STOCK REQUISITION DOCUMENT (SRQ)

Creating a Stock Requisition:

To access School Sites/Department workspace, click on the workspace link at the top of the page

Click on Stock Requisition via the Secondary Navigation panel in the School Sites/Department workspace (left side of your screen)

Click on Stock Requisition in the middle of your screen

In the Document Identifier area, type the following information:

  • CODE   SRQ (this is already in this field)
  • DEPT   Type your dept. number
  • UNIT    Type the Unit number from your budget
  • ID         Type the ID number (this is the same number as your unit)

Click on Create at the top of your screen

Under Other Options, type the following:

  • AUTO NUMBER          Click on the box to the right of AUTO NUMBER at the bottom of your screen
  • CREATE  Click on CREATE at the bottom of your screen.  Now you are in a new document.

Click on the v (expand all) icon at the top of your screen to expand all fields below.

In the General information area, type the following information:

  • DOCUMENT DESCRIPTION    If you are using State and Federal Funds, enter the site plan and page #
  • WAREHOUSE Type P
  • REQUESTING UNIT Type the unit from your budget
  • ISSUER ID Type the name as it looks like in the ISSUER ID above
  • NAME Type the person’s name who is requesting this order
  • PHONE Type your phone number at your site

Enter the following information under the DELIVERY INFORMATION section:

  • SHIPPING LOCATION             Type your ship to location
  • DELIVERY DATE                      Click on the calendar icon and select a 2 week future date
  • EXTENDED DESCRIPTION      Type the purpose for this order for exempt and non-exempt

Scroll to the bottom of the page and click the SAVE button

Click the COMMODITY tab via the Secondary Navigation panel (left side of your screen)

Click the Insert New Line link at the top of your screen

Click the v (expand all) icon at the top of your screen to expand all fields below

Enter the following information under the General Information section:

  • STOCK ITEM   Type the stock item that want from the warehouse.  If you know the stock item                            number, type it in this field (example 61500o2697000w)
  • REQUESTED QUANTITY          Type how many of this item you want (example 1, 2, 3, etc)

Scroll to the bottom of the page and click the Save button

If you have multiple items to order, repeat the steps above starting with Insert New Line

After you have typed all the items you want to order, and then continue the instructions below

Click on the ACCOUNTING DISTRIBUTION tab via the Secondary Navigation panel on the left side of your screen.

Click on INSERT NEW LINE link at the top of your screen.

Click the v (expand all) icon at the top of your screen to expand all fields below.

Enter the following information GENERAL INFORMATION section:

  • DISTRIBUTION %                    Enter 100 (this means 100%)
  • FUND ACCOUNTING
    • FUND                           Enter your fund number from your budget
    • DEPARTMENT                        Enter your department number from your budget
    • UNIT                            Enter the unit from your budget
    • APPR UNIT                  This will automatically infer from your budget (do not enter anything in this field)
    • OBJECT                        Enter the object number from your budget
  • DETAIL ACCOUNTING
    • ACTIVITY                     Enter the activity number from your budget
    • FUNCTION                  Enter the function number from your budget

Scroll to the bottom of the page and click the SAVE button

NOTE:  THIS NEXT STEP IS A VERY IMPORTANT STEP

Click the DISTRIBUTE ACCOUNTING LINES

(above General Information)

Scroll down to the bottom of your screen

Click the VALIDATE button.  At the top of your screen, you should see:

DOCUMENT VALIDATED SUCCESSFULLY

Scroll down to the bottom of your screen

Click the SUBMIT button.  At the top of your screen you should see:

DOCUMENT SUBMITTED SUCCESSFULLY – PENDING APPROVAL

Scroll down to the bottom of your screen and click on close.

In order to totally get out of your document, you need to do the following:

On your secondary navigation panel (left side of your screen), at the top you should see the following:

Save   Restart   Save All   Close

Click on Restart

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