types of requisitions: tsr equip
TRANSCRIPT
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Types of Requisitions: TSR-EQUIP eProcurement
Update As Of: February 3, 2017 Core-CT Financials 9.2
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Types of Requisitions: TSR-EQUIP A TSR-Equip is required when ordering Telecommunications Equipment. Approved requisitions
are then sourced to a Purchase Order and dispatched to the supplier.
Navigation: eProcurement / Requisition
Procedure: 1. Enter Business Unit
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Types of Requisitions: TSR-EQUIP eProcurement
Update As Of: February 3, 2017 Core-CT Financials 9.2
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2. Enter Requisition Name
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Types of Requisitions: TSR-EQUIP eProcurement
Update As Of: February 3, 2017 Core-CT Financials 9.2
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3. Click Requisition Type drop down boxes
4. Click the TSR-EQUIP value
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5. Add Supplier, Supplier Location, Buyer, Category, and UOM to the Line Defaults
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Types of Requisitions: TSR-EQUIP eProcurement
Update As Of: February 3, 2017 Core-CT Financials 9.2
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6. Add Chartfield information into the Accounting Defaults
7. Click OK
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Types of Requisitions: TSR-EQUIP eProcurement
Update As Of: February 3, 2017 Core-CT Financials 9.2
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8. Click Special Request link
Note: The Category, Unit of Measure, and Supplier ID fields populated with values
entered on the Define Requisitions page.
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Types of Requisitions: TSR-EQUIP eProcurement
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9. Enter Item Description
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Types of Requisitions: TSR-EQUIP eProcurement
Update As Of: February 3, 2017 Core-CT Financials 9.2
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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 Supplier ID fields populated with values
entered on the Define Requisitions page.
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Types of Requisitions: TSR-EQUIP eProcurement
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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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Types of Requisitions: TSR-EQUIP eProcurement
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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 for Contract
17. Click the Look Up Contract ID button
Note: The Purchasing Authority defaults to Contracts
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18. Click on 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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Types of Requisitions: TSR-EQUIP eProcurement
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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 to the documents to be attached
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24. Click the Open button and select the document to be attached
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25. Click Upload
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26. Click OK
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Types of Requisitions: TSR-EQUIP eProcurement
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27. Select Save & Submit to save this TSR-EQUIP requisition and begin the Approval
Workflow process
Note: Selecting Save for Later will save the TSR-EQUIP requisition, but not initiate the
Approval Workflow process.
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28. Click the OK
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Types of Requisitions: TSR-EQUIP eProcurement
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The Approval Workflow Confirmation page is displayed. The system assigns a Requisition ID on
the confirmation page. The requisition will be routed through the normal TSR requisition
approval process.