Tax Group. Receiving Department l GST 5%

Transcription

1 REQUESTOR INFORMATION Purchase Requisition Create Requisition Create Requisition 0 Requestor Information f) Vendor Information 0 Add Item & Accounting Requisition Summary Save as draft Requestor* [ Gettman. Randy Chart* [ 9 The University of Lethbridge Transaction Date* Delivery Date* [.. o_a_,0_21_ 2_0 _1_1 t;i _...,] [ oa, Accounting Type : Commodity level Requisition Comments 0 Public Comment* (Reason To Purchase - Old System) New Vendor Info, Quote/fil #, RFP / RFQ #'s, vendor . Important notes, Order confirmation, Reference to PO #'s for Standing PO and Change orders (i') Private Comment DO NOT USE 1. Public Comment See above text for information to be entered into this box Organization* Financial Services - Office Ship To Location* I 01 Receiving Department Attention To* Tax Group Receiving Department l GST 5% Ship To Location Attention: Receiving Department The University of Leth bridge 4401 University Drive Leth bridge AB T1 K 3M4 Add details and click Next to build this summary view. Always choose Receiving Dept l l unless you want it drop shipped to another address. Enter ship to address in the Public Comments box on this page

2 VENDOR INFORMATION Leave this checked if new vendor (add vendor in public comment on first screen) Un-check if you know we have bought from vendor before Vendor names are very specific to punctuation. Example: If you type in "LA Paving" and the name in vendor database is "L A Paving" (space between L and A) yours will not be recognized. If you know we have bought from the vendor before, expand your search parameters example by typing "Paving" only and every vendor with Paving in the name will be listed

3 COMMODITY CODE INFORMATION Add Item(s) = Commodity Code ONLY not description of product/service being purchased. If you type in a commodity that isn't a VALID commodity code you will see "Add as new item". DO NOT use this description

4 COMMODITY CODE INFORMATION 1. Public Comment Enter information as described in the box below DO NOT USE Valid Commodity Code will have a number behind it Example: G6695 or S9716

5 ACCOUNTING INFORMATION - FOAPAL This is how screen should look if using a single FOAP for this purchase

6 ACCOUNTING INFORMATION - FOAPAL (MULTIPLE) If two or more FOAPs you will change either the Distribution Amount or the Distribution Percentage If out of balance it will be indicated next to funding. In this example two FOAPS means only 50% allocated to a FOAP

7 ACCOUNTING INFORMATION - FOAPAL (MULTIPLE) When using two or more FOAPs click on the "Split Accounting"

8 ATTACHMENT - DOCUMENT TYPE ALWAYS chose "Requisition" as the Document type. Remember it as "What document type am I saving my attachment to".

9 FINISHED - SUBMIT REQUISITION If the "Submit Requisition" is highlighted blue then you can click on it to submit your requistion. If not highlighted blue then something is not completed. Go back and review your steps.

10 MATERIALS MANAGEMENT VALID COMMODITY CODES 4401 University Drive Lethbridge, Alberta, Canada T1K 3M4 Phone Fax Web DO NOT ALTER/MODIFY COMMODITY CODES WHILE ENTERING IN THE REQUISITION IMPORTANT INFORMATION: Account codes are not the same as Commodity Codes Examples o Account Code 6012 Materials/Supplies Lab/Instructional o Commodity Code G6695 Scientific/Laboratory Supplies Do Not Enter Account Codes in the Commodity Code field If you are unsure of what Commodity Code to use Contact Materials Management for assistance COMMODITY CODE G01 G02 G03 G04 G05 G10 G15 G15100 G15200 G G G G1540 G1580 G G1595 G16 G1610 G1620 G23 G2350 G24 G2450 G25 COMMODITY DESCRIPTION Miscellaneous Vehicular, Grounds and Trade Supplies/, NES Tools, Hardware Supplies/ Land Buildings Computer Computer Supplies Computer Accessories Laptop Microcomputer Peripherals Monitor Printer Computer Supplies Toner Cartridges Computer, NES Software Mainframe Software Microcomputer Software Vehicles Trailers Vehicular Vehicular Parts and Supplies Tractors COMMODITY CODE G2595 G26 G2695 G28 G29 G2995 G32 G33 G34 G35 G36 G38 G39 G3995 G40 G41 G4195 G42 G4220 G4240 G43 G44 G4495 G45 G4595 G46 G4610 G49 COMMODITY DESCRIPTION Tractor Parts and Accessories Grounds Grounds Supplies Engines Engine Accessories Engine Parts and Supplies Woodworking Security Control Systems Metalworking Machines Service and Trade Printing Paper and Supplies Construction Materials Handling Materials Handling Supplies Rope, Wire Rope and Chain Refrigeration and Ventilation Refrigeration and Ventilation Supplies Fire Fighting and Safety Fire Extinguishers Fire Fighting and Safety Supplies Compressors and Pumps Power Plant Power Plant Supplies Plumbing and Heating Plumbing and Heating Supplies Water Purification Water Purification Supplies Automotive/Repair Shop 1 P age October RG

11 MATERIALS MANAGEMENT VALID COMMODITY CODES 4401 University Drive Lethbridge, Alberta, Canada T1K 3M4 Phone Fax Web DO NOT ALTER/MODIFY COMMODITY CODES WHILE ENTERING IN THE REQUISITION COMMODITY CODE COMMODITY DESCRIPTION G51 Tools > $1,000 G5140 Tool Boxes G5195 Tools < $1,000 Basic Hardware and Shop G52 Supplies G5210 Locks and Keys G54 Structures G5410 Structures and Scaffolding G5420 Storage Tanks G56 Construction Material G5620 Wallboard G Asphalt G57 Instrumentation/Controls G58 Communication G59 Electronic G5945 Cable and Wire G5995 Electronic Components G60 Fibre Optic Materials G61 Electrical G6195 Electrical Components G62 Lighting G6295 Lighting Controls G63 A/V G Tapes, Video, Recorded G6395 A/V Supplies G65 Medical /Supplies Scientific/Laboratory G66 Scientific/Laboratory G6695 Supplies G67 Photographic G6790 Photographic Accessories G6795 Photographic Supplies G68 Chemical Products Gases, Compressed and G6820 Liquified G69 Training Aids COMMODITY CODE G70 G7020 G71 G72 G7204 G7208 G7220 G7221 G7295 G73 COMMODITY DESCRIPTION Special Industries Food Services Supplies Appliances Furniture/Furnishings Desk Cart Planter Display Unit Furniture/Furnishings <$1,000 Works of Art G74 Office > $1,000 G7495 Office < $1,000 G75 Office Supplies G7510 Stationery G7595 Office Supplies, NES G76 Printed Matter G7605 Books G77 Musical Instruments Musical Instruments Parts G7750 and Access. G78 Sport/Recreation G Aquatic /Supplies G7895 Sport/Recreation Supplies G79 Cleaning G7920 Janitorial Supplies G80 Paints and Paint Supplies G81 Containers G82 Picture Framing G8220 Frames G83 Textiles G84 Clothing Badges, Insignia and G8440 Jewellery G85 Toiletries Live Animals, Feed and G88 Bedding 2 P age October RG

12 MATERIALS MANAGEMENT VALID COMMODITY CODES 4401 University Drive Lethbridge, Alberta, Canada T1K 3M4 Phone Fax Web DO NOT ALTER/MODIFY COMMODITY CODES WHILE ENTERING IN THE REQUISITION COMMODITY CODE G89 G91 G9110 G92 G95 G96 G9603 G9607 G9611 G9616 G9617 G9619 G9622 G9626 G98 S97 S9701 S9702 S9703 S9704 S S S S9705 S9706 S9707 S9709 S9710 S9711 S9712 S9713 S9714 S9715 S9716 S9717 S9718 COMMODITY DESCRIPTION Food and Beverages (Events, Catering services) Fuels and Lubricants Fuel, Bulk Petroleum Novelties Metals Miscellaneous Charges Refunds Utilities Public Relations Computing Charges Technical Services Learning Resource Services Awards Photocopy Charges Signs and Displays Services, NES Printing Services Consulting Services Engineering Services Professional Services Legal Services Medical Services Accounting Services Contract Services Inspection Services Maintenance/Repair Service Rental/Lease Leasing Advertising Registration Fee License and Permit Memberships Subscriptions Freight Services Painting Services Plumbing COMMODITY CODE S9719 S9720 S9721 S9722 S9723 S9724 S9726 S9728 S9729 S9730 S9731 S9732 S9733 S9734 S9735 S9736 S9737 S9739 S S9740 S S S S S S S9742 S9743 S9744 S9745 COMMODITY DESCRIPTION Sheet Metal Services Electrical Services Construction Services Drywall Services Refrigeration Services Telephone Service Cable TV Services Janitorial Services Pest Control Service Waste Removal Services Laundry/Dry Cleaning Services Linen Supply Service Postal Services Analytical Services Insurance Sharpening Services Photographic Services Brokerage Services Duty Travel Air Travel Ground Travel Lodging Meals (hotel stays) Vehicle Rental Travel, NES Internet Services Catering Staff Prospects Software Maintenance/Computer Subscriptions 3 P age October RG