East Carolina University
 
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 
7/22/2009

     Additions By Nick Name

7/30/2008

     Additions By Description

7/30/2008

     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 
11/7/2011
    Punchout Catalog-Edit & Inspect
11/8/2010
Hosted Storeroom Catalog 
7/22/2011
Hosted Catalog 
7/22/2011
    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
6/8/2009
Receiving
12/15/2010
     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

History Search for PO

11/8/2010

    View All Document History 

 7/22/2011

History Search for Requisition 

11/8/2010

History Search for Receipt 

7/23/2009

History Search for Invoice

 12/15/2010

History My Approved Orders

11/8/2010

My POs 

11/8/2010

Req Search by Custom Field 

11/8/2010

PO Search by Custom Field

11/8/2010

Approvals
7/22/2009
    Quick View Approval

 11/8/2010

     Return to Shared Folder
8/1/2008
     Return to Requisitioner
7/26/2009
    Forward to...

8/1/2008

     Place on Hold

8/1/2008
     Add Comments
7/23/2009
    Copy Addresses from Header

7/22/2011

    Enhanced Approval Email

7/22/2011

    Email Approval

 7/22/2011

    Assign Substitute for all Approval Folders

 11/7/2011

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
6/2/2011