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A Division of Business Services
Materials Management - PORT


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PORT Training Procedures

Please ensure that if you print copies of these procedures that your materials are the latest version. This can be verified by comparing the date at the top of your printed procedures with the dates of the procedure listed below.

 

Procedures
Last Updated
PORT Training Manual

11/7/2011

User Profile 
11/7/2011

     Color Theme

7/28/2008

     Email Notifications 

7/22/2011

     Using Email Notifications

7/22/2009
    Navigation Bar Setup

7/22/2009

FOAPAL Code Edits 
7/22/2008

     Additions By Value

7/30/2008

     Additions By Description

7/30/2008

     Changing Defaults

7/30/2008

     Deleting

7/30/2008
   FOAP Code Favorites

 7/22/2011

Ship Code Edits 
3/22/2012

     Additions By Nick Name

3/22/2012

     Additions By Description

3/22/2012

     Contact Info

7/30/2008

     Changing Defaults

7/30/2008

     Deleting

7/30/2008
Create Favorite Folders 
7/22/2009

     Create Favorite Items

7/24/2009
     Use My Favorite Items
7/24/2009
     Use University Favorite Items
7/24/2009
     Copy Favorite Items
7/24/2009
     Delete Favorite Items
7/24/2009
Non-Catalog Form 
7/22/2011
Special Orders Form 
11/8/2010
Punchout Catalog 
7/20/2012
    Punchout Catalog-Edit & Inspect
11/8/2010
Hosted Storeroom Catalog 
7/20/2012
Hosted Catalog 
7/20/2012
    Hosted Catalog Search Improvements

 7/26/2010

    Filter on Multiple Values

 7/26/2010

    Hosted Catalog-Level 2

 12/8/2009

     Edit Cart Header
11/8/2010
     Edit Cart Items
11/8/2010
        Change Supplier Action

11/8/2010

     Review Cart Header
3/24/2011
        Header Split by Amount of Price

11/8/2010

        Header Split by % of Price

11/8/2010

     Review Cart Items
3/24/2011
   Move to New Cart

11/8/2010

New Supplier Request
10/24/2012
Receiving
3/26/2012
     Settlement Status
7/23/2009
     Receipts for PO
7/23/2009
    Invoices for PO

 12/15/2010

    Reopening, Deleting, and Adding Comments

 7/22/2011

    Improved Visibility to Draft Receipts

 7/22/2011

Withdrawing

11/8/2010

Change Order Request

11/8/2010

Ship Code Maintenance

3/24/2011

Document Search for PO

3/22/2012

    View All Document History 

 3/22/2012

Document Search for Requisition 

3/22/2012

Document Search for Receipt 

3/22/2012

Document Search for Invoice

 3/22/2012

My POs 

3/22/2012

Req Document Search Options 

7/20/2012

    Document Post Filter Search  3/23/2012
PO Document Search Options

3/23/2012

Approvals
11/2/2012
    Quick View Approval

11/2/2012

     Return to Shared Folder
11/2/2012
     Return to Requisitioner
11/2/2012
    Forward to...

11/2/2012

     Place on Hold

11/2/2012
     Add Comments
11/2/2012
    Copy Addresses from Header

7/22/2011

    Enhanced Approval Email

11/22/2012

    Email Approval

11/2/2012

    Manage Substitutions for all Approval Folders

7/22/2013

    Filters and Sorting Approvals

11/2/2012

Prepared by User Retains Access to PO

 7/22/2011

Prepared by User Retains Access to Req

 7/22/2011

Improved Prepared By/Prepared For Order Process

 7/22/2011

Future Year
6/4/2013