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This procedure outlines the steps to create a Shopping Cart in AiM to order materials from a AiM Stores Warehouse.

Below are guidelines for entering a shopping cart from an assigned work order.

For training purposes, the screen shots are in AiM Test

https://fs-aim-test-app.uoregon.edu/fmax/screen/WORKDESK

Navigate to “My Work Orders”

(This function is currently only available in the full version of AiM.  On Anvil select the AiM icon)

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Select one of “My Work Orders” queries to find the work order you want to use for a purchase request.

"My Open Phase" lists all your assigned work orders together.

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"My Open Phase – Admin" lists all your assigned administrative work orders.

This is where you will find bench stock (consumables), PPE, minor tools and office supplies. 

It is important to use the correct phase due to university accounting.

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"My Open Phase – Construction/Projects" lists all your assigned project work orders.

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"My Open Phase – Maint" lists all your assigned corrective and preventative work orders.

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"My Open Phase – Service" lists all your assigned service requests.

For example, moving and delivery, hanging pictures, event support.

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For this example, navigate to "My Open Phase – Admin" and buy something from the Stores Warehouse. 

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Select ADMN0025 001 

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Select "Shopping Cart" under the "Action" menu.

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A new shopping cart request will default the region, facility, property, work order, phase and status.

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Enter the following information:

Description

  • Contact info (if there is a contact on the work order this info will auto populate from the work order.  Change it to your contact info)
  • Select the warehouse (as AiM is utilized by different units the warehouse options will change make sure you are selecting the correct warehouse to view items available)

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  • Desired date (notice this is for the next day)

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Select "Add to Cart"

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Enter the item you would like to add to the shopping cart.  For this example the keyword "drill" is searched.

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There are 96 items currently in the stores warehouse with the keyword "drill" navigate through the pages to the item.

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(lightbulb)Contact the FASS Warehouse Team if there is a keyword that would be helpful for an item to make it easier to search for.  The part description in grey can be expanded to improve searching.

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The class can also be expanded to search the warehouse commodity and item.

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Enter "Quantity" and "Add to Cart"

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Continue to search to add additional items or select "Done" if you have completed shopping.

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Select "Save"

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(lightbulb)As you purchase items through the shopping cart be mindful of the work order phase you are using.  Items specific to a job should be charged to that assigned work order and not consumables/bench stock.  There are also different phases on the assigned purchasing work orders for specific items tied to banner account codes. 

For example:

Consumables/Bench Supplies are tied to banner account code 23520

PPE - Personal Protection Equipment is tied to banner account code 20187

Office Supplies are tied to banner account code 20101

If you have any questions regarding what phase to use reach out to the Work Control Center.