Streamlining Procurement Processes with eProcurement at LSU Health Sciences Center-Shv
LSU Health Sciences Center-Shv
Wanda Dooley
PeopleSoft Trainer – Shreveport
wdool1@lsuhsc.edu
(318) 675-7774
2
Why eProcurement?
ePro is a PeopleSoft product (module) that enables
the university to capitalize on vendor connectivity,
promote contractual pricing and streamlined
ordering of goods. It provides a more user-friendly
web requisition experience for those "connected
vendors". By utilizing the module, the campus
teams will be promoting efficiencies and saving
time and money. The ePro module works in
conjunction with the purchasing module to source
the requisitions to purchase orders and dispatch
them to the vendors.
3
When the vendor is a "connected vendor", the
order is placed by the system. This facilitates
quicker processing and delivery by the vendor. The
goal is to continue to add vendors to the punchout
connection as the purchasing team negotiates
contract pricing or is able to take advantage of
state contract pricing. Additionally, the ePro
module includes a more evolved history tracking
on the requisitions and purchase orders created.
4
Signing in to Citrix
When signing in to Citrix, you will need to use your
Citrix user ID (the same user ID and password is used
to sign into PeopleSoft), which is your LSUMC-
MASTER user ID:
Which is the first letter of your first name and the first
portion of your last name; there may be digit(s) at the
end.
For ex.: WDOOL1
– Wanda Dooley
TWIL11
- Talesia Williams
KOCONN
- Karen O’Connor
5
Steps for Managing
eProcurement Requisitions
Entering an eProcurement Requisition
Accounting Tags – will automatically fill
in your chartfield values on the
distribution line. This will greatly help to
reduce keystroke errors
6
Create a Punchout Requisition
Basically, this is an electronic method of
purchasing with certain suppliers by what
is called a Web Punchout that takes you to
the supplier’s website or catalog.
Create a Special Request Requisition
All other requisitions may be created
through this type.
7
Split a Distribution on a Requisition
The allocation for a requisition can be
split to distribute to different
departments.
Find/Edit a Save for Later Requisition
A user can save a requisition and come
back to it later for additional work, if
needed.
8
Add Comments and Attachments
These can be added to the requisition to
add more definition to the requisition.
Copy a Requisition
You can copy your own requisition or
others.
9
Cancel a Requisition
A requisition can be canceled if it is
determined that it is not needed once
created.
Cancel a Requisition Line
Line items on a requisition can be canceled
if they are no longer needed.
Budget Ch
eck a Requisition
10
Conduct Requisition Searches in
eProcurement
Inquire on a ePro Requisition
A method to inquire on the status of a
requisition to view the detailed
information.
Inquire on a ePro Purchase Order
A method to inquire on the status of a
PO to view the detailed information.
11
Inquire on Document Status
A convenient way to view
associated
documents.
View Print Form for a Saved
Requisition
Users can view print while they are in the
requisition.
12
Print via the Requisition Report
Process
Using a Run Control ID
Use the LookUp Feature
Allows search for all valid values
Create/Find a Run Control ID
For running batch processes
13
Questions?
14
Demonstrations
Let’s Begin….
15
LSU Health Sciences Center-Shv utilizes eProcurement, a PeopleSoft module, to enhance vendor connectivity, promote contractual pricing, and streamline the ordering process. By utilizing this system, efficiency is increased, time and money are saved, and vendor orders are expedited. Users can sign in using their Citrix user ID, manage requisitions effectively, create punchout and special request requisitions, and split distributions as needed. The system aims to add more vendors for punchout connectivity to further optimize the procurement process.
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Presentation Transcript
Wanda Dooley PeopleSoft Trainer Shreveport wdool1@lsuhsc.edu (318) 675-7774 2
Why eProcurement? ePro is a PeopleSoft product (module) that enables the university to capitalize on vendor connectivity, promote contractual pricing and streamlined ordering of goods. It provides a more user-friendly web requisition experience for those "connected vendors". By utilizing the module, the campus teams will be promoting efficiencies and saving time and money. The ePro module works in conjunction with the purchasing module to source the requisitions to purchase orders and dispatch them to the vendors. 3
When the vendor is a "connected vendor", the order is placed by the system. This facilitates quicker processing and delivery by the vendor. The goal is to continue to add vendors to the punchout connection as the purchasing team negotiates contract pricing or is able to take advantage of state contract pricing. Additionally, the ePro module includes a more evolved history tracking on the requisitions and purchase orders created. 4
Signing in to Citrix When signing in to Citrix, you will need to use your Citrix user ID (the same user ID and password is used to sign into PeopleSoft), which is your LSUMC- MASTER user ID: Which is the first letter of your first name and the first portion of your last name; there may be digit(s) at the end. Wanda Dooley - Talesia Williams KOCONN - Karen O Connor For ex.: WDOOL1 TWIL11 5
Steps for Managing eProcurement Requisitions Entering an eProcurement Requisition Accounting Tags will automatically fill in your chartfield values on the distribution line. This will greatly help to reduce keystroke errors 6
Create a Punchout Requisition Basically, this is an electronic method of purchasing with certain suppliers by what is called a Web Punchout that takes you to the supplier s website or catalog. Create a Special Request Requisition All other requisitions may be created through this type. 7
Split a Distribution on a Requisition The allocation for a requisition can be split to distribute to different departments. Find/Edit a Save for Later Requisition A user can save a requisition and come back to it later for additional work, if needed. 8
Add Comments and Attachments These can be added to the requisition to add more definition to the requisition. Copy a Requisition You can copy your own requisition or others. 9
Cancel a Requisition A requisition can be canceled if it is determined that it is not needed once created. Cancel a Requisition Line Line items on a requisition can be canceled if they are no longer needed. Budget Check a Requisition 10
Conduct Requisition Searches in eProcurement Inquire on a ePro Requisition A method to inquire on the status of a requisition to view the detailed information. Inquire on a ePro Purchase Order A method to inquire on the status of a PO to view the detailed information. 11
Inquire on Document Status A convenient way to view associated documents. View Print Form for a Saved Requisition Users can view print while they are in the requisition. 12
Print via the Requisition Report Process Using a Run Control ID Use the LookUp Feature Allows search for all valid values Create/Find a Run Control ID For running batch processes 13
Questions? 14
Demonstrations Let s Begin . 15
