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munis:requisition_entry [2014/07/17 15:22]
jlester |
munis:requisition_entry [2014/07/21 12:12]
jlester |
| ====== Requisition Entry ====== | ====== Requisition Entry ====== |
| | - This is the main screen you will see when you first login to Munis:\\ {{:munis:1_main_screen.jpg?nolink|}} |
| * This is the main screen you will see when you first login to Munis: | - Click on the **Menu** tab:\\ {{:munis:2_main_menu.jpg?nolink|}} |
| {{:munis:1_main_screen.jpg?nolink|}} | - Expand the menu for **Munis** and then **Departmental Functions** and then click on **Requisition Entry** |
| * Click on the **Menu** tab: | - You will see a blank **Requisition Entry** form. Click on the **Add** button at the top to enter a new requisition:\\ {{:munis:3_req_screen1.jpg?nolink|}} |
| {{:munis:2_main_menu.jpg?nolink|}} | - After clicking **Add**, the system should automatically set your default **Department/Location** code. Make sure the **Fiscal Year** is set to the current year:\\ {{:munis:5_req_add1.jpg?nolink|}} |
| * Expand the menu for **Munis** and then **Departmental Functions** and then click on **Requisition Entry** | - 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:\\ {{:munis:5_req_add2.jpg?nolink|}} |
| * You will see a blank **Requisition Entry** form. Click on the **Add** button at the top to enter a new requisition: | - Click the small ellipses button (the three dots) beside the **Vendor** field to search for the correct vendor. |
| {{:munis:3_req_screen1.jpg?nolink|}} | - Type the beginning portion of the vendor's name and click **Accept**.\\ {{:munis:5_req_add3.jpg?nolink|}} |
| * After clicking **Add**, the system should automatically set your default **Department/Location** code. Make sure the **Fiscal Year** is set to the current year: | - The system will return all matching vendors:\\ {{:munis:5_req_add4.jpg?nolink|}} |
| {{:munis:5_req_add1.jpg?nolink|}} | - Choose the proper vendor and click **Accept**. If the vendor is not listed, you will need to contact Pam Jones to get her to add them as a new vendor. |
| * 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: | - The screen should now show the requisition along with the selected vendor's information. Make sure the **Ship To** address is correct and then click Accept.\\ {{:munis:5_req_add5.jpg?nolink|}} |
| {{:munis:5_req_add2.jpg?nolink|}} | - Munis will now take you to the entry screen for the first line on the requisition. Enter the **Quantity**, **Description**, **Unit Price**, and **Freight** (if applicable).\\ {{:munis:5_req_add_line2.jpg?nolink|}} |
| * Click the small ellipses button (the three dots) beside the **Vendor** field to search for the correct vendor. | - You will need to tell what account code this line will be charged against. Click under **Seq** to start a blank entry:\\ {{:munis:5_req_add_line3.jpg?nolink|}} |
| * Type the beginning portion of the vendor's name and click **Accept**. | - Click the ellipses beside **Account** to bring up a list of all your accounts (numbers redacted in this screenshot):\\ {{:munis:5_req_add_line4.jpg?nolink|}} |
| {{:munis:5_req_add3.jpg?nolink|}} | - Choose the correct account and click **Accept**. You can tell it how much to code to that account in case you need to split it among multiple accounts. You can add another line if so by repeating the previous step. |
| * The system will return all matching vendors: | - Click **Accept** to complete this line on the requisition.\\ {{:munis:5_req_add_line6.jpg?nolink|}} |
| {{:munis:5_req_add4.jpg?nolink|}} | - Click the **Add** button again if you want to enter additional lines on this requisition. You will see the **Line** box increment to the next number each time you add a line:\\ {{:munis:5_req_add_line7.jpg?nolink|}} |
| * Choose the proper vendor and click **Accept**. If the vendor is not listed, you will need to contact Pam Jones to get her to add them as a new vendor. | - Once you are finished entering all the lines, click **Return** to go back to the requisition screen. |
| * The screen should now show the requisition along with the selected vendor's information. Make sure the **Ship To** address is correct and then click Accept. | - Once the requisition is entered with all the information correct, click **Release** to start the approval process. |
| {{:munis:5_req_add5.jpg?nolink|}} | |
| * Munis will now take you to the entry screen for the first line on the requisition. Enter the **Quantity**, **Description**, **Unit Price**, and **Freight** (if applicable). | |
| {{:munis:5_req_add_line2.jpg?nolink|}} | |
| * You will need to tell what account code this line will be charged against. Click under **Seq** to start a blank entry: | |
| {{:munis:5_req_add_line3.jpg?nolink|}} | |
| * Click the ellipses beside **Account** to bring up a list of all your accounts (numbers redacted in this screenshot): | |
| {{:munis:5_req_add_line4.jpg?nolink|}} | |
| * Choose the correct account and click **Accept**. You can tell it how much to code to that account in case you need to split it among multiple accounts. You can add another line if so by repeating the previous step. | |
| * Click **Accept** to complete this line on the requisition. | |
| {{:munis:5_req_add_line6.jpg?nolink|}} | |
| * Click the **Add** button again if you want to enter additional lines on this requisition. You will see the **Line** box increment to the next number each time you add a line: | |
| {{:munis:5_req_add_line7.jpg?nolink|}} | |
| * 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. | |
