SRM Instructions Manual

Table of Contents

• Section 1.  Obtaining SRM Access
  • Browser Settings
• Section 2.  How To Use SRM
  • How to Set User Settings: Changing your Personal Profile Information
    • Changing Default Ship-To Address
  • How to Setup Copy to Clipboard
    • How to Insert from Copy to Clipboard
  • How to Setup Portal Favorites
    • How to Use Portal Favorites
  • How to Exit SRM
• Section 3. Creating Requisitions in SRM
  • SRM Vendor List Instructions 
    • SRM Vendor Lists
    • SRM Vendor List Request Form
    • SRM Restricted Commodities
  • SRM New Supplier Request Form
  • Adding Attachments
    • Internal Attachments
  • Add Shipping Information
• Section 4. Create an ePlus Shopping Cart    
  • ePlus Catalog Vendors
• Section 5. Monitor Shopping Carts
• Section 6. Workflow
• Section 7.  Buyer Intervention Criteria
  • Verification of Equipment Non Availability
• Section 8. How to Cancel or Change an SRM Order
• Section 9.  Receiving Orders
  • How to Confirm in SRM
  • How to Return an Item in SRM or Delete a Confirmation
  • Process to :Receive (Physically), Confirm, and Return a Delivery in SRM
  • Confirmations and Returns Situation Grid 
• Section 10.  Searching SRM
  • Non-Entry/Cross Reference Log
• Section 11. Reports
  • Open PO Report
• Section 12.  Getting Answers to Your Questions
  • Error Messages on SRM Shopping Carts
  • OnePurdue Help Website   
  • ITAP Knowledge Base
  • SRM Quick Tips Site
  • SRM Hands-On Workshop 
  • SRM Showcases
    • Requisitioner Showcase
    • Workflow Demo