Creating Purchase Requisitions Chap1

Requisitions Introduction
1 Copyright The George Washington University. All rights reserved.
Requisitions - Introduction
Section Objectives
At the end of this section, you should be able to: Understand the basic concepts of requisitions within Oracle Purchasing Create a purchase requisition Approve requisitions
Overview of Requisitions
Purchase Requisitions
With online requisitions, you can centralize your purchasing department, source your requisition with the best suppliers, and ensure that you obtain the appropriate management approval before creating purchase orders from requisitions.
Change Orders
Change Orders must be requested using the online requisition process. These transactions are requested by creating a requisition line item and referencing the Purchase Order number in the Note to Buyer field. If you need to decrease or cancel your Purchase Order, you will need to do so via e-mail to the Buyer in Purchasing.
Overview of Major Features

Overview of Major Features
Eliminate paper requisitions Perform online entry, approval, rejection, and resubmission Provide supplier information Enter delivery instructions Provide notes to buyers Cancel or delete requisitions With Oracle Purchasing online requisitioning you should be able to: Quickly and easily complete a requisition for an item simply by entering the requesters name, UOM, item description, delivery location, price, delivery quantity, and accounting distribution Create, edit, and review requisition information online Enter suggested supplier information, delivery instructions, multiple accounting distributions, and notes to buyers, approvers, and receivers Route requisitions according to your approval workflow structure Resubmit rejected or returned requisitions for reconsideration and approval
Overview of Requisition Reports and Online Inquiries

Finding Requisition Information
After you create a requisition, you can query the requisition at any time to review the status or action history. In addition to viewing requisition information, you can: Review buyer assignments to ensure that requisitions are assigned to an appropriate buyer Find the purchase order created to fill the requisition
Requisition Reporting
You can use the reports available in Oracle Purchasing to review requisition information such as the Purchase Requisition Status Report, which can be used to review the approval status of your requisition.
Overview of Requisitions
Purchase Requisitions
Most of your procurement activities will begin with the request for goods, services or leases known as a requisition. With Oracle Purchasing online requisitions, you can quickly and easily create requisitions. You reduce the need for paper requisitions by submitting online requisitions. (GW is eliminating paper requisitions unless you are sharing a cost with multiple organizations or you do not yet have access to Oracle. You will need to use the paper requisition in these cases.) With online entry, you quickly and easily complete a requisition by entering the item description, delivery location, price, delivery quantity, and accounting distribution The displayed approval status informs you whether the requisition is Approved, Canceled, In Process, Incomplete, Preapproved, Rejected, or Returned You can review the action history of your requisition as it moves through the approval process. This allows you to track your requisition at all times
Creating Requisitions
Tabs
The Requisition form in Oracle Purchasing has four tabs. You can enter information for your requisition in the required and optional fields in each of the following tabs.
Tabs Items
Relative Purchasing Information Type (required), Item (do not use), Revision, Category (required), Description (required), UOM (unit of measure)(required), Quantity (required), Price (required), Need-By, Charge Account (defaults in after Distributions is completed), Amount Note to Buyer, Buyer (do not use), RFQ Required (do not use), Supplier Item, Document Type (do not use), Document (do not use), Line Number (do not use) Urgent, Justification, Note to Receiver, Transaction Nature, Reference Number, UN Number, Hazard Currency, Rate Type, Rate Date, Rate Base Currency: Price, Line Total, Foreign Currency, Price, Line Total
Source Details
Details Currency (do not change)
Creating Requisitions
1. 2. Select GW SC Departmental User responsibility. Navigate to the Requisitions form by choosing Requisitions > Requisitions from the Navigator list.
3.
Open the Requisitions form.
Opening a Form You can open a form in Oracle one of three ways: (1) highlighting the form and clicking the Open button; (2) double-clicking on the form; (3) highlighting the form and pressing the Enter key on your keyboard.
Header
The Number field is automatically populated with a system-assigned number after the requisition is saved. The Type of requisition defaults to Purchase Requisition and the name of the Preparer defaults to your name.
4.
Optionally, enter a description for this requisition. This may be helpful in finding your requisition later.
The Status field displays the current status of the requisition. For example, the status will display: Incomplete while the requisition is being created or modified Approved when the requisition is approved
The Total field updates to reflect the total of all the requisition line amounts.
Requisition Lines
The NUM field defaults sequentially starting at 1 when you click in the field.
Items tab:
5. Enter a Line Type for the requisition line. Using the LOV.
Goods - To be used when you need to purchase goods. Leases - To be used when you need to create a lease. Services - To be used when you need to purchase a service.
Please be sure to use the Leases line type, not Services, when completing a requisition for a lease. Furthermore, maintenance for Leases should also use Lease, not Services, as the line type. This assists the SCO in running reports by type.
Pay special attention to the line type you choose!
6.
Do not select an Item as we are not using this at GW.
7.
Select a Category that best defines the item you are requesting using the List of Values (LOV). Once you request a LOV for the category, two additional fields appear. Enter the % wild card in each field and click OK.
Quick entry: Enter a % in the category field and the press your enter key on your keyboard.
The PO Item Category screen appears.
8.
Select the appropriate category and click the OK button.
9.
Enter the full item description in the Description field.
Be sure to give a detailed description with specifications. Use the attachment feature if you require additional space for your description. (i.e., When entering a description for Consulting Services, state what the consultants will be doing, the expected time frame, and any other detail the supplier is required to do or provide.)
10. Select a Unit of Measure using the List of Values.
If the line Type you selected is Services, the Unit of Measure defaults to US Dollars.
11. Enter the Quantity you are requesting.
If the line Type you selected is Services, the Quantity must be the full cost of the service.
12. Enter the Price for this item.
If the line type you selected is in services, the Unit Price will be 1.
13. Optionally, enter the Need-By Date for this item.
Source Detail tab:
14. Optionally, enter a Note to Buyer.
You may want to enter a note to the buyer if you have any special instructions. For example, if you need to attach supporting documentation to this requisition, you can type in a Note to Buyer to inform buyer that additional documentation will be coming via interoffice mail.
15. Do not select a Buyer; leave this field blank.
The SCO Transaction Procurement Specialist Manager will assign your requisition to a Transaction Specialist based on workload.
16. Optionally, check RFQ Required if applicable.
RFQ is a Request for Quotation to be sent to you before creating a Purchase Order for these requisition lines.
17. Optionally, enter Supplier Item number for the item being requested. 18. Do not enter information in the Document Type field. 19. Do not enter information in the Document number field. 20. Do not enter information in the Line Number field.
Details tab:
21. Optionally, check the Urgent box if the requisition requires urgent attention. 22. Optionally, enter a Justification for the requisition line.
In case of a sole/single source or emergency purchase, a justification is required. Use the attachment feature if you require additional space.
23. Optionally, enter a Note to Receiver. 24. Do not enter information in the Transaction Nature field. 25. Optionally, enter a Reference Number for the requisition line. For example, supplier quote number. 26. Do not enter information in the UN Number field. 27. Select the Hazard class for the item using the List of Values, if applicable.
If you order Hazardous material, your RFQ may be routed to Risk Management for approval and tracking of EPA items.
Currency tab:
Currency must remain US Dollars (USD).
Below the alternative region(s):

Do not overwrite the Destination Type field. It will default to Expense.
28. Select the name of the Requestor using the List of Values, if different from the one that defaults. 29. Select the Organization using the List of Values.
The George Washington University will automatically insert when you access the List of Values.
30. Select the Location using the List of Values. This field represents the ultimate delivery location for the items being requested.
The Source field defaults to Supplier.
31. Enter a recommended Supplier using the LOV.
If the supplier does not exist, you may type the supplier in.
32. Select a Site for the supplier using the List of Values if the supplier was selected using LOV.
If you suggested a supplier, you will also need to include the Site (location) for that Supplier.
33. Enter a Contact for the supplier only if you suggested a supplier. 34. Enter a Phone number for the supplier only if you suggested a supplier.
You must complete each requisition line before starting on the next one.
35. Save your work.
Saving a document You can save a document in Oracle one of three ways: (1) selecting Save from the File menu; (2) clicking on the Save toolbar button; (3) pressing [Ctrl] + [S].
It is strongly recommended to enter the distribution for each requisition line prior to beginning the next one. Only five requisition lines appear at one time. If you need to enter more requisition lines, complete the line you are working on and then simply use your down arrow key on your keyboard or the add new record icon on your toolbar to add a new line. Continue until you have completed all lines.
Using Requisitions Distributions
1.
Click on the Distributions button.
The Distribution screen appears:
Tabs
You may create more than one distribution line for a single requisition line if you are charging your request to more than one GL account or PTA. When entering more than one distribution line you must complete the first distribution line and then click on the second line to enter the second GL account or PTA.
There are two tabs in the Distributions form: Accounts and Project.
Do not enter any information in the Accounts alternative region if you are entering a requisition related to a Project, Task and Award. If you are charging to a P/T/A, go to task #13.
Accounts tabs:
The NUM field defaults sequentially starting with 1 and the Quantity defaults from the requisition line.
2.
Click in the Charge Account field.
The following form appears.
3.
Enter the alias if known or click on the LOV button to display all organization alias and their description. Click the OK button.
4.
The Charge Account form appears.
All the segment fields except for the Natural account field default based upon the Alias you choose.
5.
Select the natural Account number you would like your request to be charged to by using the List of Values. Click the OK button. The GL Date will default to current date.
6. 7.
The GL Date field defaults to Todays Date.
8.
Click on the small box to the far right on the distribution line to enter room number information.
The following Requisition Distributions form appears:
9.
Enter the Deliver-to Room Number followed by the Requestors Phone Number followed by the Requestors e-mail in the Requisition Distributions form.
Example: Room B-111, 994-9999 and e-mail

10. Enter the Secondary Role if the requisition is being routed for approval to someone other than your primary approver. 11. Click the OK button. 12. Save your work.
Project tab:
If you do not charge to a P/T/A, go to task #2.
The Project alternative region is the that region links your purchase order charges to a project, task, award and expenditure type. 13. Select a Project number using the List of Values. 14. Select a Task number using the List of Values. 15. Select an Award number using the List of Values. 16. Select the Expenditure Type using the List of Values. 17. Select the Expenditure Organization using the List of Values. 18. Expenditure Date will default to the system date. 19. Click on the small box to the far right on the distribution line to enter room number information.
The following Requisition Distributions form appears:
20. Enter the Deliver-to Room Number followed by the Requestors Phone Number followed by the Requestors e-mail in the Requisition Distributions form.
Do not enter a Secondary Role if the requisition is being charged to a PTA.
21. Click the OK button.
The Quantity defaults from the requisition line.
22. Save your work.
Approving Requisitions
Submit for Approval
Once you have completed your requisition you must submit it for approval. Depending on your approval workflow, Oracle Purchasing may route your requisition to the following role(s): The requestors Departmental Approver Role Business Rules Approver Role Award Expenditure Approver or PI Role Research Services Coordinator Approval Role
Supply Chain Workflow Diagram
Submitting Requisitions for Approval
You must save your requisition before it can be approved. The requisition status will appear as Incomplete.
1.
Click the Approve button.
The following form appears:
The Reserve and Submit for Approval radio buttons will automatically be selected.
2. 3.
Optionally, enter a Note to the approver.

Click the OK button.
The following Note window appears:
4.
The following Note window appears:
5.
The approver for your requisition will use the Notification Summary form to approve or reject your requisition. The approval process is based on: Business rules, which are based on natural accounts GL roles, which are based on dollar amount PTA Roles, which are based on Award information and expenditure types.
The requisition preparer receives an e-mail notification after the requisition has been approved.
Approving Requisitions: Approver

1. 2. Select Responsibility. Navigate to the Notifications Summary form by selecting Notifications Summary in your Navigator.
3.
Open the Notifications Summary form.
4. 5.
Select the Requisition you want to respond to by clicking on it in the Subject column.
Optionally, double-click the Open Form Command icon to open the requisition.
As an approver, you have the ability to open the requisition and make changes to the requisition. Save any changes you make and return to the Notifications form to complete the Approval process.
6.
Click the Respond button to approve or reject the requisition.
7.
Select your Response Value from the following options: Approve Reject Reassign - Should never be used
8. 9.
Optionally, enter a Note.
If you reject the requisition, enter a note informing the preparer why you rejected the requisition
10. Click the OK button in the Notification Response form. 11. Optionally, click the Open button in the Notification Summary form to view more information about the requisition.
Summary
You should now be able to do the following: Understand the basic concepts of requisitions within Oracle Purchasing Create a purchase requisition Approve requisitions
Summary: Creating Purchase Requisitions

Most procurement cycles begin with the submission of requisitions. With online requisitions, the purchasing function can be centralized, requisitions can be matched to the best suppliers, and appropriate approvals can be obtained before the Supply Chain Organization Purchasing Group creates purchase orders from requisitions.
Should you have any questions, contact the Help Desk at 994-5530, Option #4.
Performing Requisition Inquiry
Performing Requisition Inquiry

Section Objectives
At the end of this section, you should be able to: Perform inquiries of requisitions using the: Find Requisitions form Requisition Headers Summary form View Action History form Run requisition reports
Overview of Requisition Inquiry

Finding Requisition Information
You can view purchase requisition information using three different forms: Find Requisition Form: Used to quickly find and access the Requisition Headers Summary form and to perform requisition inquiries at the header, line, and distribution levels Requisition Header Summary Form: Used to review requisitions. If the buyer has already placed the requisition line on a purchase order, you can review the purchase order number. You can also review the changes the buyer made to the requisition and the quantity received View Action History Form: Used to review the action history of a requisition. You can see who has approved or rejected the requisition and the corresponding notes the approvers provided.
Requisition Reporting
You can use the report options available in Oracle Purchasing to access numerous reports to view requisition information.
Using Find Requisitions Form

How to Use the Find Requisitions Form
1. 2. Select Responsibility. Navigate to the Find Requisitions form by selecting Requisitions > Requisition Summary from your Navigator.
3. Open the Requisition Summary form.
The Find Requisitions screen appears:
The more search criteria information you include, the more restrictive your search. You may choose not to enter any search criteria. In this case, click on the Find button and all the requisitions created will be displayed. You may choose one or many of the following fields to determine your search criteria: 4. Enter the Requisition Number.
If you enter a Requisition Number, you can also enter a Line number.
5. 6. 7. 8. 9.
Select the requisition Type (Purchase) by clicking on the dropdown arrow. Select the Preparer using the List of Values. Select the Requestor using the List of Values.
Buyer (N/A).
Select Yes or No by clicking on the dropdown arrow in the Modified field.
This restricts the search to modified requisitions.

10. Reference Number (N/A).
11. Import Source (N/A) 12. Select the Line Type using the List of Values. 13. Use the tabs to further restrict your search.
Tab Name
Fields
Item Status Date Ranges Sourcing Deliver To Related Documents Accounting
Item, Revision, Category, Description, Supplier Item Approval, Control, Reserved Creation, Need-By, Closed Source, Supplier, Site, Currency, Organization, Subinventory Deliver to, Organization, Location, Subinventory Document Type, Document, Line Number, Purchase Order, Sales Order Period, GL Date, Charge Account, Budget Account, Active Encumbrances
14. Select the Results group radio button (Headers, Lines, or Distributions) to determine which summary form to open.
Depending on the search criteria you have specified, not all summary forms may be available.
15. Click the Find button to initiate the search. The appropriate summary form is displayed.
Using Requisition Headers Summary Form

Requisition Headers Summary
In the Requisition Headers Summary form you can: View requisition header information Access requisition line and distribution information Access the Requisitions form for entry of a new document Access the Requisitions, Requisition Preferences, and Control Document forms for maintenance of existing information Access information in the View Action History form View purchase order information, if the requisition has been autocreated to a purchase order You have the following options in the Requisition Header Summary form: You may select the Lines button to open the Requisition Lines Summary form You may select the New button to open the Requisitions form You may select the Open button to open the Requisitions form for the current line
The Open button is not enabled if the requisition approval status is Approved.
You may select Special from the menu bar to list additional viewing options: View Lines View Distributions View Action History Control Preferences View Approval through Workflow
Viewing Action History

1. 2. Select Responsibility. Navigate to the Requisition Headers Summary form by selecting Requisitions > Requisition Summary from your Navigator.
3.
Open the Requisition Summary form.
4.
Select the requisition line for which you wish to view action history by clicking your cursor anywhere in the line.
You may not view the action history of incomplete requisitions.
5. 6.
Select Tools from the menu bar. Choose the View Action History option.
The Purchase Requisitions form is displayed.
You can view the following in the Purchase Requisition form:
the approval action Sequence number of the document the Date of the approval action the Revision number the Action performed (Accept, Approve, Approve and Reserve, Cancel, Forward, Import, Reject, Reserve, or Submit) the user who Performed the action and any Notes
When the Action field is empty, the Performed By field will display the name of the employee in whose approval queue the document currently resides.
Requisition Information Reports

Requisition Reports
Use the report options available in Oracle Purchasing to access numerous reports to provide you with requisition information. . Please refer to the Reporting documentation in your manual for navigation instructions on how to run a report. The table below has some examples of requisition reports available in Oracle Purchasing. Please note that this is not a complete list of all the requisition reports in Oracle Purchasing.
Report Name
Function
Requisition Activity Register Report Purchase Requisition Status Report
Use this report to review requisition activity and monitor the monetary value of requisitions created each day. Use this report to review the approval status of the requisition you create. You can also use the report to monitor requisitions in the approval process or returned and requiring further attention. Use this report to identify all or specific approved requisition lines that buyers have not placed on purchase orders. Use this report to print the requisitions you created. A space for signature approval is provided if you want to route this document manually for approval. Use this report to review requisitions, distribution, and charge account information with this report. You can also use this report to review requisitions that failed funds reservations if you have enabled encumbrances. Use this report to review information on canceled requisitions. Use this report to view the detail of all requisitions for your organization.
Buyers Requisition Action Required Report Printed Requisitions Report
Requisition Distribution Detail Report
Canceled Requisition Report Requisition Summary Report (SC-264)
Summary
You should now be able to do the following: Perform inquiries of requisitions using the: Find Requisitions form. Requisition Headers Summary form. View Action History form. Run requisition reports
Adding and Managing Attachments
Adding and Managing Attachments

Section Objectives
At the end of this section, you should be able to: Identify the availability of attachments Use the fields in the Attachments form Copy an attachment from another record View an attached document Delete an attached document
Managing Attachments
You can attach or link data such as images, word processing documents, or spreadsheets to some Oracle Applications records. This section discusses how to manage these attachments to records.
The Attachment Icon
Identifying the Availability of Attachments

The toolbar Attachment button indicates whether the Attachments feature is enabled in a form or block. When the button is disabled, the Attachments feature is not available. When the button is enabled, the Attachment feature is available. The button switches to a paper clip holding a paper when the Attachments feature is enabled in a form block and the current record has at least one attachment.
Attachments Overview
You can enter unlimited attachments to any document that enables the attachment button.
Attachment Uses
Oracle Purchasing provides you with a list of predefined destinations you can use depending on the type of document you create.
Destinations
Document Type
Supplier Receiver Approver Buyer Internal
Purchase Orders, Quotations, RFQs, Requisitions. Purchase Orders, Quotations, RFQs, Receipts, Requisitions. Purchase Orders, Requisitions. Purchase Orders, Requisitions. You can enter these attachments only on a specific document. Reference this usage when you want to enter information specific to a purchase order, RFQ, receipt, requisition, or item. Oracle Purchasing does not print or display these attachments outside the form you use to enter the document. RCV internal attachments, however, are printed on the Receipt Traveler. Purchase Orders. Oracle Purchasing displays these attachments during invoice matching in Oracle Payables.
Payables
Using the Attachments Form
In the Main tab: The following fields are in the Main tab. Category: This field indicates which forms can access the document. Each form that enables attachments must list the document categories it can access. A Miscellaneous category will be assigned to each form registered for attachments to facilitate cross-form visibility of attachments Description: Text description of the attachment Data Type: This field identifies the type of attachement you are attaching Data Type Definitions of the Attachments Window
Type
Description
Document Reference File Long Text Short Text Web Page
A reference file stored in the database A file stored in the database of any type Text stored in the database containing 2000 characters or more Text stored in the database containing less than 2000 characters A web page used as a reference
May Be Changed: This check box indicates whether you are able to edit the attachment
1.
Navigate to the Attachments form by clicking on the paper clip icon in the toolbar.
2.
Select a Category from the List of Values.
3. 4. 5.
Click the OK button. Enter a Description for your attachment. Select the Data Type using the List of Values.
6.
7.
Check the May be Changed box, if applicable.
Long Text and Short Text Data Type

8. Enter the text for your attachment in text field below the Magnification field.
9.
Save your work.
10. Close the Attachments form.
Data Type
11. Click the Browse button in the Netscape browser window to select the file you want to attach.
12. Select the file you want to attach. 13. Click the OK button. 14. Close the browser window. 15. Click the Yes button on the decision box that appears on the Attachments form.
You will see the URL of your file in the Source tab.
16. Save your work.
Web Page Data Type
18. Enter the File or URL for your image or web page.
19. Save your work.
Document Reference Data Type

21. Enter the file or URL for your reference.
22. Save your work.
Copying Attachments
Oracle Applications keeps a catalog of documents that have been attached to applications data records. You can take advantage of this catalog if you want to attach an existing document to a second or subsequent data record.
How to Copy an Attachment from Another Record

1. 2. Open the Attachment form. Click the Document Catalog button.
3.
Find the attachment you want by using the Search Criteria in the Find Existing Documents region.
4. 5. 6. 7.
Click the Find button. Select the attachment you want by clicking in the box to the left of the Description cloumn. Click the Attach 1 button. Save your work.
Viewing and Deleting an Attachment

Viewing an Attached Document
1. 2. Query a record. Click the Attachement icon from the toolbar.
The Attchments screen appears:
If the attachment is a long text or a short text, you can view your attachment in the text box.
3.
Click on the Open Document button to view your attachment.
4.
Close all forms.
Deleting an Attachment
When you delete an attachment, you can either merely remove the association between a record and a document or remove the document from the catalog. The document itself is not removed from your file system or database. 5. 6. Navigate to the Attachments form. Select the attachment you want to delete either by selecting it in the Main tab or by selecting it in the Document Catalog form. Select Edit from the menu bar. Choose the Delete option. The following note appears.
7. 8.
9.
Click the Attachment button, if you want to delete only the attachment.
10. Click the Document and Attachment button if you want to delete them both. 11. Save your work.
If the attachment is a long text or a short text, you can view your attachment in the text box.
12. Close all forms.
Summary
You should now be able to do the following: Identify the availability of attachments Use the fields in the Attachments form Copy an attachment from another record View an attached document Delete an attached document
Exporting Data to an Excel Spreadsheet
Exporting Data to an Excel Spreadsheet

Section Objectives
At the end of this section, you should be able to: Export data from an Oracle form to an Excel Spreadsheet.
Exporting Data into an Excel Spreadsheet

Within Oracle Applications you have the ability to export data into an Excel spreadsheet. While in a form, the Action menu will illuminate the Export option, if available.
Exporting Data
You can only export data from an Oracle form to an Excel spreadsheet if the option is available. The option will be grayed out if it is not available. 1. 2. Navigate to the desired Oracle form. Select the File menu and choose Export.
3.
Select Open it and click on the OK button.
4.
Once you have manipuated the data in Excel you may choose to perform a Save as.
Make sure you save the file with the .xls extension. You also want to note where you saved the document to ensure you can locate it later.
Summary
You should now be able to do the following: Export data into an Excel spreadsheet

Creating Purchase Requisitions Chap1

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Creating Purchase Requisitions Chap1

Uploaded by

Copyright:

Available Formats

Requisitions Introduction

1 Copyright The George Washington University. All rights reserved.

2 Copyright The George Washington University. All rights reserved.

3 Copyright The George Washington University. All rights reserved.

Overview of Major Features

4 Copyright The George Washington University. All rights reserved.

Overview of Requisition Reports and Online Inquiries

5 Copyright The George Washington University. All rights reserved.

6 Copyright The George Washington University. All rights reserved.

Details Currency (do not change)

7 Copyright The George Washington University. All rights reserved.

Open the Requisitions form.

8 Copyright The George Washington University. All rights reserved.

9 Copyright The George Washington University. All rights reserved.

Pay special attention to the line type you choose!

Do not select an Item as we are not using this at GW.

10 Copyright The George Washington University. All rights reserved.

The PO Item Category screen appears.

Select the appropriate category and click the OK button.

11 Copyright The George Washington University. All rights reserved.

Enter the full item description in the Description field.

10. Select a Unit of Measure using the List of Values.

11. Enter the Quantity you are requesting.

12. Enter the Price for this item.

12 Copyright The George Washington University. All rights reserved.

13. Optionally, enter the Need-By Date for this item.

Source Detail tab:

14. Optionally, enter a Note to Buyer.

15. Do not select a Buyer; leave this field blank.

13 Copyright The George Washington University. All rights reserved.

16. Optionally, check RFQ Required if applicable.

14 Copyright The George Washington University. All rights reserved.

15 Copyright The George Washington University. All rights reserved.

Currency must remain US Dollars (USD).

Below the alternative region(s):

The Source field defaults to Supplier.

31. Enter a recommended Supplier using the LOV.

16 Copyright The George Washington University. All rights reserved.

35. Save your work.

Using Requisitions Distributions

17 Copyright The George Washington University. All rights reserved.

Click on the Distributions button.

The Distribution screen appears:

18 Copyright The George Washington University. All rights reserved.

Click in the Charge Account field.

The following form appears.

19 Copyright The George Washington University. All rights reserved.

The Charge Account form appears.

The GL Date field defaults to Todays Date.

20 Copyright The George Washington University. All rights reserved.

The following Requisition Distributions form appears:

Example: Room B-111, 994-9999 and e-mail

21 Copyright The George Washington University. All rights reserved.

If you do not charge to a P/T/A, go to task #2.

22 Copyright The George Washington University. All rights reserved.

The following Requisition Distributions form appears:

Do not enter a Secondary Role if the requisition is being charged to a PTA.

21. Click the OK button.

The Quantity defaults from the requisition line.

22. Save your work.

23 Copyright The George Washington University. All rights reserved.

24 Copyright The George Washington University. All rights reserved.

25 Copyright The George Washington University. All rights reserved.

Supply Chain Workflow Diagram