9.2 FIN - Purchasing
-
Purchasing Approvals
-
Requisitions
-
Requisitions - Miscellaneous
-
Purchase Orders
- 9.2 Purchase Order from a Requisition
- 9.2 Create PO from Req - Via Copy from Requisition
- 9.2 Creating Purchase Orders Online
- Copying a Purchase Order
- Create a PO by Copying a PO
- Perform Purchase Order Budget Pre-Check
- Process PO Approvals
- 9.2 Perform Purchase Order Budget Check
- 9.2 Batch Dispatch Purchase Orders
- 9.2 Creating a PO Activity Report
- 9.2 Creating a Purchase Order for an Asset
-
Purchase Orders - Miscellaneous
- Search for an Existing Purchase Order
- Checking Purchase Order Document Status
- Review Purchase Order Information
- 9.2 Re-Opening a Purchase Order
- Update Existing Purchase Order
- Cancel Existing Purchase Order
- 9.2 Creating a Change Order to a Purchase Order
- PO "Review Change History" Screen
- 9.2 Correcting the Budget Date on a Future Dated PO
- Viewing Purchase Orders
- Adhoc Purchase Order Approver
- Processing Purchase Order Rollover
- 9.2 Creating an Express Purchase Order Using a Procurement Card
- 9.2 Closing a Purchase Order
- 9.2 Adding a Blanket PO for the New Fiscal Year
- 9.2 Cancel Line on PO
-
P-Cards
- 9.2 Uploading Procurement Card (P Card) Statement
- 9.2 Search for an Existing PCard Transaction
- 9.2 Reconciling P-Card Transactions/Statements Manually
- 9.2 Resolving Disputed Transactions
- 9.2 Adding a New P-Card in ctcLink
- 9.2 Splitting and Updating Transaction Lines
- Budget Checking Procurement Cards
- 9.2 Run Load Voucher Stage Process
- 9.2 Using the Assign Proxies Page to Assign a Single User to Multiple Procurement Cards
- Inactivating and Reassigning a Procurement Card
- 9.2 P-Card Bank Statement Workflow
- 9.2 P-Card Grace Period Expired Workflow
-
Receiving / Returns
-
Receiving / Returns - Miscellaneous
-
Month End Processing
-
Resources
- Purchasing Overview Video
- Purchasing Checklist & Process Steps Guide
- Purchasing Commodity and Service Code List
- Purchasing Security Overview Guide
- Accounts Payable and Purchasing Monthly Closing Document
- Accounts Payable and Purchasing Year End Closing Guide
- Using Buyer WorkCenter
- Using Buyer's Workbench
- Using Requester's Workbench
- Using Receiver Workbench
- Standard Comments (Purchasing)
