Page 54 - Participant Guide - Unanet GovCon Using Purchasing

System Administrator – Setup

• Configuration Properties
• Setup - Approval Groups
• Forms
• Alerts
• Person – Non-Employee (PO) and Assign Vendor
• Project – Require PO for Non-Employee (PO)

Complete the Basic Purchasing Configuration:

• Admin Properties
• Admin Setup
o Items and Units of Measure
o Alerts
o Purchasing Approval Groups
o Purchase Requisition and Purchase Order UDFs
o Purchase Order Forms
• People Setup
• Project Setup

People Setup:

• Assign the Roles of Timesheet User and Expense User
• Set up Subcontractor(s) as People with the Classification of "Non-Employee PO."
This ties to the Project requirement to require a PO number if the Person
Classification is "Non-Employee PO."
• Enter the Vendor Organization on both the Time and Expense tabs.

Project Setup:

On the Project Time (Expense) tab – select the setting to require a PO Assignment for a
Non-Employee (PO) person.

Projects have a field called Require PO for Non-Employee (PO) Time on the Time tab,
and Require PO for Non-Employee (PO) Expense on the Expense tab. If these are
checked, then timesheets and expense reports for subcontractors classified as Non-
Employee (PO) on their People profile must be tied to an Open PO.

APPENDIX B: SUPPLEMENTAL INFORMATION
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