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Office of Management & Finance

Office of the Chief Administrative Officer

Phone: 503-823-5288

1120 SW 5th Ave, Room 1250, Portland, OR 97204

More Contact Info

(MM) Materials Management / Procurement

MM Flowchart



MM Fiscal Year-End Cleanup - Purchase Orders [ 2017 ]

Download (PDF Document, 635kb)

MM Fiscal Year-End Cleanup - Requisitions [ 2017 ]

Download (PDF Document, 606kb)

REQUISITIONER

Requisitioner (RP_S_MM_REQUISITIONER)

MM Purchasing Threshold Increase [ 2017 ]

 

WORK INSTRUCTIONS

ME51N Create Purchase Requisition

ME51N Create Change Order Requisition

ME51N Copy Purchase Requisition

ME52N Closing / Cancelling a Requisition Line

ME53N Attach Documents to Requisition

ME52N Requisition Approval Stops at CS-GR Levels Incorrectly -- How to Reset the Release Strategy

ME51N Restore Screen Layout

ZVR1 Vendor Master Request

ZVR1 - Vendor Master Request [ Enhanced Search Functions ]

 Job Aids

 HOW-TOs & OTHER  [ Job Aids ]

Requisition Error Messages - What they mean and what to do
How to Check Contract Details from the Requisition
How to Find the Purchase Order Associated with a Requisition
How to Reprint a Changed PO Showing All Lines
How to See Whether a Vendor Invoice Has Been Paid
Creating a Requisition for Inventory Items
Fuzzy Search Error on Vendor Lookup
Examining the Change History in Purchasing Documents
Delivery Address on a PO or Requisition
Selecting an ME02 (Special, External, Custom) Delivery Address
How to Copy a Requisition
Multiple Account Assignment: Non-Valuated GR Requisitions and POs
Making a Personalized List from Matchcodes
Requisition Field Index
MM Transaction Codes and Number Ranges
MM-PFD-Purchase Requisition Release Strategy Workflow

REQUISITION APPROVALS [ Job Aids ]

ME53N Who Has Approved and Who Still Needs to Approve
Rejecting and Un-Rejecting a Requisition 
Who is the Grant Approver for this Requisition?
Setting Up an Activating Substitutions in Workflow

MATERIAL GROUPS & GL ACCOUNTS  [ Job Aids ]

Material Group to GL Mapping
GL Mapping to Material Group
Request New Material Group
Change GL Account for a Material Group
Material Group Cleanup Process

REQUISITION REPORTING  [ Job Aids ]

How to Use the Purchase Requisition Listing Report
Y_DRP_63000033 Purchase Requisition Release Status Report

 


BUREAU APPROVER (A1, A2, A3), COMMODITY SPECIALIST APPROVER, GRANT APPROVER

Bureau Approver (RP_S_MM_BUREAU_APPROVER_A[1|2|3])

The Bureau Approver reviews requisitions of type DPR, PR, and CO for accuracy of funding, quantity, and need.

Commodity Specialist Approver (RP_S_MM_COMMODITY_SPEC_APPROVR)

The Commodity Specialist Approver reviews requisitions type DPR, PR and CO of any value, where the material group identifies the purchase as either automotive or computer related goods or services. The Commodity Specialist reviews the requisition for considerations unique to the maintenance and support concerns of Fleet or Technology Services.

Grant Approver (RP_S_MM_GRANT_APPROVER)

The Grant Approver reviews requisitions type DPR, PR and CO of any value, where a grant is identified as the funding source.

Web-Based Training and Work Instructions

MM Requisition Approver Instructions

 WORK INSTRUCTIONS

ME54N Release Purchase Requisition
ME54N Release without Workflow
SBWP Reject Purchase Requisition
ME54N Reset Release - Purchase Requisition
SBWP Release Purchase Requisition via Workflow
SBWP Create Substitute for Workflow
SBWP Restore Workflow on an Item You've Reviewed but Not Approved

 Job Aid

How to Check Contract Details from the Requisition

MM Transaction Codes and Number Ranges

ME53N Display Attached Document in a Requisition 

ME53N Who Has Approved and Who Still Needs to Approve

WF-REL How to Request Changes to your Bureau's Requisition Workflow

 


BUREAU BUYER (COP1, ES00, MF00, PK00, TR00, WA00, All Plants)


GOODS RECEIVER (COP1, ES00, MF00, PK00,TR00, WA00, All Plant)


CONTRACT ADMINISTRATOR


CONTRACT APPROVER, PURCHASING AGENT

Contract Approver (RP_S_CONTRACT_APPROV_[AUDIT|CITYAT|COMMIS|DIRECT])

The Contract Approver can release (electronically sign) contracts at the AU and A2 levels, can attach and detach documents to the outline agreement, can reject contracts, and can review and print the contract signature page. 

Purchasing Agent (RP_S_MM_PURCHASING_AGENT)

The Purchasing Agent can release (electronically sign) contracts which require the signature of the Purchasing Agent.

Work Instructions

 WORK INSTRUCTIONS

ME35K Contract Approval
ME35K Contract Approval - Commissioner
ME32K Reject Outline Agreement
 Reducing Contract Target Value - When, How, and What to Check Before Releasing

 


CENTRAL BUYER


PURCHASING SUPERVISOR

Purchasing Supervisor (RP_S_MM_PURCHASING_SUPERVISOR)

The Purchasing Supervisor releases purchase orders.

Work Instructions

ME29N Release Purchase Order (Individual) Over $500,000


Reports


Purchase Requisition Email Notifications


YEAR-END CLEANUP DOCUMENTS