9.2 FIN - Purchasing
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Purchasing Approvals
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Requisitions
- Creating a Requisition
- Copying a Requisition
- Sourcing Requisitions
- Search for an Existing Requisition
- Requisition Inquiry
- Review or Update Existing Requisitions
- Process Requisition Approvals
- Budget Checking Requisitions
- Submit Requisitions for Approval
- Reopen Requisition
- Manage Requisitions
- Understanding Requisition Defaults
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Requisitions - Miscellaneous
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Purchase Orders
- Creating Purchase Orders Online
- Create a Purchase Order from a Requisition
- Copying a Purchase Order
- Create a PO by Copying a PO
- Purchase Order Budget Pre-Check and Submit for Approval
- Process PO Approvals
- Purchase Order Budget Check Using Batch Process
- Batch Dispatch Purchase Orders
- Creating a PO Activity Report
- 9.2 Creating a Purchase Order for an Asset
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Purchase Orders - Miscellaneous
- Search for an Existing Purchase Order
- Checking Purchase Order Document Status
- Purchase Order Inquiry
- Re-Opening a Purchase Order
- Update Existing Purchase Order
- Cancel Existing Purchase Order
- Cancel Line Item(s) on a PO
- Creating a Change Order to a Purchase Order
- PO "Review Change History" Screen
- Viewing Purchase Orders
- Adhoc Purchase Order Approver
- Processing Purchase Order Rollover
- Creating an Express Purchase Order Using a Procurement Card
- Closing Purchase Orders
- Correcting the Budget Date on a Future Dated PO
- 9.2 Adding a Blanket PO for the New Fiscal Year
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P-Cards: General User
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P-Cards: Approvers and/or Reviewers
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P-Cards: Administrators
- 9.2 Uploading Procurement Card (P Card) Statement
- 9.2 Adding a New P-Card in ctcLink
- Inactivating and Reassigning a Procurement Card
- 9.2 Using the Assign Proxies Page to Assign a Single User to Multiple Procurement Cards
- 9.2 Run Load Voucher Stage Process
- 9.2 P-Card Bank Statement Workflow
- 9.2 P-Card Grace Period Expired Workflow
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Receipts: Receiving / Returns
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Receipts: Receiving / Returns Miscellaneous
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Month End Processing
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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)
