Add Items to a Requisition

When the Add button on the Requested Items tab is clicked, the Add Purchase Requisition Line Item window opens.

1. Complete the fields as described. Required fields are marked with a red asterisk (*).

• Qty: Enter the number of items being ordered. The value in this field, along with the unit price, is used to calculate the estimated item cost.

• For dollar amount purchase requests enter 1.

• For services, enter 1 if the unit price is a lump sum. If services are billed at hourly rates, enter the number of hours of service you are ordering. For example, if you are ordering an event clean up and the vendor is charging a flat fee, enter 1. If the vendor is charging an hourly rate, enter the number of hours.

• Units: Select the type of unit from the pull-down list. Unit types are defined in Purchasing Configuration.

• Unit Price: Enter the price for a single unit. The value in this field, along with the quantity, is used to calculate the estimated item cost.

• Account Code: Enter the account code, or click the to open the Account Code Assistant, and use it to select the account. If you need to split the transaction between multiple accounts, click the Allocation button. Click here for instructions on using the Account Code Allocation window.

• Part Number: This number will appear on any printed requisitions.

• Description: Required.

• Tax Rate: Enter zero if the item isn't taxable; or enter a rate if the item is taxable.

• Bid No.: Enter if available for this item.

• 1099: This field defaults to No when the vendor isn't marked as a 1099 vendor and Yes if the vendor is marked as a 1099 vendor in Vendor Management. A PR for a 1099 vendor can contain both goods and services. Leave the field set to No for services, and set it to Yes for goods.

2. If you need to add more items to the requisition, click the Save and Add button. Repeat step 1 for the new items.
   If you're done adding items to the requisition, click the Save button, and you're returned to the Edit Purchase Requisition window.

3. When finished adding items, click the Save button in the Edit Purchase Requisition window,
   OR click the Save and Add button to create another requisition. Then repeat steps 1-2 for the new requisition.

Continue with Add Shipping Cost to a Requisition, Apply Tax, or Apply Discount/Premium, if needed.

Return to Create a Purchase Requisition in My Purchase Requisitions

Return to Create a Purchase Requisition in Admin Purchase Requisitions

Return to My Purchase Requisitions Overview

Return to Admin Purchase Requisitions Overview

Return to Purchase Requisitions Overview