2.3.1_Simulation - Creating Requisition from Marketplace

Navigation: Main Menu > eProcurement > Create Requisition

Purpose: Use this simulation to practice creating a requisition with items from Marketplace.

Steps:

1. Click in the Business Unit field.

    

   Note: This value should default based on your User Profile.

   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.

    

   Note: This should default based on your User Profile, however, you can override if you are ordering on behalf of another Requester.

   Step 3

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

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

5. Click the OK button.

   Step 5

6. Although not required, it is recommended that you enter a Requisition Name.

   Step 6

7. Click the Continue button.

   Step 7

8. Click the PRODIGO eMARKETPLACE link.

   Step 8

9. Click in the Search Term field.

   Step 9

10. Enter the desired information into the Search Term field. Enter

     a valid value
     e.g.
     "53174"
    .
    Step 10

11. Click the Search button.

    Step 11

12. Click the BHSF Item #53174 option.

    Step 12

13. Enter the desired information into the Quantity: field. Enter

     a valid value
     e.g.
     "10"
    .
    Step 13

14. Click the Add to Cart button.

    Step 14

15. Before clicking the Express Checkout button, be sure to check the items in your Cart.

     

    Click the Cart link or View My Cart next to the shopping cart.

    Step 15

16. Although not required, it is recommended you name your Cart in the Name this Cart field.  You can copy and paste the Requisition Name into this field.

     

    This will help in keeping track of your frequent orders. Remember to save the cart as a favorite if the items are frequently ordered.

    Step 16

17. Once you have reviewed your Cart, click the Checkout button.

     

    If you need to add more items, select the Continue Shopping link.

    Step 17

18. Click the 3. Review and Submit link.

    Step 18

19. Click the Expand Section caret.

    Step 19

20. Enter the desired information into the Due Date field. Enter "09/02/2014".

     

    If a date is not entered, the due date will default to the following day.

    Step 20

21. You can schedule shipping by entering a due date for each requisition line item as needed.

     

    The Shipping Line contains two required fields, Ship To address and Distribute By unit of measure, which will default but can be changed if necessary.

    Step 21

22. You can enter comments in the Comments text box and designate where or who should see the comments via the checkbox options shown here. If the requisition needs approval, the Approval Justification checkbox must be selected.

     

    These comments apply to the whole requisition.

    Step 22

23. If you have multiple items on a requisition that need different comments for each line, click the comment bubble at the end of each line.

    Step 23

24. If the requisition is not yet ready to submit for approval, click the Save & preview approvals button.

     

    Note: The requisition will be in hold status and will not be processed until you click the Save & submit button.

    Step 24

25. Click the Edit Requisition button.

    Step 25

26. Click the Save & submit button.

    Step 26

27. Once you save or submit the requisition for approval, the Confirmation page will display.

     

    The next few frames provide additional information about navigating items in the catalog.

    Step 27

28. The item used in the simulation was tagged as an Item Master Item.  Here is an item example (glove) with more than one type of tag, including Inventory Item.

     

    Tags are also visible as icons located under the product image.  In this example, there is a Baptist pineapple icon labeled Item Master.

    Step 28

29. Items can also be filtered by Vendor.

    Step 29

Congratulations! You have successfully created a requisition from Marketplace.

After clicking finish below, go to the course outline, select Lesson 2.4_Creating Contract Labor (Services) Requisition (Concepts) and click Try It! to continue with the lesson.

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