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purchasing:maintenance:createmodifycontractrequisitions

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purchasing:maintenance:createmodifycontractrequisitions [2017/03/23 14:23] – emorenopurchasing:maintenance:createmodifycontractrequisitions [2017/04/05 18:17] (current) – removed emoreno
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-======Create/Modify Contract Requisition - REQ3100====== 
- 
-<div #message></div> 
- 
-//**Purchasing > Maintenance > Create/Modify Contract Requisition**// 
- 
-<WRAP round intro>This page is used to create contract requisitions, edit existing contract requisitions, and/or filter existing requisitions with a contract by from/to date or requestor. An originator can also submit requisitions for multiple requestors. Originators can submit requisitions for multiple requestors. 
- 
-You can only view the requisitions that you created. This feature ensures that a user only modifies his own requisitions. 
-  * Requisitions created by originators with no approval path are automatically approved when saved, and a purchase order is created when the requisition is submitted. 
-  * Requisitions created in the current accounting period that have all general journal transactions in the current accounting period are displayed in the current and the next accounting period. 
-  * Requisitions created in the next accounting period that have all general journal transactions in the next accounting period are displayed in only the next accounting period. 
-  * Requisitions created in the current accounting period that have general journal transactions in the next accounting period are displayed in only the next accounting period. 
-  * Requisitions created in the current accounting period that have no general journal transactions (saved requisitions) are displayed in the current and the next accounting period. 
-  * Requisitions created in the next accounting period that have no general journal transactions (saved requisitions) are displayed in the next accounting period only. 
- 
-**Note**:  If another user enters an account code for which the selected requestor is not authorized to use in his user profile, the account description is changed to Account Code Not In User Profile. Users can: 
-  * Change the unauthorized account code to an account code in the requestor's user profile. 
-  * Change the values in the Percent and Amount columns of the unauthorized account code. 
- 
-Requisitions that are only saved are set to a Not Submitted status. When submitted, the requisition status to is set to Pending until it is approved (if required) and becomes a purchase order. 
-</WRAP> 
- 
- 
-====Create or edit a contract requisition:==== 
- 
-^Add|++Add a requisition.|{{page>general:warehouse_add_requisition}}++| 
-  OR  
-^Retrieve an existing record.|++Search for a record.|{{page>general:warehouse_search_for_requisition}}++| 
- 
-<WRAP box>**Note**: Requisitions cannot be created if the current date is greater than the cutoff date on the Options > Purchasing Options page in District Administration. 
-</WRAP> 
-^ Field                                        ^ Description   ^  /*Table with two rows*/ 
-^Originator|{{page>general:warehouse_originator_name}}| 
-^Requestor|{{page>general:purchasing_requestor_name}}| 
-^Requisition Nbr|{{page>general:purchasing_requisition_number}}| 
-^Date Request|{{page>general:warehouse_requisition_requested_date}}| 
-^Date Required|{{page>general:warehouse_requisition_date_required}}| 
-^Order For|{{page>general:purchasing_order_for}}| 
-^Requisition Per|{{page>general:purchasing_requisition_period}}| 
-^Shipping Addr|{{page>general:purchasing:requisition_shipping_address}}| 
-^Sort Key/Vendor Name|++|{{page>general:warehouse_restock_requisition_sort_key_vendor_name}}++| 
-^Vendor Nbr|++|{{page>general:warehouse_restock_requisition_sort_key_vendor_number}}++| 
-^Reason|{{page>general:warehouse_requisition_reason}}| 
-^Priority|Click {{:images:dropdown.gif|}} to select or change the requisition priority. By default, priority is set to //Regular//, but it can be changed to //Urgent//.| 
-^Reference Nbr|{{page>general:warehouse_requisition_reference_number}}| 
-^Bid Category|{{page>general:purchasing_requisition_bidcategory}}| 
-^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.| 
-^Credit Card Code|{{page>general:purchasing_requisition_credit_card_code}}| 
-^Campus/Dept|{{page>general:purchasing_campus_dept}}| 
-^Contract Type|Click {{:images:dropdown.gif|}} to select or change the contract type. This field is required prior to the requisition becoming a purchase order.| 
-^Contract Format Nbr|Click {{:images:dropdown.gif|}} to select or change the contract format number. This field is required prior to the requisition becoming a purchase order.| 
-^Contract Begin Date|Type the contract begin date. The field is required prior to the requisition becoming a purchase order.| 
-^Contract End Date|Type the contract ending date. The field is required prior to the requisition becoming a purchase order.| 
- 
-**In the upper grid:** 
-^Scope of Work|{{page>general:purchasing_scope_of_work}}| 
-^Description|{{page>general:purchasing_requisition_description}}| 
-^Total|Type the total amount of the contract requisition.| 
-^Long Description|{{page>general:purchasing_long_description_display}}|  
- 
- 
-**In the lower grid:** 
- 
-^Account Code|++|{{page>general:purchasing_requisition_account_code}}++| 
-^Pct|Type the percent to charge the fund.| 
-^Amount|Type the amount to charge the fund.|  
- 
-|++Refresh Totals|{{page>general:warehouse_refresh_totals}}++| 
-|++Calculate Percent|{{page>general:warehouse_requisition_calculate_percent}}++| 
-|++Calculate Amount|{{page>general:warehouse_requisition_calculate_amount}}++| 
- 
-Click **Save**. 
- 
-^Print Contract|{{page>general:print_contract}}| 
-^Submit|{{page>general:purchasing_contract_requisition_submit}}| 
- 
- 
-====Other functions and features:==== 
- 
-^+Add|++Add a row.|{{page>general:warehouse_plus_add}}++| 
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++| 
-^Vendor Notes|++Add or view a vendor note.|{{page>general:purchasing_requisition_vendor_notes}}++| 
-^Comments|++Add comments to the requisition.|{{page>general:purchasing_requisition_comments}}++| 
-^Print|++Print requisition details.|{{page>general:printreport}}++| 
-^Delete|++Delete the requisition.|{{page>general:purchasing_delete_requisition}}++| 
-^{{:images:trash_delete.gif?15}}|++Delete a row.|{{page>general:deletearow}}++| 
-^Documents|[[general:document_attachments|View or attach supporting documentation.]]| 
  
purchasing/maintenance/createmodifycontractrequisitions.1490279017.txt.gz · Last modified: 2017/03/23 09:23 (external edit)

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