Adding document level commodity items to a requisition

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Document level accounting is institution specific. If you are unsure whether your institution uses document level accounting, contact your administrator.

Enter details about the products you are ordering, including the commodity code, the quantity, unit type and price, and taxes. You can add an unlimited number of items to a requisition.

To add commodity items to a requisition:

If you just created the requisition the commodity item will open. Continue with Step 3.

  1. If you have previously created a requisition and are returning to add commodity items, do one of the following:

  2. Click i_plusequals.gif Add Commodity Item.

  3. In the Commodity search box, do one of the following (may be required at your institution):

The description from the search is inserted into the large Description field after this commodity is saved.

In the large Description text box, type detailed information. (May be required at your institution.) If the Description is long it will display on multiple lines if set up at your institution, otherwise it is truncated.

  1. In the Qty box, type the amount of items.

  2. From the Unit list, select the type of unit (institution specific).

  3. In the Unit $ (price) box, type the cost of one item.

  4. From the Tax list, select the type of tax for the requisition (institution specific—your requisition may not have a list of tax codes).

  5. Do one of the following:

 

The Amount is automatically calculated and is red, indicating the items are not yet in balance.

  1. Do one of the following:

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