SERTICA GreenLaneTransaction

Green Lane – SERTICA 1
SERTICA Green Lane Transactions

User Manual
PSACC Operational Excellence 2023

All Rights Reserved
User Manual SERTICA V1.0

DOCUMENT HISTORY
DATE VERSION INITIALS PAGES CHANGES
04/28/2023 1.0 LMLA Initial

TABLE OF CONTENTS
1 INTRODUCTION ...................................................................................................................4
2 SCOPE...................................................................................................................................4
I Access Rights.........................................................................................................................5
II Green Lane Process………………………………….……………………….…………………………………………….5
III Green Lane transaction………………………………………………………………………………………………….5

1 INTRODUCTION
PSACC will be implementing the Procurement, Inventory, Finance and LBE modules of SERTICA
on May 1, 2023. Said system will replace the Procurement and Inventory modules of NetSuite.
This document outlines the step-by-step procedure for creating the purchase request for green
lane transactions.
2 SCOPE
This user manual is for employees assigned to create purchase requests for green lane
transactions. Green lane transactions refer to non-trade transactions, services, and those being
managed by the Supply Chain department. An example of which are cargo related services.

I. Access Rights
PR creators have access to both Purchase Requisition and Purchase Order functions.
Purchase Order function is required for them to be able to create the PO for green lane
transactions.
II. Green Lane Process

See here the high level process flow for Green Lane.
User creates the Create PO. PO routed User

PR. Technical Route for to Green receives the
Reviewer endorse price Lane purchase in
for PO creation. approval. approvers. the system.
III. Green Lane – Purchase Request / Purchase Order

When creating the green lane PR/PO, it is assumed that the bill and other required documents
are with the requester/user. All information about the service rendered by the vendor, price
and invoice should be available.
1. To Create the PR, log in to the system. Go to your unit → Requisition

2. Click NEW to create a new Purchase Request.
3. Enter description of the request. The more information you can put here the better.
4. Select the department

5. Select the appropriate purchase group. If it helps, a purchase group called “Cargo
Related Services” is included in the list.
6. Select the Purchase type. For green lane transactions – always select the purchase type
with “GRN LANE”. This means, the transaction is mapped to a green lane item type and
green lane approval flow.
7. Select the service items.
8. Click SAVE or CTRL+S to save the purchase request.
9. Click Forward for Request.
This action will result to this

workflow status: Awaiting Order
10. Click Send Request to forward the purchase request to technical reviewer.
This action will result to this workflow

status: Awaiting Technical Reviewer
11. Once endorsed by Technical Reviewer, the purchase request status becomes:
12. User then goes to OFFICE → Requisition to retrieve the purchase request

13. Next step is to create the Purchase Order. To do that, click on the QUICK PO button.
14. The QUICK PO will create the Purchase Order in draft status.
15. Enter Delivery Date or when the service was rendered / completed.
16. Enter the service cost as it appears in the bill provided by vendor.

17. Enter the Supplier and delivery information.
18. CRTL + S or click SAVE to save.

19. Click “FORWARD FOR PRICE APPROVAL”
This action will result to this workflow

status: Awaiting Price Approval
To check where the transaction is pending, go to INFO:
20. Once fully approved, the status becomes:

21. In OFFICE → PURCHASE ORDER retrieve the PO

22. Click the “PURCHASE ORDER” button.
23. When prompted with a similar message like this, just click YES.
24. This will be prompted next. Set the drop down to “NONE” and delete the email address
in the field. This was supposedly for notifying vendor to confirm the purchase. But since
this is already a rendered service, no need to do that.
25. “RECEIVE” the purchase just like receiving an item. Go to UNIT → Requisition and
retrieve the purchase request. Receive via “RECEIVE” button or “RECEIVE ALL”

• Receive – this button allows user to enter more information such as DR # and allows user to set
the date (other than current day). Here, user can also reject.
• Receive all – when this button is triggered system assumes that all items are received today.
User can now forward all documents to Finance for payment processing.
--- End of Document ---

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Green Lane – SERTICA 1

SERTICA Green Lane Transactions

PSACC Operational Excellence 2023

User Manual SERTICA V1.0

User Manual SERTICA V1.0

User Manual SERTICA V1.0

User Manual SERTICA V1.0

II. Green Lane Process

User creates the Create PO. PO routed User

III. Green Lane – Purchase Request / Purchase Order

1. To Create the PR, log in to the system. Go to your unit → Requisition

User Manual SERTICA V1.0

This action will result to this

This action will result to this workflow

User Manual SERTICA V1.0

User Manual SERTICA V1.0

17. Enter the Supplier and delivery information.

18. CRTL + S or click SAVE to save.

This action will result to this workflow

To check where the transaction is pending, go to INFO:

20. Once fully approved, the status becomes:

User Manual SERTICA V1.0

21. In OFFICE → PURCHASE ORDER retrieve the PO

User Manual SERTICA V1.0

--- End of Document ---

User Manual SERTICA V1.0

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