Req. No.

Enter the requisition number.  Use the same format as in ADVANTAGE.  This should be a six-digit number starting with the 3-digit mail code and a 1 up number for the final 3 numbers.  E.g. 183001.   Press the tab key - this moves the insertion point to next field (Deliver To:).

Deliver To

Type the person to whom the goods are to be delivered.  Press the tab key - this moves the insertion point to next field (Dept./Room No.:).

Dept./Bldg/Room.

Type the department and building and room # to which the goods are to be delivered. Example: Training and User Support, D213. Press the tab key - this moves the insertion point to next field (Requested By).

Requested By

Type the name of the person in the department who can answer questions about the items being ordered.  Press the tab key - this moves the insertion point to next field (Requestor’s Phone).

Requestor's Phone

Type the phone number of the person listed in the Requested By field. Example of the way phone number should be formatted:  (920) 424-2365. Press the tab key - this moves the insertion point to next field (Vendor).

Vendor

Type the vendor name.  NOTE: you must enter the name, no numbers or codes.  Press the tab key - this moves the insertion point to next field (Address Line 1).

Address

Type the vendor’s address - NOTE:  Type the vendor’s complete address.  Press the tab key – this moves the insertion point to next field (Vendor Phone)

Vendor Phone

Type the vendor’s phone number using the same format as before e.g., (920) 424-2365. Press the tab key - this moves the insertion point to next field (Vendor Fax).

Vendor Fax

Type the vendor’s Fax number using the same format as before e.g., (920) 424-2365.  Press the tab key - this moves the insertion point to next field (Vendor).

FEIN #/SS

If you know the vendor’ FEIN # or for an individual the SS# type it here.  Press the tab key - this moves the insertion point to next field (Quote By).

Quote By

If you have a quote from the vendor, enter the name of the person from whom you received the quote. Press the tab key - this moves the insertion point to next field (Quote Date).  Send a copy of the quote to purchasing referencing your RX number.

Quote Date

Type the date you received a quote – if any.  If you type the date like 05/03/01 it will be displayed as May 3, 2001 once you press tab.  Press the tab key - this moves the insertion point to next field (Terms).

Terms

If vendor's payment terms are other than Net 30, type the vendor’s payment terms (if known).  Press the tab key - this moves the insertion point to next field (FOB).

FOB

If vendor's shipping terms are other than Destination, click drop down and click on correct shipping term.  Press the tab key - this moves the insertion point to next field (Fund).

Fund

Enter the Fund # from the Department number to be charged. Press the tab key - this moves the insertion point to next field (Organization). See Conversion table: http://www.uwosh.edu/departments/admin_serv/sfs_tables_page.htm

Organization

Enter the Organization # from the code to be charged.  Press the tab key - this moves the insertion point to next field (Program).  See Conversion table: http://www.uwosh.edu/departments/admin_serv/sfs_tables_page.htm

Program

Enter the Program # from the code to be charged.  Press the tab key - this moves the insertion point to next field (Account).  See Conversion table: http://www.uwosh.edu/departments/admin_serv/sfs_tables_page.htm

Account

Enter the proper Account # (this is the old Object/Sub Object - see Conversion table: http://www.uwosh.edu/departments/admin_serv/sfs_tables_page.htm for new codes.) for the purchase.  Press the tab key - this moves the insertion point to next field (Amount).

Amount

Enter the dollar amount to be charged to this Department number line.  Press the tab key - this moves the insertion point to next field (Fund).

Comments

Type any specific instructions or comments about the requisition in this field. Press the tab key - this moves the insertion point to next field (Qty).

Qty

For each item, type the desired quantity. Press the tab key - this moves insertion point to next field (Unit).

Unit

For each item, type the Unit of measure. Press the tab key - this moves insertion point to next field (Catalog Number & Item Description

Catalog Number & Item Description

For each item, enter a complete description with part/catalog numbers.  Note: for more than 1 line of description continue typing until the description is complete (the cell will automatically expand/wrap). Press the tab key - this moves the insertion point to next field (Unit Price).

Unit Price

For each item, enter the Unit price. Press the tab key - this moves insertion point to next field (Item 2 - Qty) and calculates.

Assign to Dept. split #.

EXAMPLE:  Line item 1 is for a PC for $2000. and line item 2 is for a quantity of 4 each @ $25 each.  $1500 of the PC should be charged to one department and $600 (balance of PC and 4 other items) to a different department.

The requisition would be entered as:

DEPARTMENT NUMBER

DEPARTMENT NUMBER

Fund

Organization

Program

Account

Amount

Fund

Organization

Program

Account

Amount

1

102

031095

2

3195

$1500.00

2

102

034300

2

3195

$500.00

3

102

034300

2

3100

$100.00

4

5

6

Total

$2100.00

Comments:

Item

Qty

Unit

Catalog Number & Item Description

Unit Price

Extended Total

Assign to Dept. split #

        1

1

EA

FULL DESCRIPTION OF ITEM WITH PART NUMBERS

2000

2000.00

1&2

        2

4

EA

FULL DESCRIPTION OF ITEM WITH PART NUMBERS

25

100.00

3