A.

Shopping cart / Indent Creation

1. Go to Home work center.

2. Select self service overview.

1. Select Go Shopping (Advanced)

1. Select the employee name on behalf of whom you need to raise the shopping cart.
2. Select the account assignment cost center.
3. Select the ship to location and click next.
1. Select the product by clicking the square box in the product id field.
2. Select the line item need to add with the shopping card material list.
3. Click next to continue.

1. Enter the quantity need to purchase for each line item you selected in the shopping cart.
2. Click finish to complete the shopping cart process.
CLOSE

C. Purchase Request (Auto Generation)

1. Go to purchase request and purchase order work center.

2. Select purchase request sub view.
 1. Select all purchase requests.
2. Select the newly created purchase request and click quick sourcing request.

.Request for RFQ

1. Go to sourcing and contracting work center.

2. Select sourcing request.
1. Select the sourcing request from purchase request. List of sourcing request from purchase
request will be displayed.

1. Select the line item of the purchase request which you are referring.
2. Click new RFQ.
1. In general tab type the RFQ description.
2. Select the submission dead line date.

1. Select Bidders tab.

2. Click add row to add new bidder for that particular RFQ.
1 Add the list of bidders by selecting add now to get quote from different bidders.
1. Click check to check the given data for bidders is sufficient.
2. System will through the message as : ” Check Complete RFQ contains no errors.
3. Click send to bidders.

1.Clicking ok to confirm the RFQ to be sent to the bidders.

1. Once confirmed system will through the message as “RFQ with ID number sent to bidders”.

1. Go to Sourcing and contracting work center.

2. Select Sourcing request sub view.
1. Select All RFQ’s
2. Select the line item of newly created RFQ and select new quote.
3. By selecting the new quote we can able to enter the quote sent by the bidders(suppliers).

1. Select the bidder who sent the new quote and click next.

1. Enter the bidder quote ID also enter quote received date.

2. Enter the payment terms specified by the bidder.
Click next and it will go to enter price tab.

1. Enter the bidder price.

2. Click submit to confirm the quote.

1. System will through the message as : “ Quote with ID number is saved”.

2. If you want to enter one more quote for the same RFQ, select new quote for same RFQ.
1. Select the next line item of the bidder list and continue the same process to enter the details of
the quote.

1. Go to sourcing and contracting work center and select the line item of the RFQ.
2. Click compare quotes.
1. In compare quote screen select the bidder which you want to select.
2. Click award to award the bidder.
3. After awarding the bidder, purchase order will be automatically created.
E. Purchase order creation

1. Go to purchase request and order work center and select purchase order.
2. You can able to see the automatically generated purchase order which will be “ In approval”
3. Select the line item and click edit and check the purchase order created.

Login with approver ID.

1. Go to Managing my work center and select approvals sub view.

2. Select the line item of the purchase order and click approve for approving the purchase order.
1. If you want to change the purchase order quantity after the order sent to the supplier.
2. Go to editing the purchase order and change the quantity and click send update.
3. Again it will go for approval do the same process to approve the changed purchase order.
F. Goods and Service Receipt:

1. Go to purchase request and purchase order work center and select purchase order sub view.
2. Enter the purchase order id and click go.
3. Select the line item of that purchase order Id and click new goods and service receipt.
1. Enter the delivery notification ID.
2. Enter the posting date.
3. Do the posting by clicking the Post.
1. Go to supplier invoicing work center.
2. Select invoice entry sub view.
G. Supplier Invoicing

1. Select the line item of the invoice entry posted

2. Click for new invoice.
3. Now new invoice screen will be opened.
 Click on New Invoice

Enter the invoice date and external document IDand post it

System will automatically generate the supplier invoice ID