Title: State of Connecticut CoreCT Project
1State of ConnecticutCore-CT Project Receiving
Goods/Services eProcurement 4 hrs
Updated 03/03/2003
2Getting Started
Welcome
- Welcome to the eProcurement Receiving Goods and
Services course! - Instructor introduction
- Participant introduction
- Training Facility Orientation
- Ground rules
- To participate in this course, you should have
already completed the following training - PeopleSoft Navigation Tutorial
- Purchasing Overview course
3Course Agenda
4Objectives
Welcome
- In this training, you will learn to
- Apply the new financial processes that you
learned about in the Overview course. We will
specifically focus on the following processes - Selecting Requisitions
- Entering Receipts Required Processes
- Entering Receipts Optional Processes
- Use Core-CT as a tool in supporting the processes
- Utilize Core-CT functionality to maximize your
efficiency
5Training Tools
Welcome
- In this training session, we will use tools
created specifically for this course. - Presentation
- We will use a PowerPoint presentation to guide us
through our discussion of processes and key
points related to using Core-CT to support those
processes - Exercises
- We have developed exercises that will enable you
to practice the skills you will learn in each
module - Training Database
- The functionality in our database mirrors the
Core-CT production environment closely, though
some changes will likely made prior to go-live - Significant changes made after training will be
communicated to you - Data has been loaded into the system to help you
learn how to use the system, not to reflect a
specific agencys transactions - You can make mistakes and experiment without
consequence
6Training Tools
Welcome
- We will also use a web-based help system during
the class. This tool will be available to you
after go-live. - Web Learning Assistant (WLA)
- Web-based tool that provides help for specific
processes (e.g. Approving Vendor Contracts) - Contains procedures, job aids, glossary
- The WLA is your primary reference tool (Now and
once Core-CT goes live) - The WLA will evolve with Core-CT. As
functionality changes, so will the content in the
WLA
Lets walk-through the tool together now.
7Training Tools
Welcome
- Job Aids are available to reinforce the
information introduced in this course. Job Aids
summarize key information and outline critical
processes in Core-CT. These job aids will be
available on the Core-CT WEB Site. - General Job Aids, i.e. Agency Acronyms
- Module Specific Job Aids, i.e. Purchase Order
Life Cycle - Reporting Job Aids, i.e. How to Run Specific
Reports
8Course Agenda
9Process Flow
Entering Receipts
Select Requisition to Receive
Verify Defaulted Information
Receive, Accept or Reject Quantities
Save Receipt
-View or Add Receipt Comments -View Line
Details (Optional Steps)
10Course Agenda
11Overview
Entering Receipts
- Receipts are created based on paper documents.
The Entering Receipts process is made up of
several required steps within Core-CT
eProcurement. The steps for Entering Receipts
are as follows - Select the Requisition to Receive
- Verify Defaulted Information
- Receive, Accept, or Reject Shipping Quantities
- Save the Receipt
12Process Flow
Entering Receipts
Select Requisition to Receive
Verify Defaulted Information
Receive, Accept or Reject Quantities
Save Receipt
-View or Add Receipt Comments -View Line
Details (Optional Steps)
13Key Points
Entering Receipts
- There are two types of receivers in Core-CT
- Casual Receiver
- General Receiver
- Casual receivers will only be able to receive
against the requisitions they created. - There are three types of receiving in
eProcurement - Blind
- OrderQuantity
- PO Remaining
14Walk-through and Exercise
Entering Receipts
- Lets log-in to Core-CT.
- First, we will walk-through the process together
- Scenario Enter a Receipt
- WLA Path
- Purchasing, Managing Shipments, Data Entry
Procedures, Enter Receipts - eProcurement - On your own, complete exercises 2 in your
Exercise packet - Remember to utilize the Web Learning Assistant
- Raise your hand if you need any assistance
15Walk-through and Exercise
Entering Receipts
- Lets log-in to Core-CT.
- First, we will walk-through the process together
- Scenario Enter a Receipt for a Partial Shipment
- WLA Path
- Purchasing, Managing Shipments, Data Entry
Procedures, Enter Receipts - eProcurement - On your own, complete exercises 4 in your
Exercise packet - Remember to utilize the Web Learning Assistant
- Raise your hand if you need any assistance
16Walk-through and Exercise
Entering Receipts
- Lets log-in to Core-CT.
- First, we will walk-through the process together
- Scenario Enter a Receipt and Reject an Item
- WLA Path
- Purchasing, Managing Shipments, Data Entry
Procedures, Enter Receipts - eProcurement - On your own, complete exercises 6 in your
Exercise packet - Remember to utilize the Web Learning Assistant
- Raise your hand if you need any assistance
17Course Agenda
18Overview
Entering Receipts Optional Processes
- Entering Optional Receipt Information consists of
the following activities - Adding Receipt Comments
- Viewing Receipt Comments
- Viewing Line Details
19Process Flow
Entering Receipts Optional Processes
Select Requisition to Receive
Verify Defaulted Information - View Receipt
Details
Receive, Accept or Reject Quantities
Save Receipt
- View or Add Receipt
- Comments
- -View Line Details
- (Optional Steps)
20Walk-through and Exercise
Entering Receipts Optional Processes
- Lets log-in to Core-CT.
- First, we will walk-through the process together
- Scenario Adding and Viewing Comments
- WLA Path
- There are no WLAs for this topic
- On your own, complete exercises 8 in your
Exercise packet - Remember to utilize the Web Learning Assistant
- Raise your hand if you need any assistance
21Walk-through and Exercise
Entering Receipts Optional Processes
- Lets log-in to Core-CT.
- First, we will walk-through the process together
- Scenario View Line Details
- WLA Path
- There are no WLAs for this topic
- On your own, complete exercises 10 in your
Exercise packet - Remember to utilize the Web Learning Assistant
- Raise your hand if you need any assistance
22Course Agenda
23Conclusion
- Wrapping Up Receiving in eProcurement
- Summary of Completed Course Objectives
- Entering Receipts Required Processes
- Entering Receipts Optional Processes
- Final Questions
24Sandbox Goals/ Action Plan/Adjourn
After Final Topic
- After this class, Central/Agency users can
- Use the Sandbox environment as a database that
has been set up to utilize for practice on
Core-CT to keep reinforcing what you have learned
today. Use all of the exercises completed here in
class as job aids in the Sandbox environment when
you return to your agencies. - Fill out the Action Plan sheet so the
participants can plan when they will be utilizing
the Sandbox and can make the commitment to do so. - Complete the course evaluation forms.
- Wrap up and Adjourn the class.