Process Documents are in-depth documentation of the steps necessary to complete a process, including the policies behind the process. Quick Guides are fast, easy-to-follow and brief instructions for performing specific tasks in MaineStreet (PeopleSoft). All are pdf documents. |
Purchasing (Shopping/Requisitioning)
| Topic | Process Document | Quick Guide |
|---|---|---|
| Add Accounting and Comments at the Header of the Cart | PD | QG |
| Add Comments to the Cart | PD | QG |
| Add Items to a Retrieved Cart | PD | QG |
| Add Payment Terms Advice | PD | QG |
| Add Ship To and Attention To at the Header of a Cart | PD | QG |
| Add Split Accounting at the Line Item of a Cart | PD | QG |
| Add to Existing Cart from Non-Catalog Form | PD | QG |
| Add/Update Ship To Address | QG | |
| Assign Substitute Requisitionser | PD | QG |
| Cancel a Punchout Session Without Returning Items to a Cart | PD | QG |
| Copy a Previously Submitted Cart into a New Cart | PD | QG |
| Create a Cart from a Hosted Catalog and Save | PD | QG |
| Create a Favorite | PD | |
| Create a SpeedType | PD | QG |
| Create New Cart from Punchout Supplier | PD | |
| Create New Cart from Vendor Quote | PD | QG |
| Create Shared Favorite | PD | QG |
| Document Search - Advanced Search | PD | |
| Document Search - Simple Search | PD | |
| Edit a Retrieved Cart | PD | QG |
| Modify an Existing Cart | PD | QG |
| Non-Catalog Multi-Line Order | PD | |
| Preview Requisition Workflow and Purchase Orders | PD | QG |
| Proceed to Checkout to Finalize Cart Information and Place Order | PD | QG |
| Remittance Advice | PD | |
| Remove Cart from Workflow/Edit/Assign | PD | QG |
| Request a PO Change | PD | QG |
| Research the Workflow Status of a Requisition | PD | QG |
| Retire a SpeedType | PD | QG |
| Retrieve an Assigned Cart | PD | QG |
| Return Cart to Shopper | PD | QG |
| Search for General Item & Filter Results | PD | QG |
| Submit a Cart to Workflow | PD | |
| Submit a Check Request via Forms | PD | QG |
| Submit an After the Fact Form Request | PD | |
| Unassign a Cart | PD | QG |
| Update Shipping Address and Attention To on the the Header of a Cart | PD | QG |
| View All Comments for Related Documents | PD | QG |
| View the Status of a Payment | PD | QG |
| Withdraw a Requisition | PD | QG |
Showing 40 items