Page 8 - Participant Guide - Unanet GovCon Using Purchasing

LESSON 1: PURCHASING

Learning Objectives

• Analyze the Purchasing flow in Unanet
• Identify the user roles required to perform Purchasing processes
• Review the necessary system configuration and property settings

Introduction

Purchasing is the act of buying the goods and services that a company needs to
operate and/or manufacture products. It is critical to understand the process flow and
which roles are able to perform the various steps. In addition, there are administration
properties that must be configured.

Lesson 1 Overview Video (for SDL only)

Assumptions

• Subcontractors will enter Time and Expense into Unanet (Scenario A)
• Use of 3-way match process with PO, Project transactions, AP Vendor Invoice
o Purchase Order Assigner – create PO Assignments which is the link
between a timesheet (expense report) and a Purchase Order
o Project configurations – Project Resource Assigners ensure that project
assignments map to a PO assignment
o Receipts are used when Items Purchased are received

Purchasing Process Flow
Traditionally, the purchasing process is a cycle, with each step requiring the exchange
of information and various approvals to move forward. Every business will have its own
unique touches to add, but generally, purchasing is a well-established process.
Unanet Purchasing Process:
• Create Purchase Requisition (PR)
• Submit PR for Approval (typical but optional)
• Track all research results using the Attachments and UDFs
• Create Purchase Order (PO) from PR
• Carry over Attachments and UDFs from PR to PO (optional)
• Submit PO for Approval (optional)
• For Labor (Expense)
o Create PO Assignment for Labor (Expense)
o Create Project Assignment from PO Assignment
o Users enter timesheet (expense report) to the project in Unanet
• For Items - Create Receipts
• Accounts Payable Department - Create Vendor Invoice from PO (3-way match)

LESSON 1: PURCHASING
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