Embedded Files
Process
This job aid describes the process for creating a Requisition (RQS) transaction in CORE.
To create a Requisition (RQS) transaction in CORE, follow the steps below:
Use Global Search by Page Code to open a page
On the Global Search bar, click the drop-down.
Check the Page Code check box:
In the Global Search bar enter: RQS
2. Generate your Transaction from the Transaction Catalog.
Select Create
Enter
Code – RQS
Dept - <Enter Department Code>, ex AAAA
Transaction Unit - (If Applicable)
Select Auto Numbering
Select Continue
Header Tab
Complete General Information in the Header section.
Enter Transaction Name and Transaction Description.
Scroll down to the Contact section
Requestor ID = Issuer ID
Enter the CORE User ID of the user requesting party in the Requestor ID field.Update the information in the Requesting Dept field if necessary.
Select Save
Complete Default Shipping /Billing tab information in the Header section.
Select the Picklist icon to search for your entry in the Shipping Location field.
Enter information in the provided fields and select Browse.
Select the link to choose your entry from the provided results.
Entries in this section allow you to apply shipping and billing information to all commodity lines entered on your RQS document.
Note: Shipping Location Search tip: Enter asterisks (*) before and after keywords or characters entered in the provided free text search fields to yield more results.
Select the Picklist icon next to the Shipping Method field to search for your entry, then select your Shipping Method type from the list of options provided (no search required).
Select the Picklist icon next to the Free on Board field to identify your entry.
In the Billing Location field, enter the information in the provided fields and select Browse.
Select the Select link to choose your entry from the provided results.
The Delivery Date and Delivery Type fields are optional and can be populated by utilizing the Calendar icon and drop-down list.
Vendor Tab
(Optional) On the Vendor tab, click the Insert New Line icon:
Click on *Search Icon* by the Vendor Customer field.
From the grid select an active Vendor and click OK
Choose an Address Code
input vendor name, contact number and email
If the vendor entered that information, the user can choose the contact from the Vendor Contact ID picklist:
Select Save
Commodity Tab
On the Commodity tab, click the Insert New Line icon:
Commodity = <enter commodity code>
example G1000
If you do not know the commodity code, you will want to select the Picklist icon to the right of the Commodity field to open the search page. On the Search Commodity,
Select from the available entries by selecting the Select link to the left of the commodity code you would like to choose.
Commodity Search Tip #1: Enter asterisks (*) before and after keywords in the name field to obtain more results.
Commodity Search Tip #2: Always set the ‘Active’ dropdown to ‘Yes’ to ensure your selections are active. Inactive entries cannot be added to an ‘RQS’ document
Remaining Commodity fields (Goods based commodities): If your commodity code begins with a 0-8, you will need to enter the following information for it as it qualifies as a Goods based commodity.
Remaining Commodity fields (Service Based Commodities): If your commodity code begins with a 9, you will need to enter information as it is a Service Line Type.
If Line type is Item, you will need to enter a Purchase Unit, i.e., Each and Unit Price
If Line type is Service, you will need to enter Contract Amount and Services From/Service To dates
In order to populate the commodity lines with the ship/bill to information, click on the Header 3-dot menu on the right side of screen --> Related Actions --> Ship/Bill To Lines
Accounting Tab
Click the + to insert a new line
Click the caret to expand the line
In the General Information section enter
Event Type
In the COA section enter at minimum
Fund
Department
Unit
Appr Unit
Click Save (this will populate the amount)
Note: if Object is left blank, this will be inferred from the COMMOB table upon validating
Validate and Submit the RQS transaction
Page updated
Report abuse