Creating Purchase Requisitions and Receiving As of May 20, 2019 - PowerPoint PPT Presentation

Creating Purchase Requisitions and Receiving As of May 20, 2019

Objectives • Identify what a Purchase Requisition is and when you need one • Set Default Requestor Preferences • Create a new Purchase Requisition • Manage and edit your Purchase Requisitions • Create Change Order Request for a Purchase Order • Receive items/services and submit invoices • Related policy information • Resources that can help

Process Overview Purchase VISP Order • Request items for • Items are received or purchase that total services are rendered • Supplier is identified • Upload receipt/invoice $5,000 or more with • Document receiving in • Monies are • Payment is disbursed any required forms ConnectCarolina encumbered • Repeat Receiving until • Exceptions do apply … all items of the PO or services are received Purchase Receiving Requisition

What We Have Covered • Identifying what a Purchase Requisition is and when you need one • Setting Default Requestor Preferences • Creating a new Purchase Requisition • Managing and editing your Purchase Requisitions • Creating a Change Order Request • Receiving and submitting invoices • Pointing out elements policy • Locating resources that can help