Who should attend
- End users
- Sales consultants
Course Objectives
- Describe the business process for requisition self service
- Set up the Requisition Self Service system
- Describe the Direct Connect feature
- Process requisitions using the Shopping Cart and Requisition Entry programs
- Review, approve, and reject requisitions
- Create purchase orders
- Receive requisitions
- Reverse receipts
Product Description
- Requisition Self Service Overview
- Describe the requisition self service process.
- Describe the EnterpriseOne system integration.
- Describe the requisition self service menu structure.
- Sources of information about EnterpriseOne Requisition Self Service.
- Setting Up Foundational Components for RSS
- Describe foundational components for requisition self service.
- Set up next numbers.
- Describe document types.
- Set up automatic accounting instructions (AAIs).
- Set up non-stock inventory items.
- Describe employee address book information.
- Set up default location information.
- Set up supplier information.
- Describing the Direct Connect Process and Setup
- Describe Direct Connect.
- Describe Direct Connect setup.
- Locate additional information about Direct Connect.
- Setting Up the Commodity Structure
- Describe the commodity structure.
- Set up the commodity structure.
- Attaching commodities and UNSPSC codes to existing transactions.
- Setting Up Requisition Approval Workflow
- Describe approval workflow.
- Set up approval authority information.
- Describe the escalation workflow process.
- Setting Up Requisition Entry
- Describe requisition entry.
- Set up requisition entry.
- Entering Requisitions
- Enter requisitions using the Shopping Cart program.
- Enter requisitions using the Requisition Entry program.
- Reviewing and Approving Requisitions
- Describe requisition review and approval.
- Review and revise requisitions.
- Approve and reject requisitions.
- Creating Purchase Orders
- Describe the methods for creating purchase orders.
- Create purchase orders manually.
- Create purchase orders automatically.
- Describe PO Dispatch
- Receiving Requisitions
- Describe the process for receiving requisitions.
- Use the Desktop Receiving program to receive requisitions.
- Reverse receipts.