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COE PO PR Tool training. Nov-2024. ©2022 Visa. All rights reserved. Visa Confidential.
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Purpose To replace current process of manual monitoring request through email to using a SharePoint form. Centralized/Increased Monitoring-The tool will be used and monitored by the COE team, ensuring centralized control and oversight. Automated Workflow -Tool Automatically reject requests with insufficient information in PW email , ensuring only complete and accurate requests are processed..
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PO PR Tool – Process Flow. Business (B) Tool Controllership (C).
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PO-PR – submission tool. PM forward the PW email generated from PRAPACCoECore@visa.com Email subject must contain the PW number., 'PWXXXXXXXX: Create purchase requisition'. Otherwise, the request will not be processed Email must be received from individual email ID not any group or mail The PW email should include only the necessary information required for the tool to process request. Any additional text or details outside of this will be ignored by the tool hence this can be added in the comment box. PM to monitor the rejected request and submit the complete information to expedite the PR creation..
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Type of email notifications(auto-email). Scenario-1 -Request has been submitted successfully in PR tool..
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Scenario 1: Request has been submitted successfully in PR tool.
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1. If the request has been submitted successfully with complete information with all mandatory fields in PW emails..
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Scenario 2: If the request has been rejected by the PR Tool.
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2. If the request has been rejected in case of insufficient/missing information in the PW email.
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Re-submission of Request due to Rejection. "Click on the hyperlink in the email received." "Click to get approval from the Processing Team to access the form• To edit the existing form, you can click on the link and after submission you would receive below confirmation (to be shown)..
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PR Submission Request - Update PR Details Submitter N•ndini Subm Date 22.'07,'2024 Status Submitted • Pending Upd•t Music and Festival 2024 Sponsorship Event Activation Description Task Comment Junghun, Accounting Information Supplier Name * Budget Approved? Cost Center ID * •OOéS • •OOéS • ctry Mk:ing vas Remarks from PM Risk ID (RXXXXX) GL Code * Activity Code * Note: If an oetivity fans under the Varketing Category and is not V,'K• related. mde begin With letter A Attachments RE_ PW'E74017483 _ Create purchase requisitioneml Category Commodity Code Country Code *.
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Scenario 3: Rejected due to Duplicate request.
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3. Rejected due to Duplicate request. DUPIiCåtélD Detected: PR Submission Request (PW D: PW4232660423) PRAPACCoECore Banerjee, Nandini To 9/25/2024 @Follow up. Start by Monday, November 18, 2024. Due by Monday, November 18, 2024. You forwarded this message on 11/7/2024 9:22 AM. Dear Banerjee, Nandini , We have identified that the submission with PW ID: PWQä266ö42SIhas been previously received by us. Please note that duplicate submissions will not be processed in order to maintain the accuracy and efficiency of our operations. We kindly request that you send each PW request only once to prevent any potential processing errors. Thank you. Regards, APAC Operations COE.
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Scenario 4: Request rejected after review from COE Team.
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4 . Request rejected after review from COE Team (refer to 'Re-submission of Request due to Rejection' for follow-up action) During the COE review if they identified any issues, you will receive this notification indicating that your submission has been rejected..
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Re-submission of Request due to Rejection. "Click on the hyperlink in the email received." "Click to get approval from the Processing Team to access the form• To edit the existing form, you can click on the link and after submission you would receive below confirmation (to be shown)..
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PR Submission Request - Update PR Details Submitter N•ndini Subm Date 22.'07,'2024 Status Submitted • Pending Upd•t Music and Festival 2024 Sponsorship Event Activation Description Task Comment Junghun, Accounting Information Supplier Name * Budget Approved? Cost Center ID * •OOéS • •OOéS • ctry Mk:ing vas Remarks from PM Risk ID (RXXXXX) GL Code * Activity Code * Note: If an oetivity fans under the Varketing Category and is not V,'K• related. mde begin With letter A Attachments RE_ PW'E74017483 _ Create purchase requisitioneml Category Commodity Code Country Code *.
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Scenario 5: Once PR is raised.
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Once the request is completed and PR is raised:. "PR has been raised.".
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Thank you.
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Things to note. Once PW request is forwarded to designated mail-box, please wait for 5-10 mints to generate the ID, in case of any challenges please reach out to APAC COE team..