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purchasing:inquiry:requisitionstatusinquiry [2017/04/04 20:24] – emoreno | purchasing:inquiry:requisitionstatusinquiry [2018/08/28 15:13] (current) – emoreno | ||
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<WRAP round intro> | <WRAP round intro> | ||
- | * For current year, click Requisition Status Inquiry from the Inquiry menu. | + | * For the current year, click Requisition Status Inquiry from the Inquiry menu. |
* For next year, click Requisition Status Inquiry from the Next Year menu. | * For next year, click Requisition Status Inquiry from the Next Year menu. | ||
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**Note**: | **Note**: | ||
</ | </ | ||
- | |||
====Perform a requisition inquiry: | ====Perform a requisition inquiry: | ||
- | ^Add|++Add a requisition.|{{page> | + | {{page> |
- | OR | + | |
- | ^Retrieve an existing record.|++Search for a record.|{{page> | + | |
- | + | ||
- | <WRAP box> | + | |
- | </ | + | |
- | ^ Field ^ Description | + | |
- | ^Originator|{{page> | + | |
- | ^Requestor|{{page> | + | |
- | ^Requisition Nbr|{{page> | + | |
- | ^Date Request|{{page> | + | |
- | ^Date Required|{{page> | + | |
- | ^Order For|{{page> | + | |
- | ^Requisition Per|{{page> | + | |
- | ^Shipping Addr|{{page> | + | |
- | ^Sort Key/Vendor Name|++|{{page> | + | |
- | ^Vendor Nbr|++|{{page> | + | |
- | ^Reason|{{page> | + | |
- | ^Priority|Click {{: | + | |
- | ^Reference Nbr|{{page> | + | |
- | ^Work Order|Type a work order number, edit the current work order number, or leave the field blank. This field is only informational.| | + | |
- | ^Bid Category|{{page> | + | |
- | ^Bid Nbr|Type a bid number, edit the current bid number, or leave the field blank if the bid process was not used. This data is printed on the purchase order.| | + | |
- | ^Confirm Only|Select if an order was sent via fax, e-mail, or the Internet, and this purchase order only confirms that the order was already received by the vendor.| | + | |
- | ^Attachments|Select if an attachment is included with the purchase order.| | + | |
- | ^Freight Cost|Type a cost value, edit the current cost value, or leave the field blank if there are no charges. The freight cost is distributed to all line items when the **Freight Elig** field is selected. In addition, the **Freight %** field is populated based on the amount in the **Freight Amt** field divided by the subtotal of the line item.| | + | |
- | ^Distr Freight Amt|Click to distribute the freight cost evenly among all line items in the requisition.| | + | |
- | ^Credit Card Code|{{page> | + | |
- | ^Campus/ | + | |
- | + | ||
- | **In the upper grid:** | + | |
- | + | ||
- | ^Note|{{page> | + | |
- | ^Details|{{page> | + | |
- | ^Item|The sequential number of the row is automatically populated.| | + | |
- | ^Catalog Nbr|{{page> | + | |
- | ^Description|{{page> | + | |
- | ^Unit of Issue|{{page> | + | |
- | ^Quantity|{{page> | + | |
- | ^Unit Price|{{page> | + | |
- | ^SubTotal|The subtotal is populated based on the **Quantity** and **Unit Price** fields.| | + | |
- | ^Discount %|Type a value for reducing the price of the item. The **Discount Amt** field is populated when another field is selected.| | + | |
- | ^Discount Amt|Type a value for the amount of the discount. The **Discount %** field is recalculated when another field is selected.| | + | |
- | ^Freight Elig|Select if the requisition item is eligible for transportation charges. If not selected, the **Freight %** and **Freight Amt** fields are disabled.| | + | |
- | ^Freight %|Type the percentage value of the item's purchase price for the item's transportation charges. The **Freight Amt** field is calculated and the **Freight Cost** field is adjusted when another field is selected.| | + | |
- | ^Freight Amt|Type a value for the amount of charges. The **Freight %** and **Freight Cost** fields are adjusted when another field is selected.| | + | |
- | ^Totals|The total line item value is displayed. The discount and freight amounts are included in the calculation.| | + | |
- | ^Status|{{page> | + | |
- | ^Long Description|{{page> | + | |
- | + | ||
- | ^Requisition Total|{{page> | + | |
- | + | ||
- | |++Refresh Totals|{{page> | + | |
- | + | ||
- | **In the lower grid:** | + | |
- | + | ||
- | ^Account Code|++|{{page> | + | |
- | ^Pct|Type the percent to charge the fund.| | + | |
- | ^Amount|Type the amount to charge the fund.| | + | |
- | + | ||
- | |++Refresh Totals|{{page> | + | |
- | |++Calculate Percent|{{page> | + | |
- | |++Calculate Amount|{{page> | + | |
- | + | ||
- | Click **Save**. | + | |
- | + | ||
- | + | ||
- | ^Submit|{{page> | + | |
- | + | ||
- | + | ||
- | ====Other functions and features: | + | |
- | ^+Add|++Add a row.|{{page> | + | {{page> |
- | ^Retrieve|++Retrieve data.|{{page> | + | |
- | ^Vendor Notes|++Add or view a vendor note.|{{page> | + | |
- | ^Comments|++Add comments to the requisition.|{{page> | + | |
- | ^Uniform Acct Distr|++Distribute amounts.|{{page> | + | |
- | ^Print|++Print requisition details.|{{page> | + | |
- | ^Delete|++Delete the requisition.|{{page> | + | |
- | ^{{: | + | |
- | ^Documents|[[general: | + | |
+ | {{indexmenu_n> |
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