9.3.2. Order Header Tab

1. In order to create a new requisition click on Requisition Entry/Approval under the Main Menu.
   
   

*This module defaults to Entry mode, not Find. If you are attempting to look up a requisition you will need to click on the binoculars to change the mode.

2. Generate a requisition number by clicking the blue requisition number button and tab over to the Vendor field.
   

*The date and account year will populate automatically. PO# is reserved for Business Office use.

3. If you know the number of the vendor you’re using you can enter it into the first vendor field and then tab, a dialog box will come up to confirm your selection and intended address. The vendor’s information will automatically populate. If you type it incorrectly the search list will appear. Tab over to the Order field.
   
   

*If you don’t know the vendor number you can click the black down arrow next to the vendor field and search there. Vendors are listed in alphabetical order by name. You can search the list by typing a portion of the name after the % sign and selecting “find”. Double click on that vendor name and it will populate the field with both the name and number.

4. Enter a an Order Location and a Ship Location. Both fields must be completed in order for your requisition to be approved. Use the black arrow next to the field to display a list to choose from. Tab over to the Requestor field.
   
   

!The order location is a two digit field and there are two options for the ship to location, your school or shipping and receiving, which is 05. If you select a 4 digit Order or Ship to Location your requisition will be disapproved.

5. The requestor field should be the contact person for the order if the vendor has questions. Tab over to the Phone field. Enter the phone number of the person you listed in the Requestor field. This will print on the PO. Tab down to the Order Type field.
   

*The owner field will automatically populate with the name of the person that entered the requisition. This will appear after the requisition is saved.

6. There are multiple Order Type, a complete list is included in this manual. Select the appropriate type. Tab down to the Internal field.
   

7. Use this field to communicate anything required or necessary to the Business Office. Tab over to the Header Code field.
   

8. There are multiple Header Codes, a complete list is included in this manual. Select the appropriate type. Tab down to the PO field.
   
   

9. Use this field to enter anything required or necessary. See the Order/Header Type and Special Instructions table for reference. This field WILL print on the PO. Tab over to the Footer
   

10. Use this field to communicate to the vendor any packaging or labeling instructions. This field WILL print on the PO.
    

11. Once everything is complete on the Order Header Tab, click on the Items tab.