Enter a Contract Requisition

In this topic you will learn how to Enter a Contract Requisition.

You can enter the Buyer's User ID or search for it using the Look up Buyer button. The Buyer User ID must be entered in ALL CAPS.


The Due Date is the expected delivery date. For contract requisitions, this will be three (3) days from the requisition date.


It is recommended the page be refreshed after each line is entered to verify the information.


If multiple items are being ordered, you can add lines to the requisition. Blank lines cannot be saved, so it is recommended you add only the number of lines needed.


Generally you will enter items using steps 19 - 26.


For training purposes only, click the Delete row 2 button.

The requisition is not complete, leave the Hold From Further Processing box checked to prevent the requisition from being routed to the Approver's worklist. If the requisition is complete, the Hold From Further Processing box must be unchecked to move forward in the purchasing process.


Click the Save button.


For training purposes, record the Requisition ID number  for use in other exercises.

Checking the Hold From Further Processing box prevents the requisition from being routed to the Approver's worklist. As long as the Hold From Further Processing is checked, the Approve cannot approve the requisition. It also allows the user to close the requisition and re-open it at a later time to continue working on it. It is imperative for you to uncheck the Hold From Further Processing box once the requisition is complete so that it can move forward in the purchasing process.

If item(s) being purchased is to be charged to a Project/Grant, enter the Project/Grant number in the Project field.


NOTE: Entering a Project/Grant number requires the Fund code be  113, 115, 116, etc.

When the requisition is saved for the first time, the Requisition ID will change from NEXT to a number. For contract requisitions, the Requisition ID is the PO number.

Enter a Contract Requisition

This completes Enter a Contract Requisition.

The Due Date is the expected delivery date. For contract requisitions, this will be three (3) days from the requisition date.


Click the Purchasing link.
Click the Requisitions link.
Click the Add/Update Requisitions link.
Click the Add button.
Click the Hold From Further Processing option.
Click the Requisition Defaults link.
Click the Look up Buyer button.
Enter the desired information into the Vendor: field. Enter
a valid value
e.g.
"0000017033"
.
Click the Look up Ship To button.
Click the ELRCV - EKLMC Receiving link.
Enter the desired information into the Due Date: field. Enter
a valid value
e.g.
"053111"
.
Enter the desired information into the Account field. Enter
a valid value
e.g.
"546700"
.
Enter the desired information into the Dept field. Enter
a valid value
e.g.
"2018710"
.
Enter the desired information into the Location field. Enter
a valid value
e.g.
"2018710"
.
Click the OK button.
Click the Contract ID/Line Search button.
Enter the desired information into the Contract ID field. Enter
a valid value
e.g.
"009999"
.
Enter the desired information into the Contract Line field. Enter
a valid value
e.g.
"42535"
.
Click the Refresh button.
Click the Return Main Page link.
Enter the desired information into the Quantity field. Enter
a valid value
e.g.
"2"
.
Click the Refresh button.
Click the Add multiple new rows at row 1 button.
Click the OK button.
Click the Delete row 2 button.
Click the OK button.
Click the Save button.
Click the Hold From Further Processing option.
Click the Save button.
Enter the desired information into the Name field. Enter
a valid value
e.g.
"authement"
.
Click the Look Up button.
Click the SAUTHE link.