NIS Procurement
Note: Some of the work instructions below may have an interactive NVISION course available. If you are not sure how to use NVISION click here for a brief online course detailing how to take an NVISION course.
Lesson 1: Procurement Basics
  Defining Terminology
  Commodity Codes Inquiries
 
  Inquiring on Commodity Codes
  Inquiring on Vendor-Commodity Codes Catalog
  Inquiring on Vendor (V) Address Book Records
  Print Address Book Labels
  Procurement Flows
 
  Life Cycle of a Purchase Order
  Procurement Rules by Dollar Amount
  Document Types
  Status Codes
  Menu Selections and Document Flows
Lesson 2: Non-Stock / Non-Contract Purchasing
  Create a Purchase Requisition
 
  Entering a Purchase Requisition
  Entering Attachments to Order Header
  Entering Attachments to Order Detail
  Entering Line Default Information
  Copying an Existing Purchase Requisition
  Print Purchase Requisition
  Quotation Request Processing
 
  Generating a Quotation Request from a Purchase Requisition
  Entering Suppliers to Receive Quotation Requests
  Running the Print Quotations Report
  Entering Bid Responses
  Purchase Order Processing
 
  Purchase Order Split Coding Manual
  Generating a Purchase Order from a Requisition
  Generate a Purchase Order from a Quotation Request
  Entering a Purchase Order Direct
  Print Purchase Order
Lesson 3: Commodity Contracts
  Creating Commodity Contracts
 

Enter a Purchase Requisition

  Generating a Purchase Order (OG) from an Existing Commodity Contract (OC)
Lesson 4: Agency Level Contractual Services
  Enter Deviation Request for Service Contract
 
  NVISION Course  
  HTML Version (blind & visually impaired users)  
  Job Aid  
  Entering a Purchase Requisition
 
  NVISION Course  
  HTML Version (blind & visually impaired users)  
  Job Aid  
  Quotation Request Processing
 
  Generating a Quotation Request from a Purchase Requisition
 
  NVISION Course
  HTML Version (blind & visually impaired users)
  Job Aid
  Entering Suppliers to Receive Quotation Requests
 
  NVISION Course
  HTML Version (blind & visually impaired users)
  Job Aid
  Entering Bid Responses (Z1)
  Service Contract Processing
 
  Generating a Service Contract (O4) from a Purchase Requisition (O3) or Deviation Request (O8)
  Generating a Service Contract (O4) from a Quotation Request (Z1)
  Entering a Service Contract (O4) Directly
 
  NVISION Course
  HTML Version (blind & visually impaired users)
  Job Aid
  Revising a Service Contract (O4)
  Contract Renewal (O4) from (O4)
 
  NVISION Course  
  HTML Version (blind & visually impaired users)  
  Job Aid - Contract Renewal (O4) from (O4)  
  Job Aid - Printing Contract Renewal  
  Purchase Order Processing
 
  Generating a Purchase Order (O9) from an Existing Service Contract (O4)
  Interagency Services Processing
 
  Interagency Services Processing

Lesson 5: Bureau Level Contractual Services
  Create a Purchase Requisition for a Service Contract - Processed by Bureau
 
  Entering a Purchase Requisition
  Purchase Order Processing
 
  Generating a Purchase Order (O9) from an Existing Service Contract (O4)
Lesson 6: Procurement – Enter an Exception Order
  Entering a Purchase Requisition
 

Entering a Purchase Requisition for Communications Equipment (OT)
Lesson 7: Procurement – Review and Approval Process
  Review Purchasing Data
 
  Inquiring on Procurement Documents
  Running the Approval Route Report
  Report Example: Approval Route Report
  All Document Inquiry
 
  NVISION Course  
  HTML Version (blind & visually impaired users)  
  Job Aid  
  Approval Processing
 
  Approval Route Worksheet
  Reviewing Approval Status of Purchase Requisitions, Contracts, and Purchase Orders
  Approving Purchase Requisitions, Contracts, and Purchase Orders
  Rejecting Purchase Requisitions, Contracts and Purchase Orders
  Addendum
 
  Approval Processing Discussion
Lesson 8: Revisions to Procurement Documents
  Revising a Procurement Document
 

Reviewing Revisions to a Procurement Document
  Running the Print Order Revisions History Report
  Report: Order Revisions History Report
Lesson 9: Receipt Processing
  Entering Receipts by PO
  Reversing Receipts
  Inquiring on Receipts
 

Post Receipt Batches
  Two-way vs. Three-way Match QRC
  Entering Vouchers Using Two-Way Match (Click here to view Two-Way Match Policy on the DAS Materiel, State Purchasing Bureau website)
  Entering Vouchers Using Three-Way Match
  Reviewing, Approving, and Working with Voucher Batches
Lesson 10: Approval Routes
  Adding A New Route
 
  NVISION Course
  HTML Version (blind & visually impaired users)
  Job Aid
  Copying An Existing Route
 
  NVISION Course
  HTML Version (blind & visually impaired users)
  Job Aid
  Change an Existing Route
 
  NVISION Course
  HTML Version (blind & visually impaired users)
  Job Aid
  Delete an Existing Route
 
  NVISION Course
  HTML Version (blind & visually impaired users)
  Job Aid
  Approval Delegation
Lesson 11: Reports
  Purchasing Reports Quick Reference Card
  Procurement Reports
 
  Approval Route Report (See report example)
  Open PO Detail by Branch/Plant (See report example)
  Open PO Detail by Supplier (See report example)
  Open Requisitions (See report example)
  PO Recap (See report example)
  PO Summary by Business Unit (See report example)
  PO Summary by Supplier (See report example)
  Revisions History (See report example)
  Stacking Purchase Orders (See report example)
  Statute Report (See report example)
 
  NVISION Course  
  HTML Version (blind & visually impaired users)  
  Job Aid  
  Contract Reports
 
  Contract Usage (See report example)
  Contract Performance (See report example)
  Contract Usage by Contract Number (See report example)
  Contracts Due to Expire (See report example)
  Number of Contracts in Dollar Range (See report example)
  Number of Contracts in Dollar Range - Open (See report example)
  Number of Contracts in Dollar Range - Closed (See report example)
  Total Dollars Remaining on Contract (See report example)
  Vendor Reports
 
  Received/Vouchered Status Report (See report example)
  Vendor Performance Detail Report (See report example)
  Vendor Performance Summary Report (See report example)
  Voucher History with a Purchase Order (See report example)
  Voucher History without a Purchase Order (See report example)
  Other Reports
 
  Voucher Lines Added at 3-way Match Report (See report example)
 
  NVISION Course  
  HTML Version (blind & visually impaired users)  
  Job Aid  
  General Journal by 'O' Batch Report (See report example)
 
  NVISION Course  
  HTML Version (blind & visually impaired users)  
  Job Aid  
  Buyer Performance Report
Lesson 12: Quick Reference Cards
  Inquire on Vendor Address Book Records
  Inquire on Vendor Commodity Codes
  Inquire on Commodity Codes
  Special Order Purchases
  Enter Purchase Requisition
  Generate Purchase Order from Purchase Requisition
  Generate Quotiation Request from Purchase Requisition
  Generate Purchase Order from Quotation Request
  Enter Receipts
  Enter Receipts - 3X5 card
  Approve/Reject Procurement Documents
  Approve/Reject Procurement Documents - 3X5 card
  Procurement QRC