Contracts
Creating an ITQ Contract on the ITQ website—DGS Only
Mass Change of Contract
Searching and Displaying Contracts in SRM

 

Document Builder

 

eMarketplace
Locating Statewide Contracts
Procedures for Simplifying Contract Search on eMarketplace
Searching Sole Source Procurement
Searching Emergency Procurement
Request to Advertise Instructions
How to Post Bid Tabs on eMarketplace
How to Post Awards to eMarketplace

 

Evaluated Receipt Settlement

 

Miscellaneous
Adding Attachments
Changing the Number of Line Displayed on the POWL
Create and Maintain User Address
How to Check CRP (Contractor Responsibility)
PA Preferred EUP
Printer Set UP SAP/SRM
Request New Ship To Addresses on DGS Portal
Setting Up a Default Printer in SRM
Reviewing and Approving Procurement Documents
SU3 Setup for Remote Mail (Auto-PO, Auto-Fax, Alert Transmission)
Show my Tasks

 

P-Card

 

Purchase Orders
Create Stand Alone Purchase Order
Delete Purchase Order
Finding Further Addresses for a Vendor
Liquidating Purchase Order Line Items
Notice to Purchasers
Printing a Purchase Order
Propose Source of Supply—Carry Out Sourcing
Sourcing a Requirement—Generate a PO
Versioning of POs
Cancelling a Purchase Order
Reversing a Cancelled Purchase Order
Locating an SAP Requisition in Carry out Sourcing
Ordered In Full Error Message
PO Price-Drop Workaround
Updating Purchase Order and Shopping Cart Business Partner

 

Records Management
Comprehensive Guide to Versioning in RM
Document Naming Conventions and Records Management
Procurement Record Basics
Record Folder Guidelines
Locating and Viewing a Bid Invitation and Attachments in RM.pdf
Locating and viewing a Contract and Attachments in RM.pdf
Locating and Viewing a Purchase Order and Attachments in RM.pdf
Right to Know Checklist

 

RFx
Create and Maintain User Address
Identify the Responses and Awards Tabs in an RFx

 

SAP Invoicing Plan
Create Periodic Invoicing Plan
IP with Multiple Account Assignments

 

Shopping Cart
Ad Hoc Process on Rejected Shopping Carts
Create a New Cart Using An Approved Cart
Creating a Describe Requirements Shopping Cart
Entering a Goods Receipt
Processing P-Card Requisition
Return Delivery of a Goods Receipt
Reversing a Goods Receipt
Saving Your Goods Receipt Layout
Return Delivery on a Confirmation
Set up User Attributes (Change Attributes)
Utilizing Team Shopping Cart Functionality
Creating a Shopping Cart from a Punch-Out Catalog
Creating a Warehouse (STO) Shopping Cart
Complete Shopping Cart
MSCC Minimum Quantity Shopping Carts

 

Sourcing
Assigning Work

 

Sole Source
Sole Source Procedures for Agencies
Sole Source Procedures for Materials (DGS Only)
Sole Source Procedures for Services (DGS Only)

 

Supplier
Replication Process for New Suppliers (All Purchasers)
Checklist for Responding to a Bid