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OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 1 eProcurement 8.8 (ePro) Requisition Preparer Training John Speros, Procurement
OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO - Procurement
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eProcurement 8.8 (ePro)Requisition Preparer Training
John Speros, Procurement
OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO - Procurement
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Class Agenda
Terminology Procurement systems overview Procurement Web site eProcurement walkthrough ePro step-by-step hands-on Restricted Items training Practice requisition with project split Looking up ePro information Requisition approvals Reference Materials
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CFO - Procurement
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Terminology
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Terminology
Requisition Purchase Order Extended-Term Subcontract Requester Preparer (“Entered By”) Approver Certifier Buyer / Subcontract Administrator Distributed Procurement Unit (DPU) PCard Order
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Procurement Systems Overview
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Procurement Systems Overview
B2B
FMS 8.8(ePro, eBuy,
Purchasing, PCard,AP, Receiving, GL,
RAPID, Travel-TREX )
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Procurement Web Site
http://procurement.lbl.gov
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ePro Walkthrough & Step-by-Step
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Restricted Item Training
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Item Categories List
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CFO - Procurement
ePro EH&S Requisition Approval/Review
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What is A Restricted Item? There are many types of restricted items…
computers… furniture… services… From an EH&S perspective, a Restricted
Item: Has inherent safety hazards Requires special controls and/or authorizations,
and If handled improperly, may: hurt people, harm
the environment, damage equipment and result in citations or DOE Reportable Occurrences
For these reasons, purchasing Restricted Items needs to be controlled
OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO - Procurement
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Restricted Item List Procurement Dept maintains the
Restricted Item List The most current version available via LBNL
Home Page “A to Z Index” Restricted Item List is subject to change
ES&H related items are grouped together EH&S Division POCs and phone extensions are
listed Note: notification versus approval (more later)
OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO - Procurement
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What Do We Want You To Do?
Ask the Requester if an item is Restricted/Sensitive/Hazard
When you prepare a requisition: Determine if item is on the Restricted
Item List Go to LBNL’s A-Z index and select “Restricted
Items List” Use PDF binocular view to find item
Categorize item by selecting the most appropriate Category when filling out eProcurement Line Information
OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO - Procurement
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Conclusion Requesters need to be aware of the Lab’s
Restricted Item purchasing process They should already know this & that
controls/authorizations are needed…but preparers can remind them
Check items against the Restricted Item List Use the Web based version for the current list Use the PDF binocular view to find the item on
the list Still unsure? Contact EH&S
Correctly categorize items in ePro This is important - it flags materials that
require approval
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CFO - Procurement
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Practice ePro Requisitionwith Project Split
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Requisitions Status & Reports
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Manage RequisitionsNavigation
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Manage Requisitions
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eProcurementPCard Information
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IRIS Reports
Quick Reports on the right give you quick Requisition & PO Status on individual POs
IRIS Reports give you more details, better formatting, and more filters
IRIS is refreshed nightly
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IRISPO Information
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IRISPO Information
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IRISPCard Order Information
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IRISPCard Order Information
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8.8 Approvals
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8.8 ApprovalsEmail arrives in Mozilla mail inbox
The Email shows “Approval is Requested” in the subject area.
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8.8 ApprovalsEmail text
Hyperlink to approval page
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8.8 ApprovalsPeopleSoft 8.8 login
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8.8 Approvals
Click Approve or Deny
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Advanced8.8 Approval TopicsRequisition Details
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Advanced 8.8 Approval TopicsAdd another Approver or Reviewer
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Advanced 8.8 Approval TopicsView All Approvals
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Advanced 8.8 Approval TopicsView All Approvals
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Advanced 8.8 Approval TopicsBLIS Approval
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Advanced 8.8 Approval TopicsComplex Approvals
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Requisition PreparerReference Materials
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Requisition Preparer Training Materials
Quick Reference Guides Web-based training through the
“User Productivity Kit” ePro Help x7774 Procurement Web Site:
http://procurement.lbl.gov
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