Searching for LPAs

Purpose: Demonstrate how to search for Leveraged Purchase Agreements in FI$Cal.

Scenario: Your goal is to locate a Leveraged Procurement Agreement (LPA) in FI$Cal using various search criteria.

Roles: All

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the Procurement Contracts menu.

   Step 2

3. Click the LPA/Department Contract Search menu.

   Step 3

4. The State Leveraged Procurement Agreements page is now displayed. From this page users can find any of the State's Leveraged Procurement Agreements (LPAs) using a variety of search criteria.

   Step 4

5. If you know the unique Contract ID of the LPA you are looking for, the Contract ID field can be used to quickly locate that LPA.

    

   In this scenario, the Contract ID of the desired LPA is not known, so other fields must be used to narrow the search.

   Step 5

6. The Vendor field can be used to find LPAs based on the vendor the state has a Leveraged Purchase Agreement with.

    

   In this scenario, we are looking for an LPA with Falcon Industrial Supply.

   Step 6

7. Click the Look up Vendor button.

   Step 7

8. Click in the Name 1 field.

   Step 8

9. Enter "Falcon Industrial Supply".

   Step 9

10. Click the Look Up button.

    Step 10

11. Click the FALCON INDUSTRIAL SUPPLY link.

    Step 11

12. The search can also be narrowed by contract type. Because we are looking for an LPA, "Statewide Contract" should be selected from the Contract Type list.

    Step 12

13. Click the Contract Type list.

    Step 13

14. Click the Statewide Contract list item.

    Step 14

15. Click the Search button.

    Step 15

16. The Contract Information grid now displays all LPAs the State currently has with Falcon Industrial Supply.

    Step 16

17. The Description column provides a short description of what the LPA is for.

     

    In this scenario, we want to view the details on the State's Leveraged Purchase Agreement with Falcon Industrial Supply for Utility Carts.

    Step 17

18. Click the Show all columns button.

    Step 18

19. Click the Horizontal Scrollbar.

    Step 19

20. Selecting the View link will bring you to a page where you can see the details of the Leveraged Procurement Agreement.

    Step 20

21. Click the View link on the first line item.

    Step 21

22. The View Contract page is now displayed. From this page the user can view the details of the desired Leveraged Purchase Agreement

    Step 22

23. Click the Vertical Scrollbar.

    Step 23

24. If there were any attached documents associated with this contract, you would be able to view them in the View Attachments section using the View button.

    Step 24

25. After you have reviewed the details of the LPA, use the Return button to navigate back to the search and view other LPAs.

    Step 25

26. Click the Return button.

    Step 26

You have successfully completed the "Searching for LPAs" topic.

Key Takeaways:

- Once a Leveraged Purchase Agreement has been created, submitted and approved, you can search for it in FI$Cal using several different search criteria

- Any State LPA can be searched for in the System

- After locating the LPA, you can then open and view the details of the LPA

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