Online Requisitioning

Online Requisitioning

1On the left hand side of my WebServices you should see the Budget and Purchasing tab. Click on Enter a Requisition for goods and services.

Enter in the vendor name and click on submit

Choose the vendor name with or without the address, preferably with an address and click on submit

The item description line is a limited character field. Fill in a line for each item you are ordering. If this is a blanket order, you only need to fill-in the 1st line.

2nd part of the screen you enter information on. Make sure you completely fill in the following fields, Item Description, Vendor Item, Quantity, Unit of Issue, Price, cost center & object code.

3rd part, for comments to show on the PO, use the Printed Comments field, this is also where you add your delivery information, building, room or department. If you have comments for Purchasing or this order is for a new vendor, add the address, city/state/zip for new vendors, in the comments field. Once you hit the submit button, the next approver field will automatically be populated

I used the wrong account to show you the error message. Change the account, verify the next approval is entered and click on submit.

This is the message you will receive when everything is entered correctly.

To modify/delete or add additional description to your line item(s). Click on View/Modify/Delete tab. On the right of the requisition you want to change, click modify. Click ok

You can now modify or delete your requisition.

Check the box modify/delete and click on submit

This is where you can expand your product description for each line item, in the item description box. Enter and click on submit

This is the message you will receive when you are done.

This is the email that you will receive once you modify the requisitionRequisition Number 0000180Requisition Total $1.08Vendor ID and/or Name 1019772 Office Depot, Inc.Requisition Status OutstandingAP Type 0001 Gen. Accts. Pay.Requisition Date 10/15/12Status Date 10/15/12Maintenance Date 10/15/12Desired Date 10/25/12Requestor Name Brigit M. EspinosaInitiator Name Brigit M. EspinosaShip to 10 Open Purchase OrderCommodity Code

Continued view of the email you will receiveItem 1Item Description Office supplies, for theVendor Item Quantity 1.000Unit of Issue LT LotPrice 1.0000Extended Price 1.00GL Distribution 100-309620-6770-54210-000 Non-Instr. Supplies/Materia : Non GrantProject ID Tax Codes C1Desired Date 10/25/12Fixed Asset Tax Info Item Comments Printed CommentsCommentsfor Purchasing DepartmentApproval DateNext Approval

Approvals:This is the email your budget administrator receives, this is a email notification only. You must log into MyWeb services to approve requisitions.Approval needed for Requisition 0000187Requisition Number 0000187Requisition Status Not ApprovedRequestor Name Kimberly P. HabianInitiator Name Kimberly P. HabianRequisition Date 10/16/12Desired Date 10/26/12Vendor ID and/or Name1437987 TroxellAP Type0001 Gen. Accts. Pay.Requisition Total$0.81Ship to01 WarehouseItem 1Item Description butterfingerVendor Item951873Quantity 1.000Unit of IssueEA EachPrice0.7500Extended Price 0.75GL Account Number100-309600-6770-54210-000 Non-Instr. Supplies/Materia : Non GrantProject IDTax CodesC1Printed CommentsCommentsApproval DateNext ApprovalBME1ATM1

Click on the Budget and Purchasing tab, then click on approve documents. If you have anything to approve it will show in this screen. You can either click on the approve box and hit submit without review. Or click on the highlighted requisition number and view the requisition. When you have made your choice click on submit.

If you choose to review the requisition, this is what you will be able to review.

After you have approved the requisition, this is the message that will appear.

Back up documentationAll backup documentation should be submitted to Purchasing. Write the Requisition number on the paperwork and send to Purchasing via inter-office mail.

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