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N.C. State University

N.C. State University. Purchasing Re-engineering Overview Requisition by Amount. Financials. NOTE: Use the Logic Pattern below when viewing the Panels on the following pages. 1. 2. 3. 4. Other Useful Information.

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N.C. State University

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  1. N.C. State University Purchasing Re-engineering Overview Requisition by Amount 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 Amount Navigate to Enter a Requisition Click OK Button. Complete Form Defaults Information.

  5. Let’s take a closer look at “WHEN” to distribute by Amount.

  6. Distributing by AMOUNT NOT QUANTITY

  7. When requisitioning a Quantity of 1 AND there are multiple accounting distributions that are required to be used - Distribute by AMOUNT. Ex. # 1: Quantity of 1 (UOM - EA) AND Multiple Distributions - $200.00 Total: 531xxx 100.00 532xxx 100.00 Ex. # 2: Quantity of 1 (UOM - LOT) AND Multiple Distributions - $200.00 Total: 531xxx 100.00 532xxx 100.00

  8. OR….When requisitioning an Uneven Quantity (eg 3,5 etc.) AND there are multiple accounting distributions that are required to be used - the quantity cannot be evenly distributed across accounting lines - Distribute by AMOUNT. Ex. # 1: Quantity of 3 (UOM - EA) AND Multiple Distributions - $200.00 Total: Qty 1 531xxx 100.00 Qty 2 532xxx 100.00

  9. Overview: Requisition By Amount Enter Requisition Line 1 Enter Req Line Information. Click Schedule Button. Click Amt Radio Button. NEW: Ungrayed Quantity/Price Fields and Qty/Amt Radio Buttons on the Schedule SubPanel. (Default changed from Amount to Quantity).

  10. Overview: Requisition By Amount Enter Requisition Line 1 (Cont.) NOTE: Quantity Field is blank and Amount Field is ungrayed on the Distribution SubPanel. Click Distribute Button. Click Home Button.

  11. Overview: Requisition By Amount Edit Check Requisition Click Edit Check Button. Click OK Button. Click Refresh Button.

  12. Overview: Requisition By Amount 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.

  13. Overview: Requisition By Amount 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.

  14. Overview: Requisition By Amount 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 3 entered. Click Schedule Button.

  15. Overview: Requisition By Amount Enter a Split Distribution Click Amt Radio Button. Click Distribute Button. Change Amount to 5,000.00 on Distribution Line 1. (Equally distribute by amount - 3 Distribution Lines).

  16. Overview: Requisition By Amount Enter a Split Distribution (Cont.) Click in any Field on Distribution Line 1 and Click the Insert Icon. (Amount of 10,000.00 Defaults to Distribution Line 2.) Change Amount to 5,000.00 on Distribution Line 2. (Equally distribute by amount - 3 Distribution Lines). Click in any Field on Distribution Line 2 and Click the Insert Icon. (Amount of 5,000.00 Defaults to Distribution Line 3.)

  17. Overview: Requisition By Amount Enter an Account for Requisition Line 2, Distribution Line 2 Click Distribution Line 2 Check Box. Click Details Button. Change the Account Chartfield. Click the Return Button.

  18. Overview: Requisition By Amount Enter an Account for Requisition Line 2, Distribution Line 3 Click Distribution Line 3 Check Box. Click Details Button. Change the Account Chartfield. Click Home Button.

  19. Overview: Requisition By Amount Edit Check Requisition Click Edit Check Button. Click Refresh Button. Click OK Button.

  20. Overview: Requisition By Amount Budget Check Requisition Click OK Button. Click Budget Check Button. Click Yes Button.

  21. Overview: Requisition By Amount Route Requisition for Approval Click Approval Routing Button.

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