Get documents about "Electronic Requistion IHDM
Document Sample
Central Procurement Information only
PO number
PO DATE
Estimated Delivery Date
REQUEST FOR PURCHASE
Requisition Number: Vendor Name
format: Intials -date-more than one per day use alpha (a-b-)
Project Number Vendor /Rep Name & number
StrataCap # capital equipment
Department name :
Date Required:
Date Submitted:
Catalog Budget Account number
Description Number Quantity Unit Unit Price Est total (00000-0000)
0.00
0.00
0.00
0.00
0.00
0.00
Freight estimate 0.00
total estimate 0.00
Product involved Construction yes Equipment involved in direct patient care yes Lease Involved Yes
Requested By: Ph Number : Deliver to: 1002 IMMC 1008 ILH 1010 WDM SITE
Director of Manager amount Exec. Dir. greater than $ 25,000
Construction: less than $ 25,000 and less than $ 50,000
Sherrilyn (Sherry)
Stewart
VP / Sr. VP COO/EVP CEO-Eric Crowell greater than
greater than $ greater than or equal $500,000 and less than or equal to
to $250,000 and less $1,000,000
50,000 and less
than $ 500,000
than $ 250,000
CFO Joe Corfitts Biotech Mgr for Special Instructions:
greater than or equal to patient care
$250,000 and less than $
500,000 and all leases
items: Mike
Bailey
4df1de76-ecc6-4cd3-937a-c04eb152de2e.xlsC:\Docstoc\Working\pdf\4df1de76-ecc6-4cd3-937a-c04eb152de2e.xls7/26/2012
FALSE
FALSE
FALSE
4df1de76-ecc6-4cd3-937a-c04eb152de2e.xlsC:\Docstoc\Working\pdf\4df1de76-ecc6-4cd3-937a-c04eb152de2e.xls7/26/2012
Directions to use the Electronic Requisition
To verify on your computer that the macros will run.
To enable Macros at the top of the excel screen the options bar select tools
At the drop down box select Macros and then security. The radio button should be selected for Medium.
this will give you the option to run the macros (disable enable )
To insert a PDF or word document (quote and other documentation)
File Edit View Insert Format Tools Data Window Help
At the top there is a function tool bar select the Insert option. On this listing of options
you should select OBJECT. When you do the box below will appear and at this point
you will need to highlight either the Adobe Acrobat Document or scroll down to word document.
After you have highlighted your option then select OK
Directions to use the Electronic Requisition
After you select OK you then can browse either your PDF (adobe acrobat ) files or word
document find the one you want then select the file and insert.
To open PDF:
If double clicking on the document does not open it then, right click on document,
select Acrobat Document Object; select convert- select activate click on Adobe Acrobat
Document then select OK the PDF should open then select OK the PDF should open
If your document turns to a shaded gray color you will have to look for the open
document in tool bar if not there then close the document and start again.
Directions for adding a signature to the document .
1) have written your signature in a Jpeg format saved in pictures file.
2) on the document we have a button that states "insert signature". If you select that button
the file will open for you to browse to find your signature
3) Find your signature jpeg file and double click on it. Your signature should drop into the cell.
Directions to saving and forwarding the email on to the next person.
After applying your signature please go to "File" and click on "Save". Save the document where ever you will
remember to look for it in the future. * can create a WDM file. The go back into "File" again and click on "Send To"
which drills down to "Next Routing Recipient .. Please click on that, then simply exit.
to Route the requisition through email
Go to file at the top and on the drop down select: SEND TO
Directions to use the Electronic Requisition
After send to you will need to select Routing Recipient
You will get a pop up box that ask if you want to access the address book
click on box and
check yes
At this point you will need to select address book
this will bring up IHS OUTLOOK address book
You would select recipients much in the same way as you would
send an email. The screen will be familiar to you
After you add the email addresses you will get this screen.
After you have completed the listing
select the Route tab
the system will route to request one at a time (after signatures)
make sure this radio button is selected
You will get the requsition back after completed,
Directions to use the Electronic Requisition
this is not necessary you can uncheck the radio button
You will get a notification when the email is sent to the
next person, you can shut this off by unselecting the radio button
After you sect route you will get the follwing box select yes
this is just a warning IT can not remove
Directions to use the Electronic Requisition
Directions to use the Electronic Requisition
Directions to use the Electronic Requisition
one at a time (after signatures)
Directions to use the Electronic Requisition
by unselecting the radio button
Supply Order Process steps: Methodist West Hospital
1. Department Director/Manager/Requisitioner will receive training on how to create and electronic
requisition and route it.
2. Department Director/Manager/Requisitioner will complete the requisition, attach quote if applicable,
and enter initials/date for req. number. Multiple requisitions the same day will end in alpha series. ( i.e.
jd1106, jd1106a)
A. The requisition will be routed by email for signatures of approval per hospital policy by the
original requisitioner. The approved requisition will be sent to Central Procurement email
address: “Purchasing Des Moines IHDM”. Kandie Trullinger has been designated to review
incoming emails and will forward the email, including the requisition and all attachments to the
appropriate buyer.
B. If Bio Med needs to review the requisition, the requisitioner will route to Mike Bailey before
routing to Central Procurement.
3. Buyer will open the electronic requisition; add the PO#, PO Date, and Delivery Date, save the
attachment and save the email. Buyer will email the electronic requisition back to the original
requisitioner. Buyer wil print copy and place it in the appropraite file for record retention.
A. Kandie Trullinger will save requisition in record retention folder following applicable SOP.
If you have any questions you may contact Central Procurement. 515-252-2604
Karen Knape
Distribution Manager, Central Procurement
Iowa Health System Consolidated Services
4488 112th Street
Urbandale, IA 50322
Phone:515-252-2603
Cell: 515-205-6967
Fax: 515-251-8367
knapek2@ihs.org
