GeorgiaFIRST

Administrative and Fiscal Affairs Division

Archive - Purchasing

ANNOUNCEMENTS

ACTIVE KNOWN ISSUES

KI.2-171_PO: Purchase Order Receipt Notification Email

JOB AIDS AND REFERENCE DOCUMENTS 

TRAINING

Procure to Pay Birds of a Feather - eProcurement and Purchasing- April 2025 - Recording

Procure to Pay Birds of a Feather- eProcurement and Purchasing- April 2025- Slide Deck

An interactive session that offered institutions a time to discuss relevant topics of interest with each other and receive input from the ITS GeorgiaFIRST Financials support team.

eVerify Functionality and Procurement Monthly Checklist
This session reviews e-Verify requirements, introduces new functionality for recording e-Verify information within the Purchasing module, and reviews the ePro & Purchasing Month-End Process Checklist. This link provides the session PowerPoint slides only.

eVerify Functionality and Procurement Monthly Checklist Recording
This link provides the training session recording.

GeorgiaFIRST Presentation: Matching – The Relationship Between Purchasing & Accounts Payable - PowerPoint Only
This training demonstrates the role that Matching plays between Purchasing and Accounts Payable departments.

GeorgiaFIRST Presentation: Matching – The Relationship Between Purchasing & Accounts Payable - Recording
This training demonstrates the role that Matching plays between Purchasing and Accounts Payable departments. 

Purchasing/ePro GeorgiaFIRST Marketplace Training
Click the link above to access training materials for Purchasing/ePro and GeorgiaFIRST Marketplace users.

BUSINESS PROCESSES

Queries and Reports

Purchasing Queries and Reports

Purchasing – Setup


Purchasing Setup
EP.010.040 Creating Buyers

PO.020.290 Adding SpeedCharts
PO.020.790 Adding/Maintaining Locations
PO.020.800 Adding/Maintaining Ship To Locations
PO.020.810 Adding/Maintaining Standard Comments


Purchasing – Requisitions


Requisition Creation
Updated PO.020.870 Creating a Purchasing Requisition
PO.020.880 Creating a Requisition Using Multiple SpeedCharts
PO.020.890 Creating an Asset Requisition

Requisition Maintenance
Updated PO.020.920 Approving a Purchasing Requisition
PO.020.950 Deleting and Canceling Requisition Lines

Requisition Processes
Updated PO.020.930 Budget Checking a Requisition Online
PO.020.960 Requisition Reconciliation
PO.020.480 Finalizing a Requisition

Purchasing – Purchase Orders


Purchase Order Creation
PO.020.100 Adding/Updating a PO Online
PO.020.110 Adding/Updating an Express PO
PO.020.140 Creating a PO or Amount-Only PO
PO.020.120 Creating a PO by Copying a Requisition
PO.020.121 Creating a Purchase Order from a Procurement Contract
PO.020.860 Adding Asset Information to a Purchase Order
PO.020.400 Creating a PO for Trade-In Asset
PO.020.770 Creating an Express PO

Purchase Order Maintenance
PO.020.210 Printing Purchase Orders
PO.020.260 Canceling a PO/PO Lines
PO.020.070 Reserving PO IDs
PO.020.220 Creating PO Change Orders
PO.020.160 Approving a PO
PO.020.170 Adding Ad Hoc Approvers
PO.020.310 Maintaining PO Distributions
PO.020.270 Deleting PO/PO Line(s)
PO.050.010 Overriding Document Tolerance Error on PO

Purchase Order Processes
PO.020.280 Using the Buyer’s Workbench
PO.020.200 Dispatching a PO (online)
PO.020.390 Running PO Close Process
PO.030.010 Dispatching Purchase Orders (Batch Process)
PO.030.020 Using Sourcing Workbench for Req Select, PO Calc & PO Create
Updated PO.030.030 Budget Checking POs
 

Purchasing – Receiving

Managing Receipts
PO.020.230 Adding and Updating Receipts
PO.020.250 Receiving an Asset
PO.020.240 Receiving a Single Asset with Multiple Distributions
PO.020.300 Maintaining Receipt ChartFields