The following provides a quick reference to the steps required to Create a Multi-Line Requisition for a Combined Grant and Department Cost Center (DCC) Purchase using FMS.  These steps may be completed after the user has successfully signed into the BGSU PeopleSoft FMS system.  Further details regarding processes may be referenced in the FMS User Guide provided to those attending BG@100 FMS training sessions.

Creating a Multi-Line Requisition for a Combined Grant and Department Cost Center Purchase

To create a multi-line, combined Grant and DCC requisition:

• Purchasing > Requisitions > Add/Update Requisition
• The Origin default is ONLINE.
• To enter the Requisition Defaults:
  • Click Requisition Defaults
  • Click Override
  • Enter a Vendor
  • Enter Category
  • If necessary, change the Ship To location
  • Choose a DCC / Grant/Project Speedcode
• To fill in the Line Details:
  • Enter a Description
  • Enter a Quantity
  • Enter a Unit of Measure
  • Enter a Price
  • Save your work after each line
• To add additional lines:
  • Review Requisition Defaults, Line Details, etc...
  • Retrofit field changes to existing requisition lines/schedules/distributions
  • Click at the end of Line 1 or select Line 1 and press ALT + 7
  • Enter the number of rows you want to enter

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