1
00:00:00,600 --> 00:00:01,880
[Instructor] To create a requisition,

2
00:00:01,880 --> 00:00:05,250
click on the UVM Business
Manager Work Center,

3
00:00:05,250 --> 00:00:08,970
links, purchasing and accounts payable.

4
00:00:08,970 --> 00:00:11,910
Create requisition Classic.

5
00:00:11,910 --> 00:00:14,013
Then click special requests.

6
00:00:15,750 --> 00:00:17,670
Before creating a requisition,

7
00:00:17,670 --> 00:00:20,310
make sure to check the
purchasing services list

8
00:00:20,310 --> 00:00:23,160
of contracted suppliers,
which can be found

9
00:00:23,160 --> 00:00:26,340
on the Division of Finance
and Administration website

10
00:00:26,340 --> 00:00:28,410
linked in the comments.

11
00:00:28,410 --> 00:00:30,813
Many of these suppliers are mandated.

12
00:00:31,830 --> 00:00:34,830
If you have a contract with
a supplier or there are terms

13
00:00:34,830 --> 00:00:38,493
on your quote, you need to
submit a contract footprint.

14
00:00:39,390 --> 00:00:43,200
Also, anything related
to IT, including hardware

15
00:00:43,200 --> 00:00:47,070
or software needs to
have a contract review.

16
00:00:47,070 --> 00:00:49,590
You can find a link to
the contract footprints

17
00:00:49,590 --> 00:00:50,733
in the comments.

18
00:00:52,650 --> 00:00:54,483
Enter the item description.

19
00:00:55,350 --> 00:00:58,200
The item description should
be the business purpose,

20
00:00:58,200 --> 00:01:03,033
including who, what, where, when, and why.

21
00:01:04,350 --> 00:01:07,650
Instead of consulting services, use study

22
00:01:07,650 --> 00:01:10,969
and assist with restoration
of historic properties

23
00:01:10,969 --> 00:01:15,969
in Joshua Tree National Park,
or instead of room rental,

24
00:01:16,620 --> 00:01:18,570
use Hilton Room Rental

25
00:01:18,570 --> 00:01:22,713
for Purchasing Conference
on September 18th, 2022.

26
00:01:24,690 --> 00:01:28,833
Enter your price, quantity,
and unit of measure.

27
00:01:29,940 --> 00:01:33,120
When selecting your category,
to search by the description,

28
00:01:33,120 --> 00:01:36,090
you can use a wildcard and
search by the description

29
00:01:36,090 --> 00:01:38,523
if you don't know the exact category name.

30
00:01:39,390 --> 00:01:41,640
You can also search by the account number

31
00:01:41,640 --> 00:01:45,213
as each category begins with
a correlating account number.

32
00:01:47,310 --> 00:01:50,370
Use the lookup to search for the supplier.

33
00:01:50,370 --> 00:01:54,390
Again, make sure to review
contracted suppliers list prior

34
00:01:54,390 --> 00:01:55,923
to making purchases.

35
00:01:56,970 --> 00:01:58,380
When you select a supplier,

36
00:01:58,380 --> 00:02:01,770
you must select the
correct supplier location.

37
00:02:01,770 --> 00:02:03,780
To review the supplier details,

38
00:02:03,780 --> 00:02:06,633
click on the supplier detail icon.

39
00:02:20,310 --> 00:02:22,560
If you are using a contracted supplier,

40
00:02:22,560 --> 00:02:27,120
be sure to note the contract
number on the requisition.

41
00:02:27,120 --> 00:02:31,413
Also include the RFP number on
the requisition, if relevant.

42
00:02:32,520 --> 00:02:34,740
You can use the additional
information field

43
00:02:34,740 --> 00:02:36,423
to enter this information.

44
00:02:37,890 --> 00:02:40,440
If you have not submitted
the contract for review

45
00:02:40,440 --> 00:02:43,500
at this time, please submit
it through Footprints.

46
00:02:43,500 --> 00:02:47,160
Then add the Footprint to
the requisition and submit.

47
00:02:47,160 --> 00:02:49,740
Please do not budget check the requisition

48
00:02:49,740 --> 00:02:53,253
until the contract review
process has been completed.

49
00:02:54,420 --> 00:02:56,250
When you are done entering your item,

50
00:02:56,250 --> 00:02:59,073
click add to add this item to your cart.

51
00:02:59,940 --> 00:03:03,000
You'll see a number next to
your cart indicating the number

52
00:03:03,000 --> 00:03:04,833
of items currently in your cart.

53
00:03:06,150 --> 00:03:08,670
When you have finished
adding items to your cart,

54
00:03:08,670 --> 00:03:11,943
click on the cart icon to
review the items in your cart.

55
00:03:13,050 --> 00:03:17,100
Click the checkout button
to go to the checkout page.

56
00:03:17,100 --> 00:03:19,383
Here you will enter your requisition name.

57
00:03:20,370 --> 00:03:22,863
Please be sure that it
is relevant and clear.

58
00:03:23,970 --> 00:03:27,573
Click on the Comments button
to add additional comments.

59
00:03:28,410 --> 00:03:31,140
Additional comments may
include delivery instructions

60
00:03:31,140 --> 00:03:33,963
or contact person with
phone number for delivery.

61
00:03:35,100 --> 00:03:37,743
You can also add attachments on this page.

62
00:03:38,640 --> 00:03:41,253
A list of potential
attachments is provided.

63
00:03:42,180 --> 00:03:43,950
Any of the potential attachments

64
00:03:43,950 --> 00:03:45,750
that have an asterisk are available

65
00:03:45,750 --> 00:03:49,260
on the Division of Finance
and Administration Forms page,

66
00:03:49,260 --> 00:03:51,540
which is linked in the comments

67
00:03:51,540 --> 00:03:54,210
or in the UVM Business Manager Work Center

68
00:03:54,210 --> 00:03:56,403
within PeopleSoft.

69
00:03:56,403 --> 00:04:00,390
When you have finished adding
your comments and attachments,

70
00:04:00,390 --> 00:04:02,973
click OK to close the comments.

71
00:04:04,650 --> 00:04:07,830
The chart string defaults
from your user profile.

72
00:04:07,830 --> 00:04:09,450
If you need to update the chart string

73
00:04:09,450 --> 00:04:11,550
for any line on the requisition,

74
00:04:11,550 --> 00:04:13,800
click the arrow to expand the line,

75
00:04:13,800 --> 00:04:16,353
then the arrow to expand
the accounting lines.

76
00:04:17,280 --> 00:04:19,383
Click the chart fields to tab.

77
00:04:20,790 --> 00:04:23,250
Here you can update any
of your chart field values

78
00:04:23,250 --> 00:04:25,860
with the exception of the account field

79
00:04:25,860 --> 00:04:29,163
as that is driven by the
category selected for this item.

80
00:04:30,840 --> 00:04:32,790
If you've completed your requisition,

81
00:04:32,790 --> 00:04:35,400
click the Save and Submit button.

82
00:04:35,400 --> 00:04:36,870
In order for your requisition

83
00:04:36,870 --> 00:04:39,930
to be received by purchasing
services for review,

84
00:04:39,930 --> 00:04:42,723
it must have a valid
budget checking status.

85
00:04:43,560 --> 00:04:48,120
Click check budget to initiate
the budget checking process.

86
00:04:48,120 --> 00:04:50,610
This may take a little while.

87
00:04:50,610 --> 00:04:53,400
Once you have received a
valid budget checking status,

88
00:04:53,400 --> 00:04:55,770
your requisition is complete.

89
00:04:55,770 --> 00:04:57,780
You can create a new requisition

90
00:04:57,780 --> 00:04:59,910
or manage your existing requisition

91
00:04:59,910 --> 00:05:02,613
by using the links at the
bottom of this screen.