How to create a Purchase Order (P.O. or PO)

Logon to jasper on ALMVMA.

Type msreq

- If you get the BUSINESS UNIT PANEL, select 
    IBM Global Serv-Commercial Industry (incl. PS,Consulting,Lotus,BI C&S)
  then
    650 HARRY ROAD                      SAN JOSE, CA                95120

- On the "ORDER PANEL", fill in
  - DATE Need by: 06-23-00
  - ORDERING Dept: VAVG
                or K87B   <----  If you want to make ARC pay for this.
  -          Bldg: 81
  - DELIVER TO Dept: VAVG
  -            Bldg: 81
  -            Room: C1-420
  - Org Code: SC    (These two fields are already filled in from the selection
  - Addr Code: ZU    you made for your "BUSINESS UNIT" & "ADDRESS SELECTION")
  - Commodity Selection Categories: 6 (Software)   Warning!  Stay away from the
                                                   External (Resale) Customer
                                                   Offerings.
  - Hit F10=Next to continue.

  - Select 1 = "Commercially Available"
  - Select 1 = "PC / Mid-Range Software for INTERNAL USE"
  - For "Request Type", select 1 = "Requisition or Blanket Release"

On the next screen, were a lot of questions.  Here they were & how I answered
them for Equifax SSL server certificates.
    Will this product ...
      - be used in a development effort to develop new code?                     N
      - be used in competitive analysis by studying internal contents?           N
      - be used for commercial evaluation of external characteristics?           N
      - be received as source code?                                              Y
      - be purchased for resale?                                                 N
      - be purchased in support of an Outsourcing Agreement?                     Y
Who knows what's right?  Probably due to the last question being answered Yes,
I then got this one.
    Is this requirement in support of a Commercial Customer Account? (Yes, No)   N
Shit!  More questions that I don't know how to answer.
    Is this requirement in support of a Global Services Commercial/External
    Customer Account and NOT a lease or outline/blanket order?          (Yes,No) N
      If Yes, enter Customer Account Name: _____________________________

    Do you have a WRITTEN Vendor Quote or SIGNED SOW?                   (Yes,No) Y

    Is this supplier listed in the Subcontractor
        Management Tool (SMT) in "SI" (SIGNED STATUS)?                  (Yes,No) N
        If yes, enter the applicable ISA, EDA or SDA #: _____________


    Will the total PO value be $50K or less (including changes/alters)? (Yes,No) Y

    Has Procurement been involved with this request?                    (Yes,No) N

      Enter name of buyer involved or enter NONE: ____________________________
      Enter phone of buyer or enter NONE: ______________

    Help with DirectReq questions on this panel . . . . . . . . . . . . . . Yes? N
                                                             
- On the "ITEM PANEL", fill in
   - Quantity: 3
   - U/M: EA
   - Unit Price: 175        (I don't know how much these certs cost)
   - Contract#:  Leave blank
   - IGS Proj/Wk#: QNMN
   - Div: 07
   - Maj: 874
   - Minor: 0810
   - Sub Min: 000
   - Dpt Chg: VAV
   - Job/Proj: QNMN
   - Apprn: Leave blank (stands for Appropriation Number)
   - Item Description: SSL Server Certificates for www.patents.ibm.com, 
                       www2.patents.ibm.com and www5.patents.ibm.com.
- On the "PURCHASED-FOR PANEL", fill in
   - Indicate where shipping: o (Office)
   - Attn to name/bld/flr/rm: Rick Jasper, C1-420
   - Premium Transportation Authorized: n
   - "Suggested source, comments to the buyer, previous PO#, vendor
     phone/contact name.": Purchase from Equifax.  See previous PO
                           number 500044524.

- On the "SHIP-TO ADDRESS LIST" screen, scroll down and select
   - IBM CORPORATION ALMADEN RESEARCH CE  650 HARRY ROAD, BLDG 080
                                          SAN JOSE, CA                  95120
 
- Select F5 to submit the form.  I noted for this charge-to info, the
  approvers were ORDER USERID NODE
                 ===== ====== ====
                 03 A PEDERSON SJEVM5      = Paul Pederson
                 50 A BEARD BLDVMA         = Apparently, Kimberly Beardwood
                 99 F SIMONUSR HQVMIC1     = Normal, last approver, a service
                                             virtual machine.
  This screen also said I can "Type MSREQACT to view, print or status an
  MSREQ after it has been submitted."
 
- On the "ADD TO ROUTING" screen, select F5.
 
- On the "Form Completion Options" screen, select 
     "Submit the completed form for approval processing."
  and hit enter.

Make note of the requisition number (V0ZJCV).  Later, when a P.O. number
gets assigned to this requisition, make note of that.

- Enter your PIC to "sign" it.

================================================================================

To view PO's you've submitted, on ALMVMA, type

     msreqact

Then PF2 = REQUESTS - List active approval requests you have originated
Then PF1 (typically) for the document you want,
Then PF3 = View the approval status

An example screen is

  Approval Processing Status Report                       IBM Internal Use Only

  Document type : PURCHASE REQUISITION Document I.D.  : V0ZJCV.ARA032036
  Originated by : JASPER   at ALMVMA   Originated on  : 06/22/00
  Finalizer is  : SIMONUSR at HQVMIC1  Current Status : In progress
  The last action was Originate by JASPER   at ALMVMA   on 06/22/00

  --------------------- CURRENT SIGN-OFF DECISION STATUS ----------------------
  User ID  Node ID  Type      Ordr Decision     Date/Time      Last notified
  -------- -------- --------- ---- ------------ -------------- ----------------
  PEDERSON SJEVM5   Approver  03   None yet     n/a            06/22/00-12:39
  BEARD    BLDVMA   Approver  50   None yet     n/a            n/a
  SIMONUSR HQVMIC1  Finalizer Last None yet     n/a            n/a