Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview –...
Transcript of Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview –...
![Page 1: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/1.jpg)
Purchase Orders Training
![Page 2: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/2.jpg)
Periscope Holdings, Inc. 2
Agenda
• Overview • Creation & Setup • Items • Vendors • Addresses • Accounting • Attachments • Internal Communication • Vendor Notification • Change Order
![Page 3: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/3.jpg)
Overview
![Page 4: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/4.jpg)
Periscope Holdings, Inc. 4
Overview – What is a Purchase Order?
Purchase Order documents (POs) in Buy A&M allow users to communicate any agreement with a vendor to provide goods and/or services. The type of PO will determine whether the agreement is for a one-time purchase, a term contract, or an order against a term contract. POs are completed by indicating the type of PO and the vendor, and adding the Items that represent the good/services to be provided. For one-time purchases, the shipping and billing address(es), and accounting information must also be designated.
![Page 5: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/5.jpg)
Periscope Holdings, Inc. 5
Overview – Purchase Order Types
Purchase Order Type Description
Open Market
Open Market POs support the one-time purchase of off-contract commodities/services. Standard Open Market POs can only be created by BP users, either from scratch, by converting Requisitions or Bids, or by cloning previous POs. Direct Open Market POs can only be created by DA users with the “Department Buyer” role designation. Direct Open Market POs are automatically created when a Direct Open Market Requisition is approved. Direct Open Market POs are sent to the vendor by the user that created the corresponding Requisition, and are not routed through procurement.
Release
Release POs support the purchase of on-contract commodities/services. Standard Release POs can only be created by BP users converting an approved Standard Release Requisition. Direct Release POs are automatically created when a Direct Release Requisition is approved. Direct Release POs are sent to the vendor by the user that created the corresponding Requisition, and are not routed through procurement.
Blanket
Blanket POs capture term contract agreements and allow for the processing of Release Requisitions against them for the life of the contract. BP users set the term of the Blanket PO and can limit which Organizations and Departments are able to process Releases off of the Blanket PO as well as how much each can spend.
Contract
Like Blankets, Contract POs capture term contract agreements and allow for the processing of Release Requisitions against them for the life of the contract. However, Contract POs require users to associate every Item on the contract with an 11-digit NIGP Commodity Code. Contracts must also be associated with a Catalog.
![Page 6: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/6.jpg)
6
Overview – PO Documents
Document Type Purpose Created By
Purchase Order (PO)
• Send orders to vendors • Setup and manage term contracts • Basic Purchasing
Change Order • Manage change orders and contract amendments • Access via Purchase Order
• Department Access (optional – change orders only) • Basic Purchasing
Receipt • Record receipt, return and cancellation of ordered goods/services • Access via Purchase Order
• Department Access (optional) • Basic Purchasing
Periscope Holdings, Inc. 6
![Page 7: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/7.jpg)
Periscope Holdings, Inc. 7
Overview – PO Statuses
Status Code
Status Name Meaning Available Actions Actions
Permitted By
3PI In Progress
The initial status of new documents. The document is still being completed by the creator.
• Edit • Submit for Approval • Clone (creates a new copy of the document) • Cancel
• All BP users
3PRA Ready for Approval
The document has been submitted for approval and is travelling down an approval path.
• Approval/Disapproval • Edit (accounting and commodity code information only) • Clone • Cancel
• Current approver
3PRT Returned The document was disapproved by an approver.
• Reopen (returns document to “In Progress” status) • Clone • Cancel
• All BP users
3PRS Ready to Send
The document has been approved and is ready to be sent to a vendor or vendors.
• Change Order • Send to vendor • Clone • Cancel
• All BP users • DA users (only their own Direct Releases and Direct Open Markets)
![Page 8: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/8.jpg)
PO Statuses continued
Periscope Holdings, Inc. 8
Status Code Sent The document has been sent to the vendor.
• Change Order • Receive • Clone • Cancel
• All BP users • DA users (can only Receive against POs from their Dept/Loc)
3PPR Partial Receipt
A portion of the ordered goods/services have been received.
• Change Order • Receive • Clone
• All BP users
3PCR Complete Receipt
All of the ordered goods/services have been received.
• Change Order • Receive • Clone
• All BP users
3PC Cancelled The document has been cancelled. • Clone • All BP users
![Page 9: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/9.jpg)
Creation & Setup
![Page 10: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/10.jpg)
Periscope Holdings, Inc. 10
Creation & Setup – Logging In
![Page 11: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/11.jpg)
Periscope Holdings, Inc. 11
Creation & Setup – Basic Purchasing Role
![Page 12: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/12.jpg)
Periscope Holdings, Inc. 12
Creation & Setup – Converting Requisitions
![Page 13: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/13.jpg)
13
Creation & Setup – Converting Open Market Requisitions
Periscope Holdings, Inc. 13
![Page 14: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/14.jpg)
14
Creation & Setup – Converting Open Market Requisitions (cont.)
Periscope Holdings, Inc. 14
![Page 15: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/15.jpg)
15
Creation & Setup – Converting Requisitions (cont.)
Periscope Holdings, Inc. 15
![Page 16: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/16.jpg)
Periscope Holdings, Inc. 16
Creation & Setup – Cloning Requisitions & POs
![Page 17: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/17.jpg)
Periscope Holdings, Inc. 17
Creation & Setup – Cloning Requisitions & POs (cont.)
![Page 18: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/18.jpg)
Periscope Holdings, Inc. 18
Creation & Setup – Cloning Requisitions & POs (cont.)
![Page 19: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/19.jpg)
Periscope Holdings, Inc. 19
Creation & Setup – Create New
![Page 20: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/20.jpg)
Periscope Holdings, Inc. 20
Creation & Setup – Award Bid
![Page 21: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/21.jpg)
Periscope Holdings, Inc. 21
Creation & Setup – Award Bid (cont.)
![Page 22: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/22.jpg)
Periscope Holdings, Inc. 22
Creation & Setup – Setup Overview
![Page 23: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/23.jpg)
Periscope Holdings, Inc. 23
Creation & Setup – General Tab
![Page 24: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/24.jpg)
Periscope Holdings, Inc. 24
Creation & Setup – General Tab Standard Fields
Field Description Description* Short description of the PO.100 character limit. Purchaser The Basic Purchasing user that owns the document.
Receipt Method
The Quantity Receipt Method means that users will only be able to receive ordered Items by the quantity that was delivered. This is the preferred method for commodities. The Dollar Receipt Method means that users will only be able to receive ordered Items by an invoiced dollar amount. This is the preferred method for services. Note that the receipt method can also be set by individual Item on the order.
PO Type The type of Purchase Order that is being created.
Department / Location* The business units that are placing the order. Generally, these are the units that originally requested the Items. These will automatically transfer from cloned and converted documents, as well as awarded Bids.
P-card Enabled Selecting this check box signals your intent to utilize a P-card to pay for this order. Type Code Not currently used for one-time purchases.
Print Format* The format of the PO that will print when selecting the Print button on the Summary tab. This can be changed while the PO is in any status.
Alternate ID Any information input into this field will be overwritten with data from AFIS.
Required Date The date by which you require delivery of all of the goods/services being ordered. Note that providing a required date may increase freight costs if special delivery is required.
Control Code The Control Code field enables agencies to identify the purchase order by an alternate number. Control Code is NOT a search field available when using the Advanced Search feature.
Retainage % Optional fields for recording various purchase order terms.
Contact Instructions Contact instructions for vendors and customers regarding the purchase order. Tax Rate If selected, the tax rate will automatically be applied to all Items on the contract when ordered.
![Page 25: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/25.jpg)
Creation & Setup – General Tab Fields (cont.)
Periscope Holdings, Inc. 25
Field Description
USAS Document Type USAS Document Type User Ref / Ref 4 User Ref
RPA Receive Date RPA Receive Date
PCC Code PCC Code
LDT Codes 1-6 LDT Codes 1-6
Receipt Method Quantity / Dollars PO Type PO Type Specified
Print Format* The format of the PO that will print when selecting the Print button on the Summary tab. This can be changed while the PO is in any status.
Alternate ID DO NOT USE. Any information input into this field will be overwritten with data from FAMIS.
Promised Date The date the vendor has promised to deliver all of the goods/services being ordered. If PO Items have been solicited, this date will carry over from the awarded vendor’s Quote to their resulting PO.
Days ARO / Retainage % / Discount % Optional fields for recording various purchase order terms.
![Page 26: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/26.jpg)
Periscope Holdings, Inc. 26
Creation & Setup – Tabs to Skip
![Page 27: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/27.jpg)
Items
![Page 28: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/28.jpg)
28
Items – Items Tab w/ No Items
Periscope Holdings, Inc. 28
![Page 29: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/29.jpg)
29
Items – Open Market PO Item Search
Periscope Holdings, Inc. 29
![Page 30: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/30.jpg)
30
Items – Open Market PO Item Search (cont.)
Periscope Holdings, Inc. 30
![Page 31: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/31.jpg)
31
Items – Open Market PO Item Search (cont.)
Periscope Holdings, Inc. 31
![Page 32: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/32.jpg)
32
Items – Open Market PO Item Search (cont.)
Periscope Holdings, Inc. 32
![Page 33: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/33.jpg)
33
Items – Open Market PO Item Search (cont.)
Periscope Holdings, Inc. 33
![Page 34: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/34.jpg)
34
Items – Adding New Open Market Items
Periscope Holdings, Inc. 34
![Page 35: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/35.jpg)
35
Items – Adding New Open Market Items: Standard Fields
Field Description
Print Sequence* The order the items will appear to vendors. The default sequence is the order that the items are added to the document.
Item Type* Can be either “Normal” or “Narrative.” Normal items can be ordered while Narrative items cannot. Narrative items only permit you to enter a Description and a Print Sequence.
Description* The definition of the good or service being ordered. For Narrative items, the Description can be instructions or other information.
Receipt Method
The Quantity Receipt Method means that users will only be able to receive this Item by the quantity that was delivered. This is the preferred method for commodities. The Dollar Receipt Method means that users will only be able to receive this Item by an invoiced dollar amount. This is the preferred method for services. Note that the Receipt Method can also be set for all Items on the General Tab.
Quantity* The total number of the item being ordered. Unit Cost* The cost of one unit of the item.
UOM* The unit of measure for the item.
Discount % The standard discount percentage for each unit of the item. Negative numbers entered here signify a markup. You cannot enter both a Discount % and Total Discount Amount.
Total Discount Amount
The dollar discount for each unit of the item. Negative numbers entered here signify a markup. You cannot enter both a Discount % and Total Discount Amount.
NIGP Class* The 3-digit NIGP Class code for the item. You can either type in the code, select a code from the dropdown, or use the eyeglass icon to conduct a keyword search for the appropriate code.
NIGP Class-Item* The 2-digit NIGP Class-item code for the item.
Commodity Code The 11-digit NIGP Detail code for the item. Use the Lookup Commodity Code button to search for the appropriate code. This is an optional field. Most agencies will not use this field.
Tax Rate The tax rate that should be applied to this item. This is an optional field. Freight The estimated freight charges associated with ordering the desired quantity of the item.
Manufacturer / Brand / Model /
Make / Pckg The specific product details. These fields are optional.
Periscope Holdings, Inc. 35
![Page 36: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/36.jpg)
36
Items – Adding New Open Market Items: Commodity Codes
Periscope Holdings, Inc. 36
![Page 37: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/37.jpg)
37
Items – Adding New Open Market Items: Custom Fields
Periscope Holdings, Inc. 37
![Page 38: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/38.jpg)
38
Items – Items Tab w/ Items
Periscope Holdings, Inc. 38
![Page 39: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/39.jpg)
39
Items – Detail Screen: Open Market PO Items
Periscope Holdings, Inc. 39
![Page 40: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/40.jpg)
40
Items – Detail Screen: Release PO Items
Periscope Holdings, Inc. 40
![Page 41: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/41.jpg)
\Periscope Holdings, Inc. 41
Items – Release PO Item Search
41
![Page 42: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/42.jpg)
42
Items – Release PO Items w/o Unit Pricing
Periscope Holdings, Inc. 42
![Page 43: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/43.jpg)
43
Items – Release PO Items w/o Unit Pricing
Periscope Holdings, Inc. 43
![Page 44: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/44.jpg)
Periscope Holdings, Inc. 44
Items – Release PO Items Tab
44
![Page 45: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/45.jpg)
45
Items – Item-Level Tabs
Periscope Holdings, Inc. 45
![Page 46: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/46.jpg)
Vendors
![Page 47: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/47.jpg)
47
Vendors – Vendors Tab
Periscope Holdings, Inc. 47
![Page 48: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/48.jpg)
48
Vendors – Open Market PO Vendor Search
Periscope Holdings, Inc. 48
![Page 49: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/49.jpg)
49
Vendors – Open Market PO Vendor Search (cont.)
Periscope Holdings, Inc. 49
![Page 50: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/50.jpg)
. Periscope Holdings, Inc. 50
Vendors – Release PO Vendor Search
50
![Page 51: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/51.jpg)
51
Vendors – PO Terms
Periscope Holdings, Inc. 51
![Page 52: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/52.jpg)
52
Vendors – Vendor Addresses
Periscope Holdings, Inc. 52
![Page 53: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/53.jpg)
53
Vendors – Vendor Subcontractors
Periscope Holdings, Inc. 53
![Page 54: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/54.jpg)
54
Vendors – Vendor Subcontractors (cont.)
Periscope Holdings, Inc. 54
![Page 55: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/55.jpg)
55
Vendors – Vendor Subcontractors (cont.)
Periscope Holdings, Inc. 55
![Page 56: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/56.jpg)
Addresses
![Page 57: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/57.jpg)
57
Addresses – Overview
Periscope Holdings, Inc. 57
![Page 58: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/58.jpg)
58
Addresses – Header-level Tab
Periscope Holdings, Inc. 58
![Page 59: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/59.jpg)
Buy A&M Online 2013. Periscope Holdings, Inc. 59
Addresses – Items-level Tab
59
![Page 60: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/60.jpg)
Accounting
![Page 61: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/61.jpg)
61
Accounting – Overview
Periscope Holdings, Inc. 61
![Page 62: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/62.jpg)
62
Accounting – Header-level Tab
Periscope Holdings, Inc. 62
![Page 63: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/63.jpg)
63
Accounting – Header-level Tab (cont.)
Periscope Holdings, Inc. 63
![Page 64: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/64.jpg)
Periscope Holdings, Inc. 64
![Page 65: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/65.jpg)
Buy A&M Online 2013. Periscope Holdings, Inc. 65
Accounting – Items-level Tab
65
![Page 66: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/66.jpg)
66
Accounting – Items-level Tab (cont.)
Periscope Holdings, Inc. 66
![Page 67: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/67.jpg)
Attachments
![Page 68: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/68.jpg)
Periscope Holdings, Inc. 68
Attachments – Attachments Tab
![Page 69: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/69.jpg)
Periscope Holdings, Inc. 69
Attachments – Attaching Files
![Page 70: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/70.jpg)
Periscope Holdings, Inc. 70
Attachments – Downloading Attachments
![Page 71: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/71.jpg)
Periscope Holdings, Inc. 71
Attachments – Deleting Files
![Page 72: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/72.jpg)
Internal Communication
![Page 73: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/73.jpg)
Periscope Holdings, Inc. 73
Internal Communication – Notes Tab
![Page 74: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/74.jpg)
Periscope Holdings, Inc. 74
Internal Communication – Item-Level Notes Tab
![Page 75: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/75.jpg)
Periscope Holdings, Inc. 75
Internal Communication – Reminders Tab
![Page 76: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/76.jpg)
Approval
![Page 77: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/77.jpg)
Purchase Order Summary Tab
Periscope Holdings, Inc. 77
![Page 78: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/78.jpg)
Submit for Approval
Periscope Holdings, Inc. 78
![Page 79: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/79.jpg)
Periscope Holdings, Inc. 79
![Page 80: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/80.jpg)
Vendor Notification
![Page 81: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/81.jpg)
Periscope Holdings, Inc. 81
Vendor Notification – Vendor Notification
![Page 82: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/82.jpg)
Blanket POs
![Page 83: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/83.jpg)
Periscope Holdings, Inc. 83
Master Blanket Purchase Orders
![Page 84: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/84.jpg)
Periscope Holdings, Inc. 84
Master Blanket PO – Release Types
Release Type Description
Direct Release All Releases upon Approval will be converted to Release PO documents and automatically sent to the Vendor.
Standard Release All Releases upon Approval will require a Basic Purchasing user to convert to PO and send to the Vendor.
RPA Release RPA Release- The release will automatically be in “Complete Receipt” status and will prompt the user to create an invoice as well.
![Page 85: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/85.jpg)
Periscope Holdings, Inc. 85
Master Blanket PO – Control Tab
![Page 86: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/86.jpg)
Change Orders
![Page 87: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/87.jpg)
Periscope Holdings, Inc. 87
Change Orders – Finding Your PO
![Page 88: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/88.jpg)
Periscope Holdings, Inc. 88
Change Orders – Creation
![Page 89: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/89.jpg)
Periscope Holdings, Inc. 89
Change Orders – Editable Tabs
![Page 90: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/90.jpg)
Periscope Holdings, Inc. 90
Change Orders – Summary Tab
![Page 91: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/91.jpg)
Periscope Holdings, Inc. 91
Change Orders – Applying a Change Order
![Page 92: Purchase Orders Training - Texas A&M University System · Periscope Holdings, Inc. 5 Overview – Purchase Order Types Purchase Order Type Description. Open Market . Open Market POs](https://reader036.fdocuments.in/reader036/viewer/2022071022/5fd6387e3950003e29523aa7/html5/thumbnails/92.jpg)
Periscope Holdings, Inc. 92
Change Orders – Vendor Acknowledgement