State of Connecticut CoreCT Project

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State of ConnecticutCore-CT Project Receiving
Goods/Services eProcurement 4 hrs
Updated 03/03/2003
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Getting Started
Welcome

• Welcome to the eProcurement Receiving Goods and
  Services course!
• Instructor introduction
• Participant introduction
• Training Facility Orientation
• Ground rules
• To participate in this course, you should have
  already completed the following training
• PeopleSoft Navigation Tutorial
• Purchasing Overview course

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Course Agenda
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Objectives
Welcome

• In this training, you will learn to
• Apply the new financial processes that you
  learned about in the Overview course. We will
  specifically focus on the following processes
• Selecting Requisitions
• Entering Receipts Required Processes
• Entering Receipts Optional Processes
• Use Core-CT as a tool in supporting the processes
• Utilize Core-CT functionality to maximize your
  efficiency

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Training Tools
Welcome

• In this training session, we will use tools
  created specifically for this course.
• Presentation
• We will use a PowerPoint presentation to guide us
  through our discussion of processes and key
  points related to using Core-CT to support those
  processes
• Exercises
• We have developed exercises that will enable you
  to practice the skills you will learn in each
  module
• Training Database
• The functionality in our database mirrors the
  Core-CT production environment closely, though
  some changes will likely made prior to go-live
• Significant changes made after training will be
  communicated to you
• Data has been loaded into the system to help you
  learn how to use the system, not to reflect a
  specific agencys transactions
• You can make mistakes and experiment without
  consequence

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Training Tools
Welcome

• We will also use a web-based help system during
  the class. This tool will be available to you
  after go-live.
• Web Learning Assistant (WLA)
• Web-based tool that provides help for specific
  processes (e.g. Approving Vendor Contracts)
• Contains procedures, job aids, glossary
• The WLA is your primary reference tool (Now and
  once Core-CT goes live)
• The WLA will evolve with Core-CT. As
  functionality changes, so will the content in the
  WLA

Lets walk-through the tool together now.
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Training Tools
Welcome

• Job Aids are available to reinforce the
  information introduced in this course. Job Aids
  summarize key information and outline critical
  processes in Core-CT. These job aids will be
  available on the Core-CT WEB Site.
• General Job Aids, i.e. Agency Acronyms
• Module Specific Job Aids, i.e. Purchase Order
  Life Cycle
• Reporting Job Aids, i.e. How to Run Specific
  Reports

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Course Agenda
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Process Flow
Entering Receipts
Select Requisition to Receive
Verify Defaulted Information
Receive, Accept or Reject Quantities
Save Receipt
-View or Add Receipt Comments -View Line
Details (Optional Steps)
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Course Agenda
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Overview
Entering Receipts

• Receipts are created based on paper documents.
  The Entering Receipts process is made up of
  several required steps within Core-CT
  eProcurement. The steps for Entering Receipts
  are as follows
• Select the Requisition to Receive
• Verify Defaulted Information
• Receive, Accept, or Reject Shipping Quantities
• Save the Receipt

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Process Flow
Entering Receipts
Select Requisition to Receive
Verify Defaulted Information
Receive, Accept or Reject Quantities
Save Receipt
-View or Add Receipt Comments -View Line
Details (Optional Steps)
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Key Points
Entering Receipts

• There are two types of receivers in Core-CT
• Casual Receiver
• General Receiver
• Casual receivers will only be able to receive
  against the requisitions they created.
• There are three types of receiving in
  eProcurement
• Blind
• OrderQuantity
• PO Remaining

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Walk-through and Exercise
Entering Receipts

• Lets log-in to Core-CT.
• First, we will walk-through the process together
• Scenario Enter a Receipt
• WLA Path
• Purchasing, Managing Shipments, Data Entry
  Procedures, Enter Receipts - eProcurement
• On your own, complete exercises 2 in your
  Exercise packet
• Remember to utilize the Web Learning Assistant
• Raise your hand if you need any assistance

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Walk-through and Exercise
Entering Receipts

• Lets log-in to Core-CT.
• First, we will walk-through the process together
• Scenario Enter a Receipt for a Partial Shipment
• WLA Path
• Purchasing, Managing Shipments, Data Entry
  Procedures, Enter Receipts - eProcurement
• On your own, complete exercises 4 in your
  Exercise packet
• Remember to utilize the Web Learning Assistant
• Raise your hand if you need any assistance

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Walk-through and Exercise
Entering Receipts

• Lets log-in to Core-CT.
• First, we will walk-through the process together
• Scenario Enter a Receipt and Reject an Item
• WLA Path
• Purchasing, Managing Shipments, Data Entry
  Procedures, Enter Receipts - eProcurement
• On your own, complete exercises 6 in your
  Exercise packet
• Remember to utilize the Web Learning Assistant
• Raise your hand if you need any assistance

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Course Agenda
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Overview
Entering Receipts Optional Processes

• Entering Optional Receipt Information consists of
  the following activities
• Adding Receipt Comments
• Viewing Receipt Comments
• Viewing Line Details

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Process Flow
Entering Receipts Optional Processes
Select Requisition to Receive
Verify Defaulted Information - View Receipt
Details
Receive, Accept or Reject Quantities
Save Receipt

• View or Add Receipt
• Comments
• -View Line Details
• (Optional Steps)

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Walk-through and Exercise
Entering Receipts Optional Processes

• Lets log-in to Core-CT.
• First, we will walk-through the process together
• Scenario Adding and Viewing Comments
• WLA Path
• There are no WLAs for this topic
• On your own, complete exercises 8 in your
  Exercise packet
• Remember to utilize the Web Learning Assistant
• Raise your hand if you need any assistance

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Walk-through and Exercise
Entering Receipts Optional Processes

• Lets log-in to Core-CT.
• First, we will walk-through the process together
• Scenario View Line Details
• WLA Path
• There are no WLAs for this topic
• On your own, complete exercises 10 in your
  Exercise packet
• Remember to utilize the Web Learning Assistant
• Raise your hand if you need any assistance

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Course Agenda
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Conclusion

• Wrapping Up Receiving in eProcurement
• Summary of Completed Course Objectives
• Entering Receipts Required Processes
• Entering Receipts Optional Processes
• Final Questions

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Sandbox Goals/ Action Plan/Adjourn
After Final Topic

• After this class, Central/Agency users can
• Use the Sandbox environment as a database that
  has been set up to utilize for practice on
  Core-CT to keep reinforcing what you have learned
  today. Use all of the exercises completed here in
  class as job aids in the Sandbox environment when
  you return to your agencies.
• Fill out the Action Plan sheet so the
  participants can plan when they will be utilizing
  the Sandbox and can make the commitment to do so.
• Complete the course evaluation forms.
• Wrap up and Adjourn the class.