Srm Presentation 2011

7/29/2019 Srm Presentation 2011

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1

Supplier Relationship

Management Training

PART 1 – BOILERmart



2

Course Objectives

AFTER TRAINING OVER

THE NEXT 2 DAYS, YOU

WILL BE ABLE TO:

– PLACE A CATALOGORDER

– PLACE A NON-CATALOGORDER

– FIND A PURCHASEORDER NUMBER

– RECEIVE AN ORDER** – SRM process does not

impact Printing Services or items purchased fromIPFW General Stores



3

WHO ARE YOU?

• YOU ARE A

REQUISITIONER

• YOU ARE A DESKTOP

RECEIVER &/or

CENTRAL

RECEIVER



4

Step 1 – A shopping cart is created in SRM.

Step 2

–

Once a shopping cart is fiscally approved and sourced it isconverted into a Purchase Order (PO) and the order is submitted to the

selected vendor.

Step 3 – When the vendor delivers the items ordered, a confirmation is

processed in SRM and posted in R3 as a Goods Receipt (GR).

Step 4 – The invoice is received from the vendor and posted in R3.

Step 5

–

Payment is made once the invoice is matched to the PO andgoods receipt.



5

OnePurdue Portal Signon



6

1

Select Purchasing Services → Workbench → Change My Settings

On the Position Tab enter FoA, First Name, Last Name, Telephone, Fax Number, and e-mail address

On the User Account Tab verify Decimal Notation and Date Format are correct → Press SAVE button

User Settings



7



8

Go Shopping

Select Go Shopping→Shop to

create a shopping cart

Default Settings

Select Display Details link next to

Ship-To Address/Performance

Location to enter to whom and

where the order should be shipped



9

The only field that should be completed is the c/o field. Enter who should receive the order and where.

Ship –To Display Details



10

Cost Assignment Display Details

Select Display Details next to Cost Assignment. Use the drop-down menu to select the appropriate Account

Assignment (i.e. Cost Center, Order (i.e. Grants), WBS element). Enter the appropriate numbers in the Assigned To

and GL Account boxes. The Business Area should always be 20 for Fort Wayne. Click on the magnifier to enter the

Fund.



11

Cost Assignment Enter Fund

Enter Fund in box –

should be 8 digit number. Select Back to Account Assignment Overview.Or scroll down to select BOILERmart.



12

BOILERMART – Select to enter the electronic catalog.



13

Showcased Suppliers – The first choice for the appropriate product; deeper discounts negotiated.

Punch-out –

The second choice for the appropriate product; pricing agreements in place.

BOILERMART Suppliers



14

Select Guy Brown → Punch-out to enter the online catalog.

Guy Brown Order



15

Create New Order

Select Create New Office Product Order to begin searching for items to order. Use Browse Catalog Only if not

creating the shopping cart at this time.



16

Item Search

In the Search field, enter item # or description then click GO to begin searching.



17

Item Quantity

Enter quantity (QTY) desired and select Add to Cart to order item.



18

On this screen, there are options available to:

Continue Shopping – return to search for additional items

Update Cart – used to makes changes to item quantity

Checkout – all items have been added

Checkout

R / S C t S d C t t SRM



19Update Cart Name using format [fw/dept/vendor/item description] and Save. Select Send Cart to SRM.

Rename / Save Cart – Send Cart to SRM



20

Rename Shopping Cart in SRM

Enter Name of Shopping Cart in IPFW cart naming format: fw/department/vendor/item description.

Select Refresh to save all information entered to this point.

Select Check to verify there are no errors and the shopping cart is ready to be submitted.

Select ORDER to input shopping cart.



21

Check Order Message

NOTE: An orange warning message is a hard stop and must be fixed before the system will allow the shopping cart to

be submitted. Yellow warning messages are cautionary and do not require a fix to submit the shopping cart.



22

Order Status

All shopping carts display on the Order Status screen so select Order Status from the Detailed Navigation box to verify.



23

Guy Brown Purchase Order



24

END SESSION 1



25

Supplier Relationship

Management Training

PART 2 – Describe Requirement



26

OnePurdue Portal Signon



27

Go Shopping

Select Purchasing Services →

Go Shopping→Shop to create

a shopping cart

Default Settings

Select Display Details link next

to Ship-To Address /

Performance Location to enter

to whom and where the order

should be shipped on the c/oline (see pg 9 for instructions)

Cost Assignment

Select Display Details link next

to Cost Assignment to enter Cost

Center/Order, GL, Business Unit,and Fund information. (see pg

10 for instructions)

Describe Requirement

Select Describe Requirement to

begin entering item information.



28

Item Description Details

Unit of Measure

Product Category

DO NOT USE

Fields to Complete:

Description

Quantity / Unit

Price

Category

Select yellow Add to Shopping Cart box

to add item to cart.



29

Items in Shopping Cart

Select Magnifier to open Item Details Screen



30

Item Details Screen



32

Assign Vendor

A vendor list will appear

based on the product

category chosen. Scroll

through the Vendor

Overview list and select

the vendor by clicking on

the radio button to the left

of the vendor name. Then

click on the yellow AssignVendor box.

If your vendor is not on

the list, search using the

Preferred Vendor box.

Click on the magnifier and

enter a portion of the

vendor name usingwildcards in the Name 1 /

Last Name field. When

the list appears click on

the appropriate vendor. If

your vendor is not on this

list, contact Purchasing at

1-6800.

V d

A i d



33

Enter

Vendor

Text

Vendor Assigned

Select Documents and

Attachments to open

screen to enter additional

vendor text.



34

Rename Shopping Cart

Every shopping cart should be renamed to identify the shopping cart using the IPFW format:

FW/DEPARTMENT/VENDOR/ITEM(S)

Select Refresh to save all information entered to this point.

Select Check to verify there are no errors and the shopping cart is ready to be submitted.



35Order Shopping Cart



36

Message – Shopping Cart Submitted Successfully

Order Status – select from Detailed Navigation box



37

Indiana Stamp Purchase Order

Pam Thompson, KT G64

Srm Presentation 2011

Documents

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