Division of Administration - Kristy Nichols, Commissioner - State of LouisianaState of Louisiana - Office of Information Services
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Tel: (225) 342-0900
Fax: (225) 342-0902

Mailing Address:
P.O. Box 94095
Baton Rouge, LA 70804-9095

Physical Address:
Claiborne Building
1201 N. Third Street, Suite 2-190
Baton Rouge, LA 70802
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LaGov ERP - Logistics Bulletin Board

November 25, 2014

 
11/25/14  ZLO1249 - Movable Property Surplus Report Enhancements
11/17/14  SRM Upgrade Improvements / Changes
5/23/14  Inventory of Valuated Recycled Materials
5/16/14  Location / Plant on RFx
9/23/13  SRM Support Pack Improvements
5/22/13  New Required Field for Inventory Requests and Stock Transport Requisitions
8/27/12 New PM Activity Type for PM01 WO
8/27/12 M5 Notification new Asset Classes Catalog
4/23/12 SRM Upgrade-related Improvements, Tips & Tricks, and Issues in Process
3/19/12 RFx Cancellation Notice after BOD will now be sent to LaPac
3/02/12 Contract Line Status Enhancement 
1/19/12 Repeat P-Group on Shopping Cart Lines 
10/19/11 POWL Search Criteria
10/7/11 Posting Dates MIGO
9/29/11 Contract Alert and Task Functionality 
9/9/11 Purchase Order Receiving Report (ZLO1262)  
9/7/11 LaGov Costing Changes Effective 9/7/11  
8/24/11 Contract, PO, RFx, and Shopping Cart Output Text   
6/13/11 SRM MDM Internal Catalog Search Tips 
5/6/11 Improvements/Changes as a Result of Support Pack - eProcurement  
3/27/11 Purchasing Group Numbers Changing in ECC effective Monday 3-28-11 - MM 
3/18/11 Time Constraints for Clearing Differences for Inventory Counts - Inventory Management
2/25/11 Inventory Counts of Inventory Managed Storage Locations - Inventory Management 
2/25/11 Time Fields on RFX - eProcurement SRM
2/25/11 Bid and Contract Publishing to LaPac - eProcurement SRM
2/25/11 Create Substitute Approver - eProcurement SRM 
2/25/11 Purchases Exempt From Office of State Purchasing - eProcurement SRM  
 

Inventory of Valuated Recycled Materials Issued 5/23/2014


Effective May 19, 2014, the solution for maintaining quantity and cost of a recycled material in Inventory was moved to production. Please reference The Bulletin Board article, Inventory of Valuated Recycled Materials for details on the changes to Goods Receipt in the MIGO transaction.


Location / Plant on RFx Issued 5/16/2014


Effective May 16, 2014, in preparation for the agencies that go-live in LaGov in July, a change was required that impacts the RFx output for the Department of Natural Resources.  The Department of Natural Resources manages procurement functions for three (3) departments in addition to their own; Dept of Environmental Quality, Dept of Wildlife & Fisheries, and Coastal Protection & Restoration Authority.  Please reference the Bulletin Board document, SRM - Location / Plant on RFx for more details. 

 

This is only applicable to the Department of Natural Resources as they will be the only LaGov Department managing procurement functions for multiple Departments. 

 

If the RFx is being processed by the Office of State Purchasing, the RFx output will always display the Office of State Purchasing; this change has no impact. 

 

If you have any questions, Help Ticket.


New Required Field for Inventory Requests and Stock Transport Requisitions Issued 5/22/2013


Effective 5/23/13, an Inventory Request Requisition or a Stock Transport Requisition will now require that you populate the Issuing Storage Location field located on the Source of Supply tab. See Issuing Storage Location Required on ECC Requisitions for a pictorial of the new required field.


New PM Activity Type for 3rd Party Building Repairs                                   Issued 8/27/2012


Effective 8/27/12, the PM01 Work Order type has been enhanced to include a new PM Activity Type recorded at the work order header level.  The new PM Activity Type, “Third Party”, was added to allow users to group work orders assigned to other than State employees (HVAC Contractors, Plumbers, Automotive Repairs, etc.) for reporting purposes.  Please see our Bulletin Board article New PM Activity Type for PM01 WO for a pictorial of the new PM Activity Type.


M5 Notification New Asset Classes Catalog                                                   Issued 8/27/2012

Effective 8/27/12, the Object Part Catalog Selection (Movable Property Asset Class) functionality has been enhanced to provide users an easy to read, folder based type menu selection.  M5 Notifications using the former Object Part Catalog will not be affected unless it is necessary to edit the asset class.  If an edit is necessary to the asset class, LaGov will default to the new Object Part Catalog and allow users to choose from the folder options in the selection menu.  Please see our Bulletin Board article M5 Notification new Asset Classes Catalog for a pictorial of the new Object Part Catalog (Movable Property Asset Class).
 

Please note this enhancement is to M5 Notifications for movable property tracking ONLY.  No other notification types are affected. 


SRM Upgrade-related Improvements, Tips & Tricks, and Issues in Process      Issued 4/23/12

As a result of the upgrade maintenance performed to LaGov between Friday, April 20 and Sunday, April 22, it is critical that you take time to review the document below.

Upgrade-Related Improvements, Tips & Tricks, and Issues in Process


RFx Cancellation Notice after BOD will now be sent to LaPac                       Issued 3/19/12
 

An enhancement has been made in SRM that automates the LaPac posting of an RFx cancellation after the Bid Opening Date/Time has elapsed.  Please refer to the How to Cancel an RFx bulletin board article for a refresher on the steps to cancel an RFx.  To process a cancellation after the bid opening date, it must be at least six (6) hours beyond bid opening time.
Prior to this enhancement, the LaPac notice was a manual process performed by the LaPac Support Team.
 


Contract Line Status Enhancement                                                               Issued 03/02/12 

A 'Status' column has been added to the 'Items' section of the Contract overview.  This enhancement enables eProcurement users to:

  • View contract line status without having to go to the 'Details' section of the line
  • Change the line status without having to go to the 'Details' section of the line

Please click on Contract Line Status for an article, screen captions, and use of this new functionality.


Repeat P-Group on Shopping Cart Lines                                                        Issued 01/19/12
Effective 01/19/2012, an enhancement has been made to the Shopping Cart functionality in SRM.  This improvement allows users to assign a P-Group to multiple Shopping Cart lines with the click of a button.  Please see our Bulletin Board article Repeat P-Group - eProcurement for step-by-step directions on this new functionality.
 

POWL Search Criteria                                                                                    Issued 10/19/11

The Personal Object Work List (POWL) is a tool that allows users to search for documents in SRM.  Recent improvements to the search criteria default parameters will improve the efficiency at which results are returned and the convenience of auto refresh when a new query is selected.  Please click on the following link for a comprehensive article on the change.

POWL Search Criteria 


Posting Dates MIGO                                                                                        Issued 10/7/11

It is critical to the Agile Material Day Card interface that MIGO transactions are entered timely.  If not entered timely, the Agile Material Day Card will fail.  Please access the following link for a brief article that includes MIGO screen shots of the date fields that need to be entered timely.

Posting Dates within MIGO Transactions 
 


Contract Alert and Task Functionality                                                             Issued 9/29/11 

The article below describes the processes for managing contract alerts and introduces the functionality for managing alerts.  Please click on Contract Alert and Task Functionality for a brief walk-through of these processes.


Purchase Order Receiving Report (ZOL1262)                                                    Issued 9/9/11 

The Purchase Order Receiving Report (ZLO1262) has been created in ECC so that the Receiving Report associated to a Purchase Order may be viewed and printed by any user with the Logistics Display role.  Please click on Purchase Order Receiving Report (ZLO1262) for a brief walk-through of executing this transaction code.


LaGov Costing Changes Effective 9/7/11                                                           Issued 9/7/11 

Effective 9/7/2011, rules have been applied to the system that will default the functional area from the Project Definition level of the WBS element if one has been entered. The functional area can only be overridden with an ARRA functional area (108*). Please click on LaGov Costing Changes Effective 9/7/11 for more information.


Contract, PO, RFx, and Shopping Cart Output Text                                        Issued 8/24/11 

Contract, PO, RFx and Shopping Cart text has been revamped to print on output documents in a formatted manner.  Please click on Contract, PO, RFx and Shopping Cart Ouput Text for a brief article and example. 


SRM MDM Internal Catalog Search Tips                                                         Issued 6/13/11 

Requestors and Buyers can easily search through Statewide catalogs by clicking on the "SRM MDM Internal Catalog" link in SRM.

This document describes:

  • Catalog Search Tips
  • How to perform a Simple Search
  • How to perform an Advanced Search
  • Search Result Tips
  • How to Compare Items in the Catalog
  • Zero Dollar Items Tips

Improvements/Changes as a Result of Support Pack - eProcurement               Issued 5/6/11

Please click on the below link for a brief article on the improvements and changes as a result of implementing Support Packs.

SP_04-11 


Purchasing Group Numbers Changing in ECC effective Monday, March 28, 2011
Issued 3/27/11

Effective Monday, March 28, 2011, the Purchasing Group numbers have changed in ECC. 
The Purchasing Group numbers for line items of existing ECC Purchase Requisitions and ECC Purchase Orders that were open prior to this date have been automatically converted to the new Purchasing Group numbers.
 
However, if you enter a new ECC Purchase Requisition, the appropriate new Purchasing Group number should be used.  The new numbers can be found in the drop down box of the Purchasing Group field.
  
Also, if you have created Personal Settings within the ME51N transaction (Create ECC Purchase Requisition) that includes the Purchasing Group as a default value, you will need to change the default value to the appropriate new Purchasing Group number.   Again, the new numbers can be found in the drop down box of the Purchasing Group field.

See the attached link for screen shots illustrating the positions of the Purchasing Group number as it relates to ECC Purchase Requisitions and Personal Settings for ECC Purchase Requisitions.
 

Time Constraints for Clearing Differences for Inventory Counts - Inventory Management

Issued 3/18/2011

When performing a physical inventory count, the clearing of inventory differences is subject to certain time constraints. When an inventory count is entered into the system, the posting period for inventory differences is automatically set to the same period (month) that the count is entered. Therefore, the inventory differences must be cleared (MI07) prior to the closing of the period that the count was entered (MI04).  If the inventory differences are not cleared within the same period that the count is entered, you must create a recount document (MI11), re-enter the count and then clear the differences.


Inventory Counts of Inv. Managed Storage Locations - Inventory Mgmt       Issued 2/25/2011

The following link gives clarification on when the 'Posting Block' and 'Freeze Inventory' settings should be selected for IM Physical Inventory Documents and lists the movement types that should be used when clearing differences for the document.  In addition, it explains when Agile Material Day Cards should be entered for materials that are blocked and frozen while an inventory count is being performed.    

 

For details of the T-codes and activities see Clarification for Inventory.


Time Fields on RFX - eProcurement SRM                                                    Issued 2/25/2011 
All time fields on RFXs in SRM are in the 24 hour format. Time entered in these fields must be entered in this format so that correct bid opening times are published to LaPac and on the RFX output form. For example, if the bid opening time is 2:00 PM then the proper way to enter that time in the RFX is 14:00:00. That entry will be converted to the 12 hour format and will appear on both the RFX output form and in LaPac as 2:00 PM CT.

If you enter 02:00:00 in SRM, your RFX output form and LaPac will show an opening time of 2:00 AM CT.

Bid and Contract Publishing to LaPac - eProcurement SRM                        Issued 2/25/2011
The presence of plants/locations will no longer be used to determine agency bids and contracts versus those for the Office of State Purchasing. DOTD will no longer have to add a plant/location to RFX or Contracts in SRM as previously was required to allow the publishing of these documents to LaPac and eCat when the RFX or Contract is for all of DOTD.

However, when the RFX or Contract applies ONLY to a particular Plant/Location then the Plant/Location needs to be added to the appropriate document.
 

Create Substitute Approver - eProcurement SRM                                         Issued 2/25/2011
SRM users with an approval Role can establish Substitution Roles to allow other SRM users with an Approval Role to approve procurement documents. The actions for both the approver setting up the rule and the named substitute approver are described in the document located in the URL below.

For the step-by-step procedure and screen captions see Create Substitute Approver.
 

Purchases Exempt From Office of State Purchasing - eProcurement SRM   Issued 2/25/2011
The following link takes you through identifying an RFX or Purchase Order in SRM as exempt from the Office of State Purchasing. By selecting "Exempt", the procurement document will bypass approvals from the Office of State Purchasing.

For the step-by-step procedure and screen captions see Identifying an RFX or Purchase Order as Exempt from the Office of State Purchasing