REQUISITIONS, PURCHASE ORDERS, & RECEIPTS Purchasing Application Training Course City of Decatur 1

Procure To Pay Lifecycle Overview  Understanding Procure to Pay Lifecycle  Understanding Procure to Pay Process City of Decatur 2

Procure-to-Pay Lifecycle Summary City of Decatur 3 In this Lesson you should have learned how to:  Explain the Procure-to-Pay lifecycle  Explain the Procure-to-Pay process

Procure-to-Pay Lifecycle Class Exercise City of Decatur 4 Have selected students give oral presentation on the following:  Explain and provide examples of each step in the Procure- to-Pay lifecycle  Identify key components in the Procure-to-Pay process  What steps in the Procure-to-Pay process are dependent on the other (WHY?)

Purchasing Overview  Understanding Purchasing Process  Requisition to Purchase Order  Overview of the Ordering Process  The Receiving Process City of Decatur 5

Purchasing Overview Summary City of Decatur 6 In this Lesson you should have learned:  To Explain the Purchasing Process  How Requisitions become a Purchase Order  How the Ordering Process works  The steps involved in the Receiving Process

Purchasing Overview Class Exercise City of Decatur 7 Have selected students give oral presentation on the following:  Explain the overall Purchasing process  Which steps are required vs. not required  Explain steps to create a requisition  Explain when a requisition becomes a Purchase Order  Explain how the ordering process works  Explain the steps in the Receiving process

Requisitions  Understanding the Requisition Lifecycle  Notifications  Requisition Structure  Creating and Maintaining Requisitions  Creating Requisition Templates  Running Requisition Report City of Decatur 8

Requisitions Summary City of Decatur 9 In this Lesson you should have learned:  How the Requisition Lifecycle works  How to create notifications  The structure of requisitions  How to create requisitions  How to maintain requisitions  How to create requisition templates  How to execute key requisition reports

Requisitions Class Exercise City of Decatur 10 Have all students log onto the Purchasing Application Training System to perform the following:  Create 3 notifications that will be used for requisition routing  Create 2 requisitions for different suppliers  Route the requisition to the approving manager  Make changes to requisition #1 and reroute for approval  Create 3 requisition templates  Select and execute the [Requisition Detail Report]

Purchase Orders  Understanding Purchase Order Types  Purchase Order Components and Record Structure  Creating Standard Purchase Orders  Creating Contract Purchase Agreements  Revising Purchase Orders  Maintaining Purchase Orders  Identifying Key Reports  Creating Global Agreements City of Decatur 11

Receiving  Receiving Locations  Receipt Routing  Receipt Processing Methods  Receiving Tolerances  Entering Returns and Corrections  Overview of Pay on Receipt  Running Reports City of Decatur 12

City of Decatur 13 QUESTIONS