5210-Utility Support

Complete Replenishment Process (New Item Request to MSR)

5210ͲInventory/Warehouse

11.15.15

Obtain Superintendent’s signature on New Item Request form

Places order with warehouse (via counter, call, Redbooth, etc.)

Complete New Item Request form

Obtain at least one price quote

Start

Verify material

EͲMail completed new item request form with price quote

Provides order information

Utility Support Customer Purchasing PU Administration Vendor(s) Accounts Payable

Sign pick ticket

(Division, Program, Truck #, Name, etc.)

Notify all Utility Support staff and customer confirmation of new itemsetup

Assign MIN/MAX and other replenishment information

Enter requisition details in systemͲ

Resolve discrepancies with vendor representative

Send putawayEͲ mail to Utility Support Distribution List

2 nd receiver obtains requisition packet from inbox

Review New Item Request form for completeness

Complete New Item Request spreadsheet

Ordered material arrivesto warehouse dock

EͲMail price quote requests to vendors

Update Timeline spreadsheet

Creates Material Stock Request

Complete material picking feedback

End

generated requisition

1 st Receiver obtains requisition packet from files

EͲMail New Item Request spreadsheet

Replenishment process runs overnight

Inventory Assistant prints putaway EͲ mail

Verify accuracy of 1 st receiver

Does item already exist or is request incomplete?

Create requisition packet

Complete shipping log

Print pick ticket

No

Yes

Send EͲmail to Utility Support distribution list notifying of material arrival

Compare physical material to packing list and requisition packet for accuracy

Reply to putaway EͲ Mail acknowledging putawayand noting any discrepancies

Save/Submit requisition in PeopleSoft

Check availability of funds

Complete receipt in PeopleSoft

Gather Material

Note any discrepancies on requisition packet cover sheet and vendor packing list

Print systemͲ generated replenishment requisition

Place requisition packet and vendor packing list in2 nd receivers inbox

Create entry in Timeline spreadsheet

Update Timeline spreadsheet

File completed requisition packet

Notify customer of arrival of material

Present material to customer

Review price quote request

Review price quote request

Review purchase order

End

Receive payment

Ship ordered material

Send price quote

EͲMail price quote

Send invoice

Approve requisition

EͲMail confirmation of new item creation with new PS part number

EͲMail purchase order to vendor and Utility Support requisitioner

Review New Item Request spreadsheet

Receive approved requisition

Create purchase order

Create new part number in PeopleSoft

Review quote and requisition information

Approve purchase order (Purchasing Manager)

PeopleSoft looks for 3Ͳway match (Voucher, PO, Receipt)

Paymentis scheduled

Receive invoice

Create voucher

Send payment

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