MyFloridaMarketPlace Receiving Goods and Approving Services

Transcription

1 MyFloridaMarketPlace Receiving Goods and Approving Services

2 How to Take this Training Move forward and backward through the presentation by clicking on the section titles in the navigation panel. Select the drop down arrow to expand sections. Use the menu bar to adjust the volume, review your progress, play/pause, and move forward and backward. Interactive sessions throughout the presentation will be in several formats including: information buttons you can click to learn more about a specific topic, true/false and multiple choice questions.

3 Terms and Definitions Receiving Goods Approving Services Resources Agenda

4 Terms and Definitions Receiving Goods Approving Services Resources Agenda

5 Terms and Definitions To acknowledge acceptance, agencies complete receipts for goods that are delivered and approve services were rendered. Goods: Requester completes receipt (also known as Desktop Receiving) Member of designated group completes receipt (also known as Central Receiving) Services: On Behalf Of (OBO)/Requester must approve the Invoice Reconciliation (IR) Section , Florida Statute requires that goods and/or services must be inspected and approved within five calendar days of the physical receipt.

6 Overview of Procurement Process

7 Terms and Definitions Receiving Goods Approving Services Resources Agenda

8 Receiving Goods Receive goods using a receipt in MFMP. Commodity codes are used to identify goods and services. Goods based commodity codes begin with the numbers 10 to 69 and 95 and up. After approving a Purchase Order (PO), MFMP generates a receipt and places it in composing status. Review the step-by-step instructions in the MFMP Buyer Manual.

9 Receiving Goods (Continued) To complete a receipt, enter the quantities to be accepted or rejected. Accept goods that you have received and wish to keep. Reject goods that you do not wish to accept and are not planning on replacing. Close the order if no future quantities will be received.

10 Negative Receiving/Corrections Negative receiving refers to the process of submitting a receipt with a negative quantity of goods in MFMP. The intent of negative receiving is to correct receiving errors. To negatively receive, open the receipt and enter the quantity with a negative sign (-). Please note that MFMP will only allow you to negatively receive quantities that have been previously received.

11 Screenr Video Receiving Goods Video

12 Terms and Definitions Receiving Goods Approving Services Resources Agenda

13 Approving Services Customers indicate that services were received by approving the Invoice Reconciliation. When an invoice is created for a requisition with a services type commodity code, the IR goes to the requester or OBO for approval. The customer is approving that services were provided and accepted. Note: that there will be no receipts created for services based orders

14 Screenr Video Approving Services Video

15 Quick Quiz Four question quiz that requires a 75% passing grade. Question 1: Goods should be received and services should be approved within 5 days. (True) Question 2: MFMP creates receipts for all orders (goods and services). (False) Question 3: The Requester or On-Behalf-Of (OBO) must approve the IR for service based orders. (True) Question 4: An order with a "Received" status contains open receipts (False).

16 Terms and Definitions Receiving Goods Approving Services Resources Agenda

17 MFMP Website MFMP U Buyer Training Materials tration MFMP Buyer Resources

18 Contact the MyFloridaMarketPlace team: Phone: (866) Fax: (850) Resources Hours: Monday Friday, 8:00 a.m. 6:00 p.m., Eastern time