Demonstrations of TeamWorks Processes

• Entering a Virtual Catalog Requisition Demo  added 10/12/18
• Entering a Special Request Requisition Demo  added 10/12/18
• Approving a Requisition Demo  added 10/11/18
• Sourcing a Requisition to a Purchase Order Demo  added 10/12/18
• Updating a Newly Sourced Purchase Order Demo  added 10/12/18
• Printing a Purchase Order Demo  added 10/12/18
• Receiving a Purchase Order Demo   added 10/11/18
• How to find a supplier's vendor id Demo  added 10/11/18
• How to see if a supplier has been paid Demo  added 10/11/18
• Correcting Chartfields on a Requisition Demo  added 10/12/18
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Quick Reference Guides

• Creating a Virtual Catalog Requisition  updated 10/12/18
• Creating a Special Requisition under $25,000  updated 10/12/18
• Creating a Special Requisition over $25,000   updated 10/12/18
• Creating an Emergency Requisition over $25,000  updated 07/16/13 
• Approving a Requisition  updated 10/12/18
• Staging/Sourcing a Requisition to a Purchase Order 
• Updating a Purchase Order  updated 11/2016
• Dispatching a Purchase Order 
• Receiving 
• Closing/Canceling a Purchase Order  updated 8/23/13
• Viewing Chartfield Notes  updated 10/12/18
• Viewing Purchasing Notes  updated 10/12/18
• What to send Accounting   updated 10/12/18
• Converting P-card PO Back to a Regular PO  updated 12/17/19
• e-Verify Reporting (PeopleSoft instruction)  updated 5/17/16

Making Changes to Purchase Orders

(Updated 8/23/13)

Current Year

• Making Price Changes to a Current Year Contract Purchase Order 

Prior Year

When touching a prior year purchase order, you must be extremely careful or you could cause the Department to get major audit findings. Be sure you are focused and have eliminated distractions prior to editing a purchasing order.

•  Raising a Price to a Prior year Purchase Order 
• Lowering a Price to a Prior Year Purchase Order 
• Raising a Price to a Prior Year Contract Purchase Order 
• Lowering a Price to a Prior Year Contract Purchase Order 
• uploads
• Changing Budget Codes to a Prior Year Partially Paid Purchase Order 
• Changing Budget Codes to a Prior year Purchase Order with NO Payment Made 

If you have a situation that is not covered by one of these instructions, you must e-mail the situation to your Purchasing Specialist.