This menu displays the option management needed to process orders.



Budget accounts used for ordering


Manage the budget accounts needed to process orders. Use this to define a list of your budget accounts that will automatically be displayed in the order list manager. To hide an account, check the box to the left of the account and click on Update & Save. It will automatically be removed from the list. To view hidden budgets, click on the pages symbol on the top right corner. You can import all your budgets in a CSV (comma separated).

Staff access to orders

Who can place orders

Who can deliver


Select the option of your choice


Order requests approval


Click on to open the following popup. Don’t forget to Update & Save.



If you choose to enable this function, all the orders, with a total more than the price indicates, will need to be approved by the designed administrator.

Once a purchase order gets approved, a confirmation email will be sent to the requester.


Request editing after approval

Modification option after approval on the price and the quantity. Select the option of your choice.


Associate budget to order

Budget mandatory to order allows making budget selection mandatory during the ordering process.


R&S Code

If this option is enabled, the NACRES codes (Nomenclature Achats Recherche Enseignement Supérieur) can be used in the record, imported and exported. If your are not part of this French system, you can also use this field to link your own nomenclature using API.


Delivery

Just before and during the delivery step, some default option can be set up as mandatory:

    • “Send to sellers” mandatory option. If enabled, the purchase order management system will request the action “Send to sellers” before the delivery stage.
    • An email will be send to the requester to indicate that the product is arrived
    • Expiration date and barcode/batch# will be set as mandatory.


PO number editing

PO number modification on current orders can be possible. Select the option of your choice. The alternative PO number can be used for other cases.


Seller status

The default value is “Sent to seller”. Other status can be listed here. 



Through this menu, you can also manage account settings to automatically order from Sigma Aldrich, VWR, Life Technologies, Qiagen and Storage Accessories. These settings will be used to submit orders through the Purchase Orders Manager.



To obtain account settings please contact Life Technologies, Sigma Aldrich, Storage Accessories, VWR, Qiagen and/or your finance office.


For detailed information, refer to the Knowledge Base KB: Reagent & Preferences-preferences and  KB: Purchase Order Management.