How do I get a Purchase Order?

TO CREATE A REQUISITION IN DATATEL/UI4.3:

1. In “Quick Access” box, type XREQ.
2. Enter “A” to add a new requisition.
3. Hit ENTER twice to automatically assign a requisition number.
4. The date will default in.
5. Type your name in Initiator.
6. Enter the Vendor ID number or type in the first three letters of the vendor name to obtain a list of vendors to choose from. If the vendor is not in the system, please contact Accounts Payable to set it up. DO NOT just type in the name and address.
7. In the SHIP TO field, type “4…”, choose appropriate code, and enter.
8. You may drill into the SHIP TO field and insert the name of the person the items should be shipped to.
9. Drill into APPROVALS. In the Next Approvals field type in the User ID of your budget manager, dean, or whoever approves your requisitions (see below).
10. Enter the AP Type (mandatory) – Lyndon’s is 041.
11. Drill into LINE ITEMS.
12. Drill into Line 1 and enter description, price, quantity, unit of issue, and the general ledger account number. Click “Save”. Continue to add more items here if necessary, or “Cancel” to go back one screen.
13. Click “Save” at the Requisition Item List screen.
14. Drill into Approvals. Based on dollar amount (see below), enter the login ID of the person(s) whose approvals are needed (ex. abc12345). Click “Save.”
15. Drill into PRINTED COMMENTS to add comments, fax #’s etc.
16. Change REQUISITION DONE from no to YES. Click “Save”.
17. System will supply requisition number.
18. To notify Approvers that a requisition is awaiting their approval, please email them.
19. Once the requisition has been approved, Naomi will process the Purchase Order and return it to the requestor so they may place the order.

APPROVALS:

1. Requisitions up to $2,000 are approved by Department Chair or Office Director.
2. Requisitions between $2,000-$5,000 need additional authorization by the appropriate Dean.
3. Requisitions $5,000 and above are need additional authorization by the Dean of Administration.