po325: entering supplier contracts

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PO325: Entering Supplier Contracts

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Training Agenda

WelcomeIcebreaker Lesson One – Understanding Supplier ContractsLesson Two – Supplier Contract EntryResources AvailableWrap-up and Close

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Welcome

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First Things First

• Please set cell phones and pagers to silent

• Refrain from side discussions. We all want to hear what you have to say!

• Feel free to ask questions. If your question is off-topic or will be discussed later in the training course, we will write it on a flip chart (parking lot) to be sure we cover it later

• One 15 minute break is planned

• Bathrooms / Snacks

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Icebreaker

• Get to know your fellow Trainers and Drivers!

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Getting to know you…

Please introduce yourself by telling us:

• Name• Agency• A fun fact about yourself or a hobby• How you interact with supplier contracts today• An expectation for today’s class

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Lesson One

Understanding

Supplier Contracts



Lesson Objectives

After completing this lesson, you will be able to:

Define basic Supplier Contract key terms and

concepts

Describe how Supplier Contracts fit into the end-to-

end process for Purchasing

List the roles involved in Supplier Contract Entry and

describe the tasks performed by each role


Supplier Contract Key Terms

Supplier Contracts: A binding agreement between the State

of Kansas and a vendor created from the Supplier Contract

module. Contracts may be added online or may originate from

Strategic Sourcing (bid) events. Supplier Contracts are

integrated to the purchasing module for purchase order

creation.

Attachment: Supplemental information related to a document

or transaction

Transactional Contract: The transactional contract data is

entered in SMART using the Contract Entry page.


End-to-End Purchasing Process with Supplier Contracts


Supplier Contract Role Definitions

SMART User Role

Key Activities per Role – Processing Supplier Contracts

Central Purchasing Administrator

Maintains the setup tables related to Purchasing, excluding the Items Table Master

Agency Contract Processor

Enters transactional contract data

Central Contract Processor

Enters transactional contract data, creates contract documents, sets up collaborations, and performs contract maintenance


Lesson Summary

In this lesson, you have learned:

Supplier Contract Entry key terms and concepts

How Supplier Contracts fit within the end-to-end

processes for Purchasing

The roles and tasks that interact with Supplier Contract

Entry within SMART


Questions?

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Lesson Two

Supplier Contract Entry



Lesson Objectives

After completing this lesson, you will be able to:

Define supplier contract transactional information

Create a transactional supplier contract in SMART

Create a new transactional supplier contract by

copying an existing transactional supplier contract in

SMART


Define Transactional Supplier Contract Information

Contract Pages: Use the Contract Entry pages to enter header

and line information for transactional procurement contracts.

State of Kansas - Types of Supplier Contracts

Open Ended: Purchase as many as you want – no cap. No

financial limitations.

Fixed Cost: Flat rate fee. Purchasing 10 items = $xx.xx, or

purchase services for this project = $xx.xx

Not To Exceed: Capped cost contract. Not to exceed total

dollar or quantity amount specified in the contract.


Begin Activities


Review Key Points


Lesson Summary

In this lesson, you have learned:

How to use the transactional contract pages in SMART

How to create a new transactional supplier contract in

SMART

How to copy an existing transactional supplier contract to

create a new transactional contract in SMART

The business processes associated with transactional

contracts in SMART


Questions?

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Wrap-up and Close

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Use the following resources

• SMART Training Website– http://da.ks.gov/smart/training.html

• SMART materials– Review, Review, Review your SMART materials

after training!!

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"People can become anything that they want to become. Everyone has the ability - all that is needed is the will, a plan, and the power to put that plan into action."

Thomas D. Willhite

You can do this!

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Questions?

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Evaluation

• Please fill out the evaluation for today’s instructor led training session!

http://www.surveymonkey.com/s/SMARTtrainingPO325

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Thanks for coming and participating

today!

po325: entering supplier contracts

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