System Search Options in MyFloridaMarketPlace

Transcription

1 System Search Options in MyFloridaMarketPlace Ariba Buyer contains a search tool that allows users to locate their requests. Searches can give you better visibility of the requests you are responsible to track and manage, and they enable you to find requests quickly and easily. You can create and save your own system searches. When you create a Saved Search, it is available only to you. You might want to create different Saved Searches for requests that: you created for yourself or on behalf of another user belong to users who are under your supervision contain items from a specific Supplier contain items over a certain dollar value Searches allow you to keep an eye on different types of requests, such as requisitions, purchase orders, receipts, invoices, and so on. When you create a search, you select filters to apply to the information, so that your search retrieves only those items of interest to you. Once you create and save a search, you can use it in the future, and you can edit it as your business needs change. The next time you use the Saved Search, Ariba Buyer runs a new query using your settings, to retrieve the latest information in the system. Users without the Inquirer role will only have the ability to run system searches for requests they have created and approved. System search results will contain a maximum of the latest 2000 records. If more than 2000 records meet your search criteria, the system will display a message stating the records were truncated due to finding more than 2000 records. You will need to refine your search to find the desired records. The following represents the most common system searches by role: Requester: Requisitions, Cancel Requisition, Direct Order, Purchase Order, Receipts, User Profile Updates Contract Specialist & Master Agreement Manager: Master Agreement, Master Agreement Request, Restore Contract Amount Purchasing Agent: Contract Exemption eform, Sourcing Request, Sourcing Request for Master Agreement Finance & Accounting: Delete Disbursement, FLAIR Login Information eform, Invoice, Invoice eform, Invoice Reconciliation, Payment, Payment Update, Release Encumbrance Security Administration: Address Maintenance, Password Change, User Maintenance Inquirer Roles Inquirer Users with the Inquirer role have the ability to run System Searches to obtain system-wide information. Invoice Inquirer Users with the Invoice Inquirer role have the ability to run system searches to obtain system-wide information on invoice related information Last Updated on 04/22/04 Page 1 of 5

2 Requesters Requisitions Cancel Requisition Direct Order - Commodity Code (any line item) - Total Cost (Range) - Description (any line item) - Need-by Date (any line item) - Non-Catalog Item (any line item) (any line item) - Price (any line item) - Requisition Title - Master Agreement ID - Order Title - Receipt Date (any receipt) - Receipt ID (any receipt) - Receipt Status (any receipt) (any line item) Purchase Order Receipt User Profile Updates - Master Agreement ID - Order Title - Receipt Date (any receipt) - Receipt ID (any receipt) - Receipt Status (any receipt) - Receipt ID - User Profile Update ID - User Profile Update Title Last Updated on 04/22/04 Page 2 of 5

3 Contract Specialists and Master Agreement Managers Master Agreement Master Agreement Request Restore Contract Amount - Contract ID - Contract Type - Effective Date - Expiration Date - Form of Contract - MA ID - Contact - Currency - Global Access Release - MA Description - MA Title - Contract ID - Contract Type - Effective Date - Expiration Date - Form of Contract - Contact - Currency - Global Release Access - MAR Description - MAR Title Purchasing Agents Contract Exemption eform Sourcing Request Sourcing Request for MA - Date submitted - Total Cost - Total Cost Last Updated on 04/22/04 Page 3 of 5

4 Delete Disbursement Finance and Accounting FLAIR Login Information eform Invoice - Entity - FEIN Invoice # - Invoice Date - Reconciled Date - Tax - Total Invoice eform Invoice Reconciliation Payment Invoice # - Invoice ID - Paid Date - Payment ID - Rejected Date - Amount - Cleared Date - Invoice Reconciliation - Sent Date - Statewide Document Number - Vendor FEID - Vendor Name - Warrant Number Last Updated on 04/22/04 Page 4 of 5

5 Finance and Accounting Cont d Payment Update Release Encumbrance Security Administration Address Maintenance Password Change User Maintenance - None - None Last Updated on 04/22/04 Page 5 of 5