Purchasing Documents
Payment Request Documents
Name that Document,Page,or Field
Afin Jargon
Putting It Together
100
A document used to encumber funds under a Master Agreement.
What is "Blanket Purchase Order"?
100
The document that is used to request payment against a Delivery Order via the copy forward function.
What is a "Payment Request Commodity"?
100
Where to go within Afin to find out how a document functions.
What is the "App Help"?
100
Referance documents placed on the header.
What is an "Attachment"?
100
Deadline to recieve goods and services in order to pay for them out of the 2016 fiscal year budget.
What is June 30, 2016
200
This document used to be on paper. Now we input it into Afin to request goods that are not under Master Contract.
What is "Requisistion"?
200
A document used to request payment for goods or services found on the Direct Pay list.
What is a "General Accounting Expense/Expenditure "?
200
Field that you type URSRCHMA into in order to seach for a Master Agreement.
What is "Jump to"?
200
The provider of goods or services to Tulare County.
What is a "Vendor"?
200
Start date of the new Purchasing Department's procurement documents.
What is "July 1, 2016"?
300
This is how we order goods and services that are under a Master Contract.
What is "Delivery Order"?
300
Verifcation that we recieved goods. This is needed as supporting documentation to pay an invoice.
What is a "packing slip"?
300
Used to find documents that have been submitted in Afin.
What is "Docuement Search"?
300
Commodity Payment Request
What is a "PRC"?
300
Document used to purchase goods that are not currently under Master Agreement with Tulare County.
What is a "Purchase Order or PO"?
400
The document we recieve from a vendor that itemizes goods or services that were provided to us.
What is an "Invoice"?
400
Document input by our Accountants to move an expense from one accounting line to antoher.
What is a "Journal Voucher"?
400
List of documents that have been rejected to for correction.
What is "Worklist"?
400
General Accounting Expense/Expenditure
What is a "GAX"?
400
Document that encumbers funds to be spent agains a Master Agreement.
What is a "Blanket Purchase Order or BPO"?
500
Two fields that must match on the header. Failing to do so will result in reconciling problems.
What is "Budget FY and Fical Year"?
500
The two documents that we can copy forward from in order to create a PRC. These documents are used to place the order with a contracted vendor. We copy them forward to compare charges on the invoice against the contracted pricing for all items orginally purchased.
What is a "Delivery Order and a Blanket Purchase Order"?
500
The only page that we can create a Direct Order or Blanket Purchase Order from in Afin.
What is "ERSRCHMA"?
500
Universal Requestor Master Agreement Search
What is "ERSRCHMA"?
500
Purchasing Documents that we can copy forward from in order to create a PRC for the order.
What are "Direct Order (DO) and Blaket Purchase Order (BPO)"?
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