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SRM Punch-out Catalogs SRM_SHO_301

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Presentation on theme: "SRM Punch-out Catalogs SRM_SHO_301"— Presentation transcript:

1 SRM Punch-out Catalogs SRM_SHO_301
4/16/2017 SRM Punch-out Catalogs SRM_SHO_301 SRM Punch-out Catalogs SRM_SHO_300 - LSO V1

2 What Are “Punch-Out Catalogs”
4/16/2017 What Are “Punch-Out Catalogs” “Punch-out” catalogs are customized shopping environments on contract suppliers’ websites and accessed via myUK. They usually relate to the University’s highest volume suppliers and contain available items along with customized University pricing. Punch-out environments are virtual in nature and use checkout cart systems similar to common internet shopping websites. Some punch-out sites have advanced features including customized quoting, support documents, order status checks, etc. SRM Punch-out Catalogs 2 SRM_SHO_300 - LSO V1

3 What Are the Advantages of Punch-Out Catalogs?
4/16/2017 What Are the Advantages of Punch-Out Catalogs? Punch-out shopping correlates with paperless processes including electronic ordering and invoicing. The University achieves efficiency and savings with the use of punch-out catalogs over manual processes. It reduces the need for procurement card transactions for high-volume suppliers and related paper records. The use of punch-out catalogs also provides “spend visibility”. All line item data is maintained within SAP and available for internal reporting. Quality reporting information allows departments to better analyze and manage their procurement and Purchasing to better negotiate with suppliers. The University will continue to add punch-out catalogs from contract suppliers to SRM as opportunities permit. SRM Punch-out Catalogs 3 SRM_SHO_300 - LSO V1

4 Training Requirements for SRM Departmental Roles
Shopper Shoppers are required to take and pass four course modules in successive order via myUK Training: SRM_SHO_300 SRM Shoppers Introduction SRM_SHO_301 SRM Punch-out Catalogs (This course) SRM_SHO_302 SRM Free Text Carts SRM_SHO_303 SRM Supplementary Information Approver Approvers are required to take and pass the MM_APP_300 Combined Approvers course via myUK Training . Goods Confirmer Goods Confirmers are required to take and pass the SRM_CON_300 SRM Goods Confirmations course via myUK Training . SRM Punch-out Catalogs

5 SRM Punch-out Catalogs
4/16/2017 Create Punch-out Catalog Shopping Cart Punch-out catalogs are used for the University’s highest volume suppliers and are located on their websites. Pricing is pre-negotiated by Purchasing. SRM automatically processes and transmits purchase orders to the supplier for punch-out catalog orders. SRM Punch-out Catalogs SRM_SHO_300 - LSO V1

6 Begin Shopping Cart from POWL
4/16/2017 Begin Shopping Cart from POWL 1. Start from the Shopper tab 2. Select Shopping Cart from Site Navigation to display the POWL 3. Click Create Shopping Cart SRM Punch-out Catalogs SRM_SHO_300 - LSO V1

7 Default Settings: Set Values
Two default values – Account Assignment and Delivery Address – can be set at the beginning of the ordering process. This will copy the data to all line items as they are placed into the Shopping Cart, thus bypassing tedious line item entries later. 4. Click Set Values within Default Settings SRM Punch-out Catalogs

8 Complete Delivery Address (Required)
5. Select the Delivery Address / Performance Location tab SRM Punch-out Catalogs

9 Complete Delivery Address (Required)
Delivery information flows in from Personal Settings and reflects your building address only. The Shopper must add the Contact Person, Floor, and Room Number, etc. This must be completed for each cart and will populate to all line items placed in the cart. Important: Be sure to enter the delivery information at the header level. Bypassing entry of the contact person, floor, and room number within Set Values will require the information to be entered for each line item in the bottom Details section. 6. Complete contact person, floor, room, etc. SRM Punch-out Catalogs

10 Set Account Assignment (Optional)
7. Click Account Assignment SRM Punch-out Catalogs

11 Set Account Assignment (Optional)
Enter Cost Center or WBS Element information if the entire order will be charged to the same cost object structure. Alternatively, if you need to charge various line items to different cost objects, this can be entered as indicated on Slide 23. 8. Default Account Assignment Category is Cost Center. You can also select WBS Element from the dropdown if needed. 9. Enter the Cost Center or WBS Element number as applicable TIP: WBS Elements relate to grants. SRM Punch-out Catalogs

12 Finish Header Values No entries are required on other tabs within Default Settings. 10. Click OK to finish Set Values SRM Punch-out Catalogs

13 SRM Punch-out Catalogs
Set PO Type 11. Click the possible entries icon on right side of PO Type selection 12. Select Type NBPO SRM Punch-out Catalogs

14 Punch-out Catalog Order – Create
Punch-out catalog items are ordered through the Add Item dropdown button. As new catalogs are added to the system, they will appear in the Add Item menu. 13. Click Add Item menu and select catalog choice. Shopper will transfer from SRM to supplier’s website. SRM Punch-out Catalogs

15 Arrive at Punch-out Landing Page
The visuals and structure of punch-out catalogs vary among suppliers, but operate similarly. Shoppers initially arrive at a landing page and use product search features to locate needed items. Product Search menu Additional features vary across catalogs, including message boards, Shopping Lists, order status, etc. Note: Shopper can exit punch-out catalog without ordering at any time. SRM Punch-out Catalogs

16 Search Items from Punch-out Catalog
14. The Shopper can select items through a Search feature… …or manually enter product numbers if they are known. SRM Punch-out Catalogs

17 Search Items from Punch-out Catalog
Alternatively, the Shopper can browse and locate items through a Category structure. SRM Punch-out Catalogs

18 Add Items from Punch-out Catalog
15. As items are located, enter the quantity needed and click Add to Cart. SRM Punch-out Catalogs

19 Checkout from Punch-out Catalog
From your punch-out cart, you can update quantities, delete items, or potentially move items to “Shopping Lists” for future purchase. 16. When punch-out Shopping is complete, check Checkout. SRM Punch-out Catalogs

20 Punch-out Items Return to SRM Shopping Cart
Note: All product info transfers to SRM Shopping Cart including description, quantity, price, UOM, and supplier name. Selected items from punch-out site transfer to the SRM Shopping Cart SRM Punch-out Catalogs

21 Complete Header and Item Overview
17. Add Header Notes if desired (Optional). Approval Note is internal and does not print on purchase order. Note to Supplier will print on purchase order. 18. Shopper can overwrite Delivery Date if desired 19. Click Details to open bottom section SRM Punch-out Catalogs

22 Punch-out Catalog Order – Details Section
The bottom section of the Shopping Cart is termed “Item Details”. It contains additional information relating to the purchase such as Account Assignment, Notes and Attachments, etc. and is edited on a line item basis, i.e., each line item can be assigned different notes, etc. if desired. SRM Punch-out Catalogs

23 Punch-out Catalog Order – Account Assignment
Account Assignment entries can be formed at the line item level within the bottom Item Details section. Remember: If you already set the Account Assignment Information within Default Values: Set Values at the header level, you can bypass this section. 20. Select the Account Assignment Category (either cost center or WBS element). 21. Enter the cost center or WBS element number SRM Punch-out Catalogs

24 Punch-out Catalog Order – GL Account
22. A suggested GL will populate automatically on many carts or can be entered/overwritten as needed. The Shopper should check the GL to ensure it is correct based on the nature of the particular purchase. TIP: The General Ledger (GL) Account is an accounting component that relates to the description of the goods or services purchased. If needed, you can click on the right side of the GL box to access a Possible Entries icon and search function. SRM Punch-out Catalogs

25 Punch-out Catalog Order – Line Item Notes
23. If desired, you can enter Notes and Attachments for individual line items. Internal Note does not print on the purchase order. All other notes will print on the purchase order to supplier. TIP: Quotes are not required for punch-out orders. Thus, quote attachments here are not applicable. SRM Punch-out Catalogs

26 Punch-out Catalog Order – Line Item Delivery Address
Remember: If you already set the Delivery Address Information within Default Values: Set Values at the header level, you can bypass this section. If you omitted that step, the contact person, floor and room number will need entered manually for each line. Provided you entered the Delivery Address information within the Default Values: Set Values section at the header level, nothing needs entered here. SRM Punch-out Catalogs

27 Punch-out Catalog Shopping Cart – Check & Order
4/16/2017 Punch-out Catalog Shopping Cart – Check & Order Note: Only click the SAVE button if the order is to be placed on HOLD and finished later. A Saved Shopping Cart resides in the Shopper’s POWL and does not move forward to the Approver. 24. Click Check to confirm whether errors exist 25. Click Order to finish SRM Punch-out Catalogs SRM_SHO_300 - LSO V1

28 Punch-out Catalog Shopping Cart – Complete Order
4/16/2017 Punch-out Catalog Shopping Cart – Complete Order 26. Click Close button to close window SRM Punch-out Catalogs SRM_SHO_300 - LSO V1

29 Punch-out Catalog Shopping Cart-Status from POWL
4/16/2017 Punch-out Catalog Shopping Cart-Status from POWL Click Refresh to see current Shopping Cart Status Shopping Carts are listed in the POWL and can be accessed by clicking on the cart number. SRM Punch-out Catalogs SRM_SHO_300 - LSO V1

30 Special Notes on Punch-out Catalog Shopping Carts
Special features are added to SRM for punch-out catalog orders: Orders totaling $2000 or less from punch-out catalog suppliers do not require approval. SRM automatically transmits a purchase order once a cart is created and ordered. Goods Confirmations are required for all punch-out catalog orders with the exception of office supplies purchases. Upon shipment and invoicing of goods, the Shopper and their employment supervisor will receive an confirmation of the order. SRM Punch-out Catalogs

31 Quick Reference Guides for Punch-out Catalogs
Quick Reference Guides for all punch-out catalogs are created and housed on the Purchasing website. Each guide shows customized step-by-step order details for each punch-out catalog. SRM Punch-out Catalogs

32 Completion of SRM Punch-Out Catalogs
This completes module SRM_SHO_301 Punch-Out Catalogs. After completing the Check for Understanding, you should book and complete the third module SRM_SHO_302 Free Text Carts. Remember, all four modules must be completed and passed to receive the SRM Shopper role: SRM_SHO_300 SRM Shoppers Introduction SRM_SHO_301 SRM Punch-out Catalogs SRM_SHO_302 SRM Free Text Carts SRM_SHO_303 SRM Supplementary Information SRM Punch-out Catalogs

33 Printing Course Manual (Optional)
4/16/2017 Printing Course Manual (Optional) If desired, a printable (Adobe PDF) version of this course manual is available for your convenience. To access and print the manual: Click on the printer (the manual will open in a separate browser window) Print the course manual Close the separate browser window Return to this course window Click on the green Continue button below To proceed without printing, click on the green Continue button below. SRM Punch-out Catalogs 33 SRM_SHO_300 - LSO V1

34 Check for Understanding
In order to receive full credit for the SRM Shoppers course, you must now successfully complete the Check for Understanding – a quiz covering the main concepts presented in this course. SRM Punch-out Catalogs 34 MM_REC_320 - LSO V1

35 SRM Punch-out Catalogs
Course Completion To complete this WBT, click on the yellow Log off button in the lower corner of this window. Note: This window will close, and you should be returned to the main myUK Training page for this WBT. The main page will refresh (usually within 30 seconds, depending on network traffic), and you should receive a green, system message confirming your participation. You may then safely navigate away from the main page. SRM Punch-out Catalogs 35 MM_REC_320 - LSO V1

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