Common Elements Used in Special Requests and Express Forms to Create Requisitions

# of Units of Work (number of units of work)

Enter the time that is needed to complete service based on the unit of work. For example, 2 hours or 6 days.

Add Item

Click to save data that is entered as a requisition line.

Beginning Date

Enter the date that the service should be started. This date appears in the Line Comments sections on the requisition and the purchase order.

Category

The item category to which this item or service belongs. This category ID enables the system to retrieve default values for the requisition and purchase order.

Date of Completion

The date that the services should be completed. This date appears in the Due Date fields on the requisition and the purchase order.

Forms

Select to access the express forms that have been defined for use.

Item Description

A brief description of the item that is needed. This description appears on the purchase order that is sent to the supplier.

Additional Information

Enter additional information that help describe or support a special request. Determine whether this additional information are sent to the supplier, printed on the receipt, or printed on the voucher.

Price

The unit cost of the item based on the currency used. This price can be a negative value on the Special Item page.

Quote Date

The date of the written quote from the supplier. This date appears in the Line Comments sections on the requisition and the purchase order.

Quote Number

The number of the written quote, if any, that is provided by the supplier. This number appears in the Line Comments sections of the requisition and the purchase order.

Rate

The unit price for this service based on the unit of work. This rate can be a negative value on the Special Request - Variable Cost Service page or the Special Request - Time and Materials page.

Send to Supplier

Select to send the additional information that you entered to the supplier.

Service Description

A brief description of the service that is needed (up to 254 characters). This description appears on the purchase order that is sent to the supplier.

Show at Receipt

Select to display the additional information that you entered on receipt.

Show at Voucher

Select to display the additional information that you entered on the voucher.

Special Request

Select this tab to access a list of special requests for goods and services.

Unit of Measure

Enter the default unit of measure for this express form item. This is used on the requisition.

Units of Work

The time-based unit of measure that is used for the service that is provided, for example, hour or day.

Value of Service

Enter the cost of this service. This amount is saved on the requisition line with the quantity 1 and the unit of measure Each. This cost can be a negative value on the Special Request - Fixed Cost Service page.

Supplier ID

Enter the identification number of the supplier of this item. The supplier ID is from the PeopleSoft supplier tables. You can enter a partial value and select the supplier Lookup icon (magnifying glass) to access the Supplier Search page where you can select the correct supplier.

Supplier Name

Enter the supplier name or partial name to search for the supplier, then select the Supplier Lookup icon (magnifying glass) to access the Supplier Search page where you can select the correct supplier.

Supplier Lookup

Click to access the Supplier Search page, where you can search for and suggest a particular supplier. If you do not name a supplier, the buyer can add one later.