types of requisitions: itd 10 · 2/2/2017 · types of requisitions: itd-10 eprocurement updated...
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Types of Requisitions: ITD-10 eProcurement
Updated As Of: February 2, 2017
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Types of Requisitions: ITD-10 An ITD-10 requisition is created to Purchasing IT (Information Technology) Items or Services
that must be approved by BEST. After entering and submitting a requisition, it routes for
approval. Approved requisitions are then sourced to a Purchase Order, where a PO is
dispatched to the supplier.
Navigation: eProcurement > Requisition
Procedure: 1. Enter Business Unit
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Types of Requisitions: ITD-10 eProcurement
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2. Enter Requisition Name
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Types of Requisitions: ITD-10 eProcurement
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3. Click Requisition Type drop down boxes
4. Click the ITD-10 value
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5. Add Supplier, Supplier Location, Buyer, Category, and UOM to the Line Defaults
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6. Add Chartfield information into the Accounting Defaults
7. Click OK
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Types of Requisitions: ITD-10 eProcurement
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8. Click Special Request link
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Types of Requisitions: ITD-10 eProcurement
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9. Enter Item Description that starts with a Commodity Code Abbreviation.
This helps DAS route the requisition to the correct Contract Specialist
Ex. NET-Cisco Routers
Below is an example of IT (Information Technology) Commodity Code Abbreviations:
Commodity Code Definition
HDW Hardware
SFW Software
NET Network
TEL Telecommunications
RAD Radios
TRG Training
MAIN Maintenance
SMAIN Software Maintenance
HMAIN Hardware Maintenance
CON Consulting
ITPS IT Profession Service
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10. Enter the Price in the price field
11. Enter the Quantity in the quantity field
12. Click Add to Cart
Note: The Category, Unit of Measure, and Vendor ID fields populated with values
entered on the Define Requisitions page.
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13. Click the Check Out link
Note: Do this process for all line items you wish to place on your requisition.
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14. The Requisition Save and Submit page displays
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15. Click the Line Details button
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16. Click the Expand Section button next to the Contract Information section
17. Click the Look Up Contract ID button
Note: The Purchasing Authority defaults to Contracts
.
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18. Click on a Valid Contract for this requisition
Note: The Search Results should only display valid Contract IDs for the Supplier selected on
the requisition.
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19. Click OK
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20. Click the Line Comments icon
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21. Add Comments
22. Click the Add Attachment button on the Line Comments page to attach supporting
documents to the requisition
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23. Click the Browse … button to display the documents that you wish to attach
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24. Select the document you would like to attach and Click the Open button
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25. Click Upload
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26. Click OK
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27. Select Save & Submit to save this ITD-10 requisition and begin the Approval Workflow
process
Note: Selecting Save for Later button will save the ITD-10 requisition, but not initiate the
Approval Workflow process.
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28. Click OK
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The Approval Worflow Confirmation page is displayed. The system assigns a Requisition ID on
the confirmation page. The requisition will be routed through the normal ePro ITD-10 requisition
approval process.