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Date, Venue, etc..( Arial, Font size 18 )TPCDT Vendor Registration & PO

User Manual

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Topic Topic

How to Access from Sangam How to approve a PO

How to register a vendor How to Raise a query

How to start the vendor registration workflow How to reply to a query

How to approve/modify/reject a vendor registration request

How to reject an order

How to create a PO How to re-initiate an order

How to add a file in PO How to search

How to start the PO approval workflow Sample email from OAF

Index

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Access from Sangam

• From Sangam, go to My Apps and select Document Management system in the left panel.

• In the Document Management system home page, under Procurement, click on new eOAF.

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Click on New eOAF to access the application.

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• Login to the application using your domain credentials

• Click on Create and select TPCDT Vendor Registration

• Fill the form using the directions given in the subsequent slides.

• Attach a document if needed.

• Click on Save/update to save the data.

• Click on close to close the form.

Request Vendor Registration

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Login:

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Register a vendor

Click on Vendor Registration to register a vendor

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Form: Vendor Registration

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Fill all details as seen in the screen.

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…cont

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Click on Import attachment to add the pan card copy and the cancelled cheque.

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History: draft, in process and processed

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All draft registrations are visible under “Draft Vendors”. All pending workflows are under “In process Vendors”. All approved registrations are under “Processed Vendors”.

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Workflow:

Click on workflow to start the workflow. Click on Yes to start the workflow.

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Approver action

Enter comments and click on appropriate button.

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Create a PO:

Click on TPCDT and select Order

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Form: PO

Select the TPCDT Memo from the drop-down. Fill the other details.

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ENTER ALL DETAILS. CLICK ON IMPORT ATTACHMENT TO ADD A FILE. CLICK ON CREATE TO SUBMIT THE REQUEST.

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Add a file:

Click on Import Attachment click on Plus sign select the file click on OpenClick on Finish Select the enclosure type click OK.

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All draft registrations are visible under “Draft Vendors”. All pending workflows are under “In process Vendors”. All approved registrations are under “Processed Vendors”.

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Workflow:

1. Click on Start workflow.2. Click on start to start the workflow.

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To view the PO for approving the Memo, click on Approvals eOAF TPCDT Orders

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Approve a PO:

Click on Acquire to acquire the task

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Raise a query:

Select the name of the person in the raise query to part.Enter the query in the comments section and click on raise query.

NOTE: ONCE A QUERY IS RAISED, THE PO CANT BE APPROVED/REJECTED UNLESS A REPLY IS RECEIVED.

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Reply to a query:

To reply to a query go to Queries TPCDT Orders Click on the query visible there

NOTE: ONCE A QUERY IS RAISED, THE PO CANT BE APPROVED/REJECTED UNLESS A REPLY IS RECEIVED.

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…cont

Type the reply, make any attachments if needed and click on Reply button to submit the reply.NOTE: ONCE A QUERY IS RAISED, THE PO CANT BE APPROVED/REJECTED UNLESS A REPLY IS RECEIVED.

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Reject the order:

To send the order back for modifications, enter the comments and click on modify.

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Re-initiate a rejected order:

The rejected order is visible in draft mode in History section under “Draft Orders”.To edit the same, click on edit and make the necessary changes.To start workflow for the same, click on start workflow.

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The approved Order is visible in the processed section.

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Search:

To search for any order/vendor, go to Search eOAF TPCDT Order/Vendor Enter the details and click on search.

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Sample email:

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Documentum Help Desk

Contact No: 02267171818 / 1833 / 1814 / 1891

Email ID ssdube@tatapower.com

Jayeeta.pal@tatapower.com

smzare@tatapower.com