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Requisitions RX Document

Requisitions RX Document. Advantage Financial System. Requisitions. Requisitions are requests for goods or services that are not available on-campus or are not allowed on a PV document Sent to buyers in Purchasing who place the order with the off-campus vendor

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Requisitions RX Document

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  1. RequisitionsRX Document Advantage Financial System

  2. Requisitions Requisitions are requests for goods or services that are not available on-campus or are not allowed on a PV document Sent to buyers in Purchasing who place the order with the off-campus vendor Used for high dollar totals and certain categories of goods and services

  3. Requisitions The RX document consist of several sections: Header Accounting Details Commodity Details Freight Additional Description Commodity Lines

  4. RX: Header Other Attributes contains information about the overall order: Vendor code Delivery information User contact information Responsible agency/org

  5. RX: Accounting Details Accounting Details contains information about the accounts and object codes: Line number Agency/org Object/subobject Function (optional)

  6. RX: Commodity Details Commodity Details contains information about the goods or services being ordered: Line number Commodity code Unit of measure Accounting line Description Quantity Unit cost

  7. RX: Additional Description/ Commodity Line Additional Description allows a description in addition to the ones entered per line Commodity Line displays the number of commodity lines per RX document

  8. RX Approvals RX Documents require Level 1 approval applied by the requesting department A Buyer in Purchasing reviews the RX and contacts the vendor as needed The Buyer will create a PC (Purchase Order) to send to the vendor

  9. RX Document Create a new RX document using the automatic document numbering EX: RX TR1 TR1# RX WV5 WV5#

  10. RX Document Header and Accounting Details Enter the anticipated delivery date of the goods

  11. RX Document Header and Accounting Details Enter the vendor code including address indicator, if applicable

  12. RX Document Header and Accounting Details Enter the agency/org to be charged for the goods or services

  13. RX Document Header and Accounting Details Enter “Blanket” if the RX is for a blanket order. Otherwise, leave blank

  14. RX Document Header and Accounting Details Enter “REC” for Receiving then “AP” for Accounts Payable

  15. RX Document Header and Accounting Details Enter the mail code, building, and room number where goods will be delivered

  16. RX Document Header and Accounting Details Enter the 4-character Advantage ID and name of the person completing the document

  17. RX Document Header and Accounting Details Enter the name of the person requesting the goods or services

  18. RX Document Header and Accounting Details Enter full phone number including area code of the requestor

  19. RX: Freight If the goods are subject to freight charges, they must be entered on the RX Freight charges are applied by line so they are allocated across the order

  20. RX Document Freight Enter “D” in Freight Indicator to designate freight by line

  21. RX Document Freight Enter the total amount of freight charges for the order

  22. RX Document Freight Enter the total amount of all commodity lines before tax and freight

  23. RX Document Header and Accounting Details Enter a line number to distinguish from other accounting lines, starting with “01”

  24. RX Document Header and Accounting Details Enter the agency/org including suborg, if applicable, to be charged

  25. RX Document Header and Accounting Details Enter the function code, if applicable

  26. RX Document Header and Accounting Details Enter the object/subobject for the commodity being ordered on this accounting line

  27. RX Document Those lines complete the required fields for the RX Header and Accounting Details section Press Enter to move to the Commodity Details

  28. RX Document Commodity Details Enter a line number to distinguish this commodity from others, starting with “001”

  29. RX Document Commodity Details Enter the commodity code

  30. RX Document Commodity Details Enter the accounting line that this commodity line references

  31. RX Document Commodity Details Enter the quantity with two decimal places

  32. RX Document Commodity Details Enter a valid unit code from the UNIT table

  33. RX Document Commodity Details Enter the cost per unit with two decimal places

  34. RX Document Commodity Details Enter a description of the goods being ordered up to 60 characters

  35. RX: Commodity Descriptions For blanket orders, the description field must be entered in the following format: FY## (FY14) blanket for XXX (description) For all other orders, enter the description of goods or services up to 60 characters

  36. RX: Additional Description If a description is too long to fit on the description line, an additional description can be added Additional descriptions can be added to each Commodity Line

  37. RX: Additional Description On the Commodity Details page, type “Y” in the Text field In the Function field, enter “TEXT” and press Enter

  38. RX: Additional Description Verify the RX Transaction ID and the Commodity Line number

  39. RX: Additional Description Enter “A” in the Action field and any additional text in the Text section, leave Text Line blank

  40. RX: Additional Description Press Enter to save the text, verify the message “All Lines Added” appears

  41. RX: Additional Description After the lines have been saved, return to the RX to finish the document Enter “E” in the Function field and Enter Press the F3 key

  42. RX Document Those lines complete the required fields for the Commodity Details section Edit the document to validate all entries and check for errors Enter “ED” in the Function field and Enter Press the F7 key

  43. RX Document After Editing, the RX will populate the vendor details, totals, and account information

  44. RX Document The Commodity Details has updated with document totals by line and the tax amount

  45. RX Document After the document is cleared to PEND1 status, Approve and Run the RX The RX will be reviewed by Purchasing who will create a PC (Purchase Order) The requesting department should receive a copy of the PC within 7-10 days to the mail code on the RX

  46. RX Modifications Modifications can be made to the RX document to adjust the unit cost or quantity The RX must have been accepted in Advantage Only one modification can be made on a document per day Increases and decreases cannot be done on the same document at the same time

  47. RX Modifications In order to process a RX modification, the following information is needed: Original RX number Vendor code Amount of increase or decrease If the RX is closed Freight charges Commodity and accounting line numbers

  48. RX Modifications Once the RX is accepted in Advantage, open tables are updated ORQH – Open RX Header Inquiry ORQC – Open RX Commodity Line Inquiry ORQL – Open Requisition Acct Line Inquiry These tables can be used to find information related to the original RX

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