Create Requisitions Tab (Purchasing Module Setup Window)

Use the Create Requisitions tab to establish how requisitions are to be created and processed in J1 Desktop Purchasing and/or CRM Staff.

Set General Preferences

Use these settings to establish general preferences for creating a request, including how account codes and approval tracks are to be handled. You can also restrict group(s) to only see those requisitions with which they are associated.

How To

Configure General Requisition Preferences

Set Shipping Addresses and Terms

Use these settings to define locations on campus to ship to, the way you want items shipped (e.g., FedEx or UPS), and the address you want to automatically be printed on requisitions and purchase orders.

How To

Configure Shipping Addresses and Terms

Set Inventory Preferences

Use these settings to create inventory profiles for items you buy frequently such as paper, printer ink, pens, etc. These profiles can be selected when a requestor is building a new requisition saving time by automatically completing request form information such as inventory code, vendor details, catalog number, cost, etc.  

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When creating the requisition, inventory information can be updated, however, it only applies to the specific request. Permanent updates to the inventory information must be made on the Inventory window.

How To

Configure Inventory Preferences

Columns

How To

·       Add Disbursement Cycle Type Codes

·       Create GL Allocation Codes

·       Delete Disbursement Cycle Type Codes

·       Delete GL Allocation Codes

·       Update Disbursement Cycle Types Codes

·       Update GL Allocation Codes

·       Record MSDS Locations

·       Set the Starting Numbers for Requisitions