Navigation: Main Menu > eProcurement > Create Requisition
Purpose: Use this simulation to practice creating a Resource Service Requisition.
Steps:
Enter the desired information into the Business Unit field. Enter
Click in the Requester field.
Step 2Enter the desired information into the Requester field. Enter
Click the OK button.
Step 4Although not required, it is recommended that you enter a Requisition Name.
Step 5Click the Continue button.
Step 6Click the Services tab.
Step 7Click the button to the right of the Service Method field.
Step 8Click the Resource list item.
Step 9Click in the Service Type field.
Step 10Enter the desired information into the Service Type field. Enter
Click the Look up Service (Alt+5) button.
Step 12Click the OTHCLINCONTRLBR link.
Step 13Click in the Requesting Dept field.
Step 14Enter the desired information into the Requesting Dept field. Enter
Click the Look Up Request Type button.
Step 16Click the Yes button.
This will code all distribution lines to Dept 45440 for this requisition.
Step 17Click the BUDGETED link.
Step 18Requisition Competencies are optional.
Click the Look up Competency (Alt+5) button.
Step 19Click the 0001 Action Oriented link.
Step 20Click in the Start Date field.
Step 21Enter the desired information into the Start Date field. Enter
You can also click the Calendar button to view the calendar to select a Start Date.
Step 23Enter the desired information into the End Date field. Enter
Utilization % is a required field. The proper value was already pre-populated in this example.
Step 25Click in the Rate field.
Step 26Enter the desired information into the Rate field. Enter
Click in the Expense Rate field.
Step 28Enter the desired information into the Expense Rate field. Enter
Click the down arrow button of the vertical scrollbar to view additional screen information.
Step 30Click the Go to Submit Requisition button.
Step 31If 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 32Click the Save & submit button.
Step 33The Confirmation page will display when either the Save & preview approvals button or the Save & submit button are clicked.
Step 34Congratulations! You have successfully created a Resource Service Requisition.
Continue to the next simulation.