Entering Requisitions and Vouchers...

Navigation:  Purchasing – Requisitions – Maintain Requisitions

1. Click the Add button on the Add a New Value page.
2. Click the Header Defaults link to access that page.

Header Defaults Page

1. Enter or look up the Vendor ID and Vendor Location.
2. Enter or select the Buyer.
3. Make sure the Ship to location is Receiving (the default value if Requester was entered).
4. Enter a due date (usually the current date).  This field is required.
5. If charging items to multiple Cost Centers, select whether the charges are to be distributed by quantity or amount.
6. If desired, Speed Type may be used to enter the first Cost Center.  Enter the Speed Type, and click Refresh at the bottom of the page to populate the Cost Center fields.
7. Enter the Cost Center to charge for the requested items.  (Make sure the correct Budget Reference populates.)  To add another distribution line (another cost center) follow the instructions under Additional Distributions below.  
8. Enter a default Account to charge for the item(s) requested.
9. Click OK to return to the Form page.

Form Page

1. Enter the item description, preceded by an alphabetic character – a for item 1, b for item 2, etc.  (Note:  For more space to continue a longer item description, with the line selected, click the Line Comments link.  Enter the additional description in the Comments field.  Click the Send to Vendor checkbox.  Click OK to return to the Form page.)
2. Enter the quantity requested.
3. Enter or look up the Unit of Measure.
4. Enter or look up the Commodity Code in the Category field.
5. Enter the price.
6. Save the Purchase Request.  A document ID is assigned.  If only one item is being requested, continue to the next section.  To request more items, continue to step 7.
7. To insert additional items, scroll right and click the Insert Rows button.  Click OK to insert only 1 item, or enter the number of lines to enter and then click OK.  Complete the fields on Line Item 2 as described in steps 1 - 5 above.

Header Comments

1.      On the Form page, click the Header Comments link.

2.      Enter any comments intended for the vendor or the Purchasing Department.

3.      Check the Send to Vendor box so that the comments will appear on the printed requisition.

4.      Click OK to return to the Form page.

5.      Save any changes to the requisition.

6.      To print the request, open the Documents page.

7.      Click the Print Requisition Coversheet link.

8.      In the new window, click the printer icon on the toolbar to print the request.   Click OK to return to the Form page.

Additional Distributions

1.      On the Forms page, select the item that has another distribution and click the Schedule tab.

2.      Click the Distribution link.

3.      Scroll to the right and click the Insert Rows button and then click OK.

4.      Change the amount, account and cost center on the second distribution row.

5.      Click OK and Save any changes to the requisition.

6.      Follow these steps for other items that you wish to add additional distribution lines on.