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1. Introduction

  • Course Objectives
  • Understanding When to Create a Vendor Catalog Order

2. Creating Vendor Catalog Requisitions

  • Signing In
  • Creating a New Vendor Catalog Requisition
  • Shopping a Vendor Catalog

3. Working With Vendor Catalog Requisitions Before They are Submitted

  • Naming a Requisition
  • Attaching Documents
  • Entering Comments (Header and Line)
  • Working with the Chartfields (Including Charging One Line to Multiple Chartfields)
  • Changing the Ship to Location
  • Deleting Lines
  • Saving a Requisition
  • Performing Budget Checking
  • Submitting a Requisition

4. Working With Vendor Catalog Requisitions After They are Submitted

  • Overview of the Approval Process (Approvers should watch the Approvals CBT)
  • Using the Manage Requisition Page to View the Status of a Requisition
  • Using the Manage Requisition Page to View Approval Comments
  • Using the Manage Requisition Page to Change and Resubmit a Denied Requisition
  • Processing a Return (Contacting Vendor to get RMA Number for Returns or Credits)

5. Course Summary

  • Review Questions
  • Review Objectives
  • Resources and Contacts List
  • Course Evaluation

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