In this lesson you will learn how to create a requisition for a project.
Click the State of Nebraska link.Step 1
Click the Grants & Projects link.Step 2
Click the Grants & Capital Projects link.Step 3
Click the 309 Projects link.Step 4
Click the Enter/Revise Special Req (X1) link.Step 5
Click the Add button.Step 6
Enter the supplier number into the Supplier field.
Note: The actual supplier may not be known at this point. The field may be filled with any type of information (i.e., Project Manager's Address Book number or simply “best source”, Address Book number 999999).
For this lesson enter "999999".Step 7
Click in the Ship To field.Step 8
Enter the address to which the goods are to be delivered into the Ship To field.
Note: If multiple locations, address book number 559783 (FACILITY, MULTIPLE ADDRESSES) can be used.
For this lesson enter "559783".Step 9
Click in the Buyer field.Step 10
Enter the address book number of the Individual who is primarily responsible for this document at the Agency into the Buyer field.
For this lesson enter a"4455871".Step 11
Send Invoice To – automatically populates but can be overridden.
Note: Primarily "S" search type Address Book records if the invoice will not be sent to the "Ship To" address.
In this lesson we will not change this field.Step 12
Click in the Business Unit field.Step 13
Enter the business unit business unit accountable for the order into the Business Unit field.
For this lesson enter "65025009".Step 14
The Entered Date field will default to the current date.Step 15
Click in the Requested field.Step 16
Enter the date you would like to receive the item into the Requested field.
For this lesson enter "3/10/2010".Step 17
Click in the Prom Del Date field.Step 18
Enter the date the vendor has promised delivery into the Prom Del Date field.
For this lesson enter "3/10/2010".Step 19
Cancel Date – Will remain blank unless you enter data. This can reflect the last date the requisition is valid.
In this lesson we will leave this field blank.Step 20
Click the OK button.Step 21
Enter the NIGP Number/Inventory Number into the Inventory Number field.
99999 indicates the document is a Project and the last 2 digits of the number matches numbers used for Construction Categories used as subsidiaries in business unit setup for Construction Projects.
Note: Note Users must use one of the following numbers or an error will appear:
Special or Technical Equipment:
Other Construction Related Costs:
For this lesson enter "99999-CC0090".Step 22
3-Digit NIGP –three-digit prefix to a commodity code (999) for all X document types.
NIGP Sub – two-digit commodity code suffix (99) for all X document types.
Notes: 3-Digit NIGP and NIGP Sub automatically populates from the data entered in the NIGP Number/Inventory Number field but can be overridden.Step 23
Click in the Quantity Ordered field.Step 24
Enter the quantity of the item that you require into the Quantity Ordered field.
For this lesson enter "1".Step 25
Click in the Tr. UoM field.Step 26
Enter the appropriate unit of measure if necessary into the Tr. UoM field.
Note: System defaults to EA.
For this lesson enter "EA".Step 27
Click in the Unit Cost field.Step 28
Enter the estimated cost per unit into the Unit Cost field.
For this lesson enter "500".Step 29
Extended Cost – The system will automatically populate this field based on the Quantity Ordered and Unit Cost fields.
Pu. UoM - Defaults to the same Unit of Measure in the Tr. UoM field.
Note: Pu. UoM must equal Tr. UoM or an error will occur.Step 30
Click in the Description 1 field.Step 31
Enter the descriptive data pertaining to the specific detail line into the Description 1 field.
This is free text and will print on all purchasing documents.
For this lesson enter "Training Example".Step 32
Click in the Description 2 field.Step 33
Description 2 is a free text field and will print on purchasing documents. Enter descriptive data that you want to appear in the system.
In this lesson we will leave this field blank.Step 34
Click in the Account Number field.Step 35
Enter a valid business unit and object account from the Chart of Accounts into the Account Number field.
For this lesson enter "65025009.521403".Step 36
Click the OK button.Step 37
Record the document number in the Previous Order field for use in future processes.Step 38
Click the Cancel button.Step 39
Click the Close button.Step 40
You have successfully completed this lesson.
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