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Information Technology Services http://www.nau.edu/its

Advantage 3 RQS Documents. Information Technology Services http://www.nau.edu/its. Lesson objectives. By completing this lesson, you will learn:. What a Standard Requisition document is.

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Information Technology Services http://www.nau.edu/its

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  1. Advantage 3 RQS Documents Information Technology Services http://www.nau.edu/its

  2. Lesson objectives By completing this lesson, you will learn: • What a Standard Requisition document is. • How to locate codes required to complete a RQS document, such as header, vendor, commodity codes, and accounting. • How to identify the required fields for processing an RQS document. • How to submit and validate a RQS document.

  3. Standard Requisition Document (RQS) Advantage 3 allows NAU to requisition and purchase items based on commodity (a specific item or group of items), buyer and vendor information.

  4. What is a RQS document? • RQS documents are requisitions which are used for procurements that require the approval or attention of a procurement officer. Note: Review Purchasing Policy and procedures for additional information. • The requisition document describes the goods or services that you are requesting. • Line items are used to describe the specifications for the procurement. • A requisition must have at least one line item but there is no maximum limit to the number of line items you can have on a requisition document. • The requisition (RQS) document has a header section and seven detail sections.

  5. Header • Lists general information associated with the entire procurement. • Contact - The user id of the person or department issuing the procurement for goods or services. • Default Shipping/Billing- The location code associated with the shipping location. The location where invoice/billing is to be sent.

  6. Vendor • Lists suggested Vendors for providing the goods/services. Vendors are selected from a pick list that is populated by the Vendor/Customer (VCUST) table. • Insert New Line - To open up page for input of required fields. • Vendor Customer - The unique identifier assigned to the vendor. • Address Code- The Address Code or ID given to a unique address for a vendor.

  7. Commodity • Lists all commodities associated with the document. Commodity line information appears within the commodity groups that were established. • Insert New Line - To open up page for input of required fields. • Commodity - The identification code assigned to the commodity. • Line Type - Indicates if the commodity line is for an item or service. • Quantity - The number in units. • Unit - The identification code assigned to the unit of measure. • Unit Price - The cost per unit of the goods. • Ship/Bill from Header - The location code associated with the shipping location. The location where invoice/billing is to be sent.

  8. Accounting • Lists the accounting funds for each commodity line. • Insert New Line - To open up page for input of required fields. • Event Type - The alpha-numeric identification code assigned to an event type. • Accounting Template - The unique identification code assigned to the accounting template.  Accounting templates are used to bring in chart of account element codes for ease of data entry on documents. • Line Amount - The amount of commodity line, • Fund Accounting – Object/sub-object codes associated with expenditure.

  9. Course summary How to submit and validate a RQS document. What a Standard Requisition document is. How to identify the required fields for processing an RQS document. How to locate codes required to complete a RQS document, such as header, vendor, commodity codes, and accounting.

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