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Depending on settings at your institution, your requisition may be set up to use either Commodity Level or Document Level Accounting. Please contact your administrator if you are not sure which one your institution uses. |
There are three parts to creating a requisition. You can complete them at the same time, or exit and return later to finish the requisition. There are also several additional options.
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1. Creating the Header Record: Enter information about the requisition, including the ship to location, the vendor, comments, and the date the goods are required.
2. Adding Commodity Items: Enter details about the products you are ordering, including the commodity code, the quantity, unit type and price, and taxes.
Adding Commodity Level Items requires each commodity line to have its own accounting record.
Document Level Commodity Items enables you to assign account distributions at the document level, rather than to specific commodities.
3. Adding Accounting Information: Enter accounting codes for the items you are ordering. There are two types of accounting (institution specific).
Commodity Level Accounting requires each commodity line to have its own accounting record.
Document Level Accounting enables you to assign account distributions at the document level, rather than to specific commodities.
Additional Options:
These options are at the bottom of the Web Requisition and open after the Header Record is saved.
Attach Additional Information: Import and attach a document, image, or other files to a requisition.
Add/Edit Requisition Notes: Add requisition specific notes.
Grid Height: Move the slider to the right or click the arrows to make more room in the commodity or accounting sections.
History: Click to see approval comments.
PDF: Open a PDF copy of the requisition.
Cancel: Click to cancel the requisition.
Copy: Click to Copy this requisition.
Warnings: Institution specific.
Submit for Approval: Click to send for approval.
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