Procurement Services

SRM Instructions Manual

• Process Documentation
• SRM Requisitioner Manual
• Log into SRM

Table of Contents

• Getting Started with SRM
  • How to Set User Settings: Changing your Personal Profile Information 2/23/07
  • Changing Default Ship-To Address
  • How to Setup Copy to Clipboard 2/11/08
  • How to Insert from Copy to Clipboard 2/11/08
  • How to Setup Portal Favorites 2/12/08
  • How to Use Portal Favorites 2/12/08
  • How to Exit SRM
•  Requisitioners in SRM
  • Entering the Ship-to Address in the Default Settings for Items  Rev. 3/30/12
  • Entering the Cost Assignment in the Default Settings for Items Rev. 8/20/10
  • Entering Splilt Cost Assignment on the line item in a shopping cart  3/30/12
  • Create a Describe Requirement shopping cart Updated: 7/30/09
  • Assigning a Product Category to a Describe Requirement Shopping Cart 2/4/10
  • Assigning a Vendor to a Describe Requirement Shopping Cart 9/22/10
  • Change All Items Check box 12/4/12
  • Changing the General Ledger Account for a SRM Shopping Cart 7/30/10
  • BOILERMART Vendors Updated 10/7/10  
  • BOILERMART QRC's 
    • Create Univeristy Stores Shopping Cart 10/15/12
    • Carts 8/30/10
    • Document Search 3/26/12
    • Shopping Cart 8/30/10
    • Navigation 8/21/12
    • Search for Items 11/8/12
  • SRM Vendor Lists  
  • SRM Restricted Commodities 
  • Univerisity Stores BOILERMART Catalog FAQ's 10/15/12
  • University Stores BOILERMART Showcase 10/9/12
  • 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
  • Searching for a Vendor in SRM 12/13/10 
  • 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 Updated: 4/4/12
  • Order Status 4/20/12
  • Deleting a Shopping Cart in SRM 12/4/12
• Approvers
  • Workflow Overview Updated: 10/12/12
  • 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 
  • Explanation of Buyer Intervention Criteria and examples 
•  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
  • GRIR FAQ's  Updated: 9/22/09 
  • Cost Centers Assigned to Users Report 6/4/08
  • All Postings - PO Commintments Updated: 4/4/12
• 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: 11/1/12
  • Procure-to-Pay Reports SharePoint Site - Each week the Open PO Summary, Blocked Invoice, GR/IR clearing and the Vendor Invoice Report are ran and complied in a spreadsheet and posted on the site. 
  • Procure-to-Pay Reports Wiki - There are pages for each of the procure-to-pay reports describing the report and some instructions how to work the reports.   
  • Using t-code me23n 4/4/12 
  • Create/View a Note on me23n  Updated: 7/28/11
  • T-code me23n Display Purchase Order via Portal  Updated: 5/5/09