Create a Requisition in My Portal

1. Login to WebSmart, and select Employee Portal from My Portal in the Module pull-down list on the top of the screen. and the Employee Portal window opens displaying multiple tabs.

2. Click the Requisitions tab, and the My Requisitions window opens.

3. Click Create New Requisition, and the New Requisition window opens.

4. Complete the header fields as described.

• Title: Enter a description that will allow you and the approver to identify the purpose of the requisition.

• Delivery Date: Optional. Enter the date in mm/dd/yyyy format, or click the icon and select the date. If left blank, the field will default to the current date.

• Transaction Date: Defaults to the current date.

• Vendor: Begin typing the vendor name to populate the list, then select the vendor you want.

• Purchasing Comments: Optional. These comments print on the PO and are used to communicate information directly to the vendor.

• Requestor: Read-only; logged in user name.

• Ship To: Defaults to the facility to which you have access. Begin typing the facility name to populate the list, then select the facility you want.

• Bill To: Defaults to the facility to which you have access. Begin typing the facility name to populate the list, then select the facility you want.

• Status: Select from —

• Submit for review: This option automatically submits the requisition to administration for the review and approval process.

• Unsubmitted: This option saves the requisition, but doesn't submit it to the approval process.

5. To add items to the requisition, select the number of items you want to add from the Add Item(s) field in the upper right corner of the Items section. The Items section then displays item fields for as many items as you've selected. Example

6. Complete the fields in the Items section as described.

• Item No.: Optional. Enter the catalog number if you have it.

• Description: Enter text to describe the item.

• Qty: Enter the quantity desired.

• Price: Enter the unit price.

• Ext. Price: Read only; calculated by the system based on quantity and unit price.

• Account Code: Select the category from the pull-down list.

• Amount: For the first item, the amount defaults to the requisition total. Example
  If you need to allocate the item between multiple account codes, change the amount for this account code, and click Add Coding. Then enter the second account code and amount.
  If you don't need to add more account codes, continue with step 8.

7. Repeat step 7 for all items on the requisition.

8. Click Create. Once the requisition is saved, additional tabs are visible. Example

• Signatures: Lists the names and statuses — signed/unsigned — of signatories, as well as the date/time stamp when the requisition is approved.

• History: Details all actions taken on this requisition .

• Documents: Use this tab to upload files as needed for documentation of the requisition.

Return to My Portal — Requisitions Overview

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