1 00:00:00,370 --> 00:00:01,750 - [Instructor] To create a requisition, 2 00:00:01,750 --> 00:00:03,800 click on the eProcurement tile 3 00:00:03,800 --> 00:00:05,993 then click Create Requisition. 4 00:00:07,340 --> 00:00:09,420 Before creating a requisition, 5 00:00:09,420 --> 00:00:12,170 make sure to check the purchasing services list 6 00:00:12,170 --> 00:00:15,500 of contracted suppliers, which can be found 7 00:00:15,500 --> 00:00:16,790 on the Division of Finance 8 00:00:16,790 --> 00:00:20,300 and Administration website linked here. 9 00:00:20,300 --> 00:00:22,763 Many of the suppliers are mandated. 10 00:00:23,980 --> 00:00:26,380 If you have a contract with a supplier, 11 00:00:26,380 --> 00:00:29,300 or there are any terms on your quote, 12 00:00:29,300 --> 00:00:32,200 you need to submit a Contract Footprint. 13 00:00:32,200 --> 00:00:36,310 Also, anything related to IT, including hardware 14 00:00:36,310 --> 00:00:40,490 and software, needs to have a contract review. 15 00:00:40,490 --> 00:00:42,990 You can find a link to the Contract Footprints 16 00:00:42,990 --> 00:00:44,143 in the comments. 17 00:00:45,040 --> 00:00:46,903 Enter an item description. 18 00:00:48,480 --> 00:00:51,640 The item description should be the business purpose, 19 00:00:51,640 --> 00:00:56,113 including who, what, where, when, and why. 20 00:00:57,570 --> 00:01:02,570 Instead of consulting services, use study and assist 21 00:01:02,640 --> 00:01:05,100 with restoration of historic properties 22 00:01:05,100 --> 00:01:07,563 in Joshua Tree National Park. 23 00:01:09,010 --> 00:01:12,590 Instead of room rental, use Hilton room rental 24 00:01:12,590 --> 00:01:17,223 for Purchasing Conference on September 18th, 2022. 25 00:01:19,320 --> 00:01:24,320 Enter your Price, your Quantity, and Unit of Measure. 26 00:01:26,650 --> 00:01:30,060 When selecting your category, you can search 27 00:01:30,060 --> 00:01:34,320 by the Description and use a percent sign as your wild card 28 00:01:34,320 --> 00:01:37,513 if you do not know the details of the category. 29 00:01:47,960 --> 00:01:50,300 You can also search by the Description 30 00:01:50,300 --> 00:01:52,270 and enter the account number 31 00:01:52,270 --> 00:01:54,740 as each category description begins 32 00:01:54,740 --> 00:01:56,763 with the correlating account number. 33 00:02:03,130 --> 00:02:06,690 Use the Look Up feature to search by the supplier. 34 00:02:06,690 --> 00:02:10,550 Again, make sure to review the contracted suppliers list 35 00:02:10,550 --> 00:02:12,433 prior to making purchases. 36 00:02:13,380 --> 00:02:15,080 When you select a supplier, 37 00:02:15,080 --> 00:02:17,880 the location is automatically populated 38 00:02:17,880 --> 00:02:20,670 by the default for that supplier. 39 00:02:20,670 --> 00:02:23,320 If you are using a contracted supplier, 40 00:02:23,320 --> 00:02:27,450 be sure to note the contract number on the requisition. 41 00:02:27,450 --> 00:02:32,450 Also, include the RFP number on the requisition if relevant. 42 00:02:33,360 --> 00:02:35,850 You can use the Additional Information field 43 00:02:35,850 --> 00:02:38,270 to enter this information. 44 00:02:38,270 --> 00:02:41,270 If you have not submitted the contract or quote for review 45 00:02:41,270 --> 00:02:44,680 at this time, please submit it through Footprints, 46 00:02:44,680 --> 00:02:48,890 then add the Footprint to the requisition and submit. 47 00:02:48,890 --> 00:02:51,120 Please do not Budget Check the requisition 48 00:02:51,120 --> 00:02:53,793 until the Footprint review has been completed. 49 00:02:54,720 --> 00:02:56,570 When done entering your item, 50 00:02:56,570 --> 00:02:59,910 click Add to add this item to your cart. 51 00:02:59,910 --> 00:03:02,090 You will see a green banner at the top 52 00:03:02,090 --> 00:03:04,600 that says Item added to cart. 53 00:03:04,600 --> 00:03:07,030 When you have finished adding items to your cart, 54 00:03:07,030 --> 00:03:10,760 click on the cart to review all items. 55 00:03:10,760 --> 00:03:14,180 Here, you will enter your Requisition Name. 56 00:03:14,180 --> 00:03:17,643 Please make sure that it is relevant and clear. 57 00:03:18,710 --> 00:03:21,120 When you have finished reviewing this information, 58 00:03:21,120 --> 00:03:23,963 click the green Checkout button at the top. 59 00:03:25,740 --> 00:03:29,910 On the Checkout page, you can click on the Comments button 60 00:03:29,910 --> 00:03:31,973 to add additional comments. 61 00:03:33,010 --> 00:03:36,740 Additional comments may include delivery instructions 62 00:03:36,740 --> 00:03:40,523 or a contact person with phone number for delivery. 63 00:03:42,140 --> 00:03:45,000 You can also add attachments on this page. 64 00:03:45,000 --> 00:03:47,483 A list of potential attachments is provided. 65 00:03:48,510 --> 00:03:51,520 Any of the potential attachments that have an asterisk 66 00:03:51,520 --> 00:03:55,060 can be found on the Division of Finance and Administration 67 00:03:55,060 --> 00:03:57,847 forms page, which is linked here, 68 00:03:57,847 --> 00:04:02,233 or in the UVM Business Manager WorkCenter within PeopleSoft. 69 00:04:03,900 --> 00:04:05,940 When you have finished adding your attachments, 70 00:04:05,940 --> 00:04:10,730 click Done and then Done again to close the comments. 71 00:04:10,730 --> 00:04:12,010 The chart string defaults 72 00:04:12,010 --> 00:04:14,253 from your requisition user profile. 73 00:04:15,280 --> 00:04:17,450 You can then update your distribution 74 00:04:17,450 --> 00:04:19,793 by clicking on the schedule icon, 75 00:04:20,880 --> 00:04:23,793 then clicking on the distribution icon. 76 00:04:25,860 --> 00:04:29,280 Next, click on the Chartfields2 tab. 77 00:04:29,280 --> 00:04:32,860 Here, you can update any of your Chartfield values 78 00:04:32,860 --> 00:04:34,750 except for your account number, 79 00:04:34,750 --> 00:04:36,763 which is driven by your category. 80 00:04:37,940 --> 00:04:40,480 When you are done, click the Done button 81 00:04:41,360 --> 00:04:43,580 and then click Done again. 82 00:04:43,580 --> 00:04:47,640 This will take you back to your Requisition Checkout page. 83 00:04:47,640 --> 00:04:49,610 If you've completed your requisition, 84 00:04:49,610 --> 00:04:51,163 click the Submit button. 85 00:04:53,540 --> 00:04:55,650 In order for your requisition to be sent 86 00:04:55,650 --> 00:04:57,980 to Purchasing Services for review, 87 00:04:57,980 --> 00:05:01,330 it must have a valid Budget Checking Status. 88 00:05:01,330 --> 00:05:02,953 Click Check Budget, 89 00:05:03,790 --> 00:05:06,883 then click Yes to confirm you want to run Budget Checking. 90 00:05:09,570 --> 00:05:12,203 Budget Checking may take some time. 91 00:05:13,870 --> 00:05:15,410 When you receive a confirmation 92 00:05:15,410 --> 00:05:18,103 that the status is valid, click OK. 93 00:05:19,100 --> 00:05:22,130 This completes your requisition. 94 00:05:22,130 --> 00:05:24,470 You can choose to create another requisition 95 00:05:24,470 --> 00:05:27,180 by clicking Create New Requisition, 96 00:05:27,180 --> 00:05:30,500 or you can return to your requisitions and review them 97 00:05:30,500 --> 00:05:32,403 by clicking My Requisitions.