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Create, Update an Asset PO with Records Management LO_BPD_Electronic Procurement File Creation

Create, Update an Asset PO with Records Management LO_BPD_Electronic Procurement File Creation. September 05, 2012. Introduction. Introduction of Business Owners Introduction of Team Members Introduction of Terms for Today SRM ECC Electronic Procurement File / Records Management.

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Create, Update an Asset PO with Records Management LO_BPD_Electronic Procurement File Creation

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  1. Create, Update an Asset PO with Records ManagementLO_BPD_Electronic Procurement File Creation September 05, 2012

  2. Introduction • Introduction of Business Owners • Introduction of Team Members • Introduction of Terms for Today • SRM • ECC • Electronic Procurement File / Records Management

  3. Expectation Setting • Demonstrations will be based on: • Out of the box functionality • Completed configurations and unit testing • Partial master data, i.e., vendors, product category, agencies. • Demonstrations will not be based on: • Enhancements needed for State of MS functionality • End to end integration between all modules. • Demonstrations will be based on development systems, which have on-going configuration and development activities.

  4. Purpose of Demo • To demonstrate creating asset PO • To demonstrate change asset PO • To demonstrate Records Management related with PO

  5. Create Asset PO • Initiate Standard PO creation • Input header data ( supplier, requestor, location( agency ), deliver address ). • Create a line item with product category, short description, quantity, unit of measure, unit price, delivery date. • Change account category to “Asset”, and assign an existing asset number. • Select output method for the supplier. • Optional: attach a procurement document signed by both parties. • Optional: put a internal note, i.e., to remind goods recipient about special receiving instruction, or notes for approvers.

  6. Select PO Type

  7. Input PO Header information

  8. Input Basic Line Item Data

  9. Input Account Assignment

  10. Select PO Output

  11. Add Notes and Attachments

  12. Change PO • Search the PO needed to be modified. • Open the PO in change mode. • Change PO, i.e., delivery date, quantity, price, account assignment, etc. • Optional: give a reason code. • Optional: attachment change justification document.

  13. Change PO

  14. PO Record Management • Display PO Record • Navigate PO Record • Attach Vendor Correspondence.

  15. Related Links – Records Management

  16. PO Record

  17. Uploading Vendor Correspondence

  18. Updated Record

  19. Questions & Answers Leah Chittom (Leah.Chittom@dfa.ms.gov). Tamara Rankin (Tammy.Rankin@dfa.ms.gov) Michael Whitaker (Michael.Whitaker@dfa.ms.gov) Wayne Liu ( wayne.liu@sap.com ) Paul Wright ( paul.wright@sap.com )

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