Page Comparison

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1. Log in to AiM

2. Assign the Work Order and Phase

   1. From the Aim Work Desk screen select Work Management
      
   2. Select Work Order
      
   3. Select Search located in the upper left-hand corner

   4. 
      

      Expand
      title If you know the Work Order number
      Enter the work order number for the purchase then select Execute located in the upper left-hand corner

      
      

   5. Find the desired Work Order number by entering the department/unit index or name in the Description field then select Execute located in the upper left-hand corner

   6. Select the work order (make sure it is in OPEN status)
      
   7. Select the desired Phase in the Work Order
      
      
3. Once in the Phase, select Purchase Request
   
   
4. Fill in the Purchase Request information
   1. Description box
      • Brief description of item(s) to be purchased or services to be provided
      • WO-Phase #
      • Preq #
   2. Requested Delivery Date (same as desired service date)
   3. Requested By* (assign to the person who can authorize the purchase if not yourself)
   4. Deliver To*
      *To look up information regarding a field, click the spyglass associated with that field.
      
5. Add Line Item(s) to the Purchase Request - select Add (located in the bottom right-hand corner) 
   1. Select Add NonStock Part or Add Service depending on the type of purchase request
       
      

   2. 
      

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      title Request Non Stock Part
      Enter a detailed description for the line item with all pertinent information (include website links inf applicable) Search for a UO approved vendor in the Contractor field  Address Code will auto-populate Enter Part Number -  if the part number is unknown enter the line item number Enter Part Number -  if part number is unknown enter the line item number Enter the Unit of Measure (UOM) Enter the Quantity needed Enter the Unit Cost – if cost is unknown enter .01 Select Done Add additional Line Items as needed Save the Preq after all lines have been added. Status will automatically be set to Shop Approved Image RemovedImage Added

      
      

   3. 
      

      Expand
      title Add Service
      Enter a detailed description for the line item with all pertinent information Search for a UO approved vendor in the Contractor field Address Code will auto-populate Enter the total cost – if cost is unknown enter .01 Select Done Image RemovedImage Added

      
      

6. Upload Related Documents, this includes but is not limited to: quotes, email conversations, invoices, etc.
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7. Select Add then Choose Files

8. Upload supporting documentation

9. Select Next
10. Assign document Type, select Next
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11. Save Related Documents
12. Save completed Purchase Request

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