2.1_Simulation_Creating Special Request Requisition for Project Purchase

Navigation: Main Menu > eProcurement > Create Requisition

Purpose: Use this simulation to practice creating a requisition for a Project purchase.

Steps:

1. Click in the Business Unit field.

   Step 1

2. Enter the desired information into the Business Unit field. Enter

    a valid value
    e.g.
    "10000"
   .
   Step 2

3. Click in the Requester field.

   Step 3

4. Enter the desired information into the Requester field. Enter

    a valid value
    e.g.
    "ROSER"
   .
   Step 4

5. Click the OK button.

   Step 5

6. The Requisition Name field is not required, however, it is highly recommended to enter a requisition name.

   Step 6

7. Click the Continue button.

   Step 7

8. Click the Special Request tab. 

    

   The Special Request tab enables you to create a request for goods or services.

    

   Goods include physical items, and services include tasks that are performed by external agents.

   Step 8

9. Click the Special Item link.

   Step 9

10. Enter the desired information into the Item Description field. Enter

     a valid value
     e.g.
     "Axis P3343 Fixed Dome IP Camera 6mm Tamper Resistant"
    .
    Step 10

11. Click in the Price field.

    Step 11

12. Enter the desired information into the Price field. Enter

     a valid value
     e.g.
     "151300.00"
    .
    Step 12

13. Click in the Quantity field.

    Step 13

14. Enter the desired information into the Quantity field. Enter

     a valid value
     e.g.
     "4"
    .
    Step 14

15. Click in the Unit of Measure field.

    Step 15

16. Enter the desired information into the Unit of Measure field. Enter

     a valid value
     e.g.
     "EA"
    .
    Step 16

17. Click in the Category field.

     

    Use the Category field to specify the item category to which the good or service belongs. 

     

    This ID enables the system to retrieve default values for the Requisition and Purchase Order.

    Step 17

18. Enter the desired information into the Category field. Enter "46171610".

     

    Note: There will be specific categories assigned to Project Capital, Project Non-Capital, and Capital orders. As a requestor, you will be able to choose from one of the three categories.

    Step 18

19. Click the Due Date field.

     

    NOTE: The date cannot be any earlier or later than 30 days from the creation date of the requisition.

    Step 19

20. Enter the desired information into the Due Date field. Enter

     a valid value
     e.g.
     "09/02/2014"
    .
    Step 20

21. Click in the Vendor ID field.

     

    Once the Vendor ID is entered the Vendor Name should automatically populate.

    Step 21

22. Enter the desired information into the Vendor ID field. Enter

     a valid value
     e.g.
     "016322"
    .
    Step 22

23. Click in the Vendor Item ID field.

    Step 23

24. Enter the desired information into the Vendor Item ID field. Enter

     a valid value
     e.g.
     "AXIS P3343"
    .
    Step 24

25. Enter the desired information into the Additional Information field. Enter

     a valid value
     e.g.
     "Per Project #000000000002"
    .
    Step 25

26. Click the Add Item button.

    Step 26

27. Click the 3. Review and Submit link.

    Step 27

28. Click the Requisition Line caret to expand the details.

    Step 28

29. Under Accounting Lines, Chartfields1 tab, click in the GL Unit field.

    Step 29

30. Enter the desired information into the GL Unit field. Enter

     a valid value
     e.g.
     "20200"
    .
    Step 30

31. Click the Chartfields2 link.

    Step 31

32. Click the Dept field.

     

    You will only need to enter if you are permitted to order for more than one department.

    Step 32

33. Enter the desired information into the Dept field. Enter

     a valid value
     e.g.
     "65600"
    .
    Step 33

34. Click in the Account field.

    Step 34

35. Enter the desired information into the Account field. Enter

     a valid value
     e.g.
     "664815"
    .
    Step 35

36. Click in the PC Bus Unit field.

    Step 36

37. Enter the desired information into the PC Bus Unit field. Enter

     a valid value
     e.g.
     "P1000"
    .
    Step 37

38. Click in the Project field.

    Step 38

39. Enter the desired information into the Project field. Enter

     a valid value
     e.g.
     "000000000002"
    .
    Step 39

40. Click the Look up Activity (Alt+5) button.

    Step 40

41. Click the II-INFOTEC link.

    Step 41

42. Click the Look up Source Type (Alt+5) button.

    Step 42

43. Click the D1001 link.

    Step 43

44. Comments for Approval Justification need to be entered even when not required.  This will allow the approver to see why the request is being submitted for approval.

    Step 44

45. If you are not ready to submit the requisition for approval, click Save & preview approvals button to submit at a later time.

    Step 45

46. Click the Save & submit button.

    Step 46

47. The Confirmation page display basic information about the requisition and the number of items it contains.  The Confirmation page will display when you submit a requisition or save it for later use.

     

    From here you can choose to further Edit Requisition, View printable version, go to Manage Requisitions page, or Create New Requisition.

    Step 47

Congratulations! You have successfully created a Special Request requisition for a Project purchase.

After clicking finish below, go to the course outline, select Lesson 2.2_Creating Special Request Requisitions for Capital Purchases (Concepts), and click Try It! to launch the lesson.

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