We have two purchasing teams: Hardware and Software. We have identified that Hardware purchasing requests are more common and therefore are the primary Purchasing team, responsible for classifying purchasing requests as Hardware or Software using the Milestone Status.
All proposals that have a Third Party Item will be sent the Purchasing Queue. All proposals that have software items will also be sent to the Purchasing Queue.
Monitor the Purchasing Queue
Hardware Team:
Review the proposal and classify the Milestone Status as Hardware, Software, or Hardware & Software.
Hardware or Software Team should take ownership of the Proposal before processing Purchasing Steps
Once owned, process the purchasing request in E-Automate following existing processes
If Hardware & Software, the Hardware team should notify the Software team to take the next steps.
Notify the Software team by using the "Chat" button and sending an @ message to Chris Brickner and Robin Ingram
Use the "Update Comments" button to add the PO# and a note that the proposal is ready for Software Purchasing.
Once complete, open the Proposal and advance the Purchasing checklist