SRM Instructions Manual
Table of Contents
- Getting Started with SRM
- Requisitioners in SRM
- Entering the Ship-to Address in the Default Settings for Items Rev. 8/20/10
- Entering the Cost Assignment in the Default Settings for Items Rev. 8/20/10
- Create a Describe Requirement shopping cart Updated: 7/30/09
- BOILERMART Vendors Updated 10/7/10
- BOILERMART QRC's in the Tips section 9/27/10
- SRM Vendor List Instructions 11/11/08
- SRM Vendor Lists
- SRM Vendor List Request Form
- QRC for Vendor Lists
- SRM Restricted Commodities
- Create a University Stores shopping cart Updated: 3/31/09
- Create Printing Services Business Card e-form shopping cart Updated: 5/6/09
- Create Printing Services Envelope e-form shopping cart Updated: 5/6/09
- Create Printing Services Letterhead e-form shopping cart Updated: 5/6/09
- Create Printing Services Describe Requirement Shopping Cart Updated: 6/3/09
- QRC for Requesters
- Physical Facilities shopping Cart QRC 6/4/08
- Adding an Internal Attachment to an SRM Shopping Cart Rev. 12/10/10
- Non-Entry/Cross Reference Log
- Fisher Scientific Punchout Catalog Instructions 10/7/10
- Kirby Risk New Website Instructions Updated: 5/28/09
- How to Accept Cookies from Kirby Risk Updated: 5/28/09
- Grainger punch-out instructions Updated: 10/7/10
- Monitor Shopping Carts 9/27/07
- Requisitioner Inbox 7/29/08
- Approvers
- Overview 7/24/08
- Adding an Ad-hoc Approver (Use to Add SPS Approver >$50,000) Updated: 12/10/09
- Create an Active Substitution (for an approver) Updated: 7/30/09
- Create a Passive Substitution (for an approver) Updated: 7/30/09
- Adopt a Passive Substitution (for an approver) Upddated: 7/30/09
- Delete an Active or Passive Substitution (for an approver) Updated: 7/30/09
- Workflow Demo Recording 6/4/08
- Workflow Demo PowerPoint 6/4/08
- Receivers
- Explanation of Return Codes
- Create a Confirmation in SRM Updated: 3/31/09
- Create Purchase Order Return Updated: 6/3/09
- Delete a Confirmation in SRM Updated: 2/11/10
- Confirmations and Returns Situation Grid 6/25/08
- Receiving/Confirmation Tips 7/28/08
- Procurement Services Intervention Criteria
- Change or Cancel a Purchase Order
- F26 Process and Preparation PowerPoint Rev. 7/11
- F26 - Reqest Change to a Purchase Order/Funds Commitment Rev. 7/11
- Change or Cancel a Purchase Order/Funds Commitment Rev. 7/11
- Examples of F26's:
- Change Account Distribution Rev. 7/11
- Delete Full Line item Rev. 7/11
- Decrease quantity Rev. 7/11
- Decrease price Rev. 7/11
- Full Cancel Rev. 7/11
- Authorize Release of Blocked Invoice Rev. 7/11
- Increase quantity Rev. 7/11
- Increase price Rev. 7/11
- Decrease/Cancel Limit PO Rev. 7/11
- Increase Limit PO Rev. 7/11
- Reports
- Open Purchase Order Summary Report Updated: 5/18/11
- Open PO Summary Report FAQ's Updated: 3/2/10
- Open PO Summary Report via Portal Updated: 6/3/09
- Cost Centers Assigned to Users Report 6/4/08
- Process for reviewing outstanding PO commitments in your department Updated: 12/20/08
- Finding your PO commitment balance Updated: 4/27/09
- Getting Answers to Your Questions
- Procure-to-Pay
- Procure-to-Pay Showcase Updated: 1/15/09
- Procure- to-Pay Postings This document lists the 4 major scenarios for PO's and how they affect the different ledgers (i.e. commitments, expenses, GR/IR account). Updated: 5/4/09
- Procure-to-Pay Reports Showcase Updated: 6/2/09
- Procure-to-Pay SharePoint Site Setup Intranet Instructions Updated: 11/18/09
- Request Access to Procure-to-Pay SharePoint Site Updated: 11/18/09
- How to Create and View a Note on me23n Updated: 10/21/09
- T-code me23n Display Purchase Order via Portal Updated: 5/5/09
- GRIR FAQ's Updated: 9/22/09