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Procurement Query 2007

DESCRIPTION

This guide provides a step-by-step process for logging into the Procurement Query system using mail credentials and accessing the search functionality. Discover how to navigate the drop-down menus for selection, set your search parameters, and view results effectively. Learn to utilize features like sorting, exporting results to CSV files, and managing favorites. Understand the history of your searches and advanced search capabilities, including security settings for enhanced views. Access helpful documentation to assist you throughout your session.

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Procurement Query 2007

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  1. ProcurementQuery 2007

  2. Login Using Mail User & Password

  3. Click “Here” To Enter

  4. Or Use Drop Down Menu

  5. From The “Search Menu” Select Your Desired Search

  6. Select Your Search Key From The Drop Down Menu

  7. Input Your Search Criteria

  8. Select Your Date Parameters From the Drop Down Menu

  9. ….Or Input a Date

  10. ….. Or use the Calendar By Clicking On The Icon & The Date

  11. Next, Select How You Wish The Search Sorted

  12. Finally, Click Search

  13. Search Results Are Stored Under Results Tab. Select Result You Wish to View Details

  14. You are Now Under The “Results Detail” Tab. Scroll To View Results

  15. All Items Are Listed On This Page

  16. Encumbrances Are Totaled By Line & PO

  17. Receiving & Check Info Is At the Bottom

  18. As Well As Icons TO Change the Font Size Up Or Down

  19. Move Back Up To Top Of Page

  20. ….. Or Export to CSV File (Excel)

  21. Use Tabs To Navigate Back To Results Or To Create A New Search

  22. The “History” Tab Will Show You Your Session Searches

  23. You Can Create A “Favorite” By Clicking The File Icon Under “Results” Tab

  24. You May Rename Your Favorite

  25. …. Then Click To Save

  26. Click The Title …….

  27. To Run A Favorite Report

  28. …. Or To Edit Your Report Title

  29. Help Documentation Resides Under This Tab

  30. During Your Session, You May Select New Searches From The Drop Down Menu

  31. The Advance Search Uses the Same Language As The Old Search Engine

  32. ….. And the Navigation Is the Same As Other Searches

  33. Employee/Voucher Search Has New Features

  34. Now Able To Set Security For Additional Views

  35. ….. And Additional Keyword Searches

  36. That Increases Your Capabilities

  37. The IFAS Purchasing Menu Allows You to Navigate to Other Applications Within The Purchasing Module

  38. Questions?

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