ePRS Request User Guide - User contributions [en]

EPurchase Request Tracking System (ePRS) User Guide

2020-10-09T20:23:15Z

Mike.odonnell: Update to ePRS

== Getting started ==
* Use the navigation on the left hand side of this page to jump directly to the page or topic desired
* Use the site search box in the top right hand corner to search the User Guide for key words of interest

MediaWiki:Mainpage

2020-10-09T20:16:18Z

Mike.odonnell:

ePurchase Request Tracking System (ePRS) User Guide

Initiate a ePRS Request

2018-03-29T17:45:46Z

Mike.odonnell: added how-to video

View work items or initiate requests. Work items are assigned to individual participants or a user group where any individual in the user group can complete the item.
[[File:Initiating-Submitting-Requests.mp4|750px|Initiating a Request|left]]

== Start a Request ==
1. '''Blank Request''' - Click “New Request” [[File:New_request.png|75px]] in the navigation menu.
A purchase request will open automatically and assigning an ID to that request.

2. '''Copied Request''' - Navigate to Active, Archived or All Requests. Locate the request and mark the check box for the request to copy. Click the ‘Copy’ [[File:Copy.png|75px]] button and confirm.

== Open a Work Item ==

3. Click the ReqID, ActID, or click ‘Open’.

== Sort and Filter Requests ==

4. Sort requests by clicking on any column header.
5. Enter a value in the filter box or select options from the filter drop downs.

== Refresh List ==

6. Click the ‘Refresh’ icon [[File:Refresh.png|75px]] located at the top right of the table.

[[File:Initiate_request.png|750px]]

File:Initiating-Submitting-Requests.mp4

2018-03-29T17:17:12Z

Mike.odonnell: How to initiate and submit purchase requests

How to initiate and submit purchase requests

Initiate a ePRS Request

2018-03-29T17:15:37Z

Mike.odonnell:

View work items or initiate requests. Work items are assigned to individual participants or a user group where any individual in the user group can complete the item.

[[File:Initiate_request.png|750px]]

== Start a Request ==

1. '''Blank Request''' - Click “New Request” [[File:New_request.png|75px]] in the navigation menu.
A purchase request will open automatically and assigning an ID to that request.

2. '''Copied Request''' - Navigate to Active, Archived or All Requests. Locate the request and mark the check box for the request to copy. Click the ‘Copy’ [[File:Copy.png|75px]] button and confirm.

== Open a Work Item ==

3. Click the ReqID, ActID, or click ‘Open’.

== Sort and Filter Requests ==

4. Sort requests by clicking on any column header.
5. Enter a value in the filter box or select options from the filter drop downs.

== Refresh List ==

6. Click the ‘Refresh’ icon [[File:Refresh.png|75px]] located at the top right of the table.

MediaWiki:Sidebar

2017-12-22T13:30:44Z

Mike.odonnell:

* navigation
** Gcpcrequest.com_User_Guide|Home
*Site Orientation
**Process_Flow_Overview|GCPC Request Process
**Access_gcpcrequest.com|Access the Site
**Site_Orientation|Site Orientation

* Request Orientation
**Process_Flow_Overview|GCPC Request Process
**Request_Actions_and_Progress|Request Actions and Progress
**Track_a_GCPC_Request|Track a GCPC Request

*Submit Requests
**Initiate_a_GCPC_Request|Initiate a GCPC Request
**Submit_a_Request|Submit a Request
**Adding_Items_&_Item_Details|Adding Items & Item Details

*Approval Activities
**Approval_Activities|Approval Activities
**Tech_Edit_Review|Tech Edit Review
**Budget_Review|Budget Review
**AO_Approval_Review|AO Approval Review

*Purchase & Closeout
**Record_a_Purchase|Record a Purchase
**Recording_Receipts_&_Issues|Recording Receipts & Issues
**Update_&_Allocation (Post-Purchase)|Update & Allocation (Post-Purchase)
**Final_Review_(Closeout)|Final Review (Closeout)

*Reports
**Reports|Reports

*Other
** recentchanges-url|recentchanges
** randompage-url|randompage
** helppage|help
* SEARCH
* TOOLBOX
* LANGUAGES

MediaWiki:Sidebar

2017-12-22T13:30:04Z

Mike.odonnell:

* navigation
** Gcpcrequest.com_User_Guide|Home
*Site Orientation
**Process_Flow_Overview|GCPC Request Process
**Access_gcpcrequest.com|Access the Site
**Site_Orientation|Site Orientation

* Request Orientation
**Process_Flow_Overview|GCPC Request Process
**Request_Actions_and_Progress|Request Actions and Progress
**Track_a_GCPC_Request|Track a GCPC Request

*Submit Requests
**Initiate_a_GCPC_Request|Initiate a GCPC Request
**Submit_a_Request|Submit a Request
**Adding_Items_&_Item_Details|Adding Items & Item Details

*Approval Activities
**Approval_Activities|Approval Activities
**Tech_Edit_Review|Tech Edit Review
**Budget_Review|Budget Review
**AO_Approval_Review|AO Approval Review

*Purchase & Closeout
**Record_a_Purchase|Record a Purchase
**Recording_Receipts_&_Issues|Recording Receipts & Issues
**Update_&_Allocation (Post-Purchase)|Update & Allocation (Post-Purchase)
**Final_Review_(Closeout)|Final Review (Closeout)

*Reports
**Reports|Reports

** recentchanges-url|recentchanges
** randompage-url|randompage
** helppage|help
* SEARCH
* TOOLBOX
* LANGUAGES

MediaWiki:Sidebar

2017-12-21T20:39:26Z

Mike.odonnell:

* navigation
** Gcpcrequest.com_User_Guide|Home
***Process_Flow_Overview|GCPC Request Process
***Access_gcpcrequest.com|Access the Site
***Site_Orientation|Site Orientation

* Request Orientation
**Process_Flow_Overview|GCPC Request Process
**Request_Actions_and_Progress|Request Actions and Progress
**Track_a_GCPC_Request|Track a GCPC Request

*Submit Requests
**Initiate_a_GCPC_Request|Initiate a GCPC Request
**Submit_a_Request|Submit a Request
**Adding_Items_&_Item_Details|Adding Items & Item Details

*Approval Activities
**Approval_Activities|Approval Activities
**Tech_Edit_Review|Tech Edit Review
**Budget_Review|Budget Review
**AO_Approval_Review|AO Approval Review

*Purchase & Closeout
**Record_a_Purchase|Record a Purchase
**Recording_Receipts_&_Issues|Recording Receipts & Issues
**Update_&_Allocation (Post-Purchase)|Update & Allocation (Post-Purchase)
**Final_Review_(Closeout)|Final Review (Closeout)

*Reports
**Reports|Reports

** recentchanges-url|recentchanges
** randompage-url|randompage
** helppage|help
* SEARCH
* TOOLBOX
* LANGUAGES

Reports

2017-12-21T19:11:34Z

Mike.odonnell: Created page with "== Reports == Reports provide request and purchase detail. Access is based on user role and privileges. '''1. Navigate to Reports''' - Select Reports from the Navigation Menu..."

== Reports ==
Reports provide request and purchase detail. Access is based on user role and privileges.

'''1. Navigate to Reports''' - Select Reports from the Navigation Menu.

[[File:ReportsIcon.png|50px]]

'''2. Select Report''' - Select a report from the Reports List.

[[File:ReportList.png|300px]]
== Report Options ==
[[File:ChangeParameters.png|40px]] Change Parameters

[[File:Export.png|40px]] Export Report to PDF, MS Office Formats

== Purchase Log ==
[[File:PurchaseLog.png|700px]]

== Other Reports ==
[[File:SampleReports.png|500px]]

File:Export.png

2017-12-21T19:10:06Z

Mike.odonnell:

Reports | Export

File:ChangeParameters.png

2017-12-21T19:09:41Z

Mike.odonnell:

Reports | Parameters

File:SampleReports.png

2017-12-21T19:08:34Z

Mike.odonnell:

Reports | Other Reports

File:PurchaseLog.png

2017-12-21T19:07:34Z

Mike.odonnell:

Reports | Purchase Log

File:ReportList.png

2017-12-21T19:07:00Z

Mike.odonnell:

Reports List

File:ReportsIcon.png

2017-12-21T19:06:35Z

Mike.odonnell:

Reports Navigation

Final Review (Closeout)

2017-12-21T19:04:15Z

Mike.odonnell: Created page with "== Final Review == AO certifies accuracy or updates request where needed. Completing final review will archive the request. '''1. Review Request''' - Validate the request for..."

== Final Review ==
AO certifies accuracy or updates request where needed. Completing final review will archive the request.

'''1. Review Request''' - Validate the request for accuracy and ensure request and purchases are audit ready.

[[File:FinalReviewRequestForm.png|500px]]

'''2. Update & Correct''' - If necessary, edit request details to ensure a request is accurate.

'''3. Select an Action and Confirm to Submit'''
*''Submit'' – Archives request.
*''Clarifications'' – Route the request to the requestor or other participants.
*''Cancel'' – Terminates the request and archives details.

After the Closeout activity is completed a Purchase Requests is permanently archived. No further modifications can be made to a Purchase Request, except comments and attaching files.

== Audit Trail ==
View participants of this request - Who completed which activity and when.

[[File:AuditTrail.png|500px]]

File:AuditTrail.png

2017-12-21T19:03:46Z

Mike.odonnell:

Request Audit Trail

File:FinalReviewRequestForm.png

2017-12-21T19:02:18Z

Mike.odonnell:

Final Review | Request Form

Update & Allocation (Post-Purchase)

2017-12-21T18:59:38Z

Mike.odonnell: Created page with "Buyer updates purchase details based on receipt, charge details, etc. == Update & Allocation == 700px '''1. Allocation Detail''': Purchas..."

Buyer updates purchase details based on receipt, charge details, etc.
== Update & Allocation ==
[[File:AllocationPurchaseList.png|700px]]

'''1. Allocation Detail''': Purchase list allocation detail is directly editable from the request purchase list. Updates can be made in line then saved or submitted to persist.

'''2. PDF Forms''': A PDF micro purchase form is available for all purchased records. This provides a 1 page detail that can be printed, if necessary.

[[File:MicroPurchase.png|250px]]

'''3. View Items By Charge ID''': Items can be viewed with an ID to see which items were charged to which purchase. This information is also available in the purchase detail via ‘Edit’ & ‘Show’.

'''4. Completion Actions''':
* ''Submit'' – Progresses requests to next activity.
* ''Cancel'' – Terminates the request and archives details.

File:MicroPurchase.png

2017-12-21T18:58:50Z

Mike.odonnell:

Exportable PDF Form

File:AllocationPurchaseList.png

2017-12-21T18:58:24Z

Mike.odonnell:

Update and Allocation | Purchase List

Recording Receipts & Issues

2017-12-21T18:55:57Z

Mike.odonnell: Created page with "== Shipping Receipt and Receiving Activities == 500px '''1. Activity''': Receipt and issue transactions will display here . Click det..."

== Shipping Receipt and Receiving Activities ==

[[File:WarehouseTransactionDetail.png|500px]]

'''1. Activity''': Receipt and issue transactions will display here . Click details for item and quantity detail.

'''2. Add Transaction''': To enter receipt and issue quantities, click ‘Add Transaction’ to display an editable items list.

'''3. Record Received or Issued Items''': Displays activities by users. Click ‘Done’ to update the request.

[[File:WarehouseTransactionDetailEdit.png|700px]]

'''4. Upload Files''': Shipping Documents and any signed documents relevant to the request must be scanned and attached.

'''5. Completion Actions''':
* ''Submit'' – Progresses requests to next activity.
* ''Cancel'' – Terminates the request and archives details.

File:WarehouseTransactionDetailEdit.png

2017-12-21T18:55:25Z

Mike.odonnell:

Add a Receiving or Issuing Transaction

File:WarehouseTransactionDetail.png

2017-12-21T18:54:52Z

Mike.odonnell:

Receiving & Issuing Transactions

Record a Purchase

2017-12-21T18:43:08Z

Mike.odonnell:

Buyer records purchase details for approved item(s).

== Purchase List ==
'''1. Purchase Records''': List of purchases associated with this request. Click ‘Add’ to record a new purchase.

[[File:PurchaseList.png|750px]]

== Purchase Detail==
[[File:PurchaseDetail.png|400px]]

'''2. Charge Details''': Purchased date (date buy took place), Charged date (date card is charged) and Expected date (date of arrival).

'''3. Vendor/Merchant Details''': Details on the vendor . Select via drop down wherever possible to avoid duplicate vendor details.

'''4. Allocation Details''': Specify if the purchase has been allocated in your Card provider’s records and, if allocated, add an SDN. If Dispute exists, mark and provide an explanation.

'''5. Budget Association''': If multiple budget sources apply, select the associated budget. Will default if only one source exists.

'''6. Item Association''': When multiple purchases exist for a request, items must be associated with the correct purchase. Use the drop down to associate or remove associations.

'''7. Other Charges/Discounts''': If discounts, tax, or shipping applies, enter those details to update the total cost.

'''8. Select an Routing Action and Confirm to Submit''':
* ''Submit'' – Progresses requests to next activity.
* ''Clarifications'' – Route the request to prior participants.
* ''Cancel'' – Terminates the request and archives details.

Record a Purchase

2017-12-21T18:42:37Z

Mike.odonnell:

Buyer records purchase details for approved item(s).

== Purchase ==
'''1. Purchase Records''': List of purchases associated with this request. Click ‘Add’ to record a new purchase.

[[File:PurchaseList.png|750px]]

[[File:PurchaseDetail.png|400px]]

'''2. Charge Details''': Purchased date (date buy took place), Charged date (date card is charged) and Expected date (date of arrival).

'''3. Vendor/Merchant Details''': Details on the vendor . Select via drop down wherever possible to avoid duplicate vendor details.

'''4. Allocation Details''': Specify if the purchase has been allocated in your Card provider’s records and, if allocated, add an SDN. If Dispute exists, mark and provide an explanation.

'''5. Budget Association''': If multiple budget sources apply, select the associated budget. Will default if only one source exists.

'''6. Item Association''': When multiple purchases exist for a request, items must be associated with the correct purchase. Use the drop down to associate or remove associations.

'''7. Other Charges/Discounts''': If discounts, tax, or shipping applies, enter those details to update the total cost.

'''8. Select an Routing Action and Confirm to Submit''':
* ''Submit'' – Progresses requests to next activity.
* ''Clarifications'' – Route the request to prior participants.
* ''Cancel'' – Terminates the request and archives details.

Record a Purchase

2017-12-21T18:42:23Z

Mike.odonnell: Created page with "Buyer records purchase details for approved item(s). == Purchase == '''1. Purchase Records''': List of purchases associated with this request. Click ‘Add’ to record a new..."

Buyer records purchase details for approved item(s).

== Purchase ==
'''1. Purchase Records''': List of purchases associated with this request. Click ‘Add’ to record a new purchase.

[[File:PurchaseList.png|750px]]

[[File:PurchaseDetail.png|400px]]

'''2. Charge Details''': Purchased date (date buy took place), Charged date (date card is charged) and Expected date (date of arrival).

'''3. Vendor/Merchant Details''': Details on the vendor . Select via drop down wherever possible to avoid duplicate vendor details.

'''4. Allocation Details''': Specify if the purchase has been allocated in your Card provider’s records and, if allocated, add an SDN. If Dispute exists, mark and provide an explanation.

'''5. Budget Association''': If multiple budget sources apply, select the associated budget. Will default if only one source exists.

'''6. Item Association''': When multiple purchases exist for a request, items must be associated with the correct purchase. Use the drop down to associate or remove associations.

'''7. Other Charges/Discounts''': If discounts, tax, or shipping applies, enter those details to update the total cost.

'''8. Select an Routing Action and Confirm to Submit''':
* ''Submit – Progresses requests to next activity.
* ''Clarifications – Route the request to prior participants.
* ''Cancel – Terminates the request and archives details.

File:PurchaseDetail.png

2017-12-21T18:41:25Z

Mike.odonnell:

Detail Associated with a Purchase Record

File:PurchaseList.png

2017-12-21T18:40:54Z

Mike.odonnell:

List of Purchases Associated with the Request

AO Approval Review

2017-12-21T18:37:58Z

Mike.odonnell: Created page with "Request Review by AO and assigning a Buyer (Card Holder) to make the purchase. 400px '''1. Assign Buyer''': AO selects a buyer from his user group..."

Request Review by AO and assigning a Buyer (Card Holder) to make the purchase.

[[File:AORequestForm.png|400px]]

'''1. Assign Buyer''': AO selects a buyer from his user group or can leave the default option “…Buyers…” which will route the Purchase Request to all Buyers in that particular User Group.

[[File:BuyerList.png|400px]]

'''2. AO Comments & Remarks''': This area can be used by an AO Approver to include any relevant information to the request that is not shown elsewhere.

'''3. Enforce Charge Limits''': An optional setting permits charge limits for selection of the buyer. If ENABLED only users with limits above the request total will display. If set to INFO, all buyers display with information about eligibility and charge limits. If DISABLED, only the buyer name displays. This setting can be modified by GCPC Admin roles only.

[[File:EnforceChargeLimits.png|250px]]

'''4. Select an Approval Action and Confirm to Submit''':
* ''Approve'' – Progresses requests to next activity.
* ''Decline'' – Declines request and routes back to the Requestor.
* ''Clarifications'' – Route the request to the requestor or other participants.
* ''Cancel'' – Terminates the request and archives details.

File:EnforceChargeLimits.png

2017-12-21T18:37:23Z

Mike.odonnell:

GCPC Setting | Enforce Charge Limits

File:BuyerList.png

2017-12-21T18:36:34Z

Mike.odonnell:

Buyer Selection with Charge Limits

File:AORequestForm.png

2017-12-21T18:35:58Z

Mike.odonnell:

AO Section on Tech Edit Tab

Budget/Finance Review

2017-12-21T18:29:13Z

Mike.odonnell: Created page with "Budget approver reviews request form, verifies funds are available and enter financial information. 750px '''1. Determine Funds Available''': * '..."

Budget approver reviews request form, verifies funds are available and enter financial information.

[[File:FinanceReview.png|750px]]

'''1. Determine Funds Available''':
* ''Yes'' – Approval
* ''No'' – Decline
* ''Delay'' – Postpone decision, the request will reappear in the worklist on the selected date.

[[File:FinanceDelay.png|150px]]

'''2. Financial Details''': JON, Cost Acct. No., Cost Code, and Line of Accounting must all be filled-out by the budget approver. Additional comments can be added for each financial obligation. Multiple funding lines are supported and can be associated with items at the purchase activity.

'''3. Select an Approval Action and Confirm to Submit'''
* ''Approve'' – Progresses requests to next activity.
* ''Decline'' – Declines request and routes back to the Requestor.
* ''Clarifications'' – Route the request to the requestor or other participants.
* ''Cancel'' – Terminates the request and archives details.

File:FinanceDelay.png

2017-12-21T18:28:25Z

Mike.odonnell:

Finance Delay Selection

File:FinanceReview.png

2017-12-21T18:27:54Z

Mike.odonnell:

Finance Review Tab

Tech Edit Review

2017-12-21T18:25:00Z

Mike.odonnell:

Tech Edit reviews request form, verifies mandatory source use, and confirms requests are complete and valid.

[[File:TechEditRequestForm.png|550px]]

'''1. Review Request''' - Validate the request for accuracy and need.

'''2. Review Mandatory Sources''' - This is a check list to verify that mandatory sources have been reviewed.

'''3. Detail & Pricing Review''' - The Tech Edit user must answer all of the questions in this check list before the process can complete.

'''4. Comments & Remarks''' - The Tech Edit User must add a remark. This area can be used by the Tech Edit User to include any relevant information that is not shown elsewhere.

'''5. Select an Approval Action and Confirm to Submit'''
* ''Approve – Progresses requests to next activity.
* ''Decline – Declines request and routes back to the Requestor.
* ''Clarifications – Route the request to the requestor or other participants.
* ''Cancel'' – Terminates the request and archives details.

[[File:ApprovalAction.png|700px]]

Tech Edit Review

2017-12-21T18:24:29Z

Mike.odonnell: Created page with "Tech Edit reviews request form, verifies mandatory source use, and confirms requests are complete and valid. 550px '''1. Review Request'''..."

File:TechEditRequestForm.png

2017-12-21T18:22:54Z

Mike.odonnell:

Tech Edit Review Tab

Approval Activities

2017-12-21T18:19:44Z

Mike.odonnell:

Approval decision by Department Approver and, when required HazMat, ADP, CSO, or APC Approvers

[[File:ApprovalRequestForm.png|550px]]

'''1. Review Request''' - Validate the request for accuracy and need.

'''2. Update & Correct''' - If necessary, approvers are able to edit request details to ensure a request is valid and accurate. Correcting items may trigger new paths for the request, such as updating an item as HazMat or ADP. In these cases, the request will automatically route when approved.

'''3. Select an Approval Action and Confirm to Submit'''
* ''Approve'' – Progresses requests to next activity.
* ''Decline'' – Declines request and routes back to the Requestor.
* ''Clarifications'' – Route the request to the requestor or other participants.
* ''Cancel'' – Terminates the request and archives details.

[[File:ApprovalAction.png|700px]]

Approval Activities

2017-12-21T18:17:36Z

Mike.odonnell: Created page with "Approval decision by Department Approver and, when required HazMat, ADP, CSO, or APC Approvers 600px '''1. Review Request''' - Validate th..."

Approval decision by Department Approver and, when required HazMat, ADP, CSO, or APC Approvers

[[File:ApprovalRequestForm.png|600px]]

'''1. Review Request''' - Validate the request for accuracy and need.

'''2. Update & Correct''' - If necessary, approvers are able to edit request details to ensure a request is valid and accurate. Correcting items may trigger new paths for the request, such as updating an item as HazMat or ADP. In these cases, the request will automatically route when approved.

'''3. Select an Approval Action and Confirm to Submit'''
* ''Approve'' – Progresses requests to next activity.
* ''Decline'' – Declines request and routes back to the Requestor.
* ''Clarifications'' – Route the request to the requestor or other participants.
* ''Cancel'' – Terminates the request and archives details.

[[File:ApprovalAction.png|700px]]

File:ApprovalAction.png

2017-12-21T18:16:57Z

Mike.odonnell:

Actions for Approval Activities

File:ApprovalRequestForm.png

2017-12-21T18:16:29Z

Mike.odonnell:

Request Form on Approval

Adding Items & Item Details

2017-12-21T18:04:54Z

Mike.odonnell: Created page with "750px == Add/ Edit Items == '''1. Click Add''': From the ‘Item Details’ section, click ‘Add’ below the items details table. A pop up with item..."

[[File:ItemTable.png|750px]]

== Add/ Edit Items ==
'''1. Click Add''': From the ‘Item Details’ section, click ‘Add’ below the items details table. A pop up with item detail displays.

[[File:ItemDetail.png|375px]]

'''2. Select Item Type''': Make a selection from the drop down that matches the items requested. This helps approvers and reviewers identify the proper sources required for this item.

'''3. Enter Item Name or NSN''': This is the identifier for the item requested. Enter the name of the item or the NSN.

'''4. Select Unit of Issue''': Make a selection from the drop down.

'''5. Enter Item Description''': Provide a detailed description of the item.

'''6. Enter Requested Detail''':
* ''Quantity''– Enter the number of items.
* ''Unit Price''– Enter a valid dollar amount per item requested.
* ''Cost'' – Calculated based on Quantity & Unit Price.

'''7. Special Items''': Mark if item is a HazMat or ADP item. These selections will initiate the proper approval.
'''8. Complete Item Action''':
* ''Update'' – Updates item table with new or updated item details.
* ''Cancel'' – Disregards changes and closes item details pop up.

File:ItemDetail.png

2017-12-21T18:01:15Z

Mike.odonnell:

Item Details

File:ItemTable.png

2017-12-21T18:00:45Z

Mike.odonnell:

Table of Requested Items

Submit a Request

2017-12-21T17:37:39Z

Mike.odonnell:

Submit a Government Commercial Purchase Card (GCPC) Request.

[[File:SubmitRequest.png|550px]]

== Submit a Request ==
'''1. Add Request Title:''' This will be used for search and reports. The title should summarize the request succinctly.

'''2. Requestor Information:''' User Details, Required Date, and Ship Address auto populate based on user data. Required Date and Ship Address are editable.

'''3. Add Justification:''' Provide detailed rationale for this request.

'''4. Mark Category:''' Select the categories which apply to the request. Each category has a cost threshold, if multiple categories are selected, the lowest threshold will take effect. Any request over the threshold will trigger an alert and the request cannot be completed.

'''5. Add Vendor Quotes:''' At least one vendor quote is required. Additional supporting files can be attached by navigating to the ‘Attachments’ tab.

'''6. Add Item Details:''' Click ‘Add’ to enter requested items. A pop up displays for item entry. -- See ‘Item Details’ Page for more.

'''7. Submit Action:'''

* ''To Submit'' – Select an action from the action drop down menu.
* ''To Save'' – Click ‘Save’. A dated message will confirm last save.

Submit a Request

2017-12-21T17:37:10Z

Mike.odonnell: Created page with "Submit a Government Commercial Purchase Card (GCPC) Request. 750px == Submit a Request == '''1. Add Request Title:''' This will be used for searc..."

Submit a Government Commercial Purchase Card (GCPC) Request.

[[File:SubmitRequest.png|750px]]

== Submit a Request ==
'''1. Add Request Title:''' This will be used for search and reports. The title should summarize the request succinctly.

'''2. Requestor Information:''' User Details, Required Date, and Ship Address auto populate based on user data. Required Date and Ship Address are editable.

'''3. Add Justification:''' Provide detailed rationale for this request.

'''4. Mark Category:''' Select the categories which apply to the request. Each category has a cost threshold, if multiple categories are selected, the lowest threshold will take effect. Any request over the threshold will trigger an alert and the request cannot be completed.

'''5. Add Vendor Quotes:''' At least one vendor quote is required. Additional supporting files can be attached by navigating to the ‘Attachments’ tab.

'''6. Add Item Details:''' Click ‘Add’ to enter requested items. A pop up displays for item entry. -- See ‘Item Details’ Page for more.

'''7. Submit Action:'''

* ''To Submit'' – Select an action from the action drop down menu.
* ''To Save'' – Click ‘Save’. A dated message will confirm last save.

File:SubmitRequest.png

2017-12-21T17:35:05Z

Mike.odonnell:

Complete and Submit a Request

File:ProgressIndicator.png

2017-12-21T17:15:45Z

Mike.odonnell: Mike.odonnell uploaded a new version of File:ProgressIndicator.png

Progress Indicator - Initiated and Purchased