ANNOUNCEMENTS

• FY2024 Year-End Sub-Module Cleanup and Processing Manual Available
• Change in Expense Reimbursement Module – Meals Provided
• Changing the Accounting Date on a PO from One Fiscal Year to Another
• New BOR Query for eVerify Details Available Now
• GeorgiaFIRST Financials Presentation Materials Available Now: Matching – The Relationship Between Purchasing & Accounts Payable
• GeorgiaFIRST Presentation: Matching– The Relationship Between Purchasing & Accounts Payable

ACTIVE KNOWN ISSUES

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

JOB AIDS AND REFERENCE DOCUMENTS 

• ePro & Purchasing Month-End Process Checklist
• Purchase Order Statuses and Meanings
• Criteria to Force Close a Dispatched PO
• Purchasing Workflow Approval
• eVerify Functionality
• Creating a PO Signature File for PSFIN Signature Upload
• PO Open Encumbrance Dashboard Setup
• Using the PO Distribution Worksheet
• Buyer Mass Change
• Job Aid for Encumbering Funds for Contract Renewals

TRAINING

• 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
EP.010.050 Creating Requesters
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
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
PO.020.920 Approving a Purchasing Requisition
PO.020.950 Deleting and Canceling Requisition Lines

Requisition Processes
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
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

Purchasing – Contracts

PC.020.780 Adding Master Contracts
PC.010.010 Adding a Procurement Contract
PC.010.011 Adding Contract Items to a Procurement Contract
PC.010.012 Inquiring on a Procurement Contract
 

Purchasing – Inquiries

Requisition Inquiries
PO.060.080 Reviewing Requisition Accounting Entries
PO.060.110 Reviewing Requisition Activity
PO.060.130 Inquiring Requisition Workbench
PO.060.140 Reviewing Requisition Budget Checking Errors
PO.060.150 Reviewing Requisition Document Status

PO Inquiries
PO.060.010 Inquiring on PO Change Order History
PO.060.020 Inquiring on PO Activity Summary
PO.060.040 Reviewing PO Document Tolerance Exceptions
PO.060.050 Reviewing the PO Document Status
PO.060.060 Inquiring on PO Accounting Entries
PO.060.070 Reviewing Budget Check Exceptions for Purchase Orders