Instructions for Completing
"Requisition for Purchase" Form
HOW TO ENTER A
REQUISITION FOR PURCHASE
Enter the Vendor ID.
If you do not know it, scroll to the
bottom of the form to “Code LookUp”.
(always) for Chart of Accounts
Type = Vendor
= vendor name%
Scroll to top
of page to see results.
vendor ID and enter it under VENDOR ID
ADDRESS TYPE = PO; ADDRESS
SEQUENCE = 1
(if there is
more than one address, you can enter sequence 2, etc)
Tab down to
ORGANIZATION – enter Organization number
Scroll down to ship code and enter:
Dyersburg, COV = Covington, GIB = Trenton
Select VALIDATE VENDOR again.
Enter ATTENTION TO: _________
Enter any COMMENTS. These are
comments to Amy to “fax order”, “rush”, etc. To enter any text you want
printed on the
PO, click on DOCUMENT TEXT.
This would be special instructions for the vendor.
For Example: Please Deliver to
Maintenance Bldg., College closed 12/25, etc.
Enter your text and click SAVE. EXIT.
Enter COMMODITY (Item) description.
If your description is too long for the space, click on the # of that line
you are on and enter the rest of your description and click save and then
Enter Unit of Measure : EA, LOT, FRT, etc.
Enter any DISCOUNT AMT
Select COMMODITY VALIDATE when done
Check the DOLLARS
radio dial only. DO NOT USE
Enter CHART D, FUND, ORGN, ACCOUNT, PROGRAM
Enter the Dollar
Amount under ACCOUNTING
no errors, select COMPLETE.
Requisition has been forwarded for approvals.
Record Requisition # on your documents.
Once you requisition has been approved/denied
At the bottom of your screen, select VIEW DOCUMENT
Type in Requisition number, select APPROVAL HISTORY
You will see the approvals required for your document.
To speed the process along, you may call or e-mail the approvers listed
to let them know something is out there to be approved.
From the main menu, select APPROVE DOCUMENTS.
Select “all documents which you may approve; SUBMIT QUERY
This screen shows you what you have to approve.