Processing E-Procurement Orders
To process an order directly through a supplier a website using IRIS Financials Purchasing:
Only one order can be placed at a time using E-Procurement. To process another order, either check and submit the outstanding order for approval with the supplier, or cancel it.
If you share an account for IRIS Financials Purchasing with a colleague, you must have your own account set up to use E-Procurement. To request your own account, contact your administrator.
We have also produced a video to guide you through this process — go to Processing E-Procurement Orders Video.
- In IRIS Financials Purchasing, select E-Procurement, then the required partner supplier.
-
On the supplier website, add the required items to the basket.
If you have been provided a link to an item to order, you must find the item using the supplier categories or search. Do not copy and paste links to items in the address bar, or the E-Procurement link to the supplier is cleared and the order details cannot be populated in the purchase order.
Suppliers might have specific rules on what you can order using E Procurement. For more details about their rules, contact the supplier directly.
- Follow the suppliers instructions at checkout.
-
You are returned to IRIS Financials Purchasing, where you must check and add any required additional details to the purchase order, then send it back to the supplier for approval.
To check and add required additional details of an unconfirmed E-Procurement order at a later date, close the Basket tab. To find the order again, go to E-Procurement, then select OK.
- When the order is received, progress the purchase order through the goods received note and invoice process.