Table of Contents
Define Standard Work
|Go to Attributes Tab and enter the proper fund source||FAS000021 = INFRASTRUCTURE MAINTENANCE ASSESSMENT
FAS000022 = PLANT FUNDED ASSESSMENT
|Access the Purchase Order Form using the Quickpick button or the drop down menu.|
|Enter the following data:
Enter the PO Number from KFS
Place a description in the top text field
Enter the Vendor No as the Supplier. (The Vendor No. can be found using the LOV button or by typing the first five digits of the vendor number on the PO in KFS)
Set the Purchase type to SERVICE
Set the Resquestor to the PM’s netid.
Click the Lines tab
|Enter the Work Order number associated with the work.
Enter the Quantity as 1
Enter the PO Amount in the Original Unit Price text field.
Click the OK buttonReturn to the Purchase Order form and place the PO.
|Make sure to have the following information from KFS:
Access the Invoice Form. Locate or enter the PO Number. Enter the Invoice ID and Invoice date from KFS
|Click the Line Items tab. Choose the line item tab to enter the invoice amount. If the invoice amount is less than the PO amount and this is due to a discount or change in price then a purchase change order will need to be done to decrease the PO.
Change Order Tracking
|Access the Change Order Form. Enter the PO Number. Enter the reason for the change in the CO Description field.
Enter 1 in the CO Line field.
Click the Approved button.
Change the PO CO Status to “PLACED”.