Financial Supply Chain Management Requestor:...
Transcript of Financial Supply Chain Management Requestor:...
Financial Supply Chain Management
Requestor: eProcurement Requisitions
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Course Summary This course will provide an overview of eProcurement requisitions for a requestor.
Audience: Requestors for Purchasing through eProcurement
Training Material PowerPoint and Job Aids
Trainer/Contact: [email protected]
Version Date: March 31, 2016
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Classroom Guidelines
Complete training sign-in
Silence cell phones
Complete post-training evaluation
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Upon completion of this Learning Module, you should be able to:
• Create and Submit a Requisition in eProcurement
• Manage Requisitions
Requestor: eProcurement Requisitions Agenda
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• Requisition Types – Multiple BO, SC, PO
• Difficulty finding the correct GL code associated with the item that you are purchasing
• Print all documents
• Call Purchasing for assistance on entering a requisition or with help on requisitions
• Requisitions will only have 2 types
1. Standard
2. Amount Only (BO & SC)
• Account (GL Code) is tied to an item category
• Ability to attach documents to requisition to upload receipts
• Scans, pics, docs, quotes
• Purchasing staff will not have access to the Requester pages. You will have to call the Trainer listed for your campus for any support needed
Current Process in Odyssey New Process in PeopleSoft MDConnect
Key Process Changes and Impacts
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MDC Policy
All purchases will become a requisition.
Includes, but is not limited to any purchase of equipment regardless of cost.
Any purchase from a supplier regardless of cost
Any computer-related equipment, software, or any audiovisual equipment requiring approval of CCIO (Campus Chief Information Officer
Any Agreement for Services
Any annual service contracts for equipment; or software maintenance contracts
Requisitions need to be processed prior to making a purchase
Note: Unauthorized purchases will be directed to your Campus President / Director for Administration / Business Affairs.
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Logging Into MDConnect
Log into the training environment: http://mdconnecttrain.mdc.edu
1. User ID: Your current User ID
2. Password: Your current 15 digits Password
You have successfully logged in if you see this header:
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Enter the required information requisition for processing.
Create a Requisition in eProcurement continued
In the Details tab, enter the
items highlighted in yellow.
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Enter the required information requisition for processing.
Create a Requisition in eProcurement continued
In the Suppliers Information tab,
enter the items highlighted in yellow.
When all information has been entered, click on
the Add to Cart button.
When your cart is complete,
click Checkout.
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Enter the required information requisition for processing.
Create a Requisition in eProcurement continued
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Enter the required information requisition for processing.
Create a Requisition in eProcurement continued
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Click the Check Budget button and then Save & Submit button for approval. If you don’t want to submit at this time, you may Save for Later. You may view the approvals by clicking on Preview Approvals.
Create a Requisition in eProcurement continued
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The Confirmation screen will populate after submitting. Here you will see your Requisition ID and the Status of your requisition. Also, all Approvers who are in queue.
Create a Requisition in eProcurement continued
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Key Terms
Key Term Description
AccountChartfield for nature of financial transactions as defined by Accounting Manual, such as revenue, expense, asset or liability (Odyssey GL code 65501)
Business Unit Legal entity, always MDC01
Campus/Center Physical location of activity/expense (Kendall 2000)
Chartfield A data element that is part of a Chartstring
ChartstringCombination of Chartfields that identifies financial transactions; includes Fund, Operating Unit, Department, ICS Code, Course, Account
Combo edit Valid combination of Chartfields
Commitment Control Ledger(KK)
Accounting ledger used to manage all budget activities in real time
DepartmentIdentifies the organizational breakdown as defined by a manager, (a department may consist of consolidated Odyssey Quals)
Fund Identifies type of funding
ICS Identifies function across funds; Information Classification Structure (ICS)
Operating Unit Identifies area managed by/responsible for (Campus/District)Pre-Encumbrance Requisition commitmentProject ID A chartfield that identifies a project (grants and capital projects)Reconciler Purchasing Card holderRequestor Prepares and modifies requisitions
Supplier VendorVoucher Transaction that is created when an invoice is ready to be paid (payable)
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All requisitions need to be processed prior to any purchase?
Knowledge Check – True/False?
True
False
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Knowledge Check – True/False?
A GL (General Ledger) Code is now known as an “Account” in MDConnect.
True
False
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Consider this scenario: A requestor has been asked to prepare a requisition in ePro with a 1-line item, amount only.
Reference Job Aid: Creating a New Requisition.
Practice Exercise
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MDConnect Website is the central location where you can find training material and other resources.
Navigate to: MDConnectinfo.mdc.edu > Training
ONLINE TRAINING - USER PRODUCTIVITY KIT (UPK)• UPK is a tool provided by PeopleSoft which provides step-by-step instructions
on creating and entering transactions in MDConnect• You may access the UPK library here:
– https://mymdupk.oracleoutsourcing.com/UPK/data/toc.htmlNOTE: Processes will be listed, please click the plus sign to expand the topic.There are several different ways to see a process:
MDConnect Help
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On your campus, contact your supervisor or Change Ambassador.
Additional Help
For additional technical support
contact the District IT Help Desk at 305-237-9999
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For more information about MDConnect
visit our website:
MDConnectinfo.mdc.edu
or email us at:
MDConnect OCM Team
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