Creating a Purchase Request

- Select the Work order and phase materials should be applied to

-          On the phase choose Purchase Request from the left side panel.

o   You do not need to press Edit on the phase prior to selecting Purchase request. In fact, it’ll disappear when you select Edit.

-          Enter your shop name, and who to Deliver to at a minimum in the Purchase Request Description box.

o   The work order and phase information are already populated.

o   Populate the Date Needed.

§  Remember, this goes through a couple approval steps. Please be mindful of this and consider a timing delay.

o   The Request By person should be the person entering the Purchase Request.

§  Enter their UFID

o   The Deliver To person doesn’t need to be filled out.

o   For CRR Projects, delete your UFID from the Requested by and Deliver To fields. They are not required. Put that information in the Description box instead.

-          Select “Add” next to Line Items.

o   Select “ADD STOCK PART BY WAREHOUSE”

o   Select “Next”

-          Enter your part description

o   Choose your warehouse

§  Should always be CS or HSC

o   Select the Magnifying Glass for Part.

§  If you know the part number, enter it.

§  Otherwise, enter a key word in the Description field and press Execute.

·         In this case, it must match identically. If you’re looking for a light bulb, and it’s in the warehouse as “lamp”, it will not populate in your search.

§  

§  Execute returns all the results based on your search criteria.

§  Select the part number needed based on full description.

o   Enter the Quantity needed of that particular part.

-          From here, either select “Done” to finish your purchase request or select “Add” to add more parts.

-          Then Save.

-          This Purchase Request in “Open” Status will show up in your Approver’s query for review and approval, which will send the request to Central Stores for Processing.