Desk Aids
These desk aids are designed to provide quick access to the information most requested by CAPPS users. All desk aids reflect CAPPS core functionality; for agency-specific processes, contact your agency’s CAPPS Level 1 support staff for assistance.
If you need a desk aid for another topic: The CAPPS team is developing more content for this page. In the interim, Level 1 support staff can submit a service request (SR) ticket to request a specific desk aid.
Note: Agencies can export these desk aids to Microsoft Word documents and add agency-specific content.
Enterprise Desk Aids
CAPPS Financials Processes
Accounts Payable [+]
Asset Management [+]
Interfaces [+]
Purchasing [+]
- Adding Asset Requisition Lines on Purchase Requisitions
- Adding a Shipping Line to a Purchase Order
- Adding or Editing Standard Comments
- Approving, Denying or Pushing Back a Transaction in the Workflow
- Canceling a Receipt
- Canceling a Requisition or Requisition Line
- Changing Orders on a Requisition Sourced to a Purchase Order
- Closing and Reopening Purchase Orders Using Buyer’s Workbench
- Copying a Purchase Order
- Copying a Purchase Requisition
- Copying a Query to Another User
- Creating Auto Source Requisitions by Origin
- Creating Requisitions Using “Amount Only”
- Deleting vs Canceling a Purchase Order
- Dispatching Purchase Orders in “Pending Cancel” Status
- Editing and Updating Requisitions
- Entering and Amending LBB Contract Records
- Entering Purchase Requisitions
- Entering the Requisition Defaults, Speedcharts and Mass Changes
- Finalizing a Purchase Requisition or Purchase Order
- Finalizing Requisition Lines from the Purchase Order
- Locating Requisitions Available to Source
- Maintaining Distributions for Purchase Orders
- Printing, Filing and Emailing Purchase Orders
- Purchase Orders — Using “Amount Only”
- Receiving Assets
- Receiving Multi-Funded Assets
- Receiving Purchase Orders
- Re-Dispatching Dispatched Purchase Orders
- Restarting a Workflow
- Resubmitting a Denied Requisition To Workflow
- Selecting a Supplier on Purchase Requisitions
- Setting Up Proxy Approvers
- Using Comments and Attachments on Purchase Requisitions
- Using ProCard Purchase Orders
- Using Universal Fields
- Workflow Administrator Purchasing Approval