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