1 00:00:00,210 --> 00:00:02,640 - [Instructor] The use of blanket POs save time 2 00:00:02,640 --> 00:00:04,300 and money for all involved 3 00:00:04,300 --> 00:00:07,940 as they only require attached documents such as contracts, 4 00:00:07,940 --> 00:00:12,270 employee versus independent contractor determination forms 5 00:00:12,270 --> 00:00:15,373 to be attached to once per fiscal year. 6 00:00:16,990 --> 00:00:19,230 The supplier can also have the same PO 7 00:00:19,230 --> 00:00:21,000 for the entire year 8 00:00:21,000 --> 00:00:24,130 and they can include that PO number on invoices 9 00:00:24,130 --> 00:00:25,320 and send them directly 10 00:00:25,320 --> 00:00:28,070 to the disbursement center for payment. 11 00:00:28,070 --> 00:00:30,120 You can also use blanket POs 12 00:00:30,120 --> 00:00:32,690 even if making only two payments a year 13 00:00:32,690 --> 00:00:33,900 to a supplier. 14 00:00:33,900 --> 00:00:38,463 A blanket PO cannot be used for a controlled substance. 15 00:00:40,280 --> 00:00:41,830 To create a blanket PO, 16 00:00:41,830 --> 00:00:44,580 you need to create a blanket requisition. 17 00:00:44,580 --> 00:00:46,880 Click on the eProcurement tile, 18 00:00:46,880 --> 00:00:49,193 then click Create Requisition. 19 00:00:50,730 --> 00:00:52,763 Enter the item description. 20 00:00:54,419 --> 00:00:57,850 The item description should be the business purpose, 21 00:00:57,850 --> 00:01:02,713 including who, what, where, when and why. 22 00:01:03,600 --> 00:01:06,610 It should be as detailed as possible. 23 00:01:06,610 --> 00:01:10,583 Enter the price, quantity and the unit of measure. 24 00:01:14,750 --> 00:01:17,343 You then want to select your category. 25 00:01:18,240 --> 00:01:20,870 You can use the lookup icon 26 00:01:20,870 --> 00:01:22,530 to choose a category 27 00:01:22,530 --> 00:01:25,560 and search by the account number 28 00:01:25,560 --> 00:01:28,090 or a category description 29 00:01:28,090 --> 00:01:31,973 and you can use wildcards, such as the percent sign. 30 00:01:33,790 --> 00:01:36,330 Then select your supplier. 31 00:01:36,330 --> 00:01:39,630 Again, you can use the lookup icon 32 00:01:39,630 --> 00:01:42,270 to search by the supplier name 33 00:01:42,270 --> 00:01:45,440 and use percent sign as your wildcard 34 00:01:45,440 --> 00:01:48,320 when searching for supplier names. 35 00:01:48,320 --> 00:01:51,030 Make sure to enter your blanket PO date. 36 00:01:51,030 --> 00:01:55,450 Use two numbers for the month, day and year 37 00:01:55,450 --> 00:01:57,300 and a dash in between. 38 00:01:57,300 --> 00:01:59,840 Do not include spaces. 39 00:01:59,840 --> 00:02:02,580 Make sure to include the dates, 40 00:02:02,580 --> 00:02:05,900 estimated spend for the fiscal year, 41 00:02:05,900 --> 00:02:10,900 quarterly payments, services for each semester, et cetera. 42 00:02:11,500 --> 00:02:15,173 Some of this information can be included in the comments. 43 00:02:16,550 --> 00:02:19,633 When you've completed this page, click Add. 44 00:02:20,740 --> 00:02:22,863 This will add the item to your cart. 45 00:02:23,830 --> 00:02:27,810 Then select the cart icon at the top right of your screen 46 00:02:27,810 --> 00:02:30,043 and enter a requisition name. 47 00:02:33,460 --> 00:02:34,680 When you are done, 48 00:02:34,680 --> 00:02:36,393 click the Checkout button. 49 00:02:38,310 --> 00:02:41,860 Here you can click on the Comment icon 50 00:02:41,860 --> 00:02:45,003 to add comments and attachments. 51 00:02:46,040 --> 00:02:49,250 One useful comment is noting the replacement 52 00:02:49,250 --> 00:02:50,890 of another PO. 53 00:02:50,890 --> 00:02:53,820 In the comment field, you can put replaces 54 00:02:53,820 --> 00:02:55,740 and then the PO number. 55 00:02:55,740 --> 00:02:57,920 Attachments could include a pricing quote 56 00:02:57,920 --> 00:02:59,611 or estimate from the supplier, 57 00:02:59,611 --> 00:03:04,410 contract agreement, terms and conditions, 58 00:03:04,410 --> 00:03:07,120 a quote evaluation form, 59 00:03:07,120 --> 00:03:09,910 a single sole-source form, 60 00:03:09,910 --> 00:03:13,950 employee verse independent contractor determination, 61 00:03:13,950 --> 00:03:16,093 a new supplier W-9. 62 00:03:17,546 --> 00:03:20,590 All of the items listed with an asterisk 63 00:03:20,590 --> 00:03:24,410 are available on the Purchasing Services website. 64 00:03:24,410 --> 00:03:28,260 A link can be found in the comments of this presentation 65 00:03:28,260 --> 00:03:31,133 or within the UVM Business Manager WorkCenter. 66 00:03:32,350 --> 00:03:34,250 When you have finished adding your comments 67 00:03:34,250 --> 00:03:37,183 and attachments, click the Done button. 68 00:03:39,280 --> 00:03:41,450 You can then update your distribution 69 00:03:41,450 --> 00:03:43,803 by clicking on the schedule icon. 70 00:03:44,870 --> 00:03:47,813 Then clicking on the distribution icon. 71 00:03:49,850 --> 00:03:53,280 Next, click on the ChartFields2 tab. 72 00:03:53,280 --> 00:03:56,860 Here you can update any of your chart field values, 73 00:03:56,860 --> 00:03:58,730 except for your account number, 74 00:03:58,730 --> 00:04:01,510 which is driven by your category. 75 00:04:01,510 --> 00:04:04,690 When you are done, click the Done button 76 00:04:04,690 --> 00:04:06,253 and then Done again. 77 00:04:09,050 --> 00:04:11,200 When you've completed your requisition, 78 00:04:11,200 --> 00:04:12,773 click the submit button. 79 00:04:15,270 --> 00:04:16,970 The status of your requisition 80 00:04:16,970 --> 00:04:18,893 should default to approved. 81 00:04:20,340 --> 00:04:22,500 Prior to the requisition being reviewed 82 00:04:22,500 --> 00:04:24,210 by Purchasing Services, 83 00:04:24,210 --> 00:04:25,810 it needs to be budget checked 84 00:04:25,810 --> 00:04:28,160 and have a status of valid. 85 00:04:28,160 --> 00:04:30,660 Click the hyperlink for budget check 86 00:04:30,660 --> 00:04:32,910 and then click Yes to confirm you want 87 00:04:32,910 --> 00:04:35,020 to run budget checking. 88 00:04:35,020 --> 00:04:37,000 When you receive a status of valid, 89 00:04:37,000 --> 00:04:39,053 your requisition is complete. 90 00:04:40,640 --> 00:04:43,670 You can click on Create a New Requisition 91 00:04:43,670 --> 00:04:46,110 or My Requisitions to return to your requisition page.