Mock Scenarios:

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Mock Scenarios:

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The MyFloridaMarKetPlace mock scenarios are designed to give you an opportunity ... Deliver To: Clare Starling. Need By: (one month from today) Step 4: Add Accounting ... – PowerPoint PPT presentation

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Title: Mock Scenarios:

1
MyFloridaMarketPlace
Mock Scenarios Requisitions, eQuotes, and
Receipts
Revised Date 07/16/04
2
Before you begin

The MyFloridaMarKetPlace mock scenarios are
designed to give you an opportunity to apply what
you have learned from the first 3 days of the
Instructor Led training session. These scenarios
will attempt to mock sample requisitions using
the system. Before you begin, you will need to
create the following MS Word and MS Excel
documents to be used as attachments
External Attachment 1.doc
Internal Attachment 1.doc
Internal Attachment 2.doc
Plumbing Retail Price.xls
Laptop Specifications.doc
Battery Specifications.doc

Invoice 1.doc
Invoice 2.doc
Invoice 3.doc
Invoice 4.doc
Baxter Media Pricing Agreement.doc
Signed Contract.doc

Tables Packing Slip.doc

3
Preferences Update 1 Changing Your Profile

Click on the appropriate button to view your
preferences
Click on the appropriate link to change your
profile
Follow the specification below to change your
profile preferences
Step 1 Personal Information
Supervisor Instructor
Phone Number 850-555-1234
Step 2 Accounting/Shipping Information
Bill To Department of Management Services
Street Bldg 4030 Ste 335 4050 Esplanade Way
Step 3 Justify Changes
Promotion

4
Preferences Update 2 Email Notifications

Click on the appropriate button to view your
preferences
Click on the appropriate link to change your
e-mail notification preferences
Complete the following changes to your e-mail
preferences
Change preferences to receive an e-mail only upon
the final approval of requisitions you have
submitted for approval.
Change preference to receive an email every day
for requests not approved within the first week
in your approval queue.
Change preference to not receive an e-mail for
overdue requests requiring your approval.
Change e-mail preferences to receive an one
e-mail which contains all notifications which
were generated for the previous day.

5
Preferences Update 3 Delegate Approval Authority

Click on the appropriate button to view your
preferences
Click on the appropriate link to delegate your
approval authority
Complete the following
Step 1 Delegate
Delegate Lisa Thomas
Delegation Start Date today
Delegation End Date tomorrow
Delegation Reason Out of office for
MyFloridaMarketPlace training
Select option to continue receiving an e-mail
notification
Step 2 Approval Flow
Use system-generated approval flow

6
Mock Requisition 1 Catalog Item

Step 1 Add Title
Replacement Flooring - (your initials)
Step 2 Add Items (Browsing the Catalog)
Click the link for Floor Coverings-Fabric
Click the link for 360240 Carpet, Commercial
and Residential
Add the Catalog item for Pride
Order Qty 35
Step 3 Add Shipping Details
Use default Ship To
Need by Date (one month from today)
Step 4 Add Accounting
Expansion Option JO
Object Code 512000 (Furniture and Equipment)
Step 5 Add Comments
Add internal comment Replacement flooring for
break room

PRTRAIN__________ DOTRAIN__________
7
Mock Requisition 2 Catalog Item

Step 1 Add Title
Recycled Paper - (your initials)
Step 2 Add Items (Keyword Search)
Enter paper in the Search field
Add the Catalog item
Order Qty 48
Step 3 Add Shipping Details
Use default Ship To
Shipping Method UPS
Step 4 Add Accounting
Expansion Option JO
Object Code 512000 (Furniture and Equipment)
Step 5 Add Comments
Add external comment No partial shipments

PRTRAIN__________ DOTRAIN__________
8
Mock Requisition 3 Catalog Item

Step 1 Add Title
Student Desks - (your initials)
Step 2 Add Items (Using an Advanced Search)
Click the Advanced search link
Keywords student desk
Price 250.00 to 300.00
Supplier Premium Manufacturing, Inc.
ETA (days) 28 to 35
Add the student desk priced at 280.00
Order Qty 4
Step 3 Add Shipping Details
Ship To Division of Facilities Management
Street Fletcher Bldg Room B-14 101 E Gaines ST
Shipping Method Truck Carrier
Step 4 Add Accounting
Expansion Option JO

PRTRAIN__________ DOTRAIN__________
9
Mock Requisition 4 Non-Catalog Item

Step 1 Add Title
Title Sound Proof Doors (your initials)
Step 2 Add Items (Supplier Mahaffey
Corporation)
Line Item 1 Sound Proof Doors for Server Room
Commodity Code 150400
Qty 4
Price 615.00
Step 3 Add Shipping Details
Ship items to Commission on Human Relations
2009 Apalachee Pkwy Ste 100 Tallahassee FL
Step 4 Accounting Details
Expansion Option JO
Object Code 561000 (Building and Fixed
Materials)
Step 5 Add Comments
External comments No partial shipments

PRTRAIN__________ DOTRAIN__________
10
Mock Requisition 5 Non-Catalog Requisition

Step 1 Add Title
Title Janitorial Services (your initials)
Hold Until (one week from today)
PO Start Date July 1, 2004
PO End Date June 30, 2006
Step 2 Add Items
Line Item 1 Janitorial Services for Adams
Building FY05
Supplier Elkin Enterprises
Contact Beth Wilson
Purchasing Code State Contract
Qty 12
Unit of Measure Month
Price 25,000
Step 3 Add Shipping Details
Use default Ship To Information
Step 4 Accounting Details

PRTRAIN__________ DOTRAIN__________
11
Mock Requisition 6 Non-Catalog Item

Step 1 Add Title
Title Misc Video Supplies (your initials)
Encumber Funds - Unchecked
Step 2 Add Items
Line Item 1 VHS Recorder
Supplier Baxter Media
Contact Jerry Seinfield
Purchasing Code Discretionary Purchase
Qty 2
Price 149.99
Line Item 2 Tape Recorder
Supplier Dustin Enterprise
Purchasing Code Discretionary Purchase
Qty 3
Price 59.99
Step 3 Add Shipping Details

PRTRAIN__________ DOTRAIN__________ DOTRAIN_______
___
12
Mock Requisition 7 Catalog Items

Step 1 Add Title
Misc Office Supplies - (your initials)
Step 2 Add Items
Line Item 1 Pedestal Box File
BFP-2016-L/CLT-2026-3072
Order Qty 50
Line Item 2 Cable Chase Lid Locking CCL-2345
(CLT-2026-3072)
Order Qty 25
Step 3 Add Shipping Details
Use default Ship To and include Need by Date (one
month from today)
Step 4 Add Accounting (if desired, use the Mass
Edit functionality)
Org Code 72020100100
Expansion Option JO
Object Code 512000 (Furniture and Equipment)
Step 5 Add Comments
Add external comments Notify if partial
shipments are necessary

PRTRAIN__________ DOTRAIN__________ DOTRAIN_______
___
13
Mock Requisition 8 Catalog Items

Step 1 Add Title
Misc Tables - (your initials)
Funds will not be encumbered
Step 2 Add Items
Line Item 1 Classroom Table 3000 Series
(Supplier Part Number CLT-3026-3072)
Order Qty 5
Line Item 2 General Purpose Classroom Table
(Supplier Part Number CLT-2026-3036)
Order Qty 2
Step 3 Add Shipping Details
Use default Ship To Address
Shipping Method Common Carrier
Step 4 Add Accounting (use Mass Edit if desired)
Org Code 72020100100
Expansion Option JO
Object Code 512000 (Furniture and Equipment)

PRTRAIN__________ DOTRAIN__________
14
Mock Requisition 9 Catalog Items

Step 1 Add Title
Recessed Monitor Tubs - (your initials)
Step 2 Add Items
Line Item 1 Black Recessed Monitor Tubs Part
SRM-1919 (CLT-2026-3048)
Order Qty 24
Step 3 Add Shipping Details
Ship To 2600 Blairstone Road, Twin Towers
Building Room 169
Deliver To Clare Starling
Need By (one month from today)
Step 4 Add Accounting
Org Code 72020100100
Expansion Option JO
Object Code 512000 (Furniture and Equipment)
Step 5 Add Comments
No comments

PRTRAIN__________ DOTRAIN__________
15
Mock Requisition 10 Catalog Items

Step 1 Add Title
Desks for Carr Bldg- (your initials)
On Behalf Of Instructor
Step 2 Add Items
Line Item 1 Student Desk (CD-3029-3072)
Order Qty 12
Line Item 2 Teacher Desk (TDR-2448-L
(CLT-4026-3060)
Order Qty 3
Step 3 Add Shipping Details
Use default Ship To address
Need By (2 months from today)
Step 4 Add Accounting (use Mass Edit if desired)
Org Code 72020100100
Expansion Option JO
Object Code 512000 (Furniture and Equipment)

PRTRAIN__________ DOTRAIN__________
16
Mock Requisition 11 Non-Catalog Items

Step 1 Add Title
Title Training Room Supplies (your initials)
PO Start Date July 1, 2004
PO End Date June 30, 2005
Step 2 Add Items (Supplier Boris Enterprise)
Line Item 1 Miscellaneous Dry Erase Markers
Commodity Code 618585
36 Boxes/19.99 per box
Line Item 2 Whiteboard Erasers
Commodity Code 618350
6 each/7.99 each
Line Item 3 Dry Erase Whiteboard Cleaner
Commodity Code 618140
12 Bottles/14.95 per bottle
Step 3 Add Shipping Details
Ship items to Planning and Budget Section (4050
Esplanade Way STE 260)

PRTRAIN__________ DOTRAIN__________
17
Mock Requisition 12 Non-Catalog Items

Step 1 Add Title
Title Media Supplies (your initials)
Step 2 Add Items (Supplier Baxter
Media/Supplier Location Steve Feller New York)
Line Item 1 Cassette Tapes
36 Boxes/19.99 per box
Purchasing Code Discretionary Purchase
Line Item 2 2-Wire Antennas (Radio Only)
3 each/33.99 each
Purchasing Code Discretionary Purchase
Line Item 3 Media Services
4 hours/175.00 per hour
Purchasing Code Discretionary Purchase
Step 3 Add Shipping Details
Use Default Ship To Address
Step 4 Accounting Details
Perform a Mass Edit to complete the following

PRTRAIN__________ DOTRAIN__________
18
Mock Requisition 13 Non-Catalog Items

Step 1 Add Title
Title Misc Video Supplies (your initials)
Hold Until (One week from today)
Encumber Funds - Unchecked
Step 2 Add Items
Line Item 1 VHS Recorder
Supplier Baxter Media
Contact Jerry Seinfield
Purchasing Code Discretionary Purchase
Qty 2
Price 149.99
Line Item 2 Tape Recorder
Supplier Dustin Enterprise
Purchasing Code Discretionary Purchase
Qty 3
Price 59.99

PRTRAIN__________ DOTRAIN__________
19
Mock Requisition 14 Item Level MA

Step 1 Add Title
Title Replacement Uniforms (your initials)
Step 2 Add Items (Contract ID LDT-12345)
24 Medium Black Polo Shirts w/Pockets
12 Small Black Polo Shirts No Pockets
36 Large Blue Polo Shirts w/ Pockets
Step 3 Add Shipping Details
Use default Ship To address
Step 4 Accounting Details
Perform a Mass Edit to complete the following
Organization Code 72020100100
Expansion Option JO
Object Code 512000 (Furniture and Equipment)
Step 5 Add Comments
Add Internal comments Please approve ASAP

PRTRAIN__________ MATRAIN__________
20
Mock Requisition 15 Item Level MA

Step 1 Add Title
Title Requisition from Inter-Agency Contract
(your initials)
Step 2 Add Items (Contract ID DEP12987-LNR)
Fluoride Pellets 12
Bioassay 4
Step 3 Add Shipping Details
Use default Ship To address
Shipping Method - UPS
Step 4 Accounting Details
Perform a Mass Edit to complete the following
Organization Code 72020100100
Expansion Option JO
Object Code 512000 (Furniture and Equipment)
Step 5 Add Comments
Add Internal comments Please approve ASAP

PRTRAIN__________ MATRAIN__________
21
Mock Requisition 16 Supplier Level MA
PRTRAIN__________ MATRAIN__________
22
Mock Requisition 17 eQuote

Step 1 Add Title
Title eQuote Toshiba IT Equipment (your
initials)
Step 2 Add eQuote Shipping Details
Select Shipping Address ID 72-S78
Need-By Date (one month from today)
Shipping Method UPS
Step 1 Enter eQuote Info
Response Due Rush Response
Delivery Need By (one month from today)
Line item 1
Toshiba Laptop Tecra 8100 13G Hard drive
Order Quantity 3
Line item 2
Toshiba Backup Battery Model PT810U
Order Quantity 3
Add Attachments
Laptop Specifications.doc

PRTRAIN__________
23
Mock Requisition 18 eQuote

Step 1 Add Title
Title eQuote Xerox Copier Accessories (your
initials)
Step 2 Add eQuote Shipping Details
Ship To Select Ship To address for Alachua
(hint search by City)
Need-By Date (one month from today)
Shipping Method UPS
Step 1 Enter eQuote Info
Line item 1
Copy Machine Toner Xerox 7891-1389
Order Qty 3
Line item 2
Copy Machine Staple Cartridge Model XJ-9763
Order Qty 2
Step 2 Select Suppliers
Add the following Suppliers
Florida Maintenance Supply

PRTRAIN__________
Note An eQuote cannot be edited once it has been
submitted to the suppliers.
24
Entering a Receipt Mock Requisition 7

Purchase Order 7 DOTRAIN______
Fully Receive Order RCTRAIN_____
Pedestal Box Files
Accept 50
Add internal comment Order received in full no
exceptions
Purchase Order 2 DOTRAIN______
Fully Receive Order RCTRAIN______
Locking Lid Cable Chases
Accept 25
Add internal comment Order received in full no
exceptions
Note The Date Received field will accept a
previous date. However, a date prior to the
generation of the purchase order will generate an
error message. A date in the future will also
trigger an error message.

25
Entering a Receipt Mock Requisition 8

Purchase Order 8 DOTRAIN_____
Receipt 1 RCTRAIN______
Classroom Tables
Accept 5
General Purpose Tables
Accept 1
Receipt 2 RCTRAIN_______
General Purpose Tables
Accept 1
Add Comment Final receipt
Add Attachment Tables Packing Slip.doc

26
Entering a Receipt Mock Requisition 9

Purchase Order 9 DOTRAIN_____
Partial Receipt 1 RCTRAIN_____
Semi-Recessed Monitor Tubs
Accept 12
Reject 12 (Reject Reason Shipped incorrect
tubs)
Add Comment Returned incorrect tubs vendor to
re-ship within 72 hrs
Partial Receipt 2 RCTRAIN______
Semi-Recessed Monitor Tubs
Reject 12 (Reject Reason Damaged Tubs)
Close Order
Add comment Returned damaged tubs closing order
Partial Receipt 3 RCTRAIN_______
Semi-Recessed Monitor Tubs
Reopen order
Accept 12
Add Comment Order reopened to received 12 tubs
final receipt

27
Entering a Receipt Mock Requisition 10
Why are there no detailed instructions for you to
enter the receipt information for Mock
Requisition 10? Answer ________________________
______________
28
Entering a Receipt Mock Requisition 11

Purchase Order 11 DOTRAIN___________
Receipt 1 RCTRAIN___________
Miscellaneous Dry Erase Markers
Accept 24
Whiteboard Erasers
Accept 6
Dry Erase Whiteboard Cleaner
Accept 10
Reject 2 (Reason Damaged bottles)
Receipt 2 RCTRAIN___________
Miscellaneous Dry Erase Markers
Accept 12
Add internal comment Did not receive complete
order 2 damaged bottles of cleaner this is the
final receipt
Close Order

29
Entering a Receipt Mock Requisition 12

Purchase Order 12 DOTRAIN____________
Receipt 1 RCTRAIN______
Cassette Tapes
Accept 24
2-Wire Antennas (Radio Only)
Accept 6
Add comment Remaining cassette tapes on
back-order.
Receipt 2 RCTRAIN______
Cassette Tapes
Accept 12
Note Purchase order contains 3 line items
however 2 line items are listed for receiving.
Why? _____________________________________________
__________

30
Entering a Receipt Mock Requisition 13
Why are there no detailed instructions for you to
enter the receipt information for Mock
Requisition 7? Answer _________________________
_____________
31
Mock Invoice eForm 1 Purchase Order

Step 1 Invoice Header
Title Misc Office Supplies (your initials)
Supplier Invoice (enter the PO number)
Supplier Invoice Date (todays date)
Invoice Received Date (todays date)
Supplier Premium Manufacturing, Inc
Supplier Contact (select registered contact
location)
Subtotal 775.00
Step 2 Invoice Lines
Invoicing without Order/Release? No
Purchase Order (search for your PO number and
generate the invoice)
Step 3 Summary
Add comment Scanned invoice attached
Add attachment Invoice 1.doc

32
Mock Invoice eForm 2 Purchase Order

Step 1 Invoice Header
Title Misc Office Supplies (your initials)
Supplier Invoice (enter the PO number)
Supplier Invoice Date (todays date)
Invoice Received Date (todays date)
Supplier Premium Manufacturing, Inc
Supplier Contact (select registered contact
location)
Subtotal 312.50
Step 2 Invoice Lines
Invoicing without Order/Release? No
Purchase Order (search for your PO number and
generate the invoice)
Step 3 Summary
Add comment Scanned invoice attached
Add attachment Invoice 2.doc

33
Mock Invoice eForm 3 Purchase Order

Step 1 Invoice Header
Title Misc Tables for Mahan Bldg (your
initials)
Supplier Invoice (enter the PO number)
Supplier Invoice Date (todays date)
Invoice Received Date (todays date)
Supplier Premium Manufacturing, Inc
Supplier Contact (select registered contact
location)
Subtotal 1925.84
Step 2 Invoice Lines
Invoicing without Order/Release? No
Purchase Order (search for your PO number and
generate the invoice)
Change the quantity for the General Purpose
Table to 1
Step 3 Summary
Add comment Scanned invoice attached
Add attachment Invoice 3.doc

34
Mock Invoice eForm 4 Purchase Order

Step 1 Invoice Header
Title Misc Tables for Mahan Bldg (your
initials)
Supplier Invoice (enter the PO number-2)
Supplier Invoice Date (todays date)
Invoice Received Date (todays date)
Supplier Premium Manufacturing, Inc
Supplier Contact (select registered contact
location)
Subtotal 257.04
Step 2 Invoice Lines
Invoicing without Order/Release? No
Purchase Order (search for your PO number and
generate the invoice)
Delete the line item for Classroom Table 3000
Series Lower quantity for General Purpose
Tables
Step 3 Summary
Add comment Scanned invoice attached
Add attachment Invoice 4.doc

35
Mock Master Agreement 1 Supplier Level

Step 1 Definitions
Title Agency Contract for Baxter Media - (your
initials)
Description This MA will be used to capture
agency FY04 and FY05 spend from Baxter Media.
Method of Procurement Under Bid Threshold
Contract ID 12345-(your initials)
Effective Date July 1, 2004
Expiration Date June 30, 2006
Supplier Baxter Media
Supplier Location Jerry Seinfeld New York
Historical Amount Spent 3500
Step 2 Limits
Maximum Commitment 25000
Number of Days Before the Agreement Expires 180
Available Balance at or Below 20
Step 3 Pricing Terms
Full Description Contracted pricing terms for
agreement
Discount Percent 10

MARTRAIN__________ MATRAIN___________
Release Required Yes
36
Mock Master Agreement 2 Commodity Level

Step 1 Definitions
Title Agency Contract for Janitorial Services -
(your initials)
Description This MA will be used to track
invoices paid from Coleman Sons.
Method of Procurement Competitive Bid
Contract ID JS01-(your initials)
Effective Date January 2, 2004
Expiration Date June 30, 2006
Supplier Coleman Sons
Agreement Type Commodity Level
Release Required? No
Step 2 Limits
Maximum Commitment 150000
Number of Days Before the Agreement Expires 15
Available Balance at or Below 10
Step 3 Pricing Terms
Full Description Agency term contract negotiated
pricing for commodity code
Commodity Code 991450 Janitorial Services

MARTRAIN__________ MATRAIN___________
37
Mock Master Agreement 3 Item Level

Step 1 Definitions
Title Copy Paper - (your initials)
Description This MA will be used to track
purchase order for copy paper.
Method of Procurement UND Under Bid Threshold
Contract ID CP01-(your initials)
Effective Date July 1, 2004
Expiration Date June 30, 2005
Supplier Office Supplies Ltd
Agreement Type Item Level
Release Required? Yes
Step 2 Limits
Maximum Commitment 24999.99
Number of Days Before the Agreement Expires 90
Available Balance at or Below 20
Step 3 Pricing Terms
Line Item 1 8.5 x 11 AA Recycled Paper (35.50
per case)
Line Item 2 8.5 x 14 AA Recycled Paper (47.25
per case)

MARTRAIN__________ MATRAIN___________
Hint The Supplier Part Number for each line
item must be unique.
38
Mock Release 1 Supplier Level MA
39
Mock Release 1 Commodity Level MA
Can a release order be generated against your
Commodity Level MA? _____________________________
__________________
40
Mock Release 1 Item Level MA