N.C. State University

1. N.C. State University Purchasing Re-engineering Overview Requisition by Quantity Financials

2. NOTE: Use the Logic Pattern below when viewing the Panels on the following pages. 1 2 3 4

3. Other Useful Information A Text Box having a YELLOW background indicates an action the user needs to perform. A Text Box having a PINK background indicates important notes or information the user should be aware of.

4. Overview: Requisition By Quantity Navigate to Enter a Requisition Click OK Button. Complete Form Defaults Information.

5. Overview: Requisition By Quantity Enter Requisition Line 1 Enter Req Line Information. Click Schedule Button. NEW: Ungrayed Quantity/Price Fields and Qty/Amt Radio Buttons on the Schedule SubPanel. (Default changed from Amount to Quantity). NOTE: Quantity Field is ungrayed and Amount Field is grayed out on the Distribution SubPanel. Click Distribute Button. Click Home Button.

6. Overview: Requisition By Quantity Edit Check Requisition Click Edit Check Button. Click Refresh Button. Click OK Button.

7. Overview: Requisition By Quantity Budget Check Requisition Click OK Button. Click Budget Check Button. Click Yes Button. The NEXT step normally would be to Route the Requisition for Approval, BUT in this example let’s assume that we close the Requisition and plan to come back in the near future to add Line 2 to our Requisition.

8. Overview: Requisition By Quantity Navigate to Open a Requisition Because the possibility exists that we may need to enter more than one Requisition Line it is a good RULE of thumb to start on the FormDefaults Panel. Enter Requisition # and Click OK Button. Complete Form Defaults Information. Information Entered on this Panel will Default to ALLNew Requisition Lines entered.

9. Overview: Requisition By Quantity Enter Requisition Line 2 Click Insert Icon to Insert a New Requisition Line 2. Click Line 1 Check Box and then Click in any Field on Line 1. Enter Information for Requisition Line 2. NOTE: Quantity of 2 entered. Click Schedule Button.

10. Overview: Requisition By Quantity Enter a Split Distribution Click Distribute Button. Change Quantity to 1 on Distribution Line 1. Click in any Field on Distribution Line 1 and Click the Insert Icon. (Quantity of 1 Defaults to Distribution Line 2.) Click Details Button.

11. Overview: Requisition By Quantity 52400 Enter an Account for Requisition Line 2, Distribution Line 2 Change the Account Chartfield. Click Home Button.

12. Overview: Requisition By Quantity Edit Check Requisition Click Edit Check Button. Click OK Button. Click Refresh Button.

13. Overview: Requisition By Quantity Budget Check Requisition Click OK Button. Click Budget Check Button. Click Yes Button.

14. Overview: Requisition By Quantity Route Requisition for Approval Click Approval Routing Button.