2.2_Simulation_Creating Special Request Requisition for Capital Purchase

Navigation: Main Menu > eProcurement > Create Requisition

Purpose: Use this simulation to practice creating a Special Request requisition for a Capital purchase.

Steps:

1. Click in the Business Unit field.

    

   Note: The Business Unit and Requester values may default.

   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, entering a requisition name is highly recommended.

   Step 6

7. Click the Continue button.

   Step 7

8. Click the Special Request tab.

   Step 8

9. Click in the Item Description field.

   Step 9

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

     a valid value
     e.g.
     "Optima XR220amx Digital Mobile Radiographic System"
    .
    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.
     "2"
    .
    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 a good or service belongs.

     

    This ID enables the system to retrieve default values for the requisition and the purchase order.

    Step 17

18. Enter the desired information in the Category field. Enter "41111808".

     

    Note: There will be specific categories assigned for all Project Capital, Project Non-Capital, and Capital requisitions. These categories will not change to alleviate from having to search for the correct category.

    Step 18

19. Click in the Due Date field.

    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.

    Step 21

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

     a valid value
     e.g.
     "005450"
    .
    Step 22

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

     a valid value
     e.g.
     "S2000ZH"
    .
    Step 23

24. Click in the Mfg ID field.

    Step 24

25. Enter the desired information into the Mfg ID field. Enter

     a valid value
     e.g.
     "GE MEDICAL SYS"
    .
    Step 25

26. Click in the Mfg Item ID field.

    Step 26

27. Enter the desired information into the Mfg Item ID field. Enter

     a valid value
     e.g.
     "S2000ZH"
    .
    Step 27

28. Click in the Additional Information field.

    Step 28

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

     a valid value
     e.g.
     "Per Quote # PR4-C11066 V 11"
    .
    Step 29

30. Click the Add Item button.

    Step 30

31. Click the 3. Review and Submit link.

    Step 31

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

    Step 32

33. Click in the Ship To field. 

     

    Depending on your system security, the Ship To location may default.

    Step 33

34. Click the Look up Ship To (Alt+5) button.

    Step 34

35. Click the 060001100I link.

    Step 35

36. Click in the GL Unit field.

    Step 36

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

     a valid value
     e.g.
     "20200"
    .
    Step 37

38. Click the Chartfields2 link.

    Step 38

39. Click in the Account field.

    Step 39

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

     a valid value
     e.g.
     "664800"
    .
    Step 40

41. Click the Asset Information link.

    Step 41

42. Click in the AM Business Unit field.

    Step 42

43. Enter the desired information into the AM Business Unit field. Enter

     a valid value
     e.g.
     "20200"
    .
    Step 43

44. Click in the Profile ID field.

    Step 44

45. Enter the desired information into the Profile ID field. Enter

     a valid value
     e.g.
     "18"
    .
    Step 45

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

    Step 46

47. Click the Save & submit button.

    Step 47

48. The Confirmation page displays basic information about the requisition and the number of items it contains.

     

    The Confirmation page will display if the requisition is saved for future use or submitted for approval.

    Step 48

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

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