Purchase Orders/Purchasing Assets

 
The Purchase Order module in SWIFT provides the mechanism for the State to acquire and track goods or services. Agencies make purchases mainly through purchase orders and purchasing cards (PCard). 

Understand Purchase Orders

• Purchase Order Document Types
• Select the Correct Purchase Order Document Type
• Understand Purchase Order Header Values
• Verify Default Values on Purchase Orders

Create Purchase Orders

• Create a Purchase Order for an Inventory Item
  
• Create a Purchase Order from Another Purchase Order
  
• Create a Purchase Order Referencing a Contract
  
• Create a Purchase Order with Multiple Lines
  
• Create and Dispatch a Purchase Order

Edit and Maintain Purchase Orders

• Add Freight and Miscellaneous Charges to a Purchase Order
• Edit an Individual Purchase Order
  
• Handle a Certification Error on a Purchase Order
  
• Handle Budget Check Errors on Purchase Orders
• Print a Purchase Order
• Update the Sales Tax Settings on Purchase Orders

 Cancel or Close Purchase Orders

• Cancel a Purchase Order Tied to a Requisition 
• Cancel a Purchase Order
• Cancel a Purchase Order line 
• Close a Purchase Order line
• Close a Purchase Order Referencing a Contract Using a Change Order
  
• Close a Purchase Order using the Buyer's WorkBench 
• Close Multiple Purchase Orders Using CSV Files
  

Approve Purchase Orders

• Approve Purchase Orders using the Approval Workflow
• Set up Temporary Approvers for Purchase Orders

Reporting

• Common Queries for Purchase Orders
  
• PO Inquiry
  
• Purchase Order Activity Summary
  
• Use the Buyer WorkCenter
  
• Use the Document Status
  
• Use the PO Maintain Distributions
  
• Use the PO Accounting Entries Inquiry 

Purchasing Assets

• Purchasing Assets 
• Run Queries for Asset Purchasing

Return to Training Guides List -->