items which have to be installed can be sent directly to a specific location by using the magnifying glass and selecting GSU0000 25 Page Look Up Ship To t Help SetiD GSUFS Ship To Location Description begins with V LookUp Clear Cancel Basic Lookup Search Results View 100 First 4 1 40f4 Last Ship To Location Description SODECATUR Natural Science Loading Dock NT RA entral Receiving Gsuoo00 dee Below PSC PARKER H PETIT SCIENCE CENTER Click the Add Ship to Comments link In the comments box add the address where the package should be sent Type Ship Directly to the following address followed by the address where the package will be sent Make sure that the Send to Vendor and the Shown at Receipt options are checked and that GSU0000 is selected in the Ship to
7. Trust Building CTB1009 Citizens Trust Building CTB1011 Citizens Trust Building CTB1015 Citizens Trust Building CTB1018 Citizens Trust Building CTB1025 Citizens Trust Building CTB1026 Citizens Trust Building CTB1027 Citizens Trust Building CTB1028 Citizens Trust Building CTB1029 Citizens Trust Building You can search for your Location Code either through the Location Code field or the Location Description field Select the Location where you want the goods delivered to 21 Page SpeedChart Q Customize Find ve gt 8 First K 1of1 Last Chartfields Y Asset Information FZ Dist Percent GL Unit Account Fund Dept Program Class Bud Ref PC Bus Unit Project Activity Budget Date Location IN Unit 1 100 0000 GSUFS Q IQ 10000 Q 110600000 Q 11100 Q 11000 Q 2010 a A JQ 10162009 eTa a IQ HE Scroll to the bottom of the page and click OK You will be redirected to the main page of the Express PO OK Cancel Retresh 3 4 Other Links under the Header Panel Header Details Activity Summary PO Defaults Add Comments PO Activities Add ShipTo Comments Actions a Header Details contains template information that should not be changed by the requestor Do not change any information in this link b PO Activities will not be used by the end user under any circumstances Do not change any information in this link c Add Ship to Comments can be used by the requestor if there
8. blank 0000000028 STATECOURT 002 State Court of Fulton County 100 Justice Tower blank blank 0000000038 MARYIDATO 001 MARY IDA TOWNSON CHAPTER 13 TRUSTEE blank blank blank 0000000039 CHAPTER13T 002 Chapter 13 Trustee blank blank blank 0000000046 ISESCORPOR 001 ISES CORPORATION blank blank blank 0000000093 VARIOUSVEN 001 VARIOUS VENDORS blank blank blank 0000000122 HUNTINGTON 001 Huntington Data Systems blank blank blank 0000000149 DUTCHESS 001 Dutchess County SCU blank blank blank 0000000222 MEDCO 002 MEDCO Company blank blank blank 0000000226 ALFORDPATR 001 ALFORD PATRICIA blank blank blank 0000000262 GEORGIADEF 001 GEORGIA DEFINED CONTRIBUTION PLAN blank blank blank 0000000284 YATES 002 YATES JOHN blank blank blank 0000000288 PIKE 001 PIKE COUNTY CHILD SUPPORT DIVISION blank blank blank In the Short Vendor Name field type the first few letters of the vendor name and click the Look Up button Select the desired vendor and the system will return you to the main page 15 Page 3 2 Selecting a Buyer Every Express PO will be assigned to a Buyer in the Purchasing Department Next to the Buyer field click the magnifying glass You will be taken to a list of Buyers Choose the appropriate Buyer for the commodity or service you would like to purchase The Default GSU Buyer option is only to be used when the Buyer cannot be readily identified See http tools finance gsu edu
9. gsu edu legal services contracts http tools finance gsu edu files gravity_forms 4 8e07dc847fdf28f377a979c5da20e99e 2015 02 Travel ReportingandPayments pdf 49 Page
10. AVEL or CONSULTANT in the PO ID field click the magnifying glass click the blue hyperlink and click on Search Then click the check box next to the template name and click OK Copy Purchase Order from Purchase Order Help PO Selection Criteria POID ETRAVEL Q PO Date E Supplier 2 Status YY Supplier ID A Origin 2 Buyer 4 Item ID A Category N PO Reference Personalize Find View All G4 First 1 of 1 Last Select PO Details More Details F Select PO ID PO Date PO Status Supplier ID Supplier ETRAVEL 07 01 2013 Dispatched 0000000001 GSUDEFAULT 001 lt gt 38 Page The system will redirect you to the main page There is now information copied into the Express PO Express Purchase Order Purchase Order Business Unit GSUFS Origin POID NEXT Department Header PO Date 09 17 2015 Supplier Search Supplier GSUDEFAULT 001 A Supplier Details Supplier ID 0000000001 a Buyer BLACKBURN Blackburn Trennye Tomlinson PO Reference Header Details Activity Summary PO Defaults Edit Comments PO Activities Add ShipTo Comments Actions Add Items From Catalog Item Search Purchasing Kit Lines Line Item Description 1 R Employee Travel Expense E Yay gt amp s Employee Travel Mileage i Zal Expand All Collapse All View Printable Version View Approvals GSU DEFAULT SELECT NEW VENDOR DRG A PO Status Open 4 A Budget Status Not
11. Chk d Hold From Further Processing Receipt Status Not Recvd Dispatch Method Print v Amount Summary PO Qty 1 0000 1 0000 JOM Category Merchandise 0 02 Freight Tax Misc 0 00 Calculate Total Amount 0 02 USD Find First 1 2 of 2 Last Merchandise Amt Status taj Open EQ A 00 Q Open q HH EA amp 96288 a EA 4 96298 Go to More V Please note that when the template is copied to a new Express PO the information must be changed to reflect the new information required for your department Update the Origin by clicking on the magnifying glass This will determine the workflow routing for approval If these expenditures are charged to a project select PRJ for Origin In this example select DRG expenditures will not be charged to a project from the Search list 39 Page Look Up Origin SetiD GSUFS Description begins wih Y Search Results View 100 First 4 160f6 Last Description Concur Airplus Vouchers Department Regular Rule Student Financial Aid On Line Project Regular SciQuest PantherMart You will be redirected to the main page Update the Department ID by clicking the magnifying glass Express Purchase Order Purchase Order Business Unit GSUFS PO Status Open 4 POID NEXT Budget Status Not Chk d Copy From A C Hold From Further Processing Y Header PO Date 09 17 2015 _ i Supplier Search
12. Department s website at http finance gsu edu purchasing and business services The training manual and policies for consultant services and travel can be found on the following websites http universityattorney gsu edu legal services contracts http tools finance gsu edu files gravity_forms 4 8e07dc847fdf28f377a979c5da20e99e 2015 02 Travel ReportingandPayments pdf 3 Page 1 2 USE OF EXPRESS POs The Express PO functionality provides a rapid entry version of the Purchase Order page This page enables users to view Lines Schedules and Distributions on a single page Georgia State has made the decision not to use Requisitions and the eProcurement module Departmental requesters will use the Purchase Order as their point of entry for requesting goods or services Requesters will enter Express POs through the Express PO page The Express PO will go through workflow appoval After the Departmental approval the Buyers in the Purchasing Department will be responsible for reviewing updating and dispatching the final Purchase Order Upon completion of this manual you will be able to enter an Express Purchase Order in the Spectrum 9 2 System make corrections and perform online inquiries and queries 4 Page 1 3 Primary Functions of the PO Module 5 Page Chapter 2 CREATING A BASIC EXPRESS PO Each step in the online process of entering an Express PO is described below Compare your screen to the screen
13. Merchandise Amt Status gt B a a ial a amp F000 D open g He Schedules Find First 1 of 1 Last Sched Due Date Ship To PO Qty Price Merchandise Amt Status Distribute by B J Gsuoo00 0 000 Active ee ed gt R Personalize Find View All 7 E First 1 of 1 Last Chartfields Details Tax Asset Information Req Detail Statuses Budget Information EE Dist Status Percent PO Qty eae Curr GL Unit Account Fund Dept Program Class E 1 Open 0 000 GSUFS A a 10500 612250000 16200 A 11000 amp 2 lt gt 33 Page To delete a line click the Collapse all link then click the minus sign at the end of Line 2 You will receive a warning message making sure you want to delete the line Click OK mt it a Delete Confirmation Delete current selected rows from this page The delete will occur when the transaction Is saved Or OK 3 Cancel 5 Edit Save Express PO If multiple distribution lines are not required click the Save button The Save button also edits the Express PO in one step It assigns the PO ID and checks the Express PO for missing information 34 Page 6 Budget Checking the Express PO Scroll to the top of the page After you have saved the Express PO notice that PO ID has been assigned ORACLE All Search Advanced Search Purchase Order Busi ponEeTaRSEoa Origin ORG PO Status Open PO ID 0000070742 Department 612250000 Budget Status Not Chk d Cop
14. SetiD GSUFS Short Supplier Name BRENNAMAN d Look Up Clear Cancel Basic Lookup Search Results View 100 First 4 1 30f3 gt Last s Short Supplier Additional Our Customer Old Supplier Supplier ID Name Supplier Name Name Nuraber ID blank blank 001110984 000503405 BRENNAMAN 002 Brennaman Melissa Bell blank blank 000503405 001794190 BRENNAMAN 003 Brennaman Courtney Elizabeth blank blank 001794190 The Express Purchase Order Main Page is displayed 42 Page Express Purchase Order Purchase Order Business Unit GSUFS POID NEXT Header 2 PO Date 09 17 2015 E Supplier Search Supplier BRENNAMAN 002 supplier Details x Brenna man Melissa Bell Supplier ID p00503405 Buyer TBLACKBURN a Blackburn Trennye Tomlinson PO Reference ESSEE Activity Summary PO Defaults Edit Comments PO ACUVITe Add ShipTo Comments v Actions Add Items From Catalog Item Search Purchasing Kit Lines Line Item Description P 1 Ee a Employee Travel Expense EJ A Pp gt B Employee Travel Mileage E Expand All Collapse All View Printable Version View Approvals Department Origin DRO PO Status Open w 612250000 Budget Status Not Chk d _ Hold From Further Processing Receipt Status Not Recvd Dispatch Method Dispatch Amount Summary Merchandise 0 02 Freight Tax Misc 0 00 Calculate Total Amount 0 02 USD Find First 1 2 of 2 Last POQty UOM Category Merch
15. Supplier GSUDEFAULT 001 ea Supplier Details Supplier ID 0000000001 GSU DEFAULT SELECT NEW VENDOR en ee Penne Dispatch Method Dispatch Buyer BLACKBURN Q Blackburn Trennye Tomlinson PO Reference Amount Summary Header Details Activity Summary Merchandise 0 02 Freight Tax Misc 0 00 Calculate PO Defaults Edit Comments PO Activities Add ShipTo Comments Total Amount 0 02 USD v Actions Add Items From 2 Catalog Item Search Purchasing Kit Lines Find First 1 2 of 2 Last Line Item Description POQty UOM Category Merchandise Amt Status gt 1 B a Employee Travel Expense E amp 1 0000 EA 96288 a 0 01 Open Eg 12 g Ha gt gt B Q Employee Travel Mileage A amp 1 0000 EA amp 96298 a 0 01 O Open Expand All Collapse All Go to x More V View Printable Version View Approvals 40 Page Enter the first few digits of your department ID and click the Look Up button Select your department ID Look Up Department Department 612 Look Up Clear Cancel Basic Lookup Search Results View 100 First 4 1 50f5 p Last Department Description 612200000 Budget amp Planning 612250000 Spectrum Office 612300000 Org Dev amp Consulting Svcs 612355000 Moat amp Staff Dev Svcs DS amp S When you choose the Department ID from the Search list you will be redirected to the main page Change the Vendor ID to the name of the traveler in your depar
16. The Express Purchase Order User Manual The Spectrum System Georgia State University PeopleSoft Financials Version 9 2 Revised 9 16 2015 1 Page Table of Contents 1 1 PURCHASING OVERVIEW 1 2 USE OF EXPRESS POs gonastedueseasovavece 1 3 PRIMARY FUNCTIONS OF THE PO MODULE 2 CREATING A BASIC EXPRESS PO ios siscccssssccscasaticesasbassecesassiesseasigonusantalene esdutonseigunaenacanassnanbusyhdasisswsvanssboesteleba esdugesuesecesbeusesnacrs 16 17 21 3 2 SELECTING A BUYER 3 3 ENTERING PO DEFAULTS dideasacaentanseanene 3 4 OTHER LINKS UNDER THE HEADER PANEL 4 1 LINES 4 1 1 ENTERING LINE DESCRIPTION QUANTITY UOM AND LINE COMMENTB sccsccscceeceecceceeceeceecs 4AL2 Selecting Shih TO LOCAUIONS secssasisccescccsasenicuisavencsvisiidcsvuansvececalacaniavslenvaeeiniaceusmves senator dietreananaileneian inieees AUS S lOCta DUC Dace siiessccislveriecaudeeiiccsuateasveteavec vasexectsnmacedisten O O 4 1 4 Entering the Category and Price sesseeseesosseesoesossosooesoesossoesoesossossossoesossosssesoesossossoesessosecesoesossoseseseeseses 4 3 ADDING AND DELETING ROWS vasisissssscscnetsssnccssssnesstasncecsenedaasansinstaasdewsasinsletsassieadeasadonssasuadumasausiecnassehassausaneasosasessss 6 BUDGET CHECKING THE EXPRESS PO viv csvisnsacsss scnsssunscegeessenesventauadeasiesenesnaesscnsestnause E a 8 0 COPYING AN EXPRESS PO FROM ANOTHER EXPRESS PO Q cscs csesc eee se eccecs
17. ain clicked If you click Default you will not be able to make any changes to the Express PO if an error is made 18 Page The Line area of this screen will not be used The Schedule area of this screen will not be used The Distribution area of this screen is where you enter the SpeedChart which will be defaulted throughout the Express PO Enter your departmental SpeedChart in the SpeedChart field and click on the magnifying glass and select your item from the list note that if you do not take this extra step your chartfields will be populated in the main P O but not in the defaults You may also search for your SpeedChart by entering a few letters of the SoeedChart and then clicking the magnifying glass You will be taken to a list of values from which to choose Click your selection from the list Note that you will not see your selection in the SpeedChart field on the Defaults page but the chartfields will be populated throughout your Express P O Look Up SpeedChart SetiD GSUFS SpeedChart Key begins with vi SPEC Look Up Clear Cancel Basic Lookup Search Results View 100 First 4 1 2 0f2 Last SpeedChart Key Description SPECT Spectrum System Tuition J v SPECTEST Test Speedchart lt gt You will be brought back to the PO Defaults page and your information will populate the Distribution field Scroll to the far right of the Purchase Order Defaults page to see the default Location Code The lo
18. andise Amt Status 1 0000 EA Q 96288 al on ED Open 1 0000 EA 96298 00 O open Fal Go tof More X Click on the PO Defaults link and update the Speedchart information 43 Page Purchase Order Defaults Business Unit GSUFS POID NEXT Supplier BRENNAMAN 002 Default Options Help If you select this option the default values entered on this page are treated as part of the defaulting logic and are only applied if no other O Default default values are found for each field If default values already exist in the hierarchy they are used and the values on this page are not used Override If you select this option all default values entered on this page override the default values found in the default hierarchy Line Category 2 Unit of Measure 4 Schedule Ship To CENTRAL Central Receiving Ultimate Use Code 2 Due Date BI Original Promise Date BI Ship Via VENDOR 4 Freight Terms Code FOB DEST A Arbitration A Freight Charge Method Vv Distribute By Amount v One Time Address Distribution SpeedChart SPECT x Distributions Personalize Find View All G2 0 First 1 of 1 Last Chartfields Asset Information FI 4 Dist Percent GL Unit Account Fund Dept Program Class Bud Ref PC Bus Unit Project 1 100 0000 GSUFS IA Aa 10000 612250000 11100 Aa 11000 amp 2012 A A lt gt OK Cancel I Refresh The system returns you to the PO Defaults page and your info
19. are special delivery instructions d Add Comments will be used when the Travel or Consultant template is copied in an Express PO This field may also be used by the requestor if there are comments to be relayed to the approver or if there are special comments that should be viewed by the Purchasing Department 22 Page e Unlike the Voucher Module the Calculate button under the Header Panel will not be used by the end user under any circumstances Do not click the Calculate button f Georgia State has opted not to use the Purchasing Kit and Catalog links in the implementation of 9 2 4 Lines Panel As mentioned previously the Express PO allows you to enter all of the required information on one page The Lines area is where the Line Description Quantity Unit of Measure UOM Category and Price will be entered Click the Expand All link to view three areas the Lines Schedules and Distributions areas The Collapse All link reduces the view back to Lines view only 4 1 Lines 4 1 1 Entering Line Description Quantity VOM and Line Comments Enter a description of the item you are purchasing under Description and press Tab Enter the Quantity or how many of the item you wish to purchase and press Tab Enter the Unit of Measure UOM and press Tab or use the magnifying glass to search the list of values available To enter a line comment click the icon 23 Page Lines Find First 4 1 of 1 Last Line Item De
20. ational purchasing code called the NIGP code Click on the magnifying glass 27 Page Look Up Category Help SetiD GSUFS Af Look Up Clear Cancel Basic Lookup Search Results Only the first 300 results can be displayed View 100 First 4 1 300 of 300 Last Category Description 00505 Abrasive Equipment and Tools 00514 Abrasives Coated Cloth Fibe 00521 Abrasives Sandblasting Metal 00528 Abrasives Sandblasting Other Abrasives Solid Wheels Ston 00556 Abrasives Tumbling Wheel 00563 Grinding and Polishing Compoun 00570 Pumice Stone 00575 Recycled Abrasives Products an 00584 Steel Wool Aluminum Wool and 01005 Acoustical Tile All Types In 01008 Acoustical Tile Accessories C Acoustical Tile Insulation n gt N ab O CO 7 01011 Adhesives and Cements Acousti 01014 Adhesives and Cements Insulat 01017 Aluminum Foil etc Bands Clips and Wires For P 01038 Clips Pins etc For Duct In 01041 Cork Blocks Boards Sheets A a ah mam as U ab Q Notice that you have the ability to search for the correct category by the description or account as well as by category or Alternate Description As you may be unfamiliar with the category codes you may conduct your search by Description The search offers operands to help you narrow your results Click the drop down arrow next to Description 28 Page Look Up Category SetiD Category Descri
21. cation field determines where the goods you are requesting should be delivered to when the GSU Warehouse personnel receives them If the location field is not changed it 19 Page defaults to the GSU Purchasing Office at 1 Park Place Please change this field so that your goods will be delivered to the appropriate area NOTE Updating the Location Code is required for the purchase of goods where they will be received by GSU and delivered to a Department If the Purchase Order is for Travel Consulting Fees or other services then changing the Location is not required Click on the Location look up icon to change it from the default value PO_ MAIN sich Personalize Find View All First 4 1 Last Chartfields Asset Information F Dist Percent is Bud Ref PC Bus Unit Project Activity Budget Date Location IN Unit 1 100 0000 00 amp 2016 a A 09 16 2015 PO_MAIN a a lt gt OK Cancel Refresh 20 Page Look Up Location SetiD GSUFS Location Code Description CITIZENS Look Up Basic Lookup Search Results View 100 First 4 1 910f91 G een Description CTB90G CITIZENS TRUST BUILDING CTB926 CITIZENS TRUST BUILDING CTB Citizens Trust Building CTB1000 Citizens Trust Building l CTB1001 Citizens Trust Building CTB1002 Citizens Trust Building CTB1003 Citizens Trust Building CTB1004 Citizens Trust Building CTB1005 Citizens Trust Building 3 CTB1006 Citizens Trust Building CTB1008 Citizens
22. drop down menu Press OK 26 Page PO ShipTo Comments Help Business Unit GSUFS POID NEXT Supplier DELLMARKET 001 Sort Method Comment Time Stamp v Sort Sequence Sort Comments Find View All First S 1 of 1 Last Use Standard Comments Ship To KESU ni vV Comment Active Inactivate Status Ship Directly to the Following Address g Spectrum Office A Georgia State University 75 Piedmont Avenue NE Suite B Basement Send to Supplier Show at Voucher Show at Receipt Associated Document Attachment Attach ey Belet Email From gt PO GSUFS NEXT 4 1 3 Select a Due Date Lines Find First 1 of 1 Last Line Item Description PO Qty UOM Category Merchandise Amt Status 1 B 4 RG a af 000 Open Eq J Schedules Find First 1 of 1 Last PO Qty Price Merchandise Amt Status Distribute by a 0 000 Active gt I Distributions Personalize Find View All First 4 4 of 1 Last Chartfields Details Tax Asset Information Req Detail Statuses Budget Information EE Dist Status Percent PO Qty g eae Curr GL Unit Account Fund Dept Program Class 1 Open 0 000 GSUFS 10500 612250000 16200 11000 lt gt Select the calendar icon under the Due Date field and chose a date This date will be the the date that you want to receive the shipped goods 4 1 4 Entering the Category and Price In 9 2 the category code is a n
23. ecescesceecescsscssceuee sossossoesossossosssee 8 1 CREATING A TRAVEL PO CONSULTANT PO sssssisssssccsacsnassssateswntderexassssdesavecnsnateoudevaasanseisnatsnesuacesusuen avnsdagsvsavensiecdennse 2 Page 10 11 11 22 22 22 24 27 27 31 31 34 35 36 37 37 CHAPTER 1 INTRODUCTION 1 1 PURCHASING OVERVIEW Purchasing is the business process of procuring goods and services from suppliers in order to continue business operations IMPORTANT NOTE As of 2012 most purchases are processed in Panther Mart Do not enter a Purchase Order directly into Soectrum unless instructed to do so by your Department Manager the Purchasing Department or Disbursements Express Purchase Orders also referred to as Express POs are used at Georgia State University to purchase services commodities and equipment that have a value greater than 4 999 99 and for which competitive bidding is required by State law The Purchasing Department will determine whether a contract purchase order request for quote or request for proposal is required There are some exceptions to this rule If you have any questions you should contact the Purchasing Department before entering the Express Express POs are also used for consultant agreements and blanket travel authorizations See Consulting Contract Information and Travel Services training guides for details For additional information regarding purchasing polices consult the Purchasing
24. ell Receipt Status Not Recvd Dispatch Method Print Vv Buyer T BLACKBURN 4 Blackburn Trennye Tomlinson PO Reference Amount Summary Header Details Activity Summary Merchandise 0 02 PO Defaults Edit Comments Freight Tax Misc 0 00 Calculate PO Activities Add ShipTo Comments Total Amount 0 02 USD v Actions Add Items From Catalog Item Search Purchasing Kit Lines 2 Find First 1 2 of 2 Last Line Item Description PO Qty UOM Category Merchandise Amt Status boy B Employee Travel Expense i al 1 0000 EA A 96288 A 001 Open EC Ho 2 amp 4 Employee Travel Mileage EIR aN 1 0000 EA 96298 4 Open Eg Expand All Collapse All View Printatile Version View Approvals Go to f More iv If the information on the Distributions line is correct click the Save button Click the Budget Checking icon 48 Page Note that you now have a PO ID assigned to your PO The PO Status is Pending Approval and the Budget Status is Valid You have successfully copied an Express PO from the Travel or Consultant PO template Submit the PO into Workflow using the Green check mark icon Your Travel or Consultant PO is ready to be processed Please follow the appropriate guidelines for Travel and Consultant Services as described by the Office of Disbursements The training manual and policies for consultant services and travel can be found on the following websites http universityattorney
25. ick on the magnifying glass next to the Vendor ID field to view the complete list of vendors 13 Page Express Purchase Order Purchase Order Business Unit GSUFS Origin PO ID NEXT Bud Copy From Y Header 2 PO Date 09 16 2015 Supplier Search Supplier supplier Details supero A Rec Dis Buyer pa PO Reference Amount Summary 8 Header Details Activity Summary M PO Defaults Add Comments Freigt PO Activities Add ShipTo Comments To v Actions Add Items From Catalog Item Search Purchasing Kit 14 Page Please note GSU Default Vendor is an option However we recommend that you select a preferred vendor on the Express PO Look Up Supplier ID Help SetiD GSUFS Supplier ID Short Supplier Name begins with V Look Up Clear Cancel Basic Lookup Search Results Only the first 300 results can be displayed View 100 First 4 1 300 of 300 Last Our Old Supplier ID Short Supplier Name Supplier Name Additional Name Customer Supplier Number ID UDEFAULT 001 GSU DEFAULT SELECT NEW VENDOR blank blank blank Bele UCTS Too OPPO Tor EN mam blank blank 0000000014 ALIMONYSUP 001 Alimony amp Support Unit blank blank blank 0000000018 FAMILYSUPP 001 Family Support Registry FSR blank blank blank 0000000024 WISCONSIN 001 Wisconsin Support Collections Trust Fund blank blank blank 0000000025 LIVINGSTON 003 Livingston County SCU blank blank
26. l PO and the Consultant PO click the Edit Comments link 45 Page Express Purchase Order Purchase Order Business Unit GSUFS Origin DRG PO Status Open w POID NEXT Department 612250000 amp Budget Status Not Chk d Copy From v _ Hold From Further Processing Header PO Date 09 17 2015 BJ Supplier Search Supplier BRENNAMAN 002 Supplier Details Supplier ID 000503405 a Brennaman Melissa Bell Receipt Status Not Recvd Dispatch Method Print v Buyer BLACKBURN 4 Blackburn Trennye Tomlinson PO Reference Amount Summary Header Details Activity Summary Merchandise 0 02 PO Defaults Edit Comments Freight Tax Misc 0 00 EER e I cae PO Activities ents Total Amount 0 02 USD v Actions Add Items From Catalog Item Search Purchasing Kit Lines 2 Find First 1 2 of 2 Last Line Item Description PO Qty UOM Category Merchandise Amt Status 1 B Employee Travel Expense LY ge 1 0000 EA 96288 A Open Eg S a Schedules Find First 1 of 1 Last Sched Due Date Ship To PO Qty Price Merchandise Amt Status Distribute by 3 10 17 2015 CENTRAL Q 1 0000 0 01000 0 01 Active Amount V 1 Distributions Personalize Find View Al First 1 of 1 Last For the Travel Template enter the Traveler s Name Travel To information Dates Purpose of Travel and who will handle Classes Duties in the traveler s absence On the Consultant Template you
27. n Reg Detail Statuses Budget Information gt Dist Status Percent PO Qty Sen aries Curr GL Unit Account Fund Dept Program Class 1 Open 100 0000 1 0000 4 000 00 USD GSUFS A 744200 4 10500 612250000 16200 11000 amp lt gt gt B a i a a 0 D open mg wel When you click the Expand All link you will find the Schedules and Distribution lines are added as well Also note that the SoeedChart entered in PO Defaults has defaulted into the new line If you wanted to charge more than one SpeedChart or account click the plus sign at the end of Distributions line and update the information Click the horizontal scroll bar to view all of the information on that line Line Item Description PO Qty UOM Category Merchandise Amt Status 1 B R computer i 1 0000 EA 20732 A 400000 O open Fal j Schedules Find First 1 of 1 Last Sched Due Date Ship To PO Qty Price Merchandise Amt Status Distribute by 1 1016 2015 S csuo000 1 0000 4 000 00000 4 000 00 Active ie Distributions Personalize Find View Al E E First 1of1 Last Chartfields Details Tax Asset Information Req Detail Statuses Budget Information b Dist Status Percent PO aty Merchandise Amt Cur GL Unit Account Fund Dept Program Class 1 Open 100 0000 1 0000 4 000 00 USD GSUFS S amp 744200 a 10500 612250000 16200 a 11000 9 lt gt Line Item Description PO Qty UOM Category
28. nd First 1of1 Last Sched Due Date Ship To PO Qty Price Merchandise Amt Status Distribute by v 4 B 10 16 2015 E Gsuo000 A 1 0000 4 000 00000 4 000 00 Active oe HJ Distributions Personalize Find View All G2 First 1 of 1 Last Chartfields Details Tax Asset Information Req Detail Statuses Budget Information Dist Status Percent Poaty Merchandise curr GL Unit Account Fund Dept Program Class 1 Open 100 0000 1 0000 4 000 00USD GSUFS 744200 10500 612250000 Q 16200 11000 Q lt gt Note If your computer has a pop up blocker you will have to make sure to turn it off for the 9 2 site At this prompt you can enter the number of lines you wish to add to the Express PO You can add as many as 100 lines at one time ysu edu needs some i Script Prompt Enter number of rows to add Cancel il Click OK Now there is an additional line added to the Express PO 32 Page Lines Find First 1 2 of 2 Last Line Item Description PO Qty UOM Category Merchandise Amt Status 1 amp B computer AR 1 0000 EA 20732 A 400000 O open E t Schedules Find First 1 of 1 Last Sched Due Date Ship To PO Qty Price Merchandise Amt Status Distribute by wi 4 B 10 16 2015 E csuo000 1 0000 4 000 00000 4 000 00 Active i tJ Distributions Personalize Find View All E First 4 1 of 1 Last Chartfields Details Tax Asset Informatio
29. nd Polishing Compoun 00570 Pumice Stone 00575 Recycled Abrasives Products an 00584 Steel Wool Aluminum Wool and 01005 Acoustical Tile All Types In 01008 Acoustical Tile Accessories C 01009 Acoustical Tile Insulation 01011 Adhesives and Cements Acousti 01014 Adhesives and Cements Insulat 01017 Aluminum Foil etc 01030 Bands Clips and Wires For P 01038 Clips Pins etc For Duct In 30 Page You are now back at the main page of the Express PO Go to the Schedules line and enter the price and press Tab Favorites Main Menu gt Purchasing gt Purchase Orders gt Add Update Express POs ORACLE All Search Advanced Search Dispatch Method Print v Buyer MDAVIDSON A Davidson Michael E p PO Reference Amount Summary Header Details Activity Summary Merchandise 4 000 00 PO Defaults Add Comments Freight Tax Misc 0 00 Calculate PO Activities Edit ShipTo Comments Total Amount 4000 00 USD v Actions Add Items From Catalog ltem Search Purchasing Kit Lines 2 Find First 1 of 1 Last Line Item Description PO Qty UOM Category Merchandise Amt Status 1 B ee Ae 1 0000 EA 20732 a O Gon g He Schedules Find First 1 of 1 Last Sched Due Date Ship To POQ Price vie ndise Amt Status Distribute by 1 amp 10 16 2015 B GSU0000 a 1 000 4 000 00000 4 000 00 Active Quantity V iy Distributions Personalize Find View All amp E First 1 of
30. other resources account resources commodity to buyer cross reference for the Commodity Listing by Buyer As with the Vendor field every effort should be made to choose a Buyer Caution Submitting Express POs with Default Vendor AND Default Buyer information may delay PO processing 16 Page Look Up Buyer Help Look Up Clear Cancel Basic Lookup Search Results View 100 First 4 1 100f10 gt Last Buyer Name ABILLINGS Billings Attlee S GSU_DEFAULT BUYER GSU Default Buyer i KDOYLE Doyle Kaylee Elizabeth KMILTON Milton Karmen LALLEN11 Allen Logan Randle term i MDAVIDSON Davidson Michael E i PANTHER MART BUYER Panther Mart Buyer RODNEYHOLDEN Holden Rodney Oneal SJAMES22 James Sonya TBLACKBURN Blackburn Trennye Tomlinson 3 3 Entering PO Defaults The PO Defaults link allows you to enter information that will be defaulted or copied throughout the Express PO This allows you to add lines to the Express PO without having to re enter the same information repeatedly Click the PO Defaults link 17 Page ORACLE All Search Advanced Search Purchase Order Business Unit GSUFS Origin PROA PO Status Open w POID NEXT ia Budget Status Not Chk d Copy From _ Hold From Further Processing Y Header PO Date 09 16 2015 B Supplier Search Supplier DELLMARKET 001 Supplier Details Supplier ID 742616805 Dell Marketing Corporation Receipt Status Not Recvd a Dispatch Method Dispatch
31. ould choose are DRG Department Regular or PRJ Project The rest of the options are reserved for Central Admin areas These options drive the workflow approval of your Express Voucher Click on DRG or PRJ Look Up Origin Help SetiD GSUFS Description LookUp Clear Cancel Basic Lookup Search Results View 100 First 4 160f6 Last Origin Description CON Concur Airplus Vouchers DRG Department Regular Rule FA Student Financial Aid ONL OnLine PRJ Project Regular SGI SciQuest PantherMart 8 Page 2 1 3 Enter Department ID After choosing the origin the system returns you to the main page Under the Origin box you will see there is now a box for the Department Here you will enter your 9 digit DRG Department Number or 10 digit PRJ Department Number for workflow approval Favorites Main Menu gt Purchasing gt Purchase Orders gt Add Update Express POs ORACLE Purchase Orders w Search Advanced Search Express Purchase Order Purchase Order Business Unit GSUFS Origin PRG A P Status Initial Copy From v _ Hold From Further Processing Header PO Date 09 16 2015 34 Supplier Search Supplier A Supplier Details Supplier ID D Receipt Status Not Recvd Dispatch Method v Buyer A PO Reference Amount Summary Header Details Activity Summary Merchandise 0 00 PO Defaults Add Comments Freight Tax Misc 0 00 Calculate PO Activities Add ShipTo Comment
32. ption 5 1ETS Help GSUFS oneal Only the first View 100 e displayed 1 300 of 300 gt Last Category Description 00505 00514 00521 00528 00542 00556 00563 00570 00575 00584 01005 01008 01009 Abrasive Equipment and Tools Abrasives Coated Cloth Fibe Abrasives Sandblasting Metal Abrasives Sandblasting Other Abrasives Solid Wheels Ston Abrasives Tumbling Wheel Grinding and Polishing Compoun Pumice Stone Recycled Abrasives Products an Steel Wool Aluminum Wool and Acoustical Tile All Types In Acoustical Tile Accessories C Acoustical Tile Insulation To be sure the best choice possible is made select the operand contains Then enter the item you wish to purchase For example if you want to purchase a computer type computer in the Description field and click the Look Up button Notice there is now a short list of category codes that contains the search word computer Choose the desired category from this list 29 Page Look Up Category x Help SetID GSUFS A Category Description EAE V COMPUTER Search Results Only the first 300 results can be displayed View 100 First 1 300 of 300 Last Category Description 00505 Abrasive Equipment and Tools 00514 Abrasives Coated Cloth Fibe 00521 Abrasives Sandblasting Metal 00528 Abrasives Sandblasting Other 00542 Abrasives Solid Wheels Ston 00556 Abrasives Tumbling Wheel 00563 Grinding a
33. rmation will populate the Distribution field Scroll to the bottom of the page and click OK Any changes that you make on the PO Defaults page will cause the Retrofit field changes page to appear Click on the Select All link You must click this Select All link to change the default chartfield values on the template to your speedchart values Notice when you click on this link all of the boxes in the Apply column will be checked Click OK 44 Page PO Default Retrofit Express Purchase Order Retrofit field changes to all existing PO lines schedules distributions Business Unit GSUFS POID NEXT Supplier BRENNAMAN 002 For Line and Schedule defaults Select Apply to apply changes to all lines and schedules For Distribution defaults Select Apply to apply changes to the Distrib Line Example If you select Apply for Distrib Line 3 the change is applied to each Distrib Line 3 on the PO Select Apply to All Distribs to apply changes to all distribution lines on the PO Retrofit Field Selection Personalize Find View All G4 First 1 7 of 8 Last Apply Distrib Line Field Name Field Value Apply to All Distribs d CENTRAL Ship Via VENDOR KH K K Freight Terms Code FOB DEST Fund 10500 Kk K Dept 620020000 K Program 16200 K Bud Ref 2016 C Clear All The system will return you to the main page of the Express PO To access the template comments for the Trave
34. s Total Amount 0 00 USD v Actions Add Items From Catalog Item Search Purchasing Kit Lines Find First 1 of 1 Last Line item Description POQty UOM Category Merchandise Amt Status F2 f a A Q Onen Ea You may also use the magnifying glass to search for your Department number 9 Page Look Up Department gt Purchasi poo Department begins with vi 1106000 v Purchase Orders gt Manage Change Orders Cancel gt Review PO Information _Look Up _Clear_ _Cance Basic Lookup Add Update Express Search Results 4 10f1 Department Description 110600000 Biology v gt Accounts Receivable gt BOR Menus gt Commitment Control gt General Ledger gt Set Up Financials Supply Chain gt Worklist gt Reporting Tools gt PeopleToals When you choose the Department number from the Search list you will be redirected to the main page Worklist Add to Favorites Sign out New Window Help Customize Page be gt My Favorites Ae iene Express Purchase Order D saati rer Purchase Order Purchase Orders Unit GSUFS Origin Q PO Status Initial gt Manage Change Orders PO ID NEXT Budget Status Not Chkd gt Review PO Information z 10600000 Add Update Express jena 110600000 a Copy From v C Hold From Further Processing Budget Check p re PO Date 05 11 2009 Vendor Search Vendor RQR Vendor
35. scription PO Qty UOM Category Merchandige Amt Std tus vi B Pe a a ie Schedules irst amp 1 of 1 Last Sched Due Date Ship To PO Qty Price Merchandise Amt Status Distribute by V1 E CENTRAL 0 000 Active 5 EE Distributions Personalize Find View All EJ First S 1 of 1 Last Chartfields Details Tax Asset Information Req Detail Statuses Budget Information Dist Status Percent PO Qty mee Curr GLUnit Account Fund Dept Program Class 1 Open 0 000 GSUFS 10500 612250000 16200 Q 11000 Q lt gt Please note you will not use the Copy Item Specs link Also the Attach button for attachments will not be used Type your line comments in the Comment field and click OK PO Line Comments Business Unit GSUFS POID NEXT Supplier DELLMARKET 001 Line 1 Sort Method KA sates eile v Sort Sequence Sort Comments Find View All First 1 of 1 Last Use Standard Comments Comment Status Active Use Item Specifications _ Send to Supplier C Show at Receipt C Show at Voucher Associated Document Attachment View Delete From gt PO GSUFS NEXT 24 Page 4 1 2 Selecting Ship To Location Click on the Ship To field to determine where your package is shipped to The Ship To field will default to CENTRAL Use the magnifying glass to select a different location only if necessary Lines Line Item Description 1 B A EY EA Schedules Sched Due D ania PO
36. shots in the example for each step 2 1 Creating an Express PO Navigation Purchasing gt Purchase Orders gt Add Update Express POs Favorites Main Menu gt Purchasing gt Purchase Orders gt Add Update Express POs ORACLE Purchase Orders Search Advanced Search Express Purchase Order Find an Existing Value Keyword Search Add a New Value Business Unit IGSUFS Q PO ID NEXT Purchase Order Date 09 16 2015 34 Find an Existing Value Keyword Search Add a New Value 6 Page 2 1 1 Add Express PO Click on the Add button 2 1 2 Choose the Origin Click on the magnifying glass Express Purchase Order Purchase Order Business Unit GSUFS Origin a PO Status Initial POID NEXT Budget Status Not Chk d C Hold From Further Processing Copy From Y Header 2 PO Date 09 16 2015 i Supplier Search Supplier a Supplier Details Supplier ID a Receipt Status Not Recvd Di Depas Buyer a Dispatch Method jepat PO Reference Amount Summary Header Details Activity Summary Merchandise 0 00 s PO Defaults Add Comments Freight Tax Misc 0 00 Calculate PO Activities Add ShipTo Comments Total Amount 0 00 USD v Actions Add Items From 2 Catalog Item Search Purchasing Kit Lines 2 Find First 1 of 1 Last Line Item Description PO Qty UOM Category Merchandise Amt Status gt Bl ea i Q al 0 000 J Anan J 7 Page The options you sh
37. tment or to the name of the consultant or consulting company Begin by clicking on the magnifying glass next to the Vendor ID field 41 Page Express Purchase Order Purchase Order Business Unit GSUFS Origin ORGS PO Status Open iv POID NEXT Department 612250000 Budget Status Not Chk d Copy From v _ Hold From Further Processing Header PO Date 09 17 2015 B Supplier Search analis B A GSU DEFAUT SELECT NEW VENDOR Receipt Status Not Recvd Dispatch Method Print v Dispatch Buyer DLAUAC N N Blackburn I rennye Tomlinson PO Reference Amount Summary Header Details Activity Summary Merchandise 0 02 PO Defaults Edit Comments Freight Tax Misc 0 00 Calculate PO Activities Add ShipTo Comments Total Amount 0 02 USD Actions Add Items From Catalog Item Search Purchasing Kit Lines 2 Find First 1 2 of 2 Last Line Item Description PO Qty UOM Category Merchandise Amt Status 1 Ee 4 Employee Travel Expense a Jal 1 0000 EA 96288 4 9 01 Open can J 2 amp 4 Employee Travel Mileage Yat 1 0000 EA 96298 A 0 01 QO Open E Expand All Collapse All View Printable Version View Approvals Go to f More v In the Short Vendor Name field enter the traveler s last name or if you are issuing a consultant PO enter the first few letters of the company name and click the Look Up button Click your selection from the Search list Look Up Supplier ID
38. upplier name and click the Search button Supplier Search Search Criteria Name Short Nam DELLMARK Alternate Supp Name City State a Country Postal Class i Type a Max Rows 1to303 M 6 gt M Search Results Personalize Find View All EJ First Y 1 3 of 3 Last Supplier ID Address Short Supplier Name Supplier Name Withholding Applicable 742616805 DELLMARKET 001 Dell Marketing Corporation Y 742616805 DELLMARKET 001 Dell Marketing Corporation Y 742616805 DELLMARKET 001 Dell Marketing Corporation Y Supplier Detail Address lt Look for Dell Marketing Corporation in the list 12 Page Notice there are three listings for Dell Marketing These listings represent different addresses that are available in the supplier database for Dell Marketing To determine which address you want you can click the Supplier Detail link to view the supplier address Click Cancel Favorites Main Menu gt Purchasing gt Purchase Orders gt Add Upda ORACLE All Search Express Purchase Order Purchase Order Business Unit GSUFS Header PO Date 09 16 2015 BI Supplier Search Supplier DELLMARKET 001 Supplier Details Supplier ID 742616805 A Dell Marketing Corporation Buyer A PO Reference Header Details Activity Summary PO Defaults Add Comments PO Activities Add ShipTo Comments Actions The system returns you to the main page The most common way to select a vendor is to cl
39. will enter the SS or FEI the address and attach a copy of the Statement of Work or Payment Schedule For each template always check the Shown at Voucher box so the comments in this section are available for Disbursements to view Click OK 46 Page PO Header Comments Business Unit GSUFS POID NEXT Supplier BRENNAMAN 002 Sort Method Comment Time Stamp w Sort Sequence Comments Use Standard Comments First 1of1 Last Find View All Comment Status Active Use Scroll Bar to View ALL COMMENTS Traveler s Name Melissa Bell Brennaman Travel To Orlandg FL Dates 10 1 2015 10 2 2016 Purposes Conference C Show at Receipt Show at Voucher ASSOCIated VOCUITIE Attachment Delete Email 9m gt PO GSUFS ETRAVEL Ce je 47 Page You will be redirected to the main page Click the Expand All link Under Line 1 on the Schedules line go to the Price box and enter the amount you wish to encumber for the trip If there is mileage involved with this trip enter the estimated mileage amount in the Price box under Line 2 on the Schedules line Express Purchase Order Purchase Order Business Unit GSUFS Origin DRG PO Status Open w POID NEXT Department 612250000 amp Budget Status Not Chk d Copy From v Hold From Further Processing Header PO Date 09 17 2015 Bi Supplier Search Supplier BRENNAMAN 002 Supplier Details Supplier ID 000503405 4 Brennaman Melissa B
40. y From v _ Hold From Further Processing Header PO Date 09 16 2015 BI Supplier Search Supplier DELLMARKET 001 Supplier Details Supplier ID 742616805 Dell Marketing Corporation Receipt Status Not Recvd Dispatch Method Print v Buyer MDAVIDSON 4 Davidson Michael E PO Reference Amount Summary Header Details Activity Summary Merchandise 4 000 00 i PO Defaults Add Comments Freight Tax Misc 0 00 SE eal PO Activities Edit ShipTo Comments Total Amount 4000 00 USD v Actions Add Items From Catalog Item Search Purchasing Kit Lines Find First 1 of 1 Last Line Item Description PO Qty UOM Category Merchandise Amt Status 1 e A computer E Yat 1 0000 EA 2 20732 2 Open bal ia Click the Budget Check icon The Express PO should have a PO Status of Open and a Budget Status of Valid 35 Page Favorites Main Menu gt Purchasing gt Purchase Orders gt Add Update Express POs ORACLE Purchase Orders w Search gt Advanced Search Express Purchase Order Purchase Order Business Unit GSUFS Origin DRG PO Status Open 4 xX POID 0000070742 Department 612250000 Budget Stat Copy From w L Mold From Further Processing Header PO Date 09 16 2015 BI Supplier Search Supplier DELLMARKET 001 4 Supplier Details Supplier ID 742616805 A Dell Marketing Corporation ERS EENE RTE H Vv Buyer MDAVIDSON A Davidson Michael E eee PO Reference
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