SRM SRM ‐ Shopper Personal Settings Shopper Personal Settings Supplier Relationship Management Supplier Relationship Management ‐ MM SRM_SPS_200 MM SRM_SPS_200 1 Supplier Relationship Supplier Relationship Management Management Shopper Personal Settings Shopper Personal Settings MM SRM_SPS_200 MM SRM_SPS_200 Click anywhere on the slide to proceed through this course Click anywhere on the slide to proceed through this course Check for Understanding Check for Understanding • The Check for Understanding is a series of questions which will be presented at the end of the course. • You must successfully complete the Check for Understanding to get credit for the course completion. • To complete: 1. Click on the radio button next to your answer 2. Click on the Submit button 3. Click any where on the slide to continue 4. Repeat Steps 1 through 3 for each question SRM SRM ‐ Shopper Personal Settings Shopper Personal Settings ‐ MM SRM_SPS_200 MM SRM_SPS_200 5. After answering all of the questions, the Quiz Results will display 6. Upon passing, click on the Continue button to continue to the next slide 7. If you do not pass, you will need to retake the quiz. 2
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SRM SRM ‐‐ Shopper Personal SettingsShopper Personal Settings
SRM SRM ‐‐ Shopper Personal Settings Shopper Personal Settings ‐‐MM SRM_SPS_200MM SRM_SPS_200 55
Role CombinationsRole Combinations
SRM Role CombinationsSRM Role Combinations
Shopper – Approverpp pp
Shopper – Confirmer
Approver – Confirmer
For security reasons with Materials Management access,For security reasons with Materials Management access,l h 2 f th 3 l il bll h 2 f th 3 l il bla person can only have 2 of the 3 roles available. a person can only have 2 of the 3 roles available.
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SRM SRM ‐‐ Shopper Personal SettingsShopper Personal Settings
New SRM Purchasing Process New SRM Purchasing Process –– Catalogs/ContractsCatalogs/Contracts
C tC tPurchase
Create Create Shopping Shopping CartCart
Approval Order Auto‐sends to Supplier
Goods Confirmation
Invoice Posting
•Catalogs and contracts are created and maintained by Purchasing, thus creating the h f h dShopping Cart experience for the end user.
•If a needed good or service is not available from a catalog or contract, the Shopper may obtain a quote and enter a “free text” Shopping Cart.
•Encumbrance occurs when Shopping Cart is approved.
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Log On Log On –– myUKmyUK Portal & Shopper Tab Portal & Shopper Tab
2. Navigate to the Shopper Tab
Launch Pad icons are not used with SRM roles. Launch Pad icons are not used with SRM roles.
2. Navigate to the Shopper Tab
Launch Pad icons are not used with SRM roles. Launch Pad icons are not used with SRM roles.
1. Login to myUK Portal1. Login to myUK Portal
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The Portal screen view is determined by the end user’s assigned rolesThe Portal screen view is determined by the end user’s assigned rolesThe Portal screen view is determined by the end user’s assigned rolesThe Portal screen view is determined by the end user’s assigned roles
SRM SRM ‐‐ Shopper Personal SettingsShopper Personal Settings
Personal Settings Personal Settings –– Personal Data Personal Data 4. If changes need to be made to your Personal Data, click Edit and update information
3. Review Personal Data on both the Position tab and User Account tab
Form of Address i i d
4. If changes need to be made to your Personal Data, click Edit and update information
3. Review Personal Data on both the Position tab and User Account tab
Form of Address i i dis requiredis required
SRM SRM ‐‐ Shopper Personal Settings Shopper Personal Settings ‐‐MM SRM_SPS_200MM SRM_SPS_200
5. Click Save5. Click Save
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Personal Settings Personal Settings –– AttributesAttributes
AttributesAttributes are default settings which populate into every Shopping Cart to facilitate a more efficient shopping experience.
The following attributes can be set as defaults:A A i C•Account Assignment Category
•Cost Center•WBS Element
•Delivery Address
Not setting attributes will require manual entry of components for every Shopping Cart.
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SRM SRM ‐‐ Shopper Personal SettingsShopper Personal Settings
Attribute Attribute –– Account AssignmentAccount AssignmentAccount Assignment Attribute dictates which type of account Account Assignment Attribute dictates which type of account
assignment will default into each Shopping Cart. assignment will default into each Shopping Cart.
1. Select Edit
Account Assignment Attribute dictates which type of account Account Assignment Attribute dictates which type of account assignment will default into each Shopping Cart. assignment will default into each Shopping Cart.
1. Select Edit
2. Select Account Assignment Category as the Attribute type2. Select Account Assignment Category as the Attribute type
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This task is only for selecting the “type” of account assignment to default into This task is only for selecting the “type” of account assignment to default into each Shopping Cart. The actual cost center or WBS numbers are entered on each Shopping Cart. The actual cost center or WBS numbers are entered on
the following screens.the following screens.
3. Click Standard radio button, to activate default Account Assignment Category type
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SRM SRM ‐‐ Shopper Personal SettingsShopper Personal Settings
Attribute Attribute –– Alternative Delivery AddressAlternative Delivery Address
1. Click Add Line to add alternative Delivery Address
While it is possible to add multiple alternative delivery addresses, While it is possible to add multiple alternative delivery addresses, only one default may be selected at a given time .only one default may be selected at a given time .
1. Click Add Line to add alternative Delivery Address
While it is possible to add multiple alternative delivery addresses, While it is possible to add multiple alternative delivery addresses, only one default may be selected at a given time .only one default may be selected at a given time .
2. Click Possible Search Entries icon to search for address3. Locate and highlight desired
alternate Delivery Address.
2. Click Possible Search Entries icon to search for address3. Locate and highlight desired
alternate Delivery Address.
5. Click the Standard radio button to activate the alternative, default delivery address
4. Click OK
5. Click the Standard radio button to activate the alternative, default delivery address
4. Click OK
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Attribute Attribute –– WBS ElementWBS Element
1. Select WBS Element1. Select WBS Element
2. Select Logical System from the drop down list (there is only one choice)
Note: If WBS Element is unknown, click Possible Search Entries icon to conduct search
Note: If WBS Element is unknown, click Possible Search Entries icon to conduct search
3. Enter WBS Element #
2. Select Logical System from the drop down list (there is only one choice)
Note: If WBS Element is unknown, click Possible Search Entries icon to conduct search
3. Enter WBS Element #
SRM SRM ‐‐ Shopper Personal Settings Shopper Personal Settings ‐‐MM SRM_SPS_200MM SRM_SPS_200 2020
SRM SRM ‐‐ Shopper Personal SettingsShopper Personal Settings
IMPORTANT:IMPORTANT: Do not click the redred “XX” in the upper right hand corner of your screen to exit, as you willIMPORTANT:IMPORTANT: Do not click the redred “XX” in the upper right hand corner of your screen to exit, as you willright hand corner of your screen to exit, as you will lose all your work. Click “Log Off” link instead.
right hand corner of your screen to exit, as you will lose all your work. Click “Log Off” link instead.
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SRM Help Web SitesSRM Help Web Sites
•• myHelp myHelp –– MM & Purchasing Help web siteMM & Purchasing Help web site: http://myHelp.uky.edu/rwd/HTML/MM.html
– Contains Quick Reference Cards, updated and printable course manuals, Reference Manual, etc.manuals, Reference Manual, etc.
•• IRISIRIS‐‐MM web siteMM web site: http://www.uky.edu/IRIS/MM
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