Efficient Training for Procure-to-Pay (PTP) Process in Express Purchase Orders
Explore a comprehensive training program on the Procure-to-Pay (PTP) process specifically tailored for managing express purchase orders. From entering and canceling express POs to creating change orders and adding contracts, this training equips you with essential skills for efficient procurement operations. Delve into detailed steps and procedures, led by experts Robin Smith and Valerie L. Mitchell, ensuring smooth transactions and adherence to procurement guidelines. Get ready to streamline your procurement processes and enhance your expertise in managing procurement transactions effectively.
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Presentation Transcript
GEARS TRAINING PROCURE TO PAY (PTP) EXPRESS PURCHASE ORDERS DEPARTMENT OF PROCUREMENT, CONTRACT, & GRANT ADMINISTRATION ROBIN SMITH VALERIE L. MITCHELL
AGENDA How to enter an express purchase order How to cancel an express po Creating a change order Adding a contract to dispatched po
PROCURE TO PAY: HOW TO ENTER AN EXPRESS PO An express PO is a purchase order created for items less than or equal to $2500. They are required for Judiciary Blanket contracts. The express PO must be set up in the order goods and services are to be received. Goods/Services at the same unit cost should be quantity. Service(s) with varying price should be amount only. Unit of Measure (UOM) for amount only should be AMT. Always know the correct budget code (PCA) for your transaction.
4 CREATING AN EXPRESS PO
6 The express PO was entered by mistake CANCELIN G AN EXPRESS PO The express PO is a duplicate The express PO is required to be cancelled by the purchasing organization. Can only be canceled in approved and dispatched status with no activity.
8 CREATING A CHANGE ORDER FOR AN EXPRESS PO Updating a PO that has been dispatched will create a change order Updates include increase/price amount or quantity, Add a line to the PO or change distribution or shipping information Changes to the po may require resubmission for approval, budget check and dispatch.
ADDING A CONTRACT TO A DISPATCHED PO 10 The association of the contract gives the judiciary the ability to accurately track expenses against contracts.
ANY QUESTIONS? 11 Please feel free to contact us: Robin Smith, 410-260-1421, Procurement Officer Valerie L. Mitchell, 410-260-3591, Procurement Officer Daniel Mays, 410-260-1594, Director Whitney Williams, 410-260-1581, Procurement Manager Kevin Jones, 410-260-1411, Deputy Director
