GEARS Training Procure to pay PTP EPROCUREMENT REQUISITIONS

GEARS Training Procure to pay (PTP) E-PROCUREMENT REQUISITIONS DEPARTMENT OF PROCUREMENT, CONTRACT, & GRANT ADMINISTRATION VALERIE L. MITCHELL, PROCUREMENT OFFICER ROBIN SMITH, PROCUREMENT OFFICER 1

agenda How to enter an e. Pro requisition ( Asset and non-asset purchases) Modifying an e. Pro requisition Entering an e. Pro requisition using express entry Canceling an e. Pro requisition Entering an e. Pro requisition using special requests Requisition pushback 2

Types of requisitions Non-Asset Purchase (non-warehouse receiving) 3

Creating a Non-asset requisition 4

Creating a non-asset requisition 5

Creating Asset purchase requisitions 6

Creating Asset purchase requisitions (received in offices or local courts) 7

Record important information such as serial numbers and period of coverage dates (AY 21) in the name and item description fields. Things to remember when creating requisitions Always scan any documents associated with your requisition Must set-up requisitions in order in which the goods or services will be received (ex. Amount only, quantity based) Amount only should be used for services Do not use any special characters in the description field 8

Reasons for Modifying an e-procurement requisition Adding/updating the requisition name Updating quantity or amount Cannot be changed if sourced into a PO Changes may require another budget check and resubmission for approval. Changes to line descriptions 9

Modifying a requisition, cont. 10

Canceling a requisition 11

Requisition push back There may be instances that DPCGA sends the requisition back to the requestor if a requisition has issues, such as insufficient information, missing information, incorrect line entries, etc. DPCGA may push back the requisition to the requestor for correction. 12

Please feel free to contact us: Valerie L. Mitchell, Procurement Officer , 410 -260 -3591 Any questions? Robin Smith, Procurement Officer, 410 -260 -1421 Daniel Mays, Director, 410 -260 -1594 Kevin Jones, Deputy Director, 410 -260 -1411 Whitney Williams, Procurement Manager, 410 -260 -1581 13