SRM Instructions Manual

Table of Contents

• Section 1.  Obtaining SRM Access
  • OnePurdue Portal Login
  • Browser Settings
• Section 2.  How To Use 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
• Section 3. Creating Requisitions in SRM
  • Default Setting for Items - Ship-to and Cost Assignment  3/2/09
  • Create a Describe Requirement shopping cart Updated: 7/30/09
  • Creating an ePlus Shopping cart 1/26/09
    • SRM Vendor List Instructions 11/11/08
    • SRM Vendor Lists
    • SRM Vendor List Request Form
    • QRC for Vendor Lists
  • SRM Restricted Commodities 
  • How to Order from University Stores 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
  • SRM New Supplier Request Form
  • QRC for Requesters
• Adding Attachments
  • Internal Attachments 3/30/07
  • Add Shipping Information 2/9/07
• Section 4. epLus Catalogs
  • Fisher Scientific Co Punchout Catalog Instructions 6/17/09
  • Kirby Risk New Website Instructions Updated: 5/28/09
  • How to Accept Cookies from Kirby Risk Updated: 5/28/09
  • ePlus Catalog Vendors
  • Grainger punch-out instructions Updated: 4/7/09
• Section 5. Check Status of Shopping Carts
  • Monitor Shopping Carts  9/27/07
• Section 6. Workflow
  • Overview 7/24/08
  • Requisitioner Inbox 7/29/08
  • Create an Active Substitution (for an approver) 7/30/09
  • Create a Passive Substitution (for an approver) 7/30/09
  • Adopt a Passive Substitution (for an approver) 7/30/09
  • Delete an Active or Passive Substitution (for an approver) 7/30/09
• Section 7.  Buyer Intervention Criteria
  • Verification of Equipment Non Availability 2/25/08
• Section 8. Change or Cancel a Purchase Order
  • How to Cancel or Change an SRM Purchase Order 1/25/07
• Section 9.  Receiving Orders
  • How to Confirm in SRM Updated: 3/31/09
  • Create Purchase Order Return Updated: 6/3/09
  • Confirmations and Returns Situation Grid  6/25/08
  • Receiving/Confirmation Tips 7/28/08
• Section 10.  Searching SRM
  • Non-Entry/Cross Reference Log
• Section 11. Reports
  • Open PO Report 2/17/09
  • Open PO Summary Report FAQ's  9/22/09
  • Open PO Summary Report via Portal Updated: 6/3/09
• Section 12.  Getting Answers to Your Questions
  • Error Messages on SRM Shopping Carts
  • OnePurdue Help Website   
  • ITAP Knowledge Base
  • SRM Quick Tips Site  
• Section 13.  Blocked Invoices
  • Example of F26 to Authorize the Release of Blocked Invoice  Updated: 12/1/08 
• Section 14. Purchase Order Commitments
  • Process for reviewing outstanding PO commitments in your department Updated: 12/20/08
  • Finding your PO commitment balance Updated: 4/27/09
• Section 15. 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 Process Updated: 6/2/09
  • Procure-to-Pay Reports Showcase Updated: 6/2/09
  • Request Access to Procure-to-Pay SharePoint Site NEW! 11/18/09
  • Procure-to-Pay SharePoint Site Setup Intranet Instructions  NEW! 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