Need help with purchasing topics in Core-CT? We’ve assembled a host of training resources, job aids, and more to help you use Core-CT to complete purchasing tasks. Explore the topics below for more specific guidance and information.
Purchasing job aids
- Add a contract to a PO line (PDF) - Learn the two ways for associating a Contract ID to a line on a purchase order.
- Add an ad-hoc approver/reviewer (PDF) - Learn how to add Ad-Hoc Approvers and/or Reviewers to the approval workflow. This can be done from the Purchase Order Approval page, up until the approval process is finalized.
- Approver putting PO on hold or request information (PDF) - Learn how to place a PO on approval Hold or to Request Further Information.
- Budget check a purchase order at the header level (PDF) - Learn how to budget check an individual Purchase Order from the PO page.
- Category and associated (default) account code (PDF) - Learn the default account code for categories of items on a purchase order.
- Close PO lines through the Buyer's Workbench (PDF) - Learn how to close a single line on a PO without closing the entire PO via Buyer’s Workbench in the Purchasing module.
- Closing PO's through Buyer's Workbench (PDF) - Learn how to to close a purchase order, or group of POs, from the Reconciliation Workbench.
- Contract type/PO type/purchasing Authority (PDF) - Find common Contract types and their associated Purchase Order types and Purchasing Authority details.
- Create a purchase order (PDF) - Follow step-by-step instructions on how to create a purchase order in Core-CT.
- Create a receipt (PDF) - Learn how to generate a receipt for a transaction in Core-CT.
- Editing a PO in approvals (PDF) - Learn how to makes changes to a Purchase Order, which will restart the approval workflow.
- FYE PO process (PDF) - Get to know the fiscal year-end processes for managing purchase orders in Core-CT.
- General letter purchasing authorities discontinued (PDF) - Read the Department of Administrative Services (DAS) General Letter regarding the discontinuation of certain Purchasing Authorities.
- GSA contracts (PDF) - Learn about General Service Administration (GSA) contracts, which can be approved by the Department of Administrative Services/Procurement Division (DAS), through CGS 4a-66b.
- Origins: Requesting or revising (PDF) - Learn how to manage points of origin to purchase orders and vouchers.
- Payment terms Request form (XLS) - Access the request form for updating payment terms in Core-CT.
- Payment terms, adding to a contract (PDF) - Learn how to add payment terms to a contract in Core-CT. When terms are added, Core-CT will automatically evaluate the payment terms and deduct the discount from the payment if the payment is generated within the vendor’s specified terms.
- PO 360 view (PDF) - Learn how to use PO 360 View, which provides a snapshot of all the related documents based on the Purchase Order.
- PO change order triggers (PDF) - Find common triggers for Purchase order Change Orders in Core-CT.
- PO comments and attachments, add multiple (PDF) - Learn how to add multiple comments and attachments to the PO Header as well as to each line of a Purchase Order.
- PO life cycle (PDF) - Visualize the life cycle for a Purchase Order in Core-CT.
- Purchase order approval history, view (PDF) - Learn how to view Approval History, which is tracked and accessible for review from the Purchase Order Approval page in Core-CT.
- Purchase order: Deny approval (PDF) - Learn how to Deny the approval of a purchase order to send it back to the Buyer.
- Purchase order: Dispatch a PO (PDF) - Learn the manual process that must be initiated on a regular basis to dispatch POs that must be in printed format (ex. must be mailed).
- Purchase order: Print a dispatched PO (PDF) - Learn how to print in-house file copies of already Dispatched Purchase Orders.
- Purchase order: Push back to a previous Approver (PDF) - Learn how to push back a purchase order to a previous approver to request that they reconsider the approvala
- Purchase order: Copying a (PDF) - Learn how to make a duplicate of a purchase order in Core-CT.
- Purchasing approvals in Fluid (PDF) - Explore an overview of the updated appearance and user interface of Purchasing Approvals in Oracle’s Fluid UI Purchasing Frequently Asked Questions (PDF) - Find answers to common queries about using the Purchasing tools in Core-CT.
- Report: PO balance report (PDF) - Learn how to run a Purchase Order Balance Report, which provides a detailed overview of the Purchase order.
- Report: Run a PO activity report (PDF) - Learn how to run a Purchase Order Activity Report in Core-CT.
- Resolving budget errors in procurement (PDF) - Learn how to resolve Purchase Order and Requisition Budget Errors in Core-CT.
- Search for small and/or minority companies - This link takes you to the DAS website, where you can find information about small and minority-owned businesses registered with the State of Connecticut.
- Ship to locations: Requesting ship to locations (PDF) - Learn how to request a Ship To Location, with all of the necessary fields provided.
- Should my PO roll or be closed? (PDF) - Learn how to decide whether a Purchase Order (PO) should roll into the next fiscal year or be closed.
- Town codes (PDF) - Find the codes associated with Connecticut towns, so that they can be added to Purchase Orders as needed.
- Viewing encumbered balances on a PO (PDF) - Learn the options available for reviewing the details of the encumbrance balance on a dispatched Purchase Order.
- Will my PO qualify for closing? (PDF) - Learn if your purchase order will qualify for closing based on business-level and record-level criteria.
- WorkCenter: Buyer's WorkCenter (Fluid) (PDF) - Learn about the Buyer WorkCenter in Core-CT, which serves as a centralized navigation hub for end users. It enhances efficiency by providing ways to organize and navigate to frequently used pages.