iProcurement
1-July-2013
iProcurement Login
Enter UserName/Password>Click Login.
Select PO Requestor Responsibility
Multiple Org Accounts
will be listed
Individually
Select Internet Procurement
Select iProcurement Home
Select Shop Non-Catalog Request.
Select applicable Item Type & Line Type.
Enter first requisition line item information:
- Item description - (Item) Category
- (Item) Quantity - (Item) Unit of Measure
- (Item) Unit Price - Currency defaults: DO NOT UPDATE
Entered Data will look like the example
Enter first requisition line Supplier Information if
you know the (possible) Supplier. Supplier may be
in the database use the magnifying glass to
invoke a search field.
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Naming ConventionsSee Tips for Requisition Set up Power
Point at http://bfa.sdsu.edu/~
leap/Purchasing.html
Some examples of Line Item Description
must include:
Fiscal Year: (ex: 13/14)
Service or Goods Description: (ex: item number, product/service description)
Service description requires term dates (ex: 7/1/13 6/30/14)
Electronic Waste Recycling Fee (EWRF) Screen Size (ex: 15 screen)
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If Supplier is NOT in the database mark the New
Supplier checkbox. Enter all information you have for:
Supplier Name, Site (Location), Contact Name, Phone and
Supplier Item Code/Number.
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When youve entered all the information for
this requisition line, click Add to Cart.
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To add next item, type the new description,
price, etc., and add to Cart. When complete
Click View Cart and Checkout.
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Review lines and Click Checkout
or Click Save to return to the requisition
record later.
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Review and update defaulted Requisition
Description, Approval Path, Need-by Date,
Requester, Deliver-To and/or GL Date.
Click Edit Lines.
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To update lines > select line to update >
Click Update.
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Enter updates (e.g. - Account Number) and
Click Apply.
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Click Apply to finish Editing Lines.
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After Editing Lines, you come back to Step 1
of 3. Review, & click next to go to Step 2.
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Enter Justification and Note to Buyer,
and add an attachment (Word, Excel, or PDF)
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To add an electronic Attachment, title it and
click browse to locate it. Click Apply.
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Click Next to move to step 3 of 3
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You may review requisition lines by clicking
Show, & print a record with Printable Page. If
everything is correct, click Submit.
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Requisitions Submittal Confirmation
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Optional On a Per Department
Procedure: How to Manage Approvals
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Insert an Approver or Viewer and
Location(the sequence of events)
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Once submitted the Approval sequence
will be shown in Step 2 of 3
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The system will accommodate multiple
approvers and viewers
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After your Requisition is submitted you
will see the Approvers name in the
Confirmation Screen
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At Shop At a Glance you can review
notifications, current requisition records,
current shopping items and can link to
Purchasing News.
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At Shop Shopping Lists you can select
frequently used/saved items.
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At Requisitions you can review reqs, check
PO numbers, and change or cancel reqs.
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At Receiving you view requisition receipt
records and view requisitions for which
receiving records have not been posted.
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To view a copy of your purchase order, click
Purchase Order Inquiry, which will take
you to the Forms environment.
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Type in your purchase order number & click Find.
When Oracle pulls your PO record, click Inquire
in the Toolbar & select View Document.
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A .pdf file of your PO can be opened, saved to your
files, emailed as an attachment, etc.
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How to look up which buyer has your
req: Choose Requisition Inquiry
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Enter your req number, select
Lines and hit Find.
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In the Folder menu, click Show
Field, and select Buyer.
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Select Preferences hyperlink>
iProcurement Preferences to set
iProcurement default preferences.
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iProcurement Preferences
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iProcurement Preferences (cont.)
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Contract & Procurement Management
Who and Where are We?
Administration Building, Room 116 Office Hours: Monday-Friday 8:00am 4:30pm
Main Line Phone: 619-594-5243 Fax: 619-594-5919 Website: http://bfa.sdsu.edu/prosrvcs/
Cathy Garcia, C.P.M.
Director
cgarcia@mail.sdsu.edu
619-594-4723
Vickie L. Hokenson, C.P.M.
Lead Buyer III, Contract Specialist
vhokenso@mail.sdsu.edu
619-594-2796
Romeo Del Rosario
Buyer I
rdelrosario@mail.sdsu.edu
619-594-0928
James Durante
Buyer II
jdurante@mail.sdsu.edu
619-594-4720
Shawn Hawes
Buyer II
shawes@mail.sdsu.edu
619-594-7073
Michelle Tanner
Buyer I, Trainee
mtanner@mail.sdsu.edu
619-594-0112
Jeff Fratt, C.P.M.
Buyer III
jfratt@mail.sdsu.edu
619-594-3965
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Are there any Questions?
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