Understanding the General Steps to Create a Requisition in Fluid

The general steps to create a requisition in Fluid are:

  1. Access the Create Requisition page.

  2. Select a Requisition Type (Standard, Bill Only, and Bill and Replace) from the drop-down.

    Note:

    Requisition Type will not appear on the page unless at least one other requisition types (besides Standard) is chosen on the Setting Up Installation Options for Fluid eProcurement. If any item is already added to the Shopping Cart, the Requisition Type is grayed out. Remove the item from the cart to select the Requisition Type.

  3. Add items to the cart using any of these navigation options, which are located in the left pane:

    Term Definition

    Browse Catalogs

    Select to display catalogs in the right panel.

    Item History

    Select to display the Item History page in the right panel. The Item History page displays a list of recently ordered items. The number of items displayed depends on the value in the Max Rows to Retrieve for Search Results field on the Setting Up Installation Options for Fluid eProcurement.

    Favorites

    Select to access the Favorites page. This page displays a list of items that have been marked as a favorite.

    You can enter a quantity, add items to the cart, add items to templates, delete items from your favorites, and view the item description and item details.

    Select the Manage Favorite Groups button to access the Favorite Groups window, where you can modify the Favorite Group name, description, and sharing information.

    Templates

    Select to access the Templates page. This page displays purchasing kits and personal templates. For each template or kit. Use the quantity and Add to cart button to add the template or kit items to the cart.

    Select the Detail icon to view the items in the kit or template.

    Select the Manage Personal Templates button to access the Personal Templates window, where you can modify the template name, description, and sharing information.

    Web Suppliers

    Select to access the Web Suppliers page. This page displays web suppliers only if the web suppliers are configured and the user has access to them. Additionally, users have the option to hide the navigation for web suppliers.

    Special Request

    Select to access the Special Requests page. This page allows you to create special requests for an item that is not in a standard catalog and has no item ID.

    Use the Special Requests page (PV_MOB_SPECIAL_REQ) to create any special requests to requisitions if required. Use the Special Request page to create requisitions for items or goods that are not included in the standard catalog of items in PeopleSoft eProcurement and have no item ID. This special request can be for goods or services.

    Users can either select the items you want to add to the cart or select the add special request tab to create special request .

    Fixed Cost Service

    Select to access the Fixed Cost Service page. This page allows you to create a service that is not in a company catalog and has a fixed cost.

    Variable Cost Service

    Select to access the Variable Cost Service page. This page allows you to create a service that is not in a company catalog and has a variable rate.

    Time and Materials

    Select to access the Time and Materials page. This page allows you to create time and materials that are not in a company catalog. The time charge uses a variable rate and the material charge is a fixed cost.

    Order Sheets

    Select to access the Order Sheets page. This page allows you to view the order sheets assigned and add order sheet items to the cart when creating requisitions.

    Note:

    When you add the same item more than once using different navigation options (as described in the table above), the number of requisition line items in the cart increases instead of adding a new line.

  4. Access the Shopping Cart page to verify items.

  5. Access the Checkout page to verify requisition information, check budgets, or add documents.