Suggested Requisition Workbench: Glitch-free Subcontract Data Entry

Modified on Fri, 9 May at 4:14 PM


  1. Tag all lines with missing Vendor and Cost information saved. 

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2. Click the PO Defaults button, it will open a pop-up window. 

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3. Check the Update? Box and fill accordingly for the following defaults: Purchase Order Type, Ship to Key, Ship Via Key (will automatically require Service Level), Payment Method, Incoterms, Terms Key, and Internal Buyer. 

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AI-generated content may be incorrect.

 4.  Uncheck the tag for all but one requisition line. There is a shorthand button to tag and un-tag all lines. *Remember to have only 1 line tagged for the next steps. 

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5. In column Vendor, F9 in the cell (or FN+F9) to bring up the menu and choose accordingly if there is more than one vendor option, then press OK. 

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AI-generated content may be incorrect.A screenshot of a computer

AI-generated content may be incorrect.

 

6. Go to tab Purchase Order Defaults and enter in data for Responsibility and Branch Key. 

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AI-generated content may be incorrect.A screenshot of a computer

AI-generated content may be incorrect.

 

7. Manually enter the Purchase Unit Cost, un-tag the line, then press Save. 

  1. If the costing and activation date is entered for a Subcontract Item Key, prior to the creation of the requisition, the cost will already populate. 

 

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