Procurement Services

SRM Information

• Process Documentation
• Training Link - New to the role or need a refresher this is a link to the list of online and instructor-led training courses for the Procure-to-Pay process, including AP and SRM
• Log into SRM
• Requisitioner documentation - gives information for requisitioners about creating shopping carts, adding attachments, searching for vendors and viewing the non-entry /cross reference log
• Approver documentation - gives information for approvers about workflow overview, substitutions and adding ad-hoc approvers
• Receiver documentation - gives receiver information about processing a confirmation, a return delivery, deleting a confirmation
• Procurement Services Intervenation Criteria - explains when a shopping cart routes to Procurement Services for processing
• Change or Cancel a Purchase Order (PO)
• Reports - gives information about the Open PO Summary, Blocked Invoice, GR/IR Clearing, All Postings and the Cost Centers assigned to users reports
• Getting Answers to Your Questions
• Procure-to-Pay - gives information about the Procure-to-Pay process, the postings document, about the SharePoint site, and how to create or view notes in me23n