"Purchase Order Log Templates"
Shopping Cart Addendum https://erp-portal.ccsd.net/irj/portal PLEASE PLACE IN SAP/ERP SHOPPING CART MANUAL Log On Click on Work | Shop | Shopping Cart (Requisition) You have three options to create a new order: 1. You can pull up a previous shopping cart template to create a new order by clicking on Old Purchase Orders and Templates; or 2. You can click on the CCSD Catalog – General to order from the catalog; or 3. You can click on Describe Requirement to free text an item you want ordered. Once you have clicked on CCSD Catalog choose a category to search for an item or type in a Description/Material Number in the Find field. Click on the Shopping Cart Icon to add the item to your shopping cart. The item has been added to your shopping cart. Click on the Magnifying Glass to enter the cost assignment information. Change the Assigned to to Order and enter the Internal Order Number (which is the same as the Sponsored Program number) that you would like to purchase from. Click on the magnifying glass to view the account assignment item details. Check the Functional Area (Program and Function). Click the Check button to check for errors. If your shopping cart is error free, you will get the following dialogue box: Click on the Order button . The following screen will be generated. Your shopping cart number will be located at the top of the screen. To check the status of your shopping click | . Click on the magnifying glass to view the approval overview. Click on Approval Overview Free Text Free text is used if the item is not listed in the catalog. Click on Describe Requirement. Enter the items description, internal note, quantity, price and category. Click Add to Shopping Cart. Continue to Cost Assignment as normal. SHOPPING CART FULL FUNCTIONALITY INITIAL PAGE 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 1. Shop For – used to display the requestor. 2. Ship To Address – used to display the storage location of item(s) ordered on shopping cart. 3. Cost Assignment – used to display the budgeting information associated to the SC line items. 4. Old Purchase Orders and Templates – used to locate previously created SC templates. 5. CCSD Catalog Procurement – used to display contract and non-contract items (items previously stored in STOR, ADPICs, and EDI items) . 6. Textbook Catalog – used to display textbook items only. 7. Describe Requirement – used to create free text item (items not located in the SC). 8. Description – used to display a general description of the catalog item(s). 9. Category – used to display the catalog category of line item(s). 10. Required On – used to display requested delivery date. 11. Quantity – used to display quantity ordered. 12. Price & Unit – used to display the price and unit of measurement of line item(s). 13. Detail Icon – used to display detail information on line items. 14. Copy Icon – used to copy a line item. 15. Delete Icon – used to delete a line item. 16. Add Blank Lines – used to add additional lines to the items in shopping cart field. 17. Name Shopping Cart Field – Automatically displays requestor’s name, the date, and the time. 18. Notes For Approval – used to pass on messages to the approver of the shopping cart. SHOPPING CART FULL FUNCTIONALITY DETAIL LINE ITEM VIEW 1 2 3 13 4 5 6 7 8 9 10 11 12 15 13 14 16 17 18 19 1. Description - Material master item description. 2. Product ID - Material master number. 3. Product Category - Product category for item(s). 4. Company Code - Always CCSD (only one company). 5. Location - Ordering location. 6. Storage Location - Delivery location. (Replaces “Ship to Address”.) 7. Purchasing Group - Purchaser assigned to the product category group. 8. Order Quantity - Quantity of items ordered. 9. Price - Unit price per item. 10. Required On - Delivery date. 11. Tax - Tax status (always exempt). 12. Tax Amount - Always zero. 13. Supplier - Displays contract supplier. 14. Goods Receipt - Displays end user. 15. Cost Assignment – Accounting information. 16. Document & Attachments – Field to add scanned, file and word documents. 17. Ship to Address – Although this field maybe displayed, it is deactivated. 18. Source of Supply – Field that displays the contracted vendor or preferred vendor. 19. Availability - Displays the stock level of line item. COST ASSIGNMENT AND DOCUMENT ATTACHMENT TABS 1 2 3 4 5 6 7 8 9 10 11 12 COST ASSIGNMENT 1. Line – line item number on shopping cart. 2. Percentage – The percentage of the items on the shopping cart. 3. Assign to - This field displays the cost center name and the authorized cost center numbers for the requestor/end user. 4. Description – Cost cent location name (department or location that is being charged). 5. GL Account – Displays the General Ledger account that will be charge. 6. Description 7. Business Area – The designated area of business in CCSD, there are four (4) business areas: 1 – CCSD – Operations, 2 – KLVX, 3 – Food Service, 9 – Instruction. 8. Action – Detail icon (used for showing the details of the cost center accounting information), Delete “Trash Can” (used to delete the shopping cart line item). DOCUMENTS AND ATTACHMENTS 9. Vendor Text – Detail description notes on the line item. 10. Internal Note – Internal notes for CCSD employee viewing only. 11. Display field for vendor and internal notes. 12. Search and Add – Use this tab to add attachments from Word and Excel files, from other files. Scanned document attachments currently under testing.