1. Go to “Procurement” on the menu bar, then select “PunchOut” and then “Start PunchOut”.

1. On the Start PunchOut page, click on the Supplier you need to order from. This will take you to that website.

2. Add Items needed to your cart. (Note: each PunchOut Request needs to be done by 1 Commodity. Example: If you need to buy a case of Paper and an Office Chair, you will need to do 2 separate requests. That way they will hit the correct Commodity and its corresponding Expense account.)

3. When you are done, go to your cart and check out.

4. Once you click on the “checkout” button, it will take you back to RRS to complete your order.

1. Bill To Department – this is the department requesting the items.

2. Required Date – Required date will be set for next day delivery, change if necessary.

3. Commodity – Choose the Commodity you want the items to be bought under. (Note: each PunchOut Request needs to be done by 1 Commodity. Example: If you need to buy a case of Paper and an Office Chair, you will need to do 2 separate requests. That way they will hit the correct Commodity and its corresponding Expense account.)

4. Unit – This is optional. This will be required if a Unit is not defined in RRS. If a Unit is not defined in RRS, Type in the Unit you would like to use. (Example: BX is not in RRS, so I would put in BOX in the Unit field so RRS know how to classify the Unit of BX.)

5. Click Update – This will create your Procurement Request.

6. Click View Document – This will bring you into your Procurement Request so you can review before you “Process and Finalize”.

Terms: use the line terms to add Tax, Freight, Discounts & Miscellaneous charges

Line Terms: is used when only one or more items (not all the items) needs a term added.

1. Checkmark the item and click “Line Terms”

2. Use the search icon to see all the terms.

3. Double click on the term that is to be added.

4. Depending on the type of term, you will have to add in the term amount.

5. Click “Update”.

6. The term has been added to the line. If the term needs to be deleted or edited, click on the appropriate button to make the changes.

7. Close the Terms box.

Global Terms: is used when all the items need a term added.

1. Click on “Global Terms”.

2. Repeat steps 2-7 from line terms.

Attachments: this is used to add any document to the PR. Usually a picture of the item or sales order sheet.

1. Click the “Attachment” tab.

2. Click on “Browse”, find the attachment that needs to be added.

3. Click on “Add”.

1. Quick Notes: in the quick notes field, key in your comments. Buyer has the option to add or remove notes to the PO.

2. Remarks: – is another form of communication. It gives you the option of Internal and External remarks. Buyer has the option to add or remove notes to the PO.

1. Click on “Remarks”.
2. Select either “Internal” or “External”, then key in your Remarks.
3. Click “Update” (NOTE: If you want to add both Internal and External Remarks, key in your remarks for Internal, click “Update”. Then select External, key in your remarks, click “Update”.)

1.Click “Update” on the purchase order.

2. Click on the “Process and Finalize” button.

3. Once you are in the “Process and Finalize” screen, you have the option of printing or emailing the request to yourself as well as to others.

4.  To finish click on the “Finalize” button.

Note: PunchOut Requests will follow the same process for Procurement Requests. That means your order is not submitted to the Supplier until the PO is created and sent to the Supplier.