‘Suggested Requisition Workbench’ Process Options

To view Job Number next to Requisition Number:

1. Hold down click with mouse and DRAG Job number column to the left from the right.
   1. This setting won’t always save day to day by user.

Add the same PO Defaults to multiple Requisitions

1. Tag all applicable requisitions.
   1. Press the Update Purchase Order Defaults button, and the Update PO Defaults window will appear.
   2. Check the box next to which information needs a change, select the appropriate entry, then press OK at the bottom. A pop up will confirm if the update was successful and how many orders were updated.
      1. Need to remove entries? Open the Update PO Defaults window, select the information to change, and leave the entry cell blank, then press OK.

Adding Purchase Unit Cost

1. Purchase Unit Cost will auto populate if the Subcontract Item Key was set up with a dollar amount and effective date for pricing, prior to the requisition.
   1. If an effective date is not entered the cost doesn’t flow forward (as seen below) and must be manually entered in the PO screen.

    c. To manually enter the Purchase Unit Cost on the PO, follow path:  Purchasing>Procurement>Transaction                                      Processing>Purchasing Workbench.

1. Find the applicable PO and press Details.

iii. Select the applicable row and go over to tab Details. 

iv. If there is saved and current pricing, press the Retrieve Unit Cost will work when pressed, otherwise a No Records error will appear.

v. Manually update the cost in cell Unit Cost:. Press the Save button then close the window.