e-Procurement Quick Tips to Inquiry Screens · 2012. 9. 6. · OFFICE OF MANAGEMENT AND ENTERPRISE...
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MARY FALLIN GOVERNOR PRESTON DOERFLIN GER SECRETA RY OF FIN A N CE A N D REVEN UE STATE OF OKLAHOMA OFFI CE OF M A N A GEM EN T A N D EN TERPRI SE SERV I CES Contents eProcurement Quick Tips to Inquiry Screens .............................................................................................................2 Reviewing and Managing the Purchasing Life Cycle ..............................................................................................2 Manage Requisitions. .........................................................................................................................................2 Other selection criteria...........................................................................................................................................9 Purchase Order ID ..............................................................................................................................................9 Budget Checking Errors ................................................................................................................................... 10 Other Purchasing Life Cycle Functions ................................................................................................................ 12 Cancel Requisitions.......................................................................................................................................... 12 Re-Open Cancel Requisitions........................................................................................................................... 15 2300 N . LIN COLN BLVD., ROOM 122 * OKLA H OM A CITY, OKLA H OM A 73105-4801 * (405) 521-2141 * FA X (405) 521-3902 An Equal Opportunity Employer
Transcript of e-Procurement Quick Tips to Inquiry Screens · 2012. 9. 6. · OFFICE OF MANAGEMENT AND ENTERPRISE...
MARY FALLIN GOVERNOR
PRESTON DOERFLINGER SECRETARY OF FINANCE AND REVENUE
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
Contents eProcurement Quick Tips to Inquiry Screens .............................................................................................................2
Reviewing and Managing the Purchasing Life Cycle ..............................................................................................2
Manage Requisitions. .........................................................................................................................................2
Other selection criteria ...........................................................................................................................................9
Purchase Order ID ..............................................................................................................................................9
Budget Checking Errors ................................................................................................................................... 10
Other Purchasing Life Cycle Functions ................................................................................................................ 12
Cancel Requisitions .......................................................................................................................................... 12
Re-Open Cancel Requisitions ........................................................................................................................... 15
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
eProcurement Quick Tips to Inquiry Screens
Reviewing and Managing the Purchasing Life Cycle
Manage Requisitions
This inquiry screen is used to find in formation about the Requisition such as; Approval of the Requisitions, Purchase Orders, Receivers, Vouchers and Payment information. Whether this information can be viewed will depend on the user’s security. This screen allows the user to go forward with the transaction.
Search Screen
You can search for your requisition by many different criteria such as; Requisition ID, Requester, Entered By, PO, ID etc… Input the value in the search field and click the . In this case we know the Requisition ID.
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
To view the life cycle click on the expand button .
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
If any life cycle transaction has been completed a blue hyperlink will be available for selection.
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
Click the hyperlink.
This page displays the Requisition line details. You can also expand the line to review the schedule by clicking the expand button located to the left of the PO Information Line.
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
To return to the previous page click the located at the bottom left hand side of the page.
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
Click the hyperlink
This will allow users to know where in the approval process their request is. To return to the previous page click the located at the bottom left hand side of the page.
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
Click the hyperlink
Important Note: Remember depending on your security you may not have access to all the links.
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
Other selection criteria
Purchase Order ID
Review the Purchasing Life Cycle by using the Purchase Order ID.
Input the Purchase Order ID and click the button.
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
Budget Checking Errors
Review requisitions with budget checking errors by select “Error” in the Budget Status field and clicking the button.
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
You can limit you results by using a combination of fields.
In this example we used Requester “BWALKER01” and Budget Status of “Error”
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
Other Purchasing Life Cycle Functions
Cancel Requisitions
The requestor can cancel their requisitions by selecting “Cancel Requisition” and clicking the button located to the far right hand side of the Requisition Line.
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
The pre-encumbrance will not be established until the Requisition is budget checked again.
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
Click the button.
Please note the budget status on the Requisition changed to Not Chk’d and the pre-encumbrance will not be released until budget checking is ran again during the evening.
Re-Open Cancel Requisitions
PRESTON DOERFLINGER MARY FALLIN SECRETARY OF FINANCE AND REVENUE GOVERNOR
STATE OF OKLAHOM A
OFFICE OF M ANAGEM ENT AND ENTERPRISE SERVICES
2300 N. LINCOLN BLVD., ROOM 122 * OKLAHOMA CITY, OKLAHOMA 73105-4801 * (405) 521-2141 * FAX (405) 521-3902 An Equal Opportunity Employer
The requestor can re-open their requisitions by selecting “Re-Open Requisition” and clicking the button located to the far right hand side of the Requisition Line.
