Creating Requisitions University Of Western Ontario.

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Presentation transcript:

Creating Requisitions University Of Western Ontario

NA Client Conference Template Purchase Requisition From the Requester desktop: Select “Create Requisition”. Accept suggested number. Click OK.

NA Client Conference Template Purchase Requisition – Header Info Enter: Title (could be WO#) Type (usually *General) Requisitioned by address Priority Then Click on Add Line…

NA Client Conference Template Purchase Requisition – Create Lines Enter a valid catalog item from the cabinet For non-stock items, go to the cabinet.

NA Client Conference Template Purchase Requisition – Cabinet Search Enter in any combination of search criteria and click OK. For non-stock purchases, choose : “Non-stores Material” followed by the correct unit of measure or “Non-stores Service” followed by the correct unit of measure

NA Client Conference Template Purchase Requisition – General tab Enter description from paper requisition Enter the quantity and date required Enter estimated costs if the PCI # is generic and you do not know the vendor. Note : do not enter a cost on this tab if catalog item found

NA Client Conference Template Purchase Requisition – Deliver To tab Enter “SSB-PPD” in the deliver to field Change the person to notify if different from the requester.

NA Client Conference Template Purchase Requisition – Charging tab Click “Add” on the Charging tab Enter a Work Order Task (or select one of the WO’s from the cabinet). Check that appropriate Cost Group has defaulted from the item

NA Client Conference Template Purchase Requisition – Charging Details The fields will now be populated and the G/L account number will appear. Click OK to return to the Requisition Line.

NA Client Conference Template Purchase Requisition – Price View To add price and vendor information: Add or change vendor by unchecking the Select vendor box. Add or change the price by selecting the Price tab.

11 Purchase Requisition – Edit Price Enter in a unit price and indicate the price is “Firm”. Note you can adjust the currency by clicking the “C$” sign. To create another line select the New icon or click the X to exit.

NA Client Conference Template Purchase Requisition You can also create another line from the Requisition Line Items view by selecting the New button. Continue until requisition is complete