1. Timeline To Buy

2. Is it a Req or a Wreck? Your Requisition…
Do you have a wreck or do you have a Req?
Is it a Req or a Wreck?

3. Learning Objectives Create a successful Requisition
Review information required for a proper PO Requisition web form.
Understanding the Requisition to Purchase Order Process.
Introduce New features of this form that will be released in December.

4. EquipmentExisting Tag Number
Support Documentation
Existing
or new Vendor?
Requisition/Vendor Pmt Webform
Accounting Information
Purchase Order can be created
Credit Card and within your credit card limits
Value
Unit Cost
Total
Specifications
Descriptions
To create a req. go to Webforms
If a new vendor, tax information is needed. (W-9) Does this Vendor accept credit card?
Supporting documentation is needed to process PO
Accounting info –
EquipmentExisting Tag Number
Quantity
Special Delivery Instructions?
Blanket Order?

5. Timeline Create Req webform Routing and Approvals
Procurement approves with backup
Procurement generates PO
Purchase Order sent to Vendor

6. The PO Requisition Process
Webforms

8. Purchase Order Requisition
Step 1:
Step 2:
Change building by choosing from the drop down
NEW
Choose ‘Yes’ or ‘No’ from the drop down

9. Purchase Order Requisition
Step 3:
Step 4:
Attachment now displays the file name
NEW
Web form now displays a Requisition ID
NEW

10. Purchase Order Requisition
Step 5:
Step 6:
Use Lookup Vendor to add vendors
NEW
Type keywords from vendor name to narrow Search

11. Purchase Order Requisition
Step 7: Credit card option for vendor
Step 8: Funding Originator (Drafter)
NEW

12. Purchase Order Requisition
Step 9: Item details
Step 10: Funding
To add more Speed types (max: 6)
NEW

13. Purchase Order Requisition
Step 11: Trade information
Step 12: Comments
NEW

14. Purchase Order Requisition
Step 13: Routing

15. Purchase Order Amendment
Webform

17. Purchase Order Amendment
Step 1: Originator & PO information
Step 2: Previous PO information

18. Purchase Order Amendment
Close PO
Choose additional approvers is needed. Then click Finish & submit.
Add Additional items (similar to PO Requisition)
Choose funding originator
Add item details
Add funding details
Choose Purpose Code Administrator
Choose Additional Approvers if needed
Then Click Finish & Submit

19. Purchase Order Amendment
Change funding on Existing PO:
Step 1: Choose funding originator.
Step 2: Add item details(similar to PO Requisition) with the negative amount for the Speed type of the funding to be reversed.
Step 3: Add item details(similar to PO Requisition) with the positive amount for the Speed type of the funding to be added.
Step 4: Choose Purpose code Administrators, additional approvers if needed and click Finish & Submit. (similar to PO Requisition) with the negative amount for the Speed type of the funding to be reversed.

20. Purchase Order Amendment
Change Funding on Existing PO
Line item with negative amount
Line item with positive Dollar Amount

21. Purchase Order Amendment
Change funding on Existing PO: Review item details

22. Requisition To
Buy

23. Tips and Tricks
Always attach quotes/documents/invoices to support PO Requisition web form.
Use Procard if purchase is within your credit card limit (under $5,000).
If there are reoccurring payments, request a blanket PO.
Use the vendor look-up feature on the Vendor Payment webform

24. Tips and Tricks
If a vendor is not on file or inactive, requestor is required to have vendor complete online W9 form by forwarding:
A W9 form is required for Requisitions and Invoice Payments through Procurement Services.
Payment Activities can be used to track payment activity as well as PO balances.
Check out our Procurement Services homepage at: www1.udel.edu/procurement for more information.

25. Our Contact Information
Assistant Buyers: RoseAnn Essick Victor Caruana Senior Buyers: Dave Heckman Dale Fleetwood Rob Jung

26. End of the requisition road…
Questions?