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general:create_requisition_2

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Begin adding line items to the requisition.

ItemThe sequential number of the row is automatically populated.
Catalog Nbr

Type an item catalog number. This field can be a maximum of 15 characters.

Description

Type a short description (e.g., computer, pens, books, etc.) of the item being ordered. This field is required and can be a maximum of 30 characters.

Unit of Issue

Click Drop-down Arrow to select a basic unit (e.g., EA (each), CA (case)) on which the price is based.

Quantity

Type the quantity in units of issue for the requested item.

Unit Price

Type the price per unit of issue for the requested item.

SubTotalThe 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 AmtType a value for the amount of the discount. The Discount % field is recalculated when another field is selected.
Freight EligSelect 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 AmtType a value for the amount of charges. The Freight % and Freight Cost fields are adjusted when another field is selected.
TotalsThe total line item value is displayed. The discount and freight amounts are included in the calculation.
Status

By default, this field set to Y - Approved. Click Drop-down Arrow to select a different requisition item status.

Notes:

If Y - Approved is selected, a unit price other than $0 is required.

If F - Free is selected for goods or services being requisitioned without charge, the account code must be blank.

Long Description

Type a detailed item description (e.g., training dates, etc.)

• Discount – Use this field if the Vendor allows you a discount on that particular item you are ordering. This is a percent field. • Freight Fields – Use these fields to include freight cost in your Requisition Total • Status – Defaults to Y(Approved), You use this field when entering a “Free” Item F(Free) • Long Description – Use to better describe the item you are ordering. Example: Dates of meetings

general/create_requisition_2.1535398881.txt.gz · Last modified: 2018/08/27 14:41 (external edit)