1. Using a Catalogue where there is one – Using Line-Item Details in catalogue allows matching of invoices, ensures current prices and saves user having to get quotes
2. Use the catalogue each time to raise your order and do not to get into a habit of saving from previous cart. This is to ensure the contract is still the correct one and the prices are up to date. Your requisition may fail if anything has changed on the catalogue since your previous order
3. Make sure that if you have a hold notification that you action them straight away to ensure the process continues its journey and escalations to managers do not need to happen
4. If you need to cancel an order or line, action that cancellation as soon as you know and seek advice if the Oracle Guided Learning does not allow you to follow the process. Do not however cancel the order or line until you are 100% sure that the goods will not be delivered as an invoice cannot be paid against a cancelled line, even if the goods are received later so you would have to raise a new order to allow the invoice to be paid
5. Make sure you insert the agreement number in a contract smart form and ensure it is the relevant agreement for the contract you are looking to use
6. May seem basic but only use the contract for the items / services that are intended to be procured through that contract. You could be ending a contract for a service that needs this by misspending on the wrong contract
7. Make sure to attach your PA1 or at very least the quotes for your orders, this will be required to evidence what you have undertaken in the process to raise the order should the order be audited
8. If a requisition has been returned to you from the Procurement Buyers, if you still wish to order the goods, ‘change’ and resubmit the returned order (with the updated details requested). Do NOT submit a new order as this will sit as incomplete in your requisitions
9. Receipt as your items is delivered and do not wait until your full order has been delivered. A lot of suppliers will invoice as they deliver so the invoice will go on hold if not receipted. Eg; ordered 6, 4 delivered on 01.02 and 2 delivered on 04.02. Receipt as each delivery is received
10. Over Receipting is not available on Fusion, the order must be amended to suit the goods/works/services/received before a receipt can be progressed