Requisitions - Entering Requisition Preferences

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Distribution

Director of Procurement Services

PO Administrator

PO Buyer

PO Buyer Manager

PO Purchaser^*

PO Requester^*

Related Procedures

Requisitions - Initiating and Approving

Ownership

The Director of Procurement Services is responsible for ensuring this document is necessary, reflects actual practice, and supports University policy.

Integrated System Purchasing
N ® Purchasing : Requisitions ® Requisitions
Requisitions

1. From the menu select Tools ® Preferences.

If preferences are set for a particular field then the information listed in preferences will default on all requisitions to be entered during the current session. Preferences are cleared upon exiting the Integrated System.

2. In the main alternative region enter desired defaults for the following fields, or leave blank if no default is needed for that field:

Need-By Date (optional)
Charge Account

DO NOT enter a value in the Charge Account field. This will correctly default for you without preferences being set.

Reference number
Destination Type

Choose Expense from the drop-down list.

Requestor
Organization

DO NOT enter a value in the Organization field. This will correctly default for you without preferences being set.

Location

Choose the delivery location code from the list of values.

Source

Pick from drop-down list

For a standard requisition, choose supplier from the drop-down list. (Inventory is for internal requisitions.)

Supplier
Site
Contact
Phone

3. To enter PTAEO information preferences, click on the Project Information alternative region (tab).

Choose a Project number from the list of values.
Choose a Task number.
Choose an Award number from the list of values if desired.
Enter expenditure information

If you enter a value for any of these three fields you must enter all three.

Select the Expenditure Type from the list of values
Select the Expenditure Organization from the list of values
Enter the Expenditure Item Date (Use the current date).

4. Apply defaults by clicking on the [Apply] button.

The preferences entered here will affect new requisition lines entered after you apply them until you exit the system. You may, however, override these defaults for specific lines if appropriate.

Effective: 01/31/06

Revision: 6 01/31/06 dhw