Upload
others
View
6
Download
0
Embed Size (px)
Citation preview
SRM 7.2 Shopping Cart Creation
Exercise 1 Page 1 of 12 Version 1.0
Create a Shopping Cart Using the Contract Search
Exercise 1
SRM 7.2 Shopping Cart Creation
Exercise 1 Page 2 of 12 Version 1.0
Exercise 1: Create a Shopping Cart Using the Contract Search
Create shopping cart for non-stock items from an existing contract using NIGP/Contract Search. In this exercise, we will be requesting “Police Pursuit Tires.” 1. Select “Employee Self-Services.”
2. From the “Employee Self Services” screen, click “Shop.”
SRM 7.2 Shopping Cart Creation
Exercise 1 Page 3 of 12 Version 1.0
3. Select “NIGP/Contract Search” and ENTER.
4. In the next window, type in the search criteria for “*tires*” under the Contract Search Tab.
Then click . This is to verify the item is or is not on contract. Always use “Contract Search” as your first option.
SRM 7.2 Shopping Cart Creation
Exercise 1 Page 4 of 12 Version 1.0
5. Note five (5) contracts are displayed. Click on contract #4400001933.
SRM 7.2 Shopping Cart Creation
Exercise 1 Page 5 of 12 Version 1.0
6. Contract 4400001933 shows six (6) contract items on this specific contract.
Check mark the box next to 00001 Police Pursuit Tire and click at the bottom of the screen.
7. This will take you back to the contracts for “tires” screen. Click . This will bring you back to the Shopping Cart in SRM.
SRM 7.2 S
Exercise 1
8. EnterPress
Note the and the f
9. Click
informField P235
VerifyPriceLocat
Shopping Cart
1
r the Quantits ENTER on
funding errofunding is co
the Details
mation in theto reflect wh
5/50R18.
y the Purchae Unit (1), Tation Delivery
t Creation
ty (2), Net Pn your keybo
or messagesorrect
button found
e “Item Datahat you are
asing Groupax/Amount (ly Date.
Pa
rice/Limit ($oard.
s. They shou
d under “Item
” sectionpurchasing.
, Company C1 A/P Sales
age 6 of 12
100.00), De
uld disappea
ms in Shopp
. Yo In this exam
Code SC01, Tax), your a
livery Date (
ar as the Sho
ping Cart.” O
ou may neemple, chang
, Quantity (2agency’s Lo
(Current Dat
opping Cart
Open, verify a
d to update ge to Police
2), Price Curocation/Plant
Versio
te + 1 week)
is complete
and update
the DescriptPursuit Tire
rency (100.0t, Storage
on 1.0
).
ed
tion e
00),
SRM 7.2 Shopping Cart Creation
Exercise 1 Page 7 of 12 Version 1.0
10. Under the tab, The General Ledger Account and the General Ledger Description are mapped to the Product Category (NIGP) number and are defaulted. Enter the cost center number in the “Assign Number” field. Press the “Enter” key on your keyboard. The Business Area field will automatically populate.
11. Complete the Cost Assignment Section by clicking “Details.” The “Details” button is located directly below the Account Assignment tab (highlighted above).
SRM 7.2 S
Exercise 1
12. Note and Cuse “
13. Click
14. Compprior
N
Shopping Cart
1
the Cost CeCommitment“Not Releva
at t
plete the Nor to delivery
Note: “Vendousing not sh
t Creation
enter and G/t items haveant” as the G
the top of sc
otes and Attay” in the “No
or Text” is a nCategory: “I
how on the P
Pa
/L are carriede populated. Grant.
creen to chec
achments setes” section
note to the vInternal NotePurchase Or
age 8 of 12
d over to theEnter your a
ck for any Ac
ection, Category: V
vendor that we,” this is anrder.
e “Details” scagency’s Fu
ccount Assig
Vendor Text
will print on tn internal not
creen, and tund, Functio
gnment erro
. Enter t. Click Ok
the Purchaste to the buy
Versio
he Fund Ceonal Area an
ors.
“Please ca
se Order. Whyer only and
on 1.0
nter nd
ll
hen will
SRM 7.2 Shopping Cart Creation
Exercise 1 Page 9 of 12 Version 1.0
15. An attachment may be added in the “Attachments” Section (highlighted)
16. On the tab, verify the Ship-to Information is correct. This information defaults from your User ID address.
SRM 7.2 Shopping Cart Creation
Exercise 1 Page 10 of 12 Version 1.0
17. On the tab, the supplier will default from the contract we chose in our Contract Search. We selected Contract 4400001933 (highlighted), which is tied to Continental Tire North America as the supplier (highlighted).
18. Click the tab. Note the “Process Step.” The Shopping Cart Creator has approval authority under $2500. The example in this scenario is under $2500, thus is automatically approved.
SRM 7.2 Shopping Cart Creation
Exercise 1 Page 11 of 12 Version 1.0
19. Click at the top of the screen to verify all information is correct. Once all is “green,”
click the button also located at the top of the screen. This takes you to “Shop in 3 steps: Step 3 (Complete and Order) screen.”
20. Name your Shopping Cart.
21. Once the Shopping Cart has been named and the Shopping Cart is in “green” status, click
the button located at the top of the screen.
You have successfully created a Shopping Cart from an existing contract!
SRM 7.2 S
Exercise 1
N
Shopping Cart
1
Note: The Sh
t Creation
hopping Cart
Pa
t number is a
ge 12 of 12
at the top of the screen (highlighted
Versio
).
on 1.0