Page 3 - Participant Guide - Unanet GovCon Using Purchasing

Activity 3.1 Create a Purchase Order for Items From a Purchase Requisition ....... 24

Activity 3.2 Create a Purchase Order for Labor Without a Purchase Requisition ... 26
Sending Purchase Orders to Vendors ................................................................... 28

Purchasing Alerts Preferences............................................................................... 29
Review Purchasing Reports ................................................................................... 30

Activity 3.3 Review Purchase Order Details Report ............................................... 30
Check Your Understanding .................................................................................... 31

LESSON 4 PURCHASE ORDER ASSIGNMENTS & RECEIPTS ............ 32
Learning Objectives ................................................................................................ 32

Introduction .............................................................................................................. 32
Purchase Receipts ................................................................................................... 33

Activity 4.1 Create a Purchase Receipt for Items ................................................... 33
Purchase Order (PO) Assignments ........................................................................ 34

Activity 4.2 Create a PO Assignment for Labor ...................................................... 35
Project Assign from PO .......................................................................................... 36

Activity 4.3 Create a Project Assignment from a PO .............................................. 36
Results in Accounts Payable when using 3-way match ....................................... 37

Check Your Understanding .................................................................................... 38
LESSON 5 MANAGE AND MONITOR PURCHASING ............................ 39

Learning Objectives ................................................................................................ 39

Introduction .............................................................................................................. 39
Modifications (Mods) ............................................................................................... 39
Validations ............................................................................................................... 39

Activity 5.1 Create a Purchase Request (PR) Modification .................................... 40
Activity 5.2 Approve PR Modification and Create a Purchase Order (PO)
Modification ............................................................................................................ 41

Review Purchasing Reports ................................................................................... 44
Activity 5.3 Project Commitments Report ............................................................... 44

Close a Purchase Order .......................................................................................... 45
Activity 5.4 Close a Purchase Order ...................................................................... 45

Check Your Understanding .................................................................................... 46
APPENDIX A: CHECK YOUR UNDERSTANDING ANSWER KEY ......... 47

©2022 Unanet. All rights reserved. 3