User Tools

Site Tools


Sidebar

Table of Contents

general:purchasingchecklists:nextyearpurchasingchecklist

This is an old revision of the document!


Next Year Purchasing Checklist

This checklist provides you with the recommended steps to create and manage next year requisitions.

1. Finance > Maintenance > Vendor Information > Vendor Name/Address

Select Contract Eligible to identify vendors that can be used when creating a contract requisition.

2. Purchasing > Maintenance > Contract Type/Format > Contract Type

Create a contract type and associated description.

Example: A contract for maintenance could be set up with a contract type M, and the description could be Maint Contract. The M is displayed at the beginning of the assigned purchase order number.

3. Purchasing > Maintenance > Contract Type/Format > Contract Format

Populate the page with the contract (whether typing or copying from another document). Click Variables to add variables where needed in the document.

Click to print the contract.

4. Purchasing > Maintenance > Create/Modify Contract Requisition

Select Contract Type.

Select Contract Format Nbr.

Populate the Contract Begin Date and Contract End Date fields.

Click Scope of Work, and type the scope of the work that is to be added to the contract. The variable should exist in the Contract Format contract template so it can be populated in the appropriate place on the contract.

4. Purchasing > Reports > Purchase Order Reports > REQ1450 - Print Purchase Orders

Once the requisition has become a purchase order, print the purchase order and the contract.

general/purchasingchecklists/nextyearpurchasingchecklist.1557859871.txt.gz · Last modified: 2019/05/14 13:51 (external edit)