Page 26 - Participant Guide - Unanet GovCon Using Purchasing

Activity 3.2 Create a Purchase Order for Labor Without a
Purchase Requisition
Login as Peter Purchaser (Purchaser) - ppurchaser / welcome

Activity Steps:
1. Navigate to Financials > Purchasing > Purchase Order. Click +Purchase Order

2. Enter the Summary Profile information (*denotes required)
• *Owning Organization OPS.CS – Consulting Services (type “op”)
• Begin Date 10th of posting month
• End Date End of Dec Next Year
• Required by Date End of posting month
• *Purchase Amount 193,700
• *Description Subcontractor Labor for Project
• *Document Date 10th of posting month
• *Commitment Date 10th of posting month
• *Fiscal Period linked to Commitment Date
• *Vendor V-HIRESUBS (type “v-hire”)
• Vendor Invoice Limit use default of Limit at the Summary level
• *Purchaser Peter Purchaser (auto populates)
• Project CUST-08-UU TIME-SUBCONTRACTORS
Click SAVE

3. Click on Form tab and Select
• Generate PO Form checkbox
• PO Format Name Detail PO Format
• Detail Level Consolidated Form with Details
Click SAVE

4. Click on Alerts tab and confirm Use Default Preferences is selected

5. Click on Other tab and Select:
• Digit 1 Order Type Time & Materials Labor Hour (T&M)
• Digit 2 Agreement Indicator Master Service Provider Agreement (MSA)
• Digit 3 Source Justification Unique Concept or Ability
Click SAVE

6. On left side menu, Click on Labor (under Details) to add Labor Detail lines to PO

7. Under NEW PO LABOR LINES Click on the Insert Row icon and fill in the
following:
• DESCRIPTION Labor - Engineers
• AMOUNT 96,000
• LABOR CATEGORY GSA System Engineers 1 (type “gsa”)
• VI OVERAGE Don’t Limit

LESSON 3 PURCHASE ORDERS (PO)
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