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PReqs Application Upgrade Announcement
To: PReq
Users
From:Chris
Leichty - University Purchasing Department
Re: PReqs
Application
January 14, 2008 all PReq Users will see new functionality
in PReqs:
- New Order By Page: When
users click “Create Req” on the PReqs sidebar, the system
will take the user to a new “Order By” page. This
page will list three options to order by:
- Purchase
Requisition: This Requisition
will be used to order by description; Goods and Services, Equipment,
Repairs, Non-Inventory Supplies and Blanket Orders only which
go to an outside vendor. This
is the current Purchase Requisition Form you have been using
and will continue using for these kinds of orders.
- Catalog
Order(s): This Requisition will be used for Items
Sourcing from a Warehouse and Items Sourcing from a Vendor that
have a PeopleSoft UI Item number. With this new form the
user will be able to place orders for items without needing to
understand if they are stocked in the warehouse or purchased
from an external vendor. The
system will make this determination and create multiple requisitions
when necessary. UIHC and College of Dentistry users will
be the only staff having access to this function initially.
- Shopping
Cart Favorites from Catalog Orders: This Requisition
will be used for items sourced from a Warehouse and/or items
sourcing from a Vendor, previously order through the catalog
order function. UIHC
and College of Dentistry users will be the only staff having
access to this function initially.
- Requester, Ship To
and End User Information: After
selecting one of the above forms on the new “Order By” page,
you must select the requester from the drop down box. The “Ship
to” will
default (but can be changed), then enter the End User. After
these fields are filled in on the “Order By” page click “Continue”.
- Favorites: Users
will be able to add to their favorites directly from the form by
clicking the “Add” button by the green arrow icon that
selects the favorite. This new feature makes adding Favorites
easier!
- Purchase
Requisition Email: For Purchase Requisition orders
going to outside vendors, an email will be sent to the Requester,
Initiator, and Purchasing Agent on the requisition when the Purchase
Order number is assigned.
- Peoplesoft
Inventory System: UIHC and the Purchasing Department
will be implementing the new PeopleSoft 8.8 Inventory and Purchasing
modules at UIHC. Currently, supplies at UIHC are ordered via
multiple methods: By faxing or taking a written list to UIHC Stores;
by using the on-line item master; and by calling in orders. The
PReqs application replaces all of these systems including the UIHC
Item Master System.
- Catalog
Orders Email: For
Catalog Orders for items sourced from a warehouse, an email will be
sent to the requester and initiator when the Stock ID is assigned. For
items sourced from a Vendor, an email will be sent to the Requester,
Initiator, and Purchasing Agent when the Purchase Order number is assigned.
- My Home Page: There
is a new Catalog Order section for the users using the Catalog Order
form.
- Forms: On
the PReqs sidebar there is a new section titled “Forms”. You
will find the new online “PReqs Access Form”, PReqs Access
form search center.
PReqs Security Changes on January 14, 2008:
- Currently, a user is defined
as any employee who signs into the PReqs application. In the
updated PReqs application, users must either be a Requester or an
initiator assigned to a specific requester(s) in order to be able
to click on “Create
Req” located on the sidebar in PReqs.
- All
Requesters that currently have a Requester Code will have PReqs access
to “Create a Req”. All
other initiators will not have PReqs access unless
the Requester completed the PReqs Access Form and submitted it to Chris
Leichty at 202 PCO, Purchasing with a required supervisor signature. Requesters
who have filled out and submitted a PReqs Access Form and cannot “Create
Req” please contact Chris Leichty.
- There
will be new on-line PReqs Access/Requester Admin form and a PReqs
Access Search Center located in the PReqs system on the sidebar under “Forms” for
Requesters to complete and route via workflow. Requesters will
need to complete one of these forms for requesters and initiators adds,
updates or inactivates.
PReq Tutorials:
Here is an updated Purchase Requisition tutorial to show changes for
the current Purchase Requisition form. www.uiowa.edu/~purchase/purchase/PREQS/PurchaseReq_Training.pdf
Catalog Order tutorial this will include how to do items sourced to
the warehouse and items sourced to the vendor. www.uiowa.edu/~purchase/purchase/PREQS/CatalogOrder_Train.doc
Link to our Purchasing website and under PReqs you
will find a Stock Request items only tutorial for Catalog Orders and
some Catalog Order flash videos. www.uiowa.edu/~purchase/purchase/PREQS/preqs.htm
If you have questions please contact:
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