If the selected vendor has a standard freight percent identified in Vendors that is the default otherwise it is 0. Notification Jefferson County is not using The value of this box determines at what Threshold % this functionality at Go Live. expenditure amount notifications are sent TAB Past to the requester after the requisition is converted to a purchase order, and then liquidated with an invoice. The percentage is transferred to a purchase order during the conversion process. For example, for a requisition or purchase order of $10, a notification percentage of 5% would cause the Invoice Entry program to generate a notification when $5.01 or more is liquidated from the purchase order. The box is designed for use with requisitions that will be converted to blanket purchase orders, and the notifications are a method of warning of the upcoming purchase order expiration due to liquidation of the entire purchase order. This box is not available until you define the Purchase Order Spend Threshold (PST) business rule in the Workflow Business Rules program. Freight This is the shipping method and terms. Method/Terms The default value for this information displays from the standard methods and terms identified in the Vendors program for the selected vendor. Bill To This is the bill-to code of the department or location paying for the item. If the Dept/Loc box has an associated default bill-to code, it is displayed in this box, but you can change this. Bill To Email This is the contact e-mail address for the billed department. Special Handling This list identifies special circumstances for ** If a the requisition or purchase requisition is None - No special processing. entered after Confirming - A confirming order, or a the fact in a follow-up to a telephone order. This rare instance; prints the words Confirming PO on the The Confirming purchase order form. Selection will first - Indicates that this requisition need to be should be printed first once it becomes a used. This will purchase order.
If the selected vendor has a standard freight percent identified in Vendors that is the default otherwise it is 0. Notification Threshold % TAB Past The value of this box determines at what expenditure amount notifications are sent to the requester after the requisition is converted to a purchase order, and then liquidated with an invoice. The percentage is transferred to a purchase order during the conversion process. For example, for a requisition or purchase order of $10, a notification percentage of 5% would cause the Invoice Entry program to generate a notification when $5.01 or more is liquidated from the purchase order. The box is designed for use with requisitions that will be converted to blanket purchase orders, and the notifications are a method of warning of the upcoming purchase order expiration due to liquidation of the entire purchase order. This box is not available until you define the Purchase Order Spend Threshold (PST) business rule in the Workflow Business Rules program. Jefferson County is not using this functionality at Go Live. Freight Method/Terms This is the shipping method and terms. The default value for this information displays from the standard methods and terms identified in the Vendors program for the selected vendor. Bill To This is the bill-to code of the department or location paying for the item. If the Dept/Loc box has an associated default bill-to code, it is displayed in this box, but you can change this. Bill To Email This is the contact e-mail address for the billed department. Special Handling ** If a requisition is entered after the fact in a rare instance; The Confirming Selection will need to be used. This will This list identifies special circumstances for the requisition or purchase None - No special processing. Confirming - A confirming order, or a follow-up to a telephone order. This prints the words Confirming PO on the purchase order form. first - Indicates that this requisition should be printed first once it becomes a purchase order.
JeffCo%20Munis%20Financial%20End%20User%20Process%20Document-Final%2008032015.docx