[Instructor] To create a requisition,
click on the UVM Business Manager Work Center,
links, purchasing and accounts payable.
Create requisition Classic.
Then click special requests.
Before creating a requisition,
make sure to check the purchasing services list
of contracted suppliers, which can be found
on the Division of Finance and Administration website
linked in the comments.
Many of these suppliers are mandated.
If you have a contract with a supplier or there are terms
on your quote, you need to submit a contract footprint.
Also, anything related to IT, including hardware
or software needs to have a contract review.
You can find a link to the contract footprints
in the comments.
Enter the item description.
The item description should be the business purpose,
including who, what, where, when, and why.
Instead of consulting services, use study
and assist with restoration of historic properties
in Joshua Tree National Park, or instead of room rental,
use Hilton Room Rental
for Purchasing Conference on September 18th, 2022.
Enter your price, quantity, and unit of measure.
When selecting your category, to search by the description,
you can use a wildcard and search by the description
if you don't know the exact category name.
You can also search by the account number
as each category begins with a correlating account number.
Use the lookup to search for the supplier.
Again, make sure to review contracted suppliers list prior
to making purchases.
When you select a supplier,
you must select the correct supplier location.
To review the supplier details,
click on the supplier detail icon.
If you are using a contracted supplier,
be sure to note the contract number on the requisition.
Also include the RFP number on the requisition, if relevant.
You can use the additional information field
to enter this information.
If you have not submitted the contract for review
at this time, please submit it through Footprints.
Then add the Footprint to the requisition and submit.
Please do not budget check the requisition
until the contract review process has been completed.
When you are done entering your item,
click add to add this item to your cart.
You'll see a number next to your cart indicating the number
of items currently in your cart.
When you have finished adding items to your cart,
click on the cart icon to review the items in your cart.
Click the checkout button to go to the checkout page.
Here you will enter your requisition name.
Please be sure that it is relevant and clear.
Click on the Comments button to add additional comments.
Additional comments may include delivery instructions
or contact person with phone number for delivery.
You can also add attachments on this page.
A list of potential attachments is provided.
Any of the potential attachments
that have an asterisk are available
on the Division of Finance and Administration Forms page,
which is linked in the comments
or in the UVM Business Manager Work Center
within PeopleSoft.
When you have finished adding your comments and attachments,
click OK to close the comments.
The chart string defaults from your user profile.
If you need to update the chart string
for any line on the requisition,
click the arrow to expand the line,
then the arrow to expand the accounting lines.
Click the chart fields to tab.
Here you can update any of your chart field values
with the exception of the account field
as that is driven by the category selected for this item.
If you've completed your requisition,
click the Save and Submit button.
In order for your requisition
to be received by purchasing services for review,
it must have a valid budget checking status.
Click check budget to initiate the budget checking process.
This may take a little while.
Once you have received a valid budget checking status,
your requisition is complete.
You can create a new requisition
or manage your existing requisition
by using the links at the bottom of this screen.