Defining Requisition
Objective
After completing this lesson, you will be able to identify the appropriate audience for guided buying.
Procure-to-Pay with Guided Buying Process Flow
Introducing Guided Buying
SAP Ariba Buying’s guided buying capability allows non-procurement professionals a single place to search for goods and services, making purchases with little to no involvement from the procurement department.
Guided buying captures organization's purchasing policies and uses them to guide casual users and functional buyers to the appropriate buying channels. Users know right away when a policy is violated, rather than finding out after submitting a request.
Guided Buying is Designed For Non-Procurement Professionals
Non-Procurement Professionals:
- Casual Users
- Users who make infrequent purchases (less than five per year)
- Functional Buyers
- Users from marketing or facilities departments (not procurement departments) spending a lot of their time buying goods and services for their department
Creating a Requisition in Guided Buying
Step 1: Add Items to Your Shopping Cart
- Search for Items
- Predictive (type ahead) Search
- Faster access to information
- eCommerce Look and Feel
- If you’ve ever shopped online, you should be able to use guided buying
- Toss Out the Rule Book
- Corporate policies are enforced automatically through notifications and approvals
Step 2: Proceed to Checkout
- Review Your Cart
- View items, prices, and quantities
- Easily change quantities or remove items
- Want to Keep Shopping?
- Click anywhere to continue browsing the catalog
- Ready to Check out?
- Click the check out button to proceed to the last step
Step 3: Fill in Required Requisition Fields
- Most Fields are Defaulted
- No need to manually enter information, everything is ready to go
- Powered by Integration
- Users have a default profile based on HR or ERP data which can include accounting data and addresses
- Need to Change Something?
- In the default configuration, users can make changes to the data shown on the checkout screen
Step 4: Submit the Requisition For Approval
- See Your Approval Flow
- Users can see who must approve their request, and why
- Conditional Approvers
- Approvers may change based on amounts, commodities, on-versus-off contract, and more
- Send Request
- Submit the requisition for approval using the Send Request button
Request Goods in Guided Buying
You are responsible for ordering items for the Finance and Purchasing departments. The department recently had an ergonomic evaluation that determined all employees needed new ergonomic keyboards. Create and submit a requisition for these items.
After completing this activity, you will be able to:
- Request goods in guided buying