PR25_RFx - Create from Shopping Cart - SIMBA



The Pennsylvania State UniversitySIMBA Hands-On Guide TITLE \* MERGEFORMAT PR25_RFx - Create from Shopping Cart? 2020 The Pennsylvania State University? Copyright 2020 Labyrinth Solutions, Inc. All rights reserved. Labyrinth Solutions, Inc., the LSI logo, and CampusOneTM are trademarks of Labyrinth Consulting, Inc. SAP, R/3, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.PR25_RFx - Create from Shopping Cart?Overview?Transaction Description:This transaction enables the creation of an RFx from an approved shopping cart.?Penn State?Purpose:This transaction enables a buyer to create an RFx for items specified by the shopper.Process Steps?Home and 1 more page ?- Microsoft Edge StepActionA shopper creates a shopping cart.1.The Requisitioning button is clicked.?Requisitioning and 1 more page ?- Microsoft EdgeStepAction2.The Shopping Cart button is clicked.?Create Shopping Cart ?- Microsoft Edge StepActionA?description is entered?of the?item the shopper wants to purchase.3.Desktop is typed into the Description field.4.43211507 is typed into the Product Category field.? StepActionThe Possible Values button can be clicked to perform a search?if the Product Category is not known.5.5 is typed into the Quantity field.6.EA is typed into the Unit field.7.1200 is typed into the Net Price / Limit field.?Shopping Cart ?- Microsoft EdgeStepAction8.The line selection button is clicked.? StepActionThe Enter key may need to be pressed prior to clicking the line selection button.?Shopping Cart ?- Microsoft EdgeStepAction9.The Details button is clicked.?Shopping Cart ?- Microsoft EdgeStepAction10.The Account Assignment button is clicked.?Shopping Cart ?- Microsoft Edge StepActionThe Account Assignment Category can be changed: Order, WBS Element, and Cost Center.11.6537010001 is typed into the Assign Number field.? StepActionThe Possible Values button can also be used to search for an Assign Number.?Shopping Cart ?- Microsoft EdgeStepAction12.The Check button is clicked.?Shopping Cart ?- Microsoft Edge StepActionSystem Status Bar Confirmation?Shopping Cart ?- Microsoft EdgeStepAction13.The Order button is clicked.?Home and 2 more pages ?- Microsoft Edge StepActionThe?Shopping Cart may need to go through the approval process before it goes?to carry out sourcing.14.The Procurement button is clicked.?Procurement and 2 more pages ?- Microsoft EdgeStepAction15.The Purchasing button is clicked.?Purchasing and 2 more pages ?- Microsoft EdgeStepAction16.The Carry out Sourcing button is clicked.?Assign Sources of Supply: Step 1 (Select Requisition) - Google ChromeStepAction17.1000001410 is typed into the Number of Requisition field.? StepActionA?range of requisition numbers can be entered to work on several at a time.?Assign Sources of Supply: Step 1 (Select Requisition) - Google ChromeStepAction18.The Search button is clicked.?Assign Sources of Supply: Step 1 (Select Requisition) - Google ChromeStepAction19.The line selection button is clicked.?Assign Sources of Supply: Step 1 (Select Requisition) - Google ChromeStepAction20.The Next button is clicked.? StepActionOptionally, Step 2 may be clicked.?Assign Sources of Supply: Step 2 (Assign Source of Supply(No items)) - Google Chrome StepActionA?Supplier Number may be entered to include as a Bidder, or all?of the?Supplier Numbers (Bidders) may be entered after the RFx is created.21.800010030 is typed into the Supplier Number field.?Assign Sources of Supply: Step 2 (Assign Source of Supply(No items)) - Google ChromeStepAction22.The Create Draft button is clicked.?Assign Sources of Supply: Step 2 (Assign Source of Supply(No items)) - Google ChromeStepAction23.The RFx?menu item?is clicked.?Assign Sources of Supply: Step 3 (Review Drafts(No items)) - Google ChromeStepAction24.The Transaction Type?dropdown is clicked.?Assign Sources of Supply: Step 3 (Review Drafts(No items)) - Google ChromeStepAction25.The ZRFQ : RFQ?menu item?is clicked.?Assign Sources of Supply: Step 3 (Review Drafts(No items)) - Google ChromeStepAction26.The Edit Selected Drafts button is clicked.?Edit RFx : - Google Chrome StepActionThe Edit RFx window opens.27.The Bidders?tab is clicked.?Edit RFx : - Google Chrome StepActionThe?Bidder may be added by Company ID or found using the Search for Bidders button.28.800000001 is typed into the Add Bidder by Company ID field.29.The Add button is clicked.?Edit RFx : - Google ChromeStepAction30.The OK button is clicked.?RFx : - Google ChromeStepAction31.The RFx Information?tab is clicked.?RFx : - Google Chrome StepActionA?Release Date, the date the RFx is released to bidders,?may be entered. If a Release Date is not entered,?the RFx?will?be released after being published and approved.? StepActionThe Submission Deadline is entered. Bids will need to be submitted by this date.32.The Date Picker button is clicked. to enter a Submission Deadline?RFx : - Google ChromeStepAction33.The date?is clicked.?RFx : - Google ChromeStepAction34.01:00:00 PM is typed into the field.?RFx : - Google ChromeStepAction35.The Check button is clicked.?RFx : - Google Chrome StepActionSystem Status Bar Confirmation?RFx : - Google ChromeStepAction36.The Publish button is clicked.?Display RFx: - Google Chrome StepActionSystem Status Bar Confirmation?Disclaimer?Alternative Format Statement This publication is available in alternative media upon request.??Statement of Non-Discrimination The University is committed to equal access to programs, facilities, admission, and employment for all persons. It is the policy of the University to maintain an environment free of harassment and free of discrimination against any person because of age, race, color, ancestry, national origin, religion, creed, service in uniformed services (as defined in state and federal law), veteran status, sex, sexual orientation, marital or family status, pregnancy, pregnancy-related conditions, physical or mental disability, gender, perceived gender, gender identity, genetic information, or political ideas. Discriminatory conduct and harassment, as well as sexual misconduct and relationship violence, violates the dignity of individuals, impedes the realization of the University’s educational mission, and will not be tolerated. Direct all inquiries regarding the nondiscrimination policy to Affirmative Action Office, The Pennsylvania State University, 328 Boucke Building, University Park, PA 16802-5901; Email: aao@psu.edu; Tel: 814-863-0471. ................
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