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Table of Contents
Table of Contents... 1
Purchase Requisitions Customizing your Desktop ettings... !
"a#orite ettings !
Personal ettings... $
Default ettings for Purchasing creens %
Creating & Purchase Requisition 'se Transaction ()*1+.. ,
ection 1 - .ea/er ,
ection ! - 0tem 1#er#ie2 13
ection 4 - 0tem Detail.. 11
.elpful Tips5 ...... 1!
earching for 6/es #en/or7 in 0tem 1#er#ie2 portion of screen.. 18
"in/ing 9en/or &//ress... 1,
1r/ering for grant or pro:ect accounts.. !3
Creating purchase requisitions 2ith more than 1 line item... 1;
a#ing <our Purchase Requisition 1%
'sing Document 1#er#ie2 =Transaction ()*4+>... !1
)nsuring Correct ettings to 'se Document 1#er#ie2.... !1
&//ing &//itional Data "iel/s To <our Document 1#er#ie2.... !4
Duplicating & Purchase Requisition. !3
Checking the tatus of a Purchase Requisition using Document 1#er#ie2. !1
To 9ie2 .istory of &ll <our Purchase Requisitions.... !$
9ie2ing Purchase 1r/er .istory for pecific Cost Center or ?@ )lement.. !*
Prerequisite: http://www.slideshare.net/vijaysap/m-m-purchasing
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Purchase equisitions ! Customi"ing #our $es%top &ettings:
Create #our 'avorites (enu
'sers can create their o2n menu of frequently use/ transactionsA using "a#orites at the top of the screen. "a#orites are like
@ookmarks that 2ill sa#e you time 2hen accessing frequently use/ screens.
<ou can insert an/ remo#e transactionsA creating your o2n user menu. <ou also ha#e the ability to a// fol/ers to organize your "a#orites.
Click on "a#oritesA &// "ol/erA an/ name it in the popBup boC.
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&// the follo2ing to your "a#orites menu5
D@'DT&TE+1C" @u/get Check
()*1+ Create Requisition
()*4+ Display Requisition
()!4+ Display Purchase 1r/er
()!F Purchase 1r/er by 9en/or
()!G Purchasing Documents by &ccount assignment

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1. Right click on the
transaction you 2ant to a// to
"a#orites. & /rop /o2n boC
2ill appear. Click on5 &// to
"a#orites. The transaction is
no2 a//e/ to your "a#orites.
Page $
Personal ettings
0n this section you 2ill be setting up /efault information that 2ill automatically place teCt information in the purchase requisition
2ithout you ha#ing to type it in. Time spent 2ith this section 2ill sa#e you manyA many keystrokes in the future.
from the H"a#oritesI fol/er on the left of your screen /ouble click on ()*4+ HDisplay Purchase RequisitionI.
2hen the H/isplay purchase requisitionI screen appears click on the HPersonal settingsI button on the bar. This button is locate/
on the top thir/ of your screen in the mi//leA as illustrate/ belo25
2hen the popBup boC appears click on the H/efault #aluesI tab
click on the H(ore fiel/sI buttonA the HChange layoutI popBup teCt boC 2ill appear
0n the teCt boC to the leftA 2ith the tab labele/ HFine 1IA click on the H/ouble arro2s rightI icon. This 2ill mo#e all the lines
from the HFine 1I teCt boC to the H.i//en fiel/sI teCt boC.

click on the Hsort in ascen/ing or/erI icon locate/ belo2 the H.i//en fiel/sI teCt boC
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0n the H.i//en fiel/sI boC click on the small boC to the left of the follo2ing lines5 &cct &ssignmentA /ocument typeA item categoryA
material groupA plantA purchasing group an/ requisitioner. &s you click on these fiel/s they 2ill become highlighte/.

&fter highlighting these items in the right columnA click on the Hsingle arro2 pointing leftI icon. This 2ill mo#e all the highlighte/ fiel/s
from the H.i//en fiel/sI boC to the HFine 1 boC.
<our HFine1I screen shoul/ look similar to screen belo25

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'se the arro2
keys to scroll
/o2n for
requisitioner
)e*t+ press ,-nter.
on your %eyboard
to move to the ne*t
screen.
Page ;
?hen the H/efault #aluesI boC appears type or choose from the /rop /o2n menu follo2ing information5
Document type Purchase requisition
Purch. Jroup )/inboro
0tem category tan/ar/
&cct. assig. cat. Cost center
Plant 4*
(aterial Jroup 313333
Requisitioner Put your name in this fiel/. <our screen shoul/ look similar to the one belo25
Click on the Hsa#eI icon on the bottom left on your screen
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$efault &ettings for Purchasing &creens
Click on eCpan/ H0tem o#er#ie2I icon to open this section.
Click on the #ery small /rop /o2n menu icon to the right of the Helect layoutI icon on the 0tem 1#er#ie2 menu bar.
Choose Hselect layoutI from the menu.
Double click on the line K)'PE PRFayout. This 2ill customize your column hea/ings for the things 2e nee/ entere/ at )/inboro
1nce again click on the #ery small /rop /o2n menu icon to the right of the Hselect layoutI icon. This time click on Hsave layout/
0n the Hsa#e layoutI fiel/A locate/ near the bottom of the screenA type in5
-0P1P2ayout $o )ot Change. Type in the +ame fiel/5 )/inboro PR D1 +1T C.&+J). 0n a//itionA click on the H/efaultI boC
so that there is a check mark in this boC. The HuserBspecificI boC shoul/ alrea/y be check marke/. 0f notA click on this boC too.
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This icon toggles on
and off. (a%e sure it
loo%s just li%e this so
you can see the icons
across this line.
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<our screen shoul/ look like this5


Press 3enter/ key on your keyboar/.
Congratulations+ you/re done - aren/t you glad you only have to do this once45
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Creating 6 Purchase equisition 0se Transaction (-78)
<ou 2ill fin/ this transaction un/er "a#orites in the Purchasing fol/er. @efore you startA make sure you ha#e fun/s in the cost center an/
commitment area you plan on using. Refer to the @u/get training materials to look up bu/get fun/s a#ailability.
This screen is /i#i/e/ into 4 main parts..ea/erA 0tem 1#er#ie2A an/ 0tem Detail.
ection 1 - .ea/er
(ake sure the hea/er area is open =it shoul/ look like the screen shot belo2>. ThenA a hea/er note =info for the Purchasing office>.
The hea/er is the area 2here you 2ill communicate 2ith Purchasing. Please inclu/e e#erything you 2ant Purchasing to kno2 about your
requisition. ?hen applicableA this area shoul/ inclu/e the follo2ing information5
+ame an/ phone number of the #en/or from 2hom you recei#e/ a price or quote.
+ame an/ phone L of the person at )/inboro 'ni#ersity that purchasing shoul/ call in case there are any questions
&ttachments that you 2ill be for2ar/ing to the purchasing /epartment. Please inclu/e the purchase requisition L on all
attachments.
Rush or/ers.
?here /eli#ery shoul/ be ma/e if the /eli#ery is not to be ma/e to your office.
+e2 #en/or nameA a//ressA an/ phone L if you /o not fin/ a #en/or in the H/esire/ #en/orI section note/ belo2.
0nformation regar/ing special /iscounts an/ payment terms.
.ea/er information is for internal use only. 0t /oes not print on the purchase or/er.
?hen hea/er is fille/ outA you may collapse it =click on .ea/er icon> an/ go to 0tem 1#er#ie2.
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)Cpan/ or collapse
this section by clicking
on this icon. 0t toggles
off an/ on.
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ection ! - 0tem 1#er#ie2 This is the neCt section of this transaction
'922 9) 6& ':22:;&:
:)C- -<-#T=9)> 9& C:(P2-T- ?6'T- -)T-9)> $-29<-# $6T-@+ P-&& -)T- ;=9C= ;922 :P-)
T=- 9T-( $-T692 P:T9:) :' T=- &C--).
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+o nee/ to fill in
0tem fiel/M system
creates a line L once
all info is entere/.
& paper list of crossBo#er #en/ors 2ill be pro#i/e/ 1R to searchA
click in this fiel/ an/ use the /rop /o2n boC to fin/ #en/or. Tab
title/ 9en/ors5 Purchasing shoul/ be use/.
1> Click on the line calle/ 6+ame7 to search. tart an/ finish
name 2ith asterisksA eg.A NstapN =for taples> an/ press )nter.
!> 0f list is longA sort the list by clicking on the 2or/ 6city7 at
the top of the city column.
4> Double click on #en/or if foun/. This 2ill fill your fiel/
2ith Des. 9en/or number.
$> 0f #en/or is not foun/A may lea#e blank =put a note in the
.ea/er area to request Purchasing a// #en/orA supplying
nameA a//ressA phoneA faC>.
)nter Part L or
(o/el L. hort
/escription =Fimit
$3 characters>
)nter
quantity
'se /rop /o2n boC
to choose unit =eaA
/zA etc>.
+o nee/ to
fill inM system
/oes for youO
Price =is okay to
enter /ollar amount
2ith no cents for
2hole figures>.
'se /rop /o2n boC to
choose /eli#ery /ate.
)nter require/ /eli#ery
/ate.
0f this section is not
openA click on this
icon to toggle it open.
A is default ?for cost center@.
0f this is a Jrant or Pro:ect
purchaseA change this to J or P

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ection 4 - 0tem Detail
9T-(& T=6T (0&T B- '922-$ :0T :) T=9& &C--):
1nce 'nloa/ing pointA RecipientA JKF account no. an/ cost center are entere/A press the )nter key 2hich
fills the rest of this screen in.

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JKF account number =synonymous 2ith our current
account co/es but ne2 number> must be entere/. This
line 2ill say H?@ elementI if you are /oing a grant
purchase.
Cost center info
must be entere/.
0f you ha#e more than 1 line item un/er your 0tem
1#er#ie2A click on this /rop /o2n boC to select
each item. (ake certain the JKF number an/
Cost Center is correct for each line item.
'nloa/ing Point @uil/ingKRoom.
Recipient ?ho to be /eli#ere/ to.
=Limited to 12 characters>
+ote5 0f you ran out of room 2hen entering hort
TeCt in the 0tem 1#er#ie2 sectionA click on this icon
to choose TeCts tab. Then enter a//itional teCt un/er
0tem TeCtO 0f this is a multiBline or/erA be certain you
ha#e the correct line item #ie2ingO
Page 1!
&-2-CT 6 $-29<-# 6$$-&&:
Click on Deli#ery &//ress tab an/ then click in &//ress fiel/. Click on the circle to the right of the fiel/.
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0n the popBup boCA select the +ameA &//ressA ort "iel/ tab. Type 4* in earch Term 1A an/ ()31 in &//ress group fiel/+ press enter or
clic% on green chec%.
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"in/ the correct a//ress an/ /ouble click.
This 2ill /rop a pre/efine/ number into the fiel/. Press enter to ha#e the screen up/ate/ 2ith the a//ress selecte/.
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Creating purchase requisitions 2ith multiple line items 2ith same account assignment
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0" entering a multi-line
PRA in or/er to ha#e the
correct /eli#ery a//ress
carry for2ar/ to each lineA
click on the Repeat
&//ress 1n button. &
popBup boC 2ill appear
2ith message Deli#ery
&//ress .el/. Click on
green check.
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Complete first itemA through an/ inclu/ing the 0tem Detail portion =2here you enter unloa/ing pointA recipientA JKF numberA an/
cost center>.
Press )+T)R after finishing first line item. This 2ill fill out a//itional fiel/s in the 0tem Detail portion of the screen.
"or same account assignmentA press 6matchstick7 icon. &ccount assignment information 2ill repeat automatically for each line
entere/.
To enter secon/ itemA go back to the 0tem 1#er#ie2 section an/ complete require/ fiel/s.
&aving #our Purchase equisition
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?.)+ <1' &R) C1(PF)T)F< "0+0.)D )+T)R0+J F0+) 0T)(A PR) T.) 6&9)7 0C1+ &F1+J T.) T1P ()+'
@&R.
This looks like a little /iskette. 0t sa#es an/ releases your PR to Purchasing.
0t is highly suggeste/ that you 2rite /o2n your PR number once it is sa#e/. This 2ill appear in the bottom left si/e of your screen.
equisition 6pproval/elease
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P)C0&F +1T)5
Requisitions can be place/ on
6.1FD7 to be processe/ at a
later time. & requisition
number 2ill still be assigne/
2hen place/ on hol/.
Page 18
&fter the requisition has been create/ but before the purchase or/er can be create/A le#els of appro#al ha#e been preBset in )/inboroIs &P
system as follo2s5
Role name
RP Requestor enters requisition in &P
&C &ccounting re#ie2s cost centers an/ accounts
RP Responsible person =financial manager> appro#es all
DQ DeanK&9P appro#es requisitions greater than R,,,.,,
9P Pro#ostK9ice Presi/ent appro#es requisitions greater than R$,,,.,,
"& "iCe/ &ssets managers re#ie2 for capital assets o#er R$,,,.,,
JR Jrants manager re#ie2s requisitions for /esignate/ grants
=elpful Tips:
earching for 6Des #en/or7 in 0tem 1#er#ie2 portion of screen - Click in the space /irectly un/er HDes #en/orI a /rop /o2n
icon 2ill appear.
Click on the /rop /o2n an/ you 2ill see this search 2in/o25
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@e sure the H9en/ors5 PurchasingI tab is highlighte/.
0f notA click on the tablet icon on the far right an/
choose H9en/ors5 PurchasingI from the /rop /o2n
menu.
Page 1,
Click your cursor in the HnameI fiel/ an/ type in the #en/or name. &l2ays start an/ finish name 2ith asterisks. Fess information
is al2ays better then more 2hen /oing #en/or searchesA for eCampleA if you are looking up taplesA NstapN is better then NstaplesN.
.it HenterI key.
ee if the #en/or name an/ correct city you nee/ is on the list.
0f list is #ery longA sort the list by the HcityI column. This is /one by clicking on HcityI at the top of the column. 1ne /ra2back
2ith the abo#e list is that a street name /oesnIt appear.
Double click on your selection if it is on the list.
0f you /o not fin/ the #en/or you nee/ to eCit from the screen by clicking on the blue Q icon. Fike2ise if your search /oes not
yiel/ any results =a note a/#ising you of this 2ill appear at the bottom of your screen> eCit the screen by clicking on the blue Q
icon.
0f you nee/ to lea#e the HDes #en/orI fiel/ blankA because you /i/ not fin/ a #en/or from the abo#e searchA it 2ill be necessary for
the purchasing /epartment to a// your #en/or to the #en/or /atabase. Please pro#i/e this information as /escribe/ in belo25
1pen the H.ea/erI area of the screen an/ request Purchasing a// #en/or to /atabase. )nter the #en/or nameA a//ressKphone an/
faC number in the Hhea/er note.I Click on the Hhea/erI icon again to close this section.

"in/ing 9en/or &//ress
0f you ha#e a #en/or numberA there is another &P transaction you can use to #ie2 a//ressKphone number. 'se transaction (ACD
=Display 9en/or>. @e sure the a//ress boC is checke/ an/ hit enter. <ou 2ill see a//ressKphone information.
0tem 1#er#ie2 ection5 Columns to the Right of Deli#ery Date5
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There are many fiel/s to the right of the Deli#ery /ate column. ome of these fiel/s contain /efault information 2hich is 2hat you
set 2hen you complete/ the setup instructions at the beginning of the purchasing training. 0f these 2ere fille/ out correctlyA you
shoul/ not ha#e to enter information to the right of the Deli#ery /ate column.
1r/ering for grant or pro:ect accounts
ystem /efaults =in item o#er#ie2 section> are set up for cost center purchasing.
0f you are or/ering for a grant accountA fin/ the fiel/ to the right of the /eli#ery /ate =in item o#er#ie2> that is calle/ 6&cct. &ssig.
Category7 change the G to a J.
0f you are or/ering for a pro:ect accountA fin/ the fiel/ to the right of the /eli#ery /ate =in item o#er#ie2> calle/ 6&cct. &ssig.
Category7. Change the G to a P.
The 0tem Detail section 2ill sho2 a fiel/ calle/ H?@ elementI instea/ of Hcost centerI for grants or pro:ects.
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0sing $ocument :verview ?Transaction (-7D)@
<ou shoul/ fin/ this transaction un/er "a#orites in the Purchasing fol/er.
Document 1#er#ie2 B 0t is #ery important that you learn the #alue of the /ocument o#er#ie2 function 2ithin this soft2are. The
information containe/ in the /ocument o#er#ie2 2ill pro#i/e history on all your past purchase requisitions. 0n a//itionA it 2ill allo2 you
to /uplicate past purchase requisitions 2ith only a fe2 keystrokes an/ allo2 you to copyA mo/ifyA an/ reBrelease pre#ious purchase
requisitions 2ith the ne2 changes.
)nsuring Correct ettings to 'se Document 1#er#ie2 - 0n or/er for Document 1#er#ie2 to 2ork properlyA you must change a
setting 2ithin the transaction ()*4+. Click on the area that says Personal ettingA as illustrate/ belo25
1n the neCt screen5
Click on the @asic settings tab
Click on /rop /o2n menu to the right of the Hselection timetable for by /ocI fiel/ an/ choose Hno restrictionsI.
Click on the Hsa#eI icon at the bottom left on your screen.
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ee belo2 for illustration of ho2 this shoul/ lookO
)ote: The following steps will only wor% if you have purchase requisitions in the &6P system5
+eCtA click on the H/ocument o#er#ie2 onI button on the top left of your screen. This 2ill open up a column of
information to the left of your screen. Clicking this button on an/ off 2ill change the button title from H/ocument o#er#ie2 onI to
H/ocument o#er#ie2 offI an/ /isplay or hi/e the information fiel/. "or this training session please be sure the button says HDocument
1#er#ie2 1ff.I
"rom 2ithin the HDocument o#er#ie2I boC click on the Hselection #ariantI icon an/ click on Hmy purchase requisitions/ from the
/rop /o2n menu. The /isplay 2ill sho2 all the purchase requisition numbers for requisitions you ha#e pre#iously release/.
Click on the arro2 right icon neCt to each purchase requisition to /isplay the line number for each purchase requisition.
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Click on the /rop
/o2n an/ choose
no restrictions.
Click on the a#e
icon =/iskette> to
sa#e that changeO
Page !4

&//ing &//itional Data "iel/s To <our Document 1#er#ie2
)Cpan/ the H/ocument o#er#ie2I section to the right by slo2ly mo#ing your cursor along the right bor/er of the H/ocument
o#er#ie2I screen until a /ouble arro2 icon appears.
?ith the /ouble arro2 icon in #ie2A hol/ /o2n your left mouse button an/ eCpan/ the /ocument o#er#ie2 2in/o2 until all the
icons in the 2in/o2 are in #ie2A as illustrate/ belo25

Click the Hchange break/o2nI icon.
Click on the 2or/s Hshort teCtI from the Hcolumn setI column that is 2ithin the HChange layoutI popBup screenA as illustrate/ belo25
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Click to open
any purchase
requisition to
see line items.
Page !$

+eCtA click on the arro2 left icon to a// Hshort teCtI to the Hsort criteriaI column. This 2ill place Hhort teCtI into the column calle/ ort
Criteria.
croll /o2n an/ click on H#en/or name =/esire/ #en/or>I from the Hcolumn setI column that is 2ithin the HChange layoutI popBup screen
an/ click on the arro2 left icon to a// H#en/or name =/esire/ #en/or>I to the Hsort criteriaI column.

Click on the green checkmark icon at the bottom left si/e of the current 2in/o2.
To see the result of 2hat that /i/A click on the arro2 right icon neCt to each purchase requisition an/ continue to click =/rill /o2n>
on the right arro2 icons. The arro2s turn into /o2n2ar/ pointing arro2s an/ you can no2 see item teCt an/ #en/or name
/isplaye/.
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.o2 to sa#e the layout you setBup abo#e B 0f you /o not sa#e the abo#e layout =to #ie2 short teCt an/ /esire/ #en/or info>A you 2ill
ha#e to reBenter the information e#ery time you log on to &P.
To sa#e the layoutA click on the Hselect layoutI icon from the icon menu in H/ocument o#er#ie2.I This icon is the small icon that
looks like a tablet =not the icon that has the tiny yello2 boC>.
Choose Hsa#e layoutI from the /rop /o2n list.
T2o fiel/s 2ill nee/ to be compete/ in the popBup screen calle/ HFayout5 sa#e asI5
Fayout put your name or some other i/entifierA i.e.A arah Fayout.
Description if you plan on ha#ing many layouts you may 2ant to i/entify this one. )Cample5 hort teCt an/ #en/or layout.
H'serBspecificI boC must be checke/.
Click on the Hgreen arro2 sa#eI icon.
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Page !;
1nce again click on the Hselect layoutI icon from the icon menu in H/ocument o#er#ie2.I This icon is the small icon that looks like
a tablet =not the icon that has the tiny yello2 boC>. This time click on Hmanage layoutI from the /rop /o2n menu.
?hen the popBup boC appearsA click on the layout you :ust create/ un/er the H/efault settingI column. The green check mark 2ill
no2 appear in the boC you :ust clicke/.
Click on the Hsa#e icon at the top of your screen.
<our layout has been sa#e/ as your /efault layout.
1nce you ha#e complete/ the layout it is not necessary to ha#e the H/ocument o#er#ie2I column be as 2i/e as it is no2. <ou
might 2ant to consi/er re/ucing the H/ocument o#er#ie2I 2i/th or clicking the Document 1#er#ie2 button to toggle it off.
0(P1RT&+TO 1nce youI#e complete/ using management layoutA back out of that screen or it 2ill lock it from other users.
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Page !%
Duplicating & Purchase Requisition
@efore you get starte/A re#ie2 the section title/ 6.o2 To 'se Document 1#er#ie2.7 =ee page !1>
Double click on H()*1+ Create Purchase RequisitionI from the purchasing fol/er in "a#orites.
0n or/er to /uplicate a purchase requisition the follo2ing three screen #ie2s nee/ to be /isplaye/5
The H/ocument o#er#ie2I column must be /isplaye/. 0f it is notA click on the HDocument 1#er#ie2 on7 buttonA as illustrate/
belo25

The Hmy purchase requisitionsI list must be /isplaye/ un/er the H/ocument o#er#ie2I column. 0f it is notA click on the Hselection
#ariantI icon 2hich 2ill /isplay a /rop /o2n menu. "rom that choose Hmy purchase requisitions.I
The Hitem o#er#ie2I section must be eCpan/e/ from the main screen /isplay to the right of the H/ocument o#er#ie2I column.

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Click to eCpan/
0tem 1#er#ie2
Page !8
Re#ie2 the purchase requisition you 2ish to /uplicate in H/ocument o#er#ie2I from the list on the left si/e of your screen.
Click on the purchase requisition you 2ant to /uplicate.
+1T) 0f you only 2ant to /uplicate a specific line from a purchase requisition then :ust click on the specific line un/er the
purchase requisition an/ not the purchase requisition number itself.
Click on the Ha/optI icon locate/ neCt to the Hselect #ariantI icon 2ithin the H/ocument o#er#ie2I section.
This 2ill automatically place all the items on the purchase requisition in the Hitem o#er#ie2I section of the Create purchase requisitionI
screen.
ChangeA a// an/Kor /elete any input fiel/s =qtyA price etc> in the Hitem o#er#ie2I section. DonIt forget to up/ate the H/eli#ery /ateI
fiel/.
)Cpan/ the Hhea/erI section an/ a// all require/ information.
Check the HitemI section to be sure the Hunloa/ing pointAI HJKFI an/ Hcost centerI information is correct.
Click the Hsa#eI icon to release the purchase requisition to the purchasing /epartment.
Chec%ing the &tatus of a Purchase equisition using $ocument :verview
@efore you get starte/A re#ie2 the section title/ 6.o2 to 'se Document 1#er#ie2.7 =ee page !1>
Double click on H(-7D) ! $isplay Purchase equisition/ from the purchasing fol/er in "a#orites.
0n or/er to check the status of a purchase requisition the follo2ing four screen #ie2s nee/ to be /isplaye/5
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The H/ocument o#er#ie2I column must be /isplaye/. 0f it is notA click on the HDocument 1#er#ie2 on7 buttonA as illustrate/
belo25

The Hmy purchase requisitionsI list must be /isplaye/ un/er the H/ocument o#er#ie2I column. 0f it is notA click on the Hselection
#ariantI icon 2hich 2ill /isplay a /rop /o2n menu. "rom that choose Hmy purchase requisitions.I
The Hitem /etailI section must be eCpan/e/ from the main screen /isplay to the right of the H/ocument o#er#ie2I column.

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The HstatusI tab must be selecte/ from the HitemI section. 'se the scroll bar an/Kor the tablet icon to locate the HstatusI tab if it is
not in #ie2.
Double click on the purchase requisition you 2ish to check onA from the list on the left si/e of your screen.
0n the Hstatus tabI one of two possible teCt fiel/s 2ill be /isplaye/A as follo2s5
The fiel/ labele/ HProcessing stat5I 2ill say Hnot e/ite/I if the purchase requisition has not been release/ by the purchasing
/epartment an/ a purchase or/er has not been sent to the #en/or. This is ho2 your screen 2ill appear5

The fiel/ labele/ HProcessing stat5I 2ill say HP1 create/IB if the purchase requisition has been release/ by the purchasing
/epartment an/ a purchase or/er 2as sent to the #en/or. This is ho2 your screen 2ill appear5

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Click here an/
choose tatus
tab.
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To <iew =istory of 6ll #our Purchase equisitions
0&- T6)&6CT9:) (-76 - you 2ill fin/ this transaction un/er "a#orites in the Purchasing fol/er.
There are many fiel/s on this screenM t2o fiel/s require your input5
Plant Type in 4*.
Requisitioner Type in your name as it appears in the HrequisitionerI column on the Hcreate purchase requisitionI screen. This is
the name you type/ in as a /efault 2hen you set up your initial /esktop settings.
@e sure all siC boCes are checke/ mi/2ay /o2n your screen on the left si/e.
Hcope of FistI an/ Hort 0n/icatorI fiel/s shoul/ /efault to & an/ 1 respecti#elyA if notA you 2ill nee/ to type in this information.
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1nce require/ info is fille/ in an/ checkmarks
place/ in the check boCesA click on the
HeCecuteI icon =clock> locate/ in the gray bar
near the top of your screenA on the far leftA to
eCecute your search.
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<iewing Purchase :rder =istory for &pecific Cost Center or ;B& -lement
0&- T6)&6CT9:) (-EA - you 2ill fin/ this transaction un/er "a#orites in the Purchasing fol/er.
There are many fiel/s on this screenA three fields require your input
cost center type in your cost center
0f you are looking up a ?@ =Jrant> elementA lea#e the cost center fiel/ blank an/ type in your ?@ element in the
correspon/ing ?@ fiel/.
scope of list type in @)T
plant type in 4*

Click on the HeCecuteI icon locate/ in the gray bar near the top of your screenA on the far left =looks like a clock>.
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0nsert your
cost center
(ake certain this
says @)T
This is al2ays 4*
Page 4$
CongratulationsO
<ouI#e complete/ &P Requisition Training
0f you ha#e questions on any of the instructionsA contact5
Su/y Peters
or
@arb Sames
0n the Purchasing 1fficeA %4!B!%3$
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