Overview
The following instructions will create a requisition for testing documents using primary and secondary account delegates.
Primary Delegate
Create a Requisition
Log in as khuntley
Open Requisition
Overview tab
- Description: Enter something
Delivery tab
- If not completed, complete.
- Building Code: BL001
- Room: 123
Vendor tab
- Click the magnifying glass next to Suggested Vendor. Look up and return a Vendor, Bob the Builder or ABC Cleaning Services. You have to do a lookup and return a vendor from the database vs entering a vendor free form in order for the system to know that a valid vendor has been selected.
Item tab
- Quantity: 1
- UOM: EA
- Description: Stuff
- Unit Cost: 200
- Click the add button
- Open the accounting line - click the $ icon
- Chart: BL
- Account: 2231401
- Object: 5000
- Click the add button
Additional Institutional Info tab
- Method of PO Transmission: NO PRINT
Click Calculate
Click Submit
Approve the Requisition (Primary Delegate)
Log in as sterner
Open Action List and verify the Requisition document is available.
Open the Requisition and Approve the document.
Fiscal Officer approving on behalf of a Primary Delegate
Create a Requisition
Log in as khuntley
Open Requisition
Overview tab
- Description: Enter something
Delivery tab
- If not completed, complete.
- Building Code: BL001
- Room: 123
Vendor tab
- Click the magnifying glass next to Suggested Vendor. Look up and return a Vendor, Bob the Builder or ABC Cleaning Services. You have to do a lookup and return a vendor from the database vs entering a vendor free form in order for the system to know that a valid vendor has been selected.
Item tab
- Quantity: 1
- UOM: EA
- Description: Stuff
- Unit Cost: 200
- Click the add button
- Open the accounting line - click the $ icon
- Chart: BL
- Account: 2231401
- Object: 5000
- Click the add button
Additional Institutional Info tab
- Method of PO Transmission: NO PRINT
Click Calculate
Click Submit
Approve the Requisition (Fiscal Officer)
Log in as ferland
Open Action List
Select option "All Primary Delegates" in upper right hand corner by Preferences button.
Open the Requisition and Approve the document.
Secondary Delegate
Create a Requisition
Log in as khuntley
Open Requisition
Overview tab
- Description: Enter something
Delivery tab
- If not completed, complete.
- Building Code: BL001
- Room: 123
Vendor tab
- Click the magnifying glass next to Suggested Vendor. Look up and return a Vendor, Bob the Builder or ABC Cleaning Services. You have to do a lookup and return a vendor from the database vs entering a vendor free form in order for the system to know that a valid vendor has been selected.
Item tab
- Quantity: 1
- UOM: EA
- Description: Stuff
- Unit Cost: 200
- Click the add button
- Open the accounting line - click the $ icon
- Chart: BL
- Account: 1031420
- Object: 5000
- Click the add button
Additional Institutional Info tab
- Method of PO Transmission: NO PRINT
Click Calculate
Click Submit
Approve the Requisition (Secondary Delegate)
Log in as berkley
Open Action List
Select option "All Secondary Delegations" in upper right hand corner by Preferences button.
Open the Requisition and Approve the document.
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