DEI · Purchase Orders

DEI

Purchase
Orders

Navigate

Employee Portal

📋 How-To Guide

1. PO Request & Submittal

Project & Details Select the correct Project, Seller Quote, and PO Type
Vendor Select from dropdown; enter email/contact manually if needed
Personnel Select required DEI Personnel
Auto-Fill Drop invoice PDF to populate line items & GL codes
Instructions Use Comments for Terms & Conditions
Documentation Attach all Vendor Quotes — bundled into generated PO

⚠️ Text-based PDFs only. Scanned images trigger an error — convert first.

2. Processing & Generation

Numbering Corinne assigns PO # → status becomes Not Executed
Notification Email sent when Ball in Court is set to you
Investigation Assign Ball in Court to anyone who needs to review
Review Check PO twice before sending to vendor
PO Format UXE_ProjectNum_PONUM_VendorNm_Date

3. Execution & Sign-Off

Vendor Execution Upload signed document back to platform
Naming PXE_ProjectNum_PONUM_VendorNm_Date
Approval Assign DEI Signatory as Ball in Court to sign
Final Upload EXE_ProjectNum_PONUM_VendorNm_Date
Completion Status → Executed, Approved Date logged

Total POs

—

Drafts

—

PO # Required

—

Not Executed

—

Executed

—

Total Value

—

Loading purchase orders…

—

—