how to create a non-catalog requisition job aid myfloridamarketplace
TRANSCRIPT
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How to Create a Non-Catalog RequisitionJob Aid
MyFloridaMarketPlace
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Creating a Requisition
Begin here
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Title Page
TITLE: Follow your Agency’s naming convention for the title of your PR
ON BEHALF OF: Defaults to the requester’s name but can be changed
DELAY PURCHASE UNTIL: Leave blank unless necessary (ex: creating requisitions for the following fiscal year many agencies would use a Delay Purchase Until date of 7/1/XX)
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Title Page
PO START and END DATES: PO Start and End dates should be entered to set the term that your PO will cover
FISCAL YEAR: The system will default to the current fiscal year but can be changed as appropriate
PUI#: Defaults as per the requester’s profile and is used by the system for requisition routing purposes
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Title Page
Encumber Funds: Place a check if this requisition should be encumbered
PCard Order: Check this box if payment will be made by PCard
Do Not Send Purchase Order to Vendor: Checking this box will not send the PO to the vendor. Most requesters will not be able to select this Click Next to Add Items
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Adding Items
Click Create Non-Catalog Item button
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Adding Items
Description: Give a full description of the item that you are purchasing
Commodity Code: Choose the appropriate commodity code
Vendor Location: You choose your Supplier by choosing your Vendor Location
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Adding Items
Supplier Part Number: Enter this information if you have it but it is not a required field
Method of Procurement: Choose the appropriate Method of Procurement
State Contract ID: If you are making a purchase with Method of Procurements A, B or C then you should populate this field with the appropriate contract #
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Adding Items
Quantity: Enter the correct quantity. Remember to keep in mind how the vendor will invoice you
Unit of Measure: This will default to “each”, change it as appropriate
Price: This is the price per every one item, the total amount will come from the price x the quantity you entered
Click OK to Add this Item
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Adding Items
At this point you can Add more Items or Checkout to complete your requisition
Click Add Items to add additional line items
Click Checkout to complete your requisition
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Checkout
Check the box next to each line to edit each line individually or check the header box to mass edit the accounting information and Method of Procurement on all lines at once
Check the box, then click Edit
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Checkout
Your accounting information is populated based on three fields:•Organization Code•Expansion Option•Object Code
Make sure that the appropriate Org Code is populated
Choose “Other” from the dropdown and choose the appropriate Expansion Option
Make sure that the appropriate Object Code is populated
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Checkout
All Accounting information has populated and all the error messages have disappeared. Click OK
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Checkout
•Comments/Attachments section is where you include justification, quotes, etc. Be sure to uncheck the “include comments/attachment(s) on purchase orders” box if the comment is for internal review or includes other vendor’s quotes
•DO NOT attach any confidential information (contact your Purchasing Office if you are unsure whether something is confidential)
•Ensure that the appropriate Ship To address is chosen and enter the name of the person who will be physically receiving the items in the Deliver To field
•Select the appropriate FOB Code (for a full listing of FOB codes please refer to the Freight Terms Job Aid)
To attach an attachment, click the box confirming that you are not attaching confidential information and then click Add Attachment
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Submit
Review your requisition for accuracy, then click :
•Submit to start your requisition through the approval flow
•Exit to save your requisition to Submit at another time