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State of Connecticut CoreCT Project

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Use Core-CT as a tool in supporting the processes ... There are two types of receivers in Core-CT. Casual Receiver. General Receiver ... – PowerPoint PPT presentation

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Title: State of Connecticut CoreCT Project


1
State of ConnecticutCore-CT Project Receiving
Goods/Services eProcurement 4 hrs
Updated 03/03/2003
2
Getting 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

3
Course Agenda
4
Objectives
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

5
Training 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

6
Training 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.
7
Training 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

8
Course Agenda
9
Process 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)
10
Course Agenda
11
Overview
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

12
Process 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)
13
Key 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

14
Walk-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

15
Walk-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

16
Walk-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

17
Course Agenda
18
Overview
Entering Receipts Optional Processes
  • Entering Optional Receipt Information consists of
    the following activities
  • Adding Receipt Comments
  • Viewing Receipt Comments
  • Viewing Line Details

19
Process 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)

20
Walk-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

21
Walk-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

22
Course Agenda
23
Conclusion
  • Wrapping Up Receiving in eProcurement
  • Summary of Completed Course Objectives
  • Entering Receipts Required Processes
  • Entering Receipts Optional Processes
  • Final Questions

24
Sandbox 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.
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