Transcript Slide 1

To add a new requisition,
enter an 'a' here. To view or
update an existing
requisition, enter the number
here. Click OK.
You can enter a capital A
or a lowercase a.
Leave the text box blank and
click OK or ENTER to
automatically assign a
requisition number.
This Alert message will be
displayed to let you know
that the requisition number
will be assigned when
completed.
To display your
name, type in your
Colleague ID or your
Colleague number,
leave the cursor in
the text box and hit
ENTER.
See next slide.
Your name is
displayed after you
hit ENTER.
You can enter the name of
a recommended vendor.
This is not a required field.
Enter the address if you
have one available. This
is not required.
After entering Vendor name,
an Alert box will be displayed
asking if vendor is a
(C)orporation or a
(P)erson. Click on C or P.
If you try to save the
requisition at this point, you
will receive the following Alert
message. See next slide.
You MUST add a line item to the
requisition before you can save
the requisition.
Click OK.
To enter a Line Item, select
the drill down box next to
Line Items.
To add a Line Item,
click the drill down box
at the RQIL
(Requistion Item List)
screen.
To add a description
longer than 25
characters, click the
drill down box next to
the description. A
screen will be displayed
that will allow you to
type your description in
paragraph format.
Number 2 under
description DOES NOT
refer to a second item
description.
This is a continuation of
a description that
exceeds 25 characters.
This screen will be
displayed if you select the
drill down box next to
description in the
previous screen.
WARNING - DO NOT
select this drill down box.
This will bring you to an
error page that could
result in the loss of your
data!
If you do select the drill down box in the
previous screen, this screen will be
displayed. To get out of this without losing
your data, enter an 'A' and press ENTER.
The following screen will be displayed.
Enter 'q' and press ENTER. You will be
returned to the RQIM (Requistion Item
Maintenance) screen.
When finished typing
description, click Save.
Select Update to
add the description.
The description will be displayed in the numbered lines. To see the
additional text, select the down arrow next to line 2. See next screen
for entering price and quantity.
Enter estimated price, quantity and unit of issue (example: EA, BX). For unit of issue
lookup, enter ... and hit ENTER.
To select a unit of issue, check the corresponding box
and click the Save Selection icon.
The unit of issue selected in the previous screen will be
entered into unit of issue. The next step is to enter a GL
Account number.
After entering a price and quantity, you can then
search for a GL Account No. by entering ...your 5digit cost center number followed by ...
This will list the General Ledger Account numbers that match the selection you entered
and that you have access to. You can select an account number by checking the box
next to it or entering the number in the text box at the bottom. Then click Save Selection
icon.
Funds are available in the
selected account.
To charge the full amount to this account number, click in the
Percent text box. This will automatically calculate to 100% of
the amount of the line item. Click Save.
Click Update.
Once you have saved your first line item, this blank screen will appear. This is
where you enter your next line item description by following the previous steps. If
you have no additional line items, click Cancel to cancel the current form.
Select Save to save this
screen.
If you entered more than one line item, they will all be displayed here.
Select Update to save changes.
Once you return to the main
requisition screen, there are four
items that must be completed
before the requisition process
can continue:
1. There must be an Initiator.
2. There must be at least one
line item.
3. Approvals must be entered
(see adding Approvals to a
requisition.)
4. Requisition Done field must be
flagged as “yes”.
Click Save.
Select Update.
The requisition number will be automatically assigned.
Select OK.
You will be returned to the Requisition LookUp/Add
screen. To return to the previous requisition, enter @.
This will bring up the last requisition you were working
on.
If you change the "Requisition Done" field from No to Yes before entering all
required fields, the above Alert will be displayed. Click OK.