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munis:requisition_entry [2014/07/17 15:13] jlester |
munis:requisition_entry [2014/07/21 12:25] (current) jlester [Notes] |
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====== Requisition Entry ====== | ====== Requisition Entry ====== | ||
+ | - This is the main screen you will see when you first login to Munis:\\ {{: | ||
+ | - Click on the **Menu** tab:\\ {{: | ||
+ | - Expand the menu for **Munis** and then **Departmental Functions** and then click on **Requisition Entry** | ||
+ | - You will see a blank **Requisition Entry** form. Click on the **Add** button at the top to enter a new requisition: | ||
+ | - After clicking **Add**, the system should automatically set your default **Department/ | ||
+ | - The system will automatically populate the **Requisition Number** field for you. Enter a short description related to what you are ordering in the **General Description** box:\\ {{: | ||
+ | - Click the small ellipses button (the three dots) beside the **Vendor** field to search for the correct vendor. | ||
+ | - Type the beginning portion of the vendor' | ||
+ | - The system will return all matching vendors:\\ {{: | ||
+ | - Choose the proper vendor and click **Accept**. | ||
+ | - The screen should now show the requisition along with the selected vendor' | ||
+ | - Munis will now take you to the entry screen for the first line on the requisition. | ||
+ | - You will need to tell what account code this line will be charged against. | ||
+ | - Click the ellipses beside **Account** to bring up a list of all your accounts (numbers redacted in this screenshot): | ||
+ | - Choose the correct account and click **Accept**. | ||
+ | - Click **Accept** to complete this line on the requisition.\\ {{: | ||
+ | - Click the **Add** button again if you want to enter additional lines on this requisition. | ||
+ | - Once you are finished entering all the lines, click **Return** to go back to the requisition screen. | ||
+ | - Once the requisition is entered with all the information correct, click **Release** to start the approval process. | ||
+ | |||
+ | ===== Notes ===== | ||
+ | * If you accidentally leave out of the **Line** screen and need to add more lines to a requisition, | ||
- | * This is the main screen you will see when you first login to Munis: | ||
- | {{: | ||
- | * Click on the Menu tab: | ||
- | {{: | ||
- | * Expand the menu for Munis and then Departmental Functions and then click on Requisition Entry | ||
- | * You will see a blank Requisition Entry form. Click on the Add button at the top to enter a new requisition: | ||
- | {{: | ||
- | * After clicking Add, the system should automatically set your default Department/ | ||
- | {{: | ||
- | * The system will automatically populate the Requisition Number field when you hit the <TAB> key. Enter a short description related to what you are ordering: | ||
- | {{: | ||
- | * Click the small ellipses button (the three dots) beside the Vendor field to search for the correct vendor. | ||
- | * Type the beginning portion of the vendor' | ||
- | {{: | ||
- | * The system will return all matching vendors: | ||
- | {{: | ||
- | * Choose the proper vendor and click Accept. | ||
- | * The screen should now show the requisition along with the selected vendor' | ||
- | {{: | ||
- | * Munis will now take you to the entry screen for the first line on the requisition. | ||
- | {{: | ||
- | * You will need to tell what account code this line will be charged against. | ||
- | {{: | ||
- | * Click the ellipses beside Account to bring up a list of all your accounts (numbers redacted in this screenshot): | ||
- | {{: | ||
- | * Choose the correct account and click Accept. | ||
- | {{: | ||
- | * Click Return to go back to the requisition screen. |