9.2 FIN - Purchasing
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Purchasing Approvals
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Requisitions
- 9.2 Creating a Requisition
- 9.2 Copying a Requisition
- 9.2 Sourcing a Requisition - Manually
- 9.2 Search for an Existing Requisition
- 9.2 Review & Update Existing Requisition
- 9.2 Modifying a Requisition
- 9.2 Process Requisition Approvals
- Budget Checking Requisitions
- 9.2 Submit Requisitions for Approval
- 9.2 Reopen Requisition
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Requisitions - Miscellaneous
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Purchase Orders
- 9.2 Purchase Order from a Requisition
- 9.2 Req-to-PO Sourcing - Via Copy from Requisition
- 9.2 Creating Purchase Orders Online
- 9.2 Copying a Purchase Order
- 9.2 Create a PO by Copying a PO
- 9.2 Perform Purchase Order Budget Pre-Check
- 9.2 Process PO Approvals
- 9.2 Perform Purchase Order Budget Check
- 9.2 Batch Dispatch Purchase Orders
- 9.2 Creating a PO Activity Report
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Purchase Orders - Miscellaneous
- 9.2 Search for an Existing Purchase Order
- 9.2 Checking Purchase Order Document Status
- 9.2 Review Purchase Order Information
- 9.2 Re-Opening a Purchase Order
- 9.2 Update Existing Purchase Order
- 9.2 Cancel Existing Purchase Order
- 9.2 Creating a Change Order to a Purchase Order
- 9.2 PO "Review Change History" Screen
- 9.2 Correcting the Budget Date on a Future Dated PO
- 9.2 Viewing Purchase Orders
- 9.2 Adhoc Purchase Order Approver
- 9.2 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
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Procurement Contracts
- 9.2 Creating Multi-Year POs/PO Contracts
- 9.2 Entering Contract Activities
- 9.2 Entering Master Contracts
- 9.2 Entering Order Contracts
- 9.2 Releasing Contract POs
- 9.2 Reviewing PO Contracts
- 9.2 Creating Procurement Contract
- 9.2 Search and Review Procurement Contract Information
- 9.2 Releasing Contract to Voucher
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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
- 9.2 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
- 9.2 Inactivating and Reassigning a Procurement Card
- 9.2 P-Card Bank Statement Workflow
- 9.2 P-Card Grace Period Expired Workflow
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Receiving / Returns
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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
- 9.2 Using Buyer WorkCenter
- 9.2 Using Buyer's Workbench
- 9.2 Using Requester's Workbench
- 9.2 Using the Receiver Workbench
- 9.2 Standard Comments (Purchasing)
