9.2 financials upgrade eprocurementdoas.ga.gov/assets/state purchasing/teamworks financials... ·...
TRANSCRIPT
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eProcurement9.2 Financials Upgrade
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Agenda
• Navigation• Procurement WorkCenter• Creating a Requisition• Approving a Requisition• Managing Requisitions• Requisition Selection• Questions
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Log on with your current user id/password combination.
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Home PageClick on the Procurement tile
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Home PageClick on the Procurement tile to go to the Procurement WorkCenter
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Procurement WorkCenter menu is
based on your security profile.
You will see the options that are set up for your
profile. To scroll through the
options, put your cursor on the gray
scroll bar.
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To create a requisition, click on the Requisition menu option under the eProcurement menu.
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Requisition Settings page
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Create Requisition page
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Adding Items
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Adding ItemsEnter the required item
information. Look up the NIGP code if needed.
Click Add to Cart
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Items in your Shopping Cart
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When all items are entered, click on the Checkout button
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Checkout – Review and Submit (top half of the page)
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Checkout – Review and Submit (bottom half of the page)
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Confirmation page
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Create a Virtual Catalog Requisition
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Requisition Settings page
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Click on the Georgia Virtual Catalog link
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The Virtual Catalog page displays. There are no changes in the Virtual Catalog. This will look the same as it does today.
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Add Items to Cart
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Review Cart and Submit Order
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Confirm Cart and Click Proceed to Checkout then Assign Cart
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Checkout – Review and Submit page top half
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Checkout – Review and Submit bottom half of page
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Confirmation page
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Mobile Requisition – For Use Off-Site with a Mobile Device
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My Orders displays – Requisitions created by the user
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Requisition Approvals – Click on the Homepage Approvals tile
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Pending Approvals list displays – Click a requisition to approve it
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Requisition – top half of page