Lawson E-REQ PunchOut

Punch Out Items

Complete all steps in Lawson E-Req Introduction before using PunchOut

PunchOut is where you connect to the vendor’s website to place your order

Is PunchOut the right place for your order? The chart below can help you get started See your manager or contact IT if you need additional assistance

We Need To Order

And Requesting Department Is

And

Start With

Patient Care Supplies, Housekeeping Supplies, Forms, Specialty Paper, and other Routine Purchases

Hospital-Based

Lawson Number not needed

You have a Lawson Number

Catalog

Express Order

Patient Care Supplies

Offsite Offices and Medical Practices

Lawson Number not needed

PunchOut to

McKesson Surgical

Housekeeping Supplies

All locations

Lawson Number not needed

PunchOut to Grainger or Special/Service for specific manufacturer/vendor

Office Supplies

All locations

Lawson Number not needed

PunchOut to

Office Depot

Maintenance Supplies

All locations

Lawson Number not needed

PunchOut to Grainger or Special/Service for specific manufacturer/vendor

Non-Catalog, Services, Contracts

All locations

Lawson Number not needed

Special/Service

IMPORTANT: PunchOut cannot be used to purchase copiers, printers, or capital equipment

Requisition using PunchOut

Step 1. Before choosing PunchOut, go to the Accounting tab and enter the appropriate Account/Expense Code

Account = Expense number. It is very important that you use the correct Account/Expense number!

Below is a sample of the most frequently used Account/Expense numbers

Account Number

Description

633010

Outside Purchased Services

640230

Medical Surgical Supplies

645100

Forms

645110

Office Supplies

661000

Repairs

Important Considerations:

Be sure to choose the correct account/expense number!
This number determines where your expense will be charged to your Department’s budget
Do not choose the first account simply because it is listed first
If there are multiple accounts with similar names, or you don’t know which account to use, see your manager
If you don’t know the account number, use the Search function:
Click Magnifying Glass
- Lawson will open a new window
- Choose Active Detail Accounts

Change Search Field to Description
Change Method to Contains
In Value enter all or part of the account description
Click Search

Lawson will display a list of Accounts
The example below was generated because Value = “Medical”

Click the Account or Description and Lawson will populate the Account field

Step 2. Before choosing PunchOut and for Office Depot Orders only, go to the Comments tab

Choose Print Comment on Purchase Order
Title: enter your name
Text: enter your email address and the name of the person who requested this order, and delivery instructions if needed

Choose Add

A Dialog box will confirm the comment was added

Your order will be delivered directly to your department by Office Depot

Step 3. Choose PunchOut

Click Vendor’s Name

Step 4. Click OK in the dialog box. Lawson will launch the vendor website

Office Depot

Step 1. Enter general product name in search box

Step 2. Choose type of product

Step 3. Choose specific product

Products will be shown as Best Value, Restricted Item, or blank
- Tip: Always choose the lowest cost item that meets the needs of the department

Restricted Item orders must be placed through Special/Service
Go to Page 11 of this document for more information on requisitioning Restricted Items
See the Lawson E-REQ - Special/Service for how to place Special/Service orders

Step 4. Choose quantity and click Add to Cart

Step 5. Choose Continue Shopping or the search bar and Return to Steps 1-4 until all products have been placed in the shopping cart

Step 6. When the order is complete choose Shopping Cart or the Shopping Cart icon

to view your shopping cart

Step 7. Review the shopping cart for accuracy and choose Checkout when finalized

Step 8. The system will bring you back to the Lawson Requisition screen where you can view the Requisition Lines

Review for accuracy
To delete an item, click the trash can icon

Step 9. Choose Release when the Requisition is complete

A dialog box will appear
Click OK

Step 10. Receive the following System-Generated Emails:

From Office Depot that your order was placed
From Lawson that your order was submitted

From Lawson that your submission was approved

Step 11. Your order will be delivered directly to your department by Office Depot

Restricted Office Supplies

Restricted Office Supplies are processed in Special/Service

Step 1: Follow Steps 1 – 3 in Office Depot above to identify restricted items

Restricted Items do not have Add to Cart option

Step 2: Write down key information about the item:

Item number
Description
Price
UOM (Unit of Measure)

Step 3: Exit Office Depot by clicking on the “X” at the top right corner of the screen

Step 4: Return to Lawson and Choose Special/Service

See Lawson E-REQ – Special/Service for instructions on entering a Special/Service Requisition

McKesson

Step 1. Choose PunchOut and choose McKesson

You will be directed to the McKesson Start New Order screen

McKesson provides instructions on Getting started with your cart

Step 2. Choose the entry option that works best for you:

Shop Products

Search My Formulary

C. Quick Add to Cart when you know the Item Number and Quanity

When ordering from My Formulary, notice In Stock vs Non-stock Item, which impacts delivery date

Step 3. When done shopping, choose PunchOut

Step 4. The system will bring you back to the Lawson Requisition screen where you can view the Requisition Lines

Review for accuracy
To delete an item, click the trash can icon

Step 5. Choose Release when the Requisition is complete

Orders to offsite locations will be delivered directly to your location by McKesson
Orders for Hopewell and RMC will be delivered to the Receiving Department

Grainger

Step 1. Choose PunchOut, choose Grainger

You will be directed to the Grainger home screen

Step 2. Choose the entry option that works best for you:

Enter keyword, item model or part # in search box

Choose Category from products shown

Choose View All Product Categories

Step 3. When you arrive on the product page, click on the product to reveal product details

Step 4. Choose Add to Cart

If asked about shipping to WA, answer no

Step 5. When done shopping, choose Submit Cart

Step 6. Choose Submit Cart again to leave the Grainger website and return to Lawson.

Step 7. The system will bring you back to the Lawson Requisition screen where you can view the Requisition Lines

Review for accuracy
To delete an item, click the trash can icon

Step 8. Choose Release when the Requisition is complete

Orders to offsite locations will be delivered to the Receiving Department and then transferred to your location
Orders for Hopewell and RMC will be delivered to the Receiving Department