1. Requisition Training Module
Mckesson Supply Chain Management v15
Slides Will Play Automatically
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2. Opening the Requisition Module
Start
Programs
PMM Requisition Module
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3. Log In Screen Enter PMM Username Enter PMM Password
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4. Template Selection Select New Requisition Or
Choose your department’s template if one is setup
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5. Header Information Select Corporation Select Delivery Address
i.e. SFCHO (Oakland Children’s Clinical OPS)
Select Delivery Address
Select Cost Center
Enter Important Notes If Necessary
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6. Requisition Form Double click to start entering product information
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7. Catalog vs Non-Catalog Items
Has an assigned PMM Number
Use the Item Search Tool to determine if the product you wish to order already has a PMM number assigned
Does NOT have a PMM Number assigned
Additional product information must be filled out
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8. Catalog Item Enter PMM No Enter Quantity
System will prefill these fields
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9. Catalog Item continued
Click submit to place order
Click to add more items
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10. Non Catalog Item Click Non-Cat Enter Quantity Type Item Description
Use CAPITAL LETTERS
Search for Vendor
Use Binocular icon and type in CAPITAL LETTERS
Select Unit of Measure
Search for Manufacturer
Use Binocular icon and type in CAPITAL LETTERS
Enter Vendor Catalog No.
Search for
Expense Code
Use Binocular icon and type in CAPITAL LETTERS
Enter Manufacturer Catalog No.
Enter Item Cost
Do not put $1.00
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11. Non Catalog Item continued
Click submit to place order
Click to add more items
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12. DOs
Please use CAPITAL LETTERS at all times when entering an item description for non-cat requisitions and when searching for a vendor.
Add any and all notes at the line level, adding any notes to PMM itemed requisitions will prevent PO from automation.
Attach documents to the requisition if needed, i.e. quotes, after the fact-invoices, or any information to assist a buyer
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13. DONTs Change the default unit of measure on PMM items.
The vendor will ship the default UOM, regardless of what your requisition calls for. For instance, if an item is sold by the BX of 100 EA and you change your req to 50 EA, the vendor will ship 50 BX of 100 EA.
Submit “UNKNOWN” vendor for non-cat requisitions.
If you can’t find the vendor, please contact Purchasing. A requisition cannot be processed if the Vendor field is blank
Submit $1.00 price for non-cat requisitions.
If you don’t know the exact price, submit an over-estimated price.  Purchasing cannot spend more than authorized, so failure to adequately fund a requisition may result in that req being cancelled
Contact a vendor and reorder using a previous PO.
If you have an emergent need connect with a buyer via phone
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14. Access Self Help Feature
Click Help Then Select Documentation
Select Topic
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15. Contacts Main Hospital
Todd Scudder (Senior Buyer) Phone: x
Jeannet Burmann (Buyer) Phone: x
Pat Brown (Surgical Svcs Buyer) Phone: x
Walnut Creek Surgical Center
Daniel Pentico (Facilities Supervisor) Phone:
William Burgarin (Distribution Tech) Phone:
CHORI Research Facility
Bert Ferrell (Buyer) Phone:
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