Ordering

In CISPro Global, a user submits formal requests for materials for herself or others in her work unit via the Ordering process. After an order is submitted, it can be approved (with or without modifications) or canceled. If it’s approved, the supplies manager can send it on to the supplier. As each line item on an order is received, it can be marked as received, and then as completed, in CISPro Global. Ordered items are tracked through this entire process.

The first step in the ordering process is adding one or more packages to a cart. The cart be can accessed by clicking the shopping cart icon in any of the following ways:

Order Material Menu Click the CISPro logo and select the Orders | Order Material menu item. Search for a material and when the link is found, it will take you to a description of packages, each of which has a shopping cart icon you can click.

Material Search Search for a material as you normally would, click any container barcode ID, and find the shopping cart icon located on the Container Information page.

Minimum Inventory Worklist Every item on the Below Minimum Inventory Worklist has a shopping cart icon at the far right. Click on this cart icon to open the Select Order Package Size page, then select a package size, then click on the cart icon to add the package to the cart.

My Inventory Worklist Click a barcode ID on the My Inventory worklist and then click the shopping cart icon on the container information page.

Copy From Existing Cart If you previously created and submitted a cart (see Placing Orders, below), you can click the CISPro logo and select the Orders | View Cart option. Then, on the View Cart page, select the cart by name from the View My Cart drop down list, select one or more items from that old cart, and copy them to a new cart, with all of their size and cost information included.

In each of these cases, the user will add an item to the cart, and then complete the line item details for each. When all required materials have been added to the cart, enter the following information for each one:

•	Project (this appears only if the Project Ownership module is on)

Click the Save Changes button after entering the line item details. To remove an item from the cart, select its Remove check box, and then click Save Changes.

Note: If the Project Ownership module is in use, and a project assigned to an order, the project is permanently save on the order when it's received.

When you have completed and saved the information on the View Cart page, and clicked the Checkout button, the Place Orders page displays, with the items from this cart (and other carts in your work unit) listed, grouped by supplier. The next step is to select items and submit an order. The items ordered will be consolidated into one order for each supplier, and then be assigned Order ID numbers.

1.	On the Place Orders page, for each item to be ordered:

d.	Select a currency from the Cost Per drop-down list

2.	Click the Order Checked Items button to proceed to the Orders page

The Orders page (or Orders Worklist) displays basic information about the orders, and displays all orders matching the status selected on the Filter To list. This is the page on which you will keep track of the individual orders and where they are in the whole ordering process. The filter options are:

Awaiting Order No These are orders that have been placed, but have not yet been given external order numbers. Each of these orders must be assigned an External Order number before its status is changed to ‘Open.’ The external order number is similar to a Purchase Order number, and will be used to track the orders as they go out to the suppliers.

Open Open orders have been placed, and given external order numbers. Orders that are open are assumed to have been sent to suppliers, and are awaiting receipt.

2.	Click the Order ID link for an order in the list

3.	On the Ordered Items page, enter an External Order No for one or more line items

If you click the Back To Orders link, you'll see that the order for which you just entered and external order number is no longer in the displayed list. Changing the Filter To selection to Open will cause the modified order to appear.

Received This filter option will display received orders, which are orders whose line items have all been received, but not marked as complete. (See Receiving Orders.)

Closed Closed orders are those whose line items have been received, closed, and marked as completed. (See Completing Orders.)

When the physical receipt of an ordered item has occurred, it can be marked as received.

1.	From the Home Page, click the Receive Order menu item to go to the Find Order page,

2.	Use the Search For Order Items search bar to locate order items, which, once located, are displayed in a grid.

3.	Each line item is preceded by a 'Receive' link

Notice that each line is an individual order item, though items are still sorted and grouped by Supplier. Each 'Receive' link takes you to the Receiving page for the line item.

5.	Fill in any necessary information that's missing

6.	Change the number and amount per container if necessary

7.	Click the Submit button to receive the material (Containers are received to the default location of the user for which they were ordered, unless a different location is selected during receiving. See Receiving for more detailed instructions.)

Receive another material: If you click the ‘Receive another material’ link, the Find Order page will display, and the item just received will still appear, with a ‘Done?’ check box* that can be selected to close the line item. You can also click the Receive link again receive more of the material.

Close this Order Item Now: If you select this last link, the line item is closed (i.e., you can't receive against it any more) and you are taken back to the Find Order page, where all open order items are displayed.

*Note: The ‘Done?’ check box appears, but is read-only (i.e., clicking on it has no effect) for order items that have not been received.

When you are finished receiving materials, you may proceed on to the final step, the completion of the orders.

Line items that have been closed, either via the ‘Close this line item now’ link on the receipt confirmation page, or the ‘Done?’ check box on the Find Orders page, can be marked as complete through the Order | Complete option on the CISPro icon menu. Orders whose line items have all been have been marked ‘Complete’ are given ‘Closed’ status, and appear on the Orders page when the Filter To list is set to Closed.

1.	Click the CISPro logo and select the Orders \| Complete Order menu item

2.	On the Find Order page, which displays with the Search For Order Items search bar at the top, search for orders by their External Order Numbers (or search for all orders by typing % into the search value edit box and clicking the Search button)

3.	Review the information as needed, then click the Complete? check box for each item that is complete

After these steps have been performed, all of the ordered items are received and the orders are completed.