2.5.1_Simulation - Creating Resource Contract Labor Requisition


Navigation: Main Menu > eProcurement > Create Requisition

 

Purpose: Use this simulation to practice creating a Resource Service Requisition.


Steps:

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

     a valid value
     e.g.
     "10000"
    .

    Step 1
  2. Click in the Requester field.

    Step 2
  3. Enter the desired information into the Requester field. Enter

     a valid value
     e.g.
     "ROSER"
    .

    Step 3
  4. Click the OK button.

    Step 4
  5. Although not required, it is recommended that you enter a Requisition Name.

    Step 5

  6. Click the Continue button.

    Step 6
  7. Click the Services tab.

    Step 7
  8. Click the button to the right of the Service Method field.

    Step 8
  9. Click the Resource list item.

    Step 9
  10. Click in the Service Type field.

    Step 10
  11. Enter the desired information into the Service Type field. Enter

     a valid value
     e.g.
     "628815"
    .

    Step 11
  12. Click the Look up Service (Alt+5) button.

    Step 12
  13. Click the OTHCLINCONTRLBR link.

    Step 13
  14. Click in the Requesting Dept field.

    Step 14
  15. Enter the desired information into the Requesting Dept field. Enter

     a valid value
     e.g.
     "45440"
    .

    Step 15
  16. Click the Look Up Request Type button.

    Step 16
  17. Click the Yes button.

     

    This will code all distribution lines to Dept 45440 for this requisition.

    Step 17
  18. Click the BUDGETED link.

    Step 18
  19. Requisition Competencies are optional. 

     

    Click the Look up Competency (Alt+5) button.

    Step 19
  20. Click the 0001 Action Oriented link.

    Step 20
  21. Click in the Start Date field.

    Step 21
  22. Enter the desired information into the Start Date field. Enter

     a valid value
     e.g.
     "09/30/2014"
    .

    Step 22
  23. You can also click the Calendar button to view the calendar to select a Start Date.

    Step 23

  24. Enter the desired information into the End Date field. Enter

     a valid value
     e.g.
     "10/31/2014"
    .

    Step 24
  25. Utilization % is a required field. The proper value was already pre-populated in this example.

    Step 25

  26. Click in the Rate field.

    Step 26
  27. Enter the desired information into the Rate field. Enter

     a valid value
     e.g.
     "150.00"
    .

    Step 27
  28. Click in the Expense Rate field.

    Step 28
  29. Enter the desired information into the Expense Rate field. Enter

     a valid value
     e.g.
     "15.00"
    .

    Step 29
  30. Click the down arrow  button of the vertical scrollbar to view additional screen information.

    Step 30
  31. Click the Go to Submit Requisition button.

    Step 31
  32. If you are not ready to submit the requisition, you can click the Save & preview approvals button to save the data entered and submit for approval at a later time.

    Step 32

  33. Click the Save & submit button.

    Step 33
  34. The Confirmation page will display when either the Save & preview approvals button or the Save & submit button are clicked.

    Step 34

Congratulations! You have successfully created a Resource Service Requisition.

 

Continue to the next simulation.

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