Download AEP - Purchase Requests User Guide

Transcript
Altus Dynamics – Altus Purchase Requests Portal – User Guide – V3.8
Table of Contents
Introduction ......................................................................................................................................................... 1
About this Document....................................................................................................................................................................................... 1
Who Should Use This Document? .............................................................................................................................................................. 1
Accessing the Request and Purchasing Portal .................................................................................................... 2
Working with the Purchase Request List ............................................................................................................. 4
Understanding Purchase Request Statuses .................................................................................................................................................... 4
Using the Filter Options to Refine the Purchase Request List ...................................................................................................................... 4
Requests Processed by Delegates ................................................................................................................................................................... 6
Viewing an Open Purchase Request......................................................................................................................................................... 7
Creating Purchase Requests ............................................................................................................................... 8
Copying from another Purchase Request .............................................................................................................................................. 8
Updating the Vendors Attached to the Request ......................................................................................................................................... 10
Creating a New Purchase Request ...........................................................................................................................................................10
Entering General Information about a Purchase Request ............................................................................................................... 11
Selecting a Vendor..........................................................................................................................................................................................12
Searching for Existing Vendors ...................................................................................................................................................................... 14
Adding a new Vendor to the List ................................................................................................................................................................... 15
Selecting more than one Vendor for a Purchase Request ......................................................................................................................... 16
Adding Purchase Request Lines ................................................................................................................................................................17
Viewing the Expense Types List ..................................................................................................................................................................... 17
Viewing the Inventory Items List .................................................................................................................................................................... 18
Viewing Additional Information about an Item ............................................................................................................................................20
Searching for Expense Types or Inventory Items ......................................................................................................................................... 21
Selecting an Expense Type or Inventory Item .............................................................................................................................................. 21
Working with a Purchase Request’s Line Details ..........................................................................................................................................22
Using Gross Unit Amounts..............................................................................................................................................................................25
Editing Purchase Request Lines ................................................................................................................................................................ 25
Selecting an Alternate Approver .............................................................................................................................................................. 27
Understanding the Budget Status............................................................................................................................................................ 28
Altus Dynamics