When you first invoke the Create a Requisition screen, the focus is on the required yellow fields in Section A - General Information. You must complete this entire section prior to a purchase order number being issued (except for Research Accounts - please see the section entitled 'Research Account Policy').
Type of Account - the type of FAS Account being used to purchase the goods.
Total Value of Goods - the dollar value range for this requisition.
Name/Dept - requisitioner name and department (i.e. Bob Smith/Geography).
Phone No/Ext - requisitioner phone number and/or extension (i.e. 525-1212 x.2348).
Building - requisitioner building (i.e. HSC)
Room No - requisitioner room number (i.e. HSC1A1)
Required Date - the which the ordered goods are expected to be on campus. This field must be entered DD-MON-YYYY format. Defaults to today.
Approver - the Oracle ID of the account number holder. This process works in the same way as the Cheque Requisition system.
GST Account Number - you must enter a valid GST Account Number in order to be eligible for any applicable GST rebates currently allowed by the Federal government. Purchasing Resources IS NOT RESPONSIBLE for adding the applicable GST Account Number to the purchase requisition.
Deliver Goods To - the location the ordered goods are to be delivered. This is an alphabetical listing of delivery locations currently used by the University. There are two ways to navigate the list:
Supplier - the company that will be filling this order. If the supplier you wish to use is NOT on this list, you must complete a paper purchase requisition. This is an alphabetical list may be accessed by hitting the "LOV" (List of Values) button and the typing in first few characters of the supplier name. You must then scroll through the names and choose the appropriate one. Please contact Purchasing Resources, ext 24297, with any questions regarding specific addresses as some suppliers, i.e. Receiver General, have numerous selections.
Type of Goods - this alphabetical list represents the various commodities the buyers are responsible for. There are two ways to navigate the list:
Documentation Forwarded To - where supporting documentation is to be sent (if applicable). Your purchase requisition WILL NOT be processed until the appropriate paperwork has been received as indicated by the requisitioner.
End Use - what the goods are to be used for (eg. Research) This is an extremely important field as it aids purchasing officer in designating taxes for the purchase order.
This completes the mandatory fields.