e-Procurement Training Documents & Tips

TRAINING DOCUMENTS  (PDFs)

Requisitions
Creating a Requisition
Entering a Requisition
Editing a Requisition

Purchase Orders
Blanket vs Non-Blanket POs
Printing a Purchase Order

Approvals
Adding an Approver
Approving/Denying		Catalog
Catalog Bundle IDs
Catalog Favorites
Catalog Saved Searches

Commodity Codes
Commodity Codes
Top 50 Commodity Codes

Miscellaneous
System Searches
Mass Edit

( download all )		 


TIPS

  • When you receive the email with your Datatel Requisition #, you must go in and insert your buyer's name, and be sure to check your account information, or it will never show up in their work list.
  • To look up an E-Procurement Requisition Number in Datatel:
    In Datatel, type 'XERI' in the 'Quick Access' field at the top. In the pop-up, type in your E-Procurement number (PRxxxxxxxxx) and click on 'Okay.' It will pull the requisition up and show your Datatel requisition number on the right side of the screen in the 'Colleague Requisition' field.