1. Buyer will receive an email from the final authorizer containing a PDF of the requisition. The RQ number will be referenced in the email subject line. Buyer must go into ETMS to authorize (if needed) and create the PO.
2. Open ETMS
3. Navigation: Finance > Procurement > Requisitions > Requisition Entry.
4. Enter Buyer number (ENTER) and PIN (ENTER). The screen will open up to a default department but Buyer may choose any department from the drop down. Buyer can leave the Status field blank and enter the RQ number in the Requisition # field and it will bring up the Master. This Requisition should be complete with all authorizations needed. User can examine the items on this RQ by clicking Full Line.
5. Click Display Authorizations in the row of buttons on the right. The following screen will appear showing the buyer that the necessary number of authorizations have been completed.
6. Click Purchase Order in the row of buttons on the right. The following message will pop up.
Click Yes. The following message will pop up containing the new PO Number.
7. Notify the Requisitioner that you have created the PO so they can place their order. If you will be placing the order, go to item #8.
- Click Send Email.
- Choose “Notify Requisitioner.”
- Click Get Email List.
- Choose from the list those you wish to send this email to. Check the box by their names.
- You may put a note in the Comments box, which will print on the email.
- Click Send Email.
8. If you have another to do, you can enter the new number into the Requisition # field. If there are several needing PIN’ing, you can choose F in the Status field at the top of the screen and only those requisitions needing to be PIN’ed will show in the dropdown box.
9. If you, the buyer, need to send this Purchase Order to the vendor, note the PO number and bus out of RQ.
10. Navigate to Finance > Procurement > Print Purchase Orders
In the PO menu, choose #1 PO Entry Maintenance. Then #2 Print Purchase Orders and enter the PO number in both Starting and Ending fields. You can use the dropdown to locate the PO number too. Click Print.
The Print Preview of the PO will display. Right click on the document.
Choose Export then Export to PDF.
Save to the Windows O Drive. Then you can email them out to the Vendor from there.