Approval

Approval Agent Report

Contracts

Display SRM Contract

Searching for Contracts in SRM

Creating an ITQ Contract on the ITQ website - DGS Only

Document Builder

Document Builder Clause Versioning

Common Document Builder User Errors

RFP Document Builder User Guide for Services (Updated 08/18/10)

Editable Clauses User Guide (New 12/08/09)

Evaluated Receipt Settlement

Guide to Evaluated Receipt Settlement (New 05/14/09)

Attachment 1 - ERS Suppliers Criteria for Determination (New 05/14/09)

Attachment 2 - ERS R/3 Contract Set-up (New 05/14/09)

Attachment 3 - ERS R/3 PO Set-Up (New 05/14/09)

Attachment 4 - ERS SRM PO Set-Up (New 05/14/09)

Attachment 5 - ERS Supplier Set-Up (New 05/14/09)

Attachment 6 - View ERS Invoice Receipt (New 05/14/09)

Attachment 7 - Creating an ERS Credit Memo in R/3 (New 05/14/09)

Attachment 8 - Creating an ERS Memo in SRM (New 05/14/09)

Attachment 9 - Reversing a Goods Receipt for which Invoice Receipt Exists (New 05/14/09)

IFB

Line Item Contracts

Create Solicitation from Requirements

Create Solicitation No Requirement

Reject All Bids

Checklist for Responding To A Bid

Miscellaneous

Maintain Ordering Address in SRM

How to Use The Contact Persons for Vendors

Locating Statewide Contracts on eMarketplace (Updated 05/14/10)

Procedures for Simplifying Contract Search on eMarketplace (Updated 05/14/10)

OA PI Remit To Address

Open Multiple Sessions in SRM

How to Check CRP (Contractor Responsbility)

Change Attributes

Printer Set Up SAP/SRM

Display Vendor Number Display Contract Using Vendor Number SRM

Live Auction Set Up

Procurement Card Authorization Missing

Create and Maintain User Address

Request New Ship To Addresses on DGS Portal

PA Preferred EUP (Updated 07/22/11)

How to submit a SRM Helpdesk Ticket - Agency

MSCC and Punchout

MSCC - Minimum Quantity Shopping Carts (New 06/21/10)

Punchout - Rules for XML Purchase Orders

Punchout - Creating Shopping Cart for Wesco Catalog

Punchout - Creating Shopping Cart for Grainger Catalog

Punchout - Creating Shopping Cart for PIBH Catalog

MDM Catalog Overview – Searching, Viewing & Shopping Cart Creation Using MSCC (New 05/27/11)

Master Data Management Catalog "Action Cancelled" Error Message (Updated 07/17/09)

MSCC Scale Price Contracts EUP  (New 10/04/11)

Pomeroy Punchout Catalog User Guide  (New 08/20/10)

VWR Punchout Catalog User Guide (New 11/18/10)

MDM-MSCC Shopping Cart Catalog Enhancement (New 12/21/11)

P-Card

P-Card Set Up for New and Existing Suppliers

Purchase Orders

Evaluate Award Create Purchase Order

Create Stand Alone Purchase Order

Change Purchase Order

Delete Purchase Order

Against Outline Agreement

Emergency Purchase Order

Create from Contract with $1 Line item

Output Purchase Order

Liquidating Purchase Order Line Items

Cancel Purchase Order

Create with Reference to a Requisition

Purchase Order and Shopping cart Business Partner Update

Finding Error in process Purchase Orders

Searching Sole Source and Emergency Procurements in eMarketplace

Records Management

Locating & Viewing a Bid Invitation & Attachments in RM (Updated 11/13/09)

Locating & Viewing a Contract & Attachments in RM (Updated 11/13/09)

Locating & Viewing a Purchase Order & Attachments in RM (Updated 11/13/09)

Procurement Record Basics (New 11/16/09)

Record Folder Guidelines (New 11/16/09)

Comprehensive Guide to Versioning in RM (Updated 07/21/11)

Document Naming Conventions and Records Management (Updated 07/21/11)

Records Management Folder Process Flow Chart  (New 09/03/10)

Right to Know Checklist (Revised 02/14/11)

Webposting Checklist (Revised 07/19/12)

Request to Advertise

Request to Advertise Instructions

Replication

Replication Process for New Suppliers (All Purchasers)

RFP

RFP - Create Solicitation (Agency)

RFQ

Create RFQ (Non IT-ITQ)

SAP Invoicing Plan

Create Periodic Invoicing Plan - 4600013235

IP with Multiple Account Assignment

Remit To Vendor Number for Ikon

No Delivery Complete Marked on ANY Line Items on Periodic Invoicing Plan-4600013235

Delivery Complete Not Marked for ALL Line Items on Periodic Invoicing Plan-4600013235

Shopping Cart

Complete Shopping Cart to Liquidate Pre-Commitment  (Updated 09/03/10)

Monitor Shopping Cart for Follow On Document

Creating a Describe Requirements Shopping Cart (Updated 03/26/12)

Creating a New Cart Using An Approved Cart

Creating Shopping Carts from Catalogs using P-card  (Updated 12/27/11)

Create Goods Confirmation

Change Goods Confirmation

Delete Goods Confirmation

Return Delivery on a Confirmation

Display Shopping Cart

Edit Approved Carts (New 11/02/09)

PCard Shopping Cart Enhancements  (Revised 02/28/11)

Create Cart Using Internal Goods Services Catalog (Updated 03/26/12)

How to Process Grainger Sourcing Orders  (Updated 01/03/11)

Creating a Warehouse Order (STO) Shopping Cart  (New 03/26/12)

Changing Price or Vendor on Describe Requirement Shopping Carts  (New 02/04/2011)

Creating Orders Referencing Dell Quote Numbers  (New 01/01/2011)

Ordering Inventory Items via Internal Goods-Services Catalog in SRM

Ordering MRP-Inventory Items in SAP Where UOM Requires Change

Sourcing

Assign Requirements

Sole Source

Sole Source Procedures for Agencies (New 02/08/13)

Sole Source Procedures for Materials (DGS ONLY) (New 02/03/11)

Sole Source Procedures for Services (DGS ONLY) (New 02/03/11)

Solicitations

Compare Bids

How to Post Bid Tabs on eMarketplace

How to Post Awards on eMarketplace