How to raise an Internal Trade Order on Oracle

Internal Trade Order on Oracle

·         Log into IProcurement

·         Choose Non-Catalog Request

Using the dropdown selection on Request Type choose the relevant Internal Trade supplier

This has automatically filled in the Category and Supplier Details for you

·         Enter Description

·         Enter Quantity Required

·         Enter the Unit of Measure for example “EACH” or “PACK OF 250”

·         Enter Unit Price

 

·         Add to Cart

 

·         If you do need to add anything else to the order choose View Cart and Checkout

 

·         Add Naming Convention in Description field i.e. AH20160808, A, Julie Mein, K#48688, 250 business Cards for Lily He

·         Change Requestor

·         Change Deliver To Location

·         Choose Enter Charge Account

 

 

·         To add the Codes add a tick to the Select Box and choose Update

 

·         Add codes

 

·         If more than one line and you want to keep the same code click the Apply this Cost Allocation box

 

·         Once finished choose Apply

 

·         Click Check Funds or Refresh to update the system

 

 

·         You may have a warning message to check funds, please speak to Finance Officer or Finance Manager if unsure

·         Click Submit

·         You may be asked to check funds again, if happy select Yes

·         You will then get your Confirmation

·         Go back to Kayako and update you ticket with the Requisition number and change status to In Progress

 

 Once approved, advise requestor in Kayako of order number, update ticket and close.