Pre-RequisitesBid Management – Tendering, analyzing, awardingINV.310 – the heart of the ordering system for both

REAL warehouse items and standard itemsUsed by Maintenance … and by Board Office

Admin Connect – Bid requests Tab ORCIMS Core

BID.220 … quantity, WHS#, account, commentBID.410

Produced P/Os … volume to Vendor … XML ? (Grand & Toy XML annual order Seven)

The Process

Are Schools involved in selecting common goods? Do you actively seek their input … should you?

Do you believe that providing a standards catalogue is useful in simplifying/making supply ordering efficient? We have rewritten INV.520 catalog .. Now landscape

Ordering Discussion

Description Stock Vendor Part# UOM Preferred Vendor Price (Incl Tax) ----------------------------------------------------------------------------------------------------------------------------------------------------ALPHABETICAL GUIDES CS010 CS-112344 EA CHRISTIE'S OFFICE PLUS 14.98 ADDITIONAL DESCRIPTION LINE 1 EXTRA LINE 2 EXTRA DETAILS HERE LINE 3 EXTRA DETAILS AGAI Additional Information here as per the bid to let the schools know how to order etc. and what might be important.

How can we assist the Schools in their orderingProviding them with an ordering guide? How? Think

about online .pdf, links to vendor items, … establish those annual items, costs, etc. in a meaningful and searchable way

Allowing entry at teacher or is office good enough? How many districts do annual big orders ? Constant all

year ? Combination of them both ?Providing previous year orders to teachers so they can

more easily create their annual orders? (copy of previous year BID.225) .

Do we need a report option similar to BID.904 for order usage?

Ordering Goods!

Searching enhancements – Admin ConnectInput WHS#, or Vendor part#, or any part of description

and it will search all the lines to seek that item out!Input allows you to input WHS#, Account# direct rather

than have to go to select from a listEnhanced to 200 lines

Enhancements - CoreBID.225 reporting by both stock item and by Comment to

allow schools to maintain annual order by teacher for them to refer to from year to year

Enhancements

Pre-requisite: Inventory defined in INV.310Use Purchasing and Receiving to manage Onorder/Onhand/Pricing

Used when you are keeping Inventory OnhandMlake, Kelowna: Large central warehousesBSD,Hanover,PLPSD: Inventory Paper, Cust SuppliesCreates request, pick list, account charges, reduces inventory

Used to accumulate orders (backorders) and Create a P/OPLPSD: Custodians all do Stock requests - Maintenance collects all

that data to create P/Os and ship to schools (Then processes the Orders for accounting purposes)

Great for allocating and inventorying Microsoft Licenses (I/T), Distribute Toner (if you warehouse it)

Used for copy & laminating charges, US exchanges, etc.

Stock Requests

Used when you are keeping Inventory OnhandMlake, Kelowna: Large central warehouses

Stock Requests

REC.401: Receive WHS#

Admin Connect

Stock Requests

Core – REQ.410

Stock Requests