Webinar: Purchase Orders and Requisitions

Accounts Payable 

Learn how to use the Purchase Orders and Requisitions application to process purchase orders and requisitions. If you don't have a checklist to use for processing purchase orders and requisitions, here's the checklist that's used in the webinar: PO Checklist [XML]. Right-click [XML] and select Save As. Use the Checklist flyout menu on the main menu to import the checklist. [More]

 

 

 

 

Webinar Time Stamps

00h02m02s, ENTERING REQUISITIONS

  • 00h12m24s, Q: If more than one line code is paying for the copy machine, how do I split the cost?

  • 00h20m23s, Q: Are the GL account numbers limited to the account numbers that are restricted?

  • 00h22m12s, Q: What happens to saved requisitions?

  • 00h23m08s, Q: Will the requested by name print on the requisition?

00h25m52s, APPROVING REQUISITIONS IN CONNECT ONLINE

00h28m47s, APPROVING REQUISITIONS

  • 00h30m18s, Q: How do approvals work?

  • 00m32s06s, Q: What does Cancel do?

00h33m28s, VIEWING APPROVAL STATUS

  • 00h35m39s, Q: Do I have to use the approval process?

  • 00h36m13s, Q: I entered a requisition twice. Can the approver cancel the duplicate requisition?

  • 00h36m29s, Q: Is there a way to cancel an approved requisition?

  • 00h36m43s, Q: Can I add a sequence to an existing requistion?

  • 00h38m39s, Q: Is there a checklist for the requisition /PO process?

  • 00h39m19s, Q: Can I modify a requisition before it's approved?

00h40m40s, ENTERING PURCHASE ORDERS

  • 00h40m50s, Creating purchase order from requisition

  • 00h42m22s, Using Enter Purchase Order view

    • 00h43m17s, Q: Can I add a requisition to an existing PO?

    • 00h44m33s, Q: Can I create my own PO number sequence based on my hardcopy system?

  • 00h46m58s, Using Connect Online to enter purchase orders

    • 00h49m05s, Q: How would a mayor or council approve a PO?

    • 00h49m46s, Q: Can I enter a PO directly in Connect Online or does it have to come from a requisition?

    • 00h52m17s, Q: What if we only use invoices?

00h52m48s, APPROVING PURCHASE ORDERS

00h55m26s, CLOSING OPEN PURCHASE ORDERS

00h56m18s, REPORTING

  • 00h56m28s, Purchase Orders

  • 00h57m04s, Purchase Order Report

    • 00h58m47s, Q: How do I reprint a printed purchase order?

    • 00h59m54s, Q: How does a purchase order become an invoice?

 

 

202208, 2022Jul29

 

 

 

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