N.C. State University Financials Purchasing Re-engineering Overview Requisition by Quantity.

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Presentation transcript:

N.C. State University Financials Purchasing Re-engineering Overview Requisition by Quantity

12 34 NOTE: Use the Logic Pattern below when viewing the Panels on the following pages.

A Text Box having a YELLOW background indicates an action the user needs to perform. A Text Box having a PINK background indicates important notes or information the user should be aware of. Other Useful Information

Navigate to Enter a Requisition Overview: Requisition By Quantity Click OK Button. Complete Form Defaults Information.

Overview: Requisition By Quantity Enter Requisition Line 1 Enter Req Line Information. Click Schedule Button. Click Distribute Button. NEW: Ungrayed Quantity/Price Fields and Qty/Amt Radio Buttons on the Schedule SubPanel. (Default changed from Amount to Quantity). Click Home Button. NOTE: Quantity Field is ungrayed and Amount Field is grayed out on the Distribution SubPanel.

Overview: Requisition By Quantity Edit Check Requisition Click Edit Check Button. Click OK Button. Click Refresh Button.

Overview: Requisition By Quantity Budget Check Requisition Click OK Button. Click Budget Check Button. Click Yes Button. The NEXT step normally would be to Route the Requisition for Approval, BUT in this example let’s assume that we close the Requisition and plan to come back in the near future to add Line 2 to our Requisition.

Overview: Requisition By Quantity Navigate to Open a Requisition Enter Requisition # and Click OK Button. Because the possibility exists that we may need to enter more than one Requisition Line it is a good RULE of thumb to start on the Form Defaults Panel. Information Entered on this Panel will Default to ALL New Requisition Lines entered. Complete Form Defaults Information.

Overview: Requisition By Quantity Enter Requisition Line 2 Click Line 1 Check Box and then Click in any Field on Line 1. Click Insert Icon to Insert a New Requisition Line 2. Enter Information for Requisition Line 2. NOTE: Quantity of 2 entered. Click Schedule Button.

Overview: Requisition By Quantity Enter a Split Distribution Change Quantity to 1 on Distribution Line 1. Click in any Field on Distribution Line 1 and Click the Insert Icon. (Quantity of 1 Defaults to Distribution Line 2.) Click Distribute Button. Click Details Button.

52400 Overview: Requisition By Quantity Enter an Account for Requisition Line 2, Distribution Line 2 Click Home Button. Change the Account Chartfield.

Overview: Requisition By Quantity Edit Check Requisition Click Edit Check Button. Click OK Button. Click Refresh Button.

Overview: Requisition By Quantity Budget Check Requisition Click OK Button. Click Budget Check Button. Click Yes Button.

Overview: Requisition By Quantity Route Requisition for Approval Click Approval Routing Button.