The following provides a quick reference to the steps required to Creating a Multi-Line, Online Requisition for a Special Category Item 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, Online Requisition for a Special Category Item

To create a Multi-line, Online Requisition for a Special Category Item:

• Purchasing > Requisitions > Add/Update Requisition
• The Origin default is ONLINE.
• To enter the Requisition Defaults:
  • Click Requisition Defaults
  • Click Override
  • Enter a Vendor
  • Enter a Category
  • If necessary, change the Ship To location
  • Enter the Fund
  • Enter the Department Cost Center (DCC)
  • Click
• To fill in the Line Details:
  • Enter a Description
  • Enter a Quantity
  • Enter a Unit of Measure
  • Enter a Price
• To add additional lines:
  • Click at the end of Line 1 or select Line 1 and press ALT + 7
  • Enter the number of rows you want to enter
  • Click
• To view distribute the cost by amount:
  • Click (Schedule) at the end of the line
  • Click (Distribution)
  • Click the Distribute by drop down box and select Amount
  • Enter an amount in the Amount field
  • Click at the end of Line 1 or select Line 1 and press ALT + 7
  • Enter the number of rows you want to enter
  • Click
  • For each line, enter the appropriate Amount, Fund, and DCC as necessary
  • Click
  • Click Return to Main Page
• To add comments:
  • Click Add Comments
  • Enter the comment in the Comments text box
  • Click

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