2.7.1_Simulation - Creating Special Request Requisition for Service

Navigation: Main Menu > eProcurement > Create Requisition

Purpose: Use this simulation to practice creating a Special Request Requisition for Service.

Steps:

1. Enter the desired information into the Requisition Name field. Enter

    a valid value
    e.g.
    "Spec Request HVAC Service"
   .
   Step 1

2. Click the Continue button.

   Step 2

3. Click the Special Request tab.

   Step 3

4. Click in the Item Description field.

   Step 4

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

    a valid value
    e.g.
    "HVAC Service"
   .
   Step 5

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

    a valid value
    e.g.
    "75.00"
   .
   Step 6

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

    a valid value
    e.g.
    "1"
   .
   Step 7

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

    a valid value
    e.g.
    "EA"
   .
   Step 8

9. Click the Category Lookup button.

   Step 9

10. Click the Search By list.

    Step 10

11. Select Description from the Search By dropdown list.

    Step 11

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

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

13. Click the Find button.

    Step 13

14. Click the down arrow button of the vertical scrollbar to view additional screen information.

    Step 14

15. Click the Repair & Maintenance - HVAC link.

    Step 15

16. Click the Vendor Lookup button.

    Step 16

17. Click in the Name field.

    Step 17

18. Enter the desired information into the Name field. Enter

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

19. Click the Find button.

    Step 19

20. Click the 008044 link.

    Step 20

21. Click in the Comments field.

    Step 21

22. Enter the desired information into the Comments field. Enter

     a valid value
     e.g.
     "Quote 987123A"
    .
    Step 22

23. Click the Send to Vendor option.

    Step 23

24. Click the Add Item button.

    Step 24

25. Click the 3. Review and Submit link.

    Step 25

26. Click the Expand Section button.

    Step 26

27. Click the Add/Edit Comments button.

    Step 27

28. You can add line specific comments and attach electronic documents supporting the requisition on this page.

    Step 28

29. Click the OK button.

    Step 29

30. Click in the Comments field.

    Step 30

31. Enter the desired information into the Comments field. Enter

     a valid value
     e.g.
     "Quote 45678A"
    .
    Step 31

32. Enter the desired information into the Comments field. Enter

     a valid value
     e.g.
     "Note for Approver"
    .
    Step 32

33. Click the Approval Justification option.

    Step 33

34. Click the Save & submit button.

    Step 34

35. The Confirmation page will display after you click the Save & submit button.

    Step 35

Congratulations! You have successfully created a Special Request Requisition for Service.

After clicking finish below, go to course outline and select

Lesson 2.8_Requisition Types Review - When to Use (Concepts) and click Try It! to continue the lesson.

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