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eProcurement%208.8%20(ePro)%20Requisition%20Preparer%20Training

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Extended-Term Subcontract. Requester. Preparer ('Entered By') Approver. Certifier. Buyer / Subcontract Administrator. Distributed Procurement Unit (DPU) PCard Order. 5 ... – PowerPoint PPT presentation

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Title: eProcurement%208.8%20(ePro)%20Requisition%20Preparer%20Training


1
eProcurement 8.8 (ePro)Requisition Preparer
Training
  • John Speros, Procurement

2
Class Agenda
  • Terminology
  • Procurement systems overview
  • Procurement Web site
  • eProcurement walkthrough
  • ePro step-by-step hands-on
  • Restricted Items training
  • Practice requisition with project split
  • Looking up ePro information
  • Requisition approvals
  • Reference Materials

3
Terminology
4
Terminology
  • Requisition
  • Purchase Order
  • Extended-Term Subcontract
  • Requester
  • Preparer (Entered By)
  • Approver
  • Certifier
  • Buyer / Subcontract Administrator
  • Distributed Procurement Unit (DPU)
  • PCard Order

5
Procurement Systems Overview
6
Procurement Systems Overview
FMS 8.8 (ePro, eBuy, Purchasing, PCard,AP,
Receiving, GL, RAPID, Travel-TREX )
B2B
7
Procurement Web Site
  • http//procurement.lbl.gov

8
ePro Walkthrough Step-by-Step
9
Restricted Item Training
10
Item Categories List
11
ePro EHS Requisition Approval/Review
11
12
What is A Restricted Item?
  • There are many types of restricted items
    computers furniture services
  • From an EHS perspective, a Restricted Item
  • Has inherent safety hazards
  • Requires special controls and/or authorizations,
    and
  • If handled improperly, may hurt people, harm the
    environment, damage equipment and result in
    citations or DOE Reportable Occurrences
  • For these reasons, purchasing Restricted Items
    needs to be controlled

13
Restricted Item List
  • Procurement Dept maintains the Restricted Item
    List
  • The most current version available via LBNL Home
    Page A to Z Index
  • Restricted Item List is subject to change
  • ESH related items are grouped together
  • EHS Division POCs and phone extensions are
    listed
  • Note notification versus approval (more later)

14
What Do We Want You To Do?
  • Ask the Requester if an item is
    Restricted/Sensitive/Hazard
  • When you prepare a requisition
  • Determine if item is on the Restricted Item List
  • Go to LBNLs A-Z index and select Restricted
    Items List
  • Use PDF binocular view to find item
  • Categorize item by selecting the most appropriate
    Category when filling out eProcurement Line
    Information

15
Conclusion
  • Requesters need to be aware of the Labs
    Restricted Item purchasing process
  • They should already know this that
    controls/authorizations are neededbut preparers
    can remind them
  • Check items against the Restricted Item List
  • Use the Web based version for the current list
  • Use the PDF binocular view to find the item on
    the list
  • Still unsure? Contact EHS
  • Correctly categorize items in ePro
  • This is important - it flags materials that
    require approval

16
Practice ePro Requisitionwith Project Split
17
Requisitions Status Reports

18
Manage Requisitions
Navigation

19
Manage Requisitions
20
eProcurementPCard Information
21
IRIS Reports
  • Quick Reports on the right give you quick
    Requisition PO Status on individual POs
  • IRIS Reports give you more details, better
    formatting, and more filters
  • IRIS is refreshed nightly

22
IRISPO Information
23
IRISPO Information
24
IRISPCard Order Information
25
IRISPCard Order Information
26
8.8 Approvals
27
8.8 Approvals
Email arrives in Mozilla mail inbox
The Email shows Approval is Requested in the
subject area.
28
8.8 Approvals
Email text
Hyperlink to approval page
29
8.8 Approvals
PeopleSoft 8.8 login
30
8.8 Approvals
Click Approve or Deny
31
Advanced8.8 Approval Topics
Requisition Details
32
Advanced 8.8 Approval Topics
Add another Approver or Reviewer
33
Advanced 8.8 Approval Topics
View All Approvals
34
Advanced 8.8 Approval Topics
View All Approvals
35
Advanced 8.8 Approval Topics
BLIS Approval
36
Advanced 8.8 Approval Topics
Complex Approvals
37
Requisition PreparerReference Materials

38
Requisition Preparer Training Materials
  • Quick Reference Guides
  • Web-based training through the User Productivity
    Kit
  • ePro Help x7774
  • Procurement Web Site
  • http//procurement.lbl.gov


39
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