In this lesson you will learn how to enter a Deviation Request.
Click the State of Nebraska link.Step 1
Click the Purchasing - Agencies link.Step 2
Click the Deviation Request link.Step 3
Click the Enter Deviation Request (O8) link.Step 4
Click the Add button.Step 5
In the Supplier field enter the address book number of the vendor.
In this lesson enter "1790581" into the Supplier field.Step 6
Press [Tab].Step 7
In the Ship to field enter the address book number of the location where services are to be performed.
Note: The Ship to number will automatically populate the Send Invoice To field.
In this lesson enter "557767" into the Ship to field.Step 8
Press [Tab].Step 9
Press [Tab].Step 10
In the Buyer field enter the address book number of the buyer who is responsible for this Deviation Request/Service Contract.
In this lesson enter "4455871" into the Buyer field.Step 11
Click in the Business Unit field.Step 12
In the Business Unit field enter the Business Unit which is applicalbe to this deviation request / service contract.
Enter "65025009" into the Business Unit field.Step 13
Click in the Requested field.Step 14
In the Requested field enter the date you want to receive the product/service.
If this field is not populated, the current date will default.
Note: You can type the date in MM/DD/YY format or you can use the Visual Assist tool (calendar icon).
In this lesson we are going to use the Visual Assist tool.
To you use the Visual Assit tool click the Calendar Icon.Step 15
Click the Next Month button.Step 16
Click the Next Month button.Step 17
Click the 5th.Step 18
Click the OK button.Step 19
Press [Tab].Step 20
In the Promised Delivery field enter the date the vendor has promised to have the product/service provided.
In this lesson enter "7/5/2010" into the Promised Delivery field.Step 21
Press [Tab].Step 22
If known, enter the Cancel Date the contract is scheduled to end or work is to be completed. This is not a required field for Deviation Requests
In this lesson enter "7/5/2015" into the Cancel Date field.Step 23
Click the Additional Properties tab.Step 24
o Highly Recommend
o Populate for a commodity or service requisition, this field can be used for free form text. It is helpful to fill this field in at the requisition level. Populate with data that describes the goods/services being procured. This information will print on reports.
o This field can hold up to 30 alpha/numeric charactersStep 25
Click in the Document Description field.Step 26
Enter the desired information into the Document Description field. Enter "CPR EQUIP MAINTENANCE".Step 27
o Identifies the facility where a commodity or service requisition was established, this field can be pulled from the address book.
o This must be a Address Book Search Type of “F” - facilityStep 28
Click in the Document Location field.Step 29
Enter the desired information into the Document Location field. Enter "678925".Step 30
o Identifies the primary person responsible for the commodity or service requisition. This field can be pulled from the address book.
o This must be an Address Book Search Type of “B, E, N, or X”.Step 31
Click in the Document Contact field.Step 32
Enter the desired information into the Document Contact field. Enter "100378".Step 33
Click the Category Codes tab.Step 34
The New/Renew field is used to indicate if the anticipated contract is new or a renewal.
The Funding field may be used to indicate if American Recovery & Reinvestment Act (ARRA) funds are being utilized.Step 35
Click in the New/Renew field.Step 36
Enter the desired information into the New/Renew field. Enter
Enter the NIGP Code in the Inventory Number field.
If you need to find the applicable 5-digit code, note that all Services will be greater than 90000. You can use the Visual Assist tool if necessary. This field will not print on the purchasing documents.
In this lesson enter "93818" into the NIGP Number / Inventory Number field.Step 38
Enter the desired information into the NIGP Number/ Inventory Number field. Enter
Press [Tab].Step 40
Press [Tab].Step 41
Press [Tab].Step 42
Enter the quantity of the item you are ordering in the Quantity Ordered field.
Enter "5" into the Quantity Ordered field.Step 43
Press [Tab].Step 44
The Tr. UoM field stands for Transaction Unit of Measure. The system defaults to EA (each). You can override this with the appropriate unit of measure if necessary. Other options can be found using the Visual Assist tool.
Enter "YR" into the Tr. UoM field.Step 45
Press [Tab].Step 46
Enter the cost per unit in the Unit Cost field.
Enter "10000" into the Unit Cost field.Step 47
Press [Tab].Step 48
Press [Tab].Step 49
Press [Tab].Step 50
Enter a description pertaining to the specific detail line in the Description 1 field. This field is limited to 30 characters. What is entered here will print on all purchasing documents.
Note: For Contracts and Deviations, Desription 1 and Description 2 should be unique.
Enter "CPR Equipment Maintenance" into the Description 1 field.Step 51
Press [Tab].Step 52
If necessary enter a description pertaining to the specific detail line in the Description 2 field. This field is limited to 30 characters. What is entered here will print on all purchasing documents.
In this lesson enter "Medline Model #123456" into the Description 2 field.Step 53
Press [Tab].Step 54
In the Account Number field enter an account number which references the agency's business unit and object account which will be funding the purchase. The format will be "Business Unit.Object Code". For example, 12345678.987654.
Enter "65025009.527100" into the Account Number field.Step 55
Scroll over to the Dev Request field.
Click in the scroll bar to scroll over.Step 56
Click in the Dev Request field.Step 57
The Dev Request field allows us to identify what type of deviation is being requested.
1 = Sole Source-Sole availability at location
2 = Sole Source – Uniqueness of service
3 = Emergency
4 = Other Circumstances
In this lesson enter "1" into the Dev Request field.Step 58
Add line attachments if desired. Refer to Creating Document Attachment training manual for details about adding line attachments.
Add additional lines as needed.
In this lesson we are not going to add an attachment are additional lines.Step 59
Click the OK button.Step 60
To view assigned number, click on the Order Detail tab.Step 61
The O8 number will be displayed in the Previous Order field. You should make note of it in the event you wish to do more work with this Order Number at a later time.Step 62
If you want to continue with a new order you can do so from this screen (Enter Deviation Request (O8) - Order Header) and follow the steps provided in this work instruction.
If you are finished click the Cancel button.Step 63
Click the Close button.Step 64
You have successfully completed this lesson.
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