eProcurement
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A link to the eProcurement system will be provided to you
once your training has been completed.
Once you select the eProcurement link, the PeopleSoft
Sign In page will open
.
Index:
1. Creating a Catalog Requisition
2. Creating an Office Supply Requisition
3. Creating a Special Request Requisition
4. Creating a Special Request – Demand Payment Requisition
5. Creating a Special Request – Demand Payment Food Requisition
6. Off Site Receiving
1. Creating a Catalog Requisition
To begin a Requisition:
1. Click Main Menu
2. Click eProcurement
3. Click Create Requisition
Enter a Requisition Name
Select step 2: Add Items and Services
Click the Catalog tab to open the
Search Catalog.
To search the catalog – enter one of
the search criteria:
1. Description – Searches for items
that have a matching description
2. Manufacturer’s Item ID – Searches
for items that have a matching catalog
number from the manufacturer
3. Vendor Item ID – Searches for items
that have a matching catalog number
from the vendor
4. Item ID – Searches for items that
have a matching UVAMC Item ID
Type in a brief description
in the Description field,
then click the Search
button.
Click here
Enter
Welcome
the Quantity
to oracle
needed,
then click the Add button.
Repeat the same process
until all items are selected.
Enter 2 in the order box
Select step 3.
Review and Submit
Click on the Save & Submit button
The Confirmation page lets
you know that the requisition
has been saved and
submitted to your
departmental approver.
2.Creating a Office Supply Requisition
To begin a Requisition:
1. Click Main Menu
2. Click eProcurement
3. Click Create Requisition
Enter a Requisition Name
Select step 2: Add Items and
Services
1.Click the Web tab to open the
direct connect
2.Click the GUYBROWN link
Click the Supplies link
1. Select the item and enter the
quantity.
2. Click on the Add to Cart
button.
Click on the Continue Shopping
button to select additional items.
Repeat the same process until all
items are selected.
Click on the Checkout
button when completed.
You will receive a Security Warning
Click Yes
Select step 3.
Review and Submit
Click on the Save &
Submit button
The Confirmation page lets you
know that the requisition has
been saved and submitted to
your departmental approver.
3.Creating a Special Request Requisition
To begin a Requisition:
1. Click Main Menu
2. Click eProcurement
3. Click Create Requisition
Enter a Requisition Name
Select step 2: Add Items and Services
Click the Special Request tab.
Next, click the Special Item link.
Enter the description in the Item
Description field.
Enter the Price and Quantity in
each field.
Click on the look up link for
both the Unit of Measure and
Category
Select the appropriate Unit
of Measure by clicking on
the link.
Select the appropriate
Category by clicking on the
link.
Click on the Vendor Name
lookup link.
The Vendor Search page will
open.
Type in a brief ‘Name’ and
click the ‘Find’ button
Select the appropriate
vendor by clicking on the
Vendor ID link.
Enter the vendor
item/catalog number in the
Vendor Item ID field.
Click the Add Item button.
Select step 3: Review and
Submit
Click the arrow at the
beginning of the line to
open the Accounting Lines
detail
Click on the Chartfields2
tab.
Enter the appropriate
account number in the
Account field.
Click on the Save &
Submit button
4.Creating a Special Request – Demand
Payment Requisition
To begin a Requisition:
1. Click Main Menu
2. Click eProcurement
3. Click Create Requisition
Enter a Requisition Name
Select step 2: Add Items and
Services
Click the Special Request tab.
Next, click the Special Item link.
When creating a Demand
Payment requisition, click on the
Category look up first.
Select DMNDPAY – Demand
Payment or DMNDPAY
LOCALFUNDS – Demand
Payment for Local Funds
The Description field will be
populated with a drop down
box.
Select the appropriate
description.
Enter the Price, Quantity and
Unit of Measure
Click on the Vendor Name
link.
The Vendor Search page will
open.
Type in a brief ‘Name’ and
click the ‘Find’ button.
Select the appropriate
vendor by clicking on the
Vendor ID link.
Click the Add Item button.
Continue to add items as needed.
Select step 3: Review and Submit
Click the arrow at the beginning of
the line to open the Accounting
Lines detail.
Click on the Chartfields2 tab.
Enter the appropriate account
number in the Account field.
Click on the Save & Submit button
5.Creating a Special Request – Demand
Payment > Food Requisition
To begin a Requisition:
1. Click Main Menu
2. Click eProcurement
3. Click Create Requisition
Enter a Requisition Name
Select step 2: Add Items and
Services
Click the Special Request tab.
Next, click the Special Item link.
When creating a Demand
Payment requisition, click on the
Category look up first.
Select DMNDPAY FOOD–
Demand Payment for Food or
DMNDPAY FOOD LOCAL –
Demand Food Pymnt – Local
Fund
The Description field will be
automatically populated.
Click on the Business Meal
Certification Form link.
Fill out the form and save to
your desktop – you will attach
the completed form to the
requisition.
Enter the Price, Quantity
and Unit of Measure
Click on the Vendor Name
link.
The Vendor Search page
will open.
Type in a brief ‘Name’ and
click the ‘Find’ button
Select the appropriate
vendor by clicking on the
Vendor ID link.
Click the Add Item button.
Continue to add items as
needed.
Select step 3: Review and
Submit
Click the add/edit comments
icon to the right of the line.
The line comments page will
open.
Click on the Add Attachment
button.
Click the Browse button to open
the Choose File box.
Navigate as required to the
location of your Business Meal
Certification form.
Once you have located your
attachment, double click on the
file.
Click the Upload button.
You will see the attachment has
been added to the requisition.
Click OK.
Click the arrow at the beginning of
the line to open the Accounting
Lines detail.
Click on the Chartfields2 tab.
Enter the appropriate account
number in the Account field.
Click on the Save & Submit
button.
6. Off Site Receiving
For designated areas only, delivery of the requested goods or services will be made directly to the
department. When this is the case, the ‘Requester’ is responsible for entering the receiving into
PeopleSoft eProcurement. This is limited to select departments that are located ‘off site’ (e.g. 1222
JPA, Zion Crossroads, Stacey Hall) and applies only to orders not delivered by Medical Center
Storeroom Staff.
To begin Receiving:
1. Click Main Menu
2. Click eProcurement
3. Click Receive Items
Click ON the check box next to the
requisition lines that you wish to
receive.
Click the Receive Selected button.
Enter the Received Quantity.
Click on the Save Receipt button.