Reqs with incorrect organization Order Date: 24-Oct-11
JCU QUICK REQ codes will not be processed!
Delivery Date: Requisition #:
Requestor: Email:
Organization Code: Phone: Area Code Number
Ship To: Select a "Ship To" Code from this List Attention To:
Vendor Information
Vendor Name: Vendor # :
Contact: Vendor Email:
Information Below is Required for Suggested New Vendors Only!
Address 1: Vendor Phone: Area Code Number
Address 2: Vendor Fax: Area Code Number
City: State: Zip: +
Items Requested (Commodities) U/M Qty Unit Price Ext. Price
1. Select a "Commodity Type" from this List Select U/M $ -
Description:
2. Select U/M $ -
Description:
3. Select U/M $ -
Description:
4. Select U/M $ -
Description:
5. Select U/M $ -
Description:
6. Select U/M $ -
Description:
7. Select U/M $ -
Description:
8. Select U/M $ -
Description:
9. Select U/M $ -
Description:
FOAPAL Distribution Commodity Totals: $ -
Organization Account Activity Line Amount Remaining Bal.
1. Primary FOAPAL: $ -
2. Optional FOAPAL: $ -
3. Optional FOAPAL: $ -
4. Optional FOAPAL: $ -
Requestor Signature Date Approval Signature Date
11/24/04
DOCUMENT TEXT
ITEM TEXT 1
Vendor #:
Manufacturer:
Man. #:
Description:
Quote #:
ITEM TEXT 2
Vendor #:
Manufacturer:
Man. #:
Description:
Quote #:
ITEM TEXT 3
Vendor #:
Manufacturer:
Man. #:
Description:
Quote #:
ITEM TEXT 4
Vendor #:
Manufacturer:
Man. #:
Description:
Quote #:
ITEM TEXT 5
Vendor #:
Manufacturer:
Man. #:
Description:
Quote #:
ITEM TEXT 6
Vendor #:
Manufacturer:
Man. #:
Description:
Quote #:
ITEM TEXT 7
Vendor #:
Manufacturer:
Man. #:
Description:
Quote #:
INSTRUCTIONS: On-Screen Preparation of EZ Purchase Requisition Form
General This Excel template is a Purchase Requisition Form that can be used to request up to four (4) items of one
commodity type from a single vendor. This form further allows the requested items be charged to one primary
Budget and up to 7 secondary Budgets (FOAPAL Distribution Strings). All the information needed to complete a
specific Purchase Requisition is entered into the yellow shaded areas of the form. There are four (4) drop down
selection boxes for the primary "Orgn" code, "Ship To" code, "Commodity" code (type), and unit of measure
"U/M"..
Date is entered in the yellow shaded areas. Each of the data enterable sections in this form has a red triangle in
the upper right hand corner that provides a clue on what should be entered in this box.
Section 1 Enter the Date the item is required or enter ASAP.
Top Section
Enter the name of the person filling out this requisition in the "Requestor" box.
Enter the requestors email, phone (phone extension is adequate for campus locations) and fax number if
available.
Select the primary organization "Orgn" code from the drop down box to which the items will be charged.
Select the "Ship To" code from the drop down box to which the items should be delivered.
Enter the name of the person to which the items should be delivered in the Attention To" box.
Section 2 Enter the suggested/requested vendor name (if known) or if a specific vendor is preferred.
Vendor
Information
Enter the vendor number (if known).
Skip to the next section if this is an existing vendor, or complete the rest of the vendor information if this is a new
vendor. If not sure of whether this is an existing vendor, enter this information in order to prevent any delays in
request processing.
Section 3 Select the appropriate commodity code/description from the drop down box that best reflects the type of item
Items being requested. Since commodity codes match the account codes, selecting the appropriate commodity code will
Requested automatically populate the Account code Section 4 (FOAPAL Distribution) section. Note: Only one type of
(Commodities) commodity can be requested per form using the EZ Purchase Requisition form.
Select the appropriate "U/M" code from the drop down box.
Enter the quantity "QTY" desired.
Enter the "Unit Price".
The extended price "Ext. Price" will be automatically calculated.
Enter brief description of the item desired. If you need to enter a more detailed description click on the "Add. Text"
sheet and enter the additional information in the section that corresponds to the item number on the EX Purchase
Requisition Form.
Enter the manufacturer, manufacturer number, and/or quote # (if available or known).
Repeat this for up to three (3) more items being requested from the same vendor that have the same commodity
type.
The Total for the items requested will be automatically calculated and will appear in the "Commodity Totals" box.
Note: General reference information pertaining to the entire request should be entered in the "Document Text"
section at the top of the "Add. Text" sheet.
Section 4 The Organization Code and Account Code will automatically be assigned for the Default FOAPAL based on the
FOAPAL Organization selected in Section 1 and the Commodity (Account) Type selected in the first line selected of "Select
Distribution a Commodity Type from the List" in Section 3 (Items Requested).
An "Activity" Code may be entered if desired for the Default FOAPAL.
The portion of the "Commodity Total" that should be assigned to this Budget (FOAPAL) should be entered in the
"Line Amount" for the Default FOAPAL.
If the "Line Amount" entered in the Default FOAPAL is less than the "Commodity Total" the remaining balance will
be listed in the "Remaining Bal." column for the Default FOAPAL.
If the items requested should be allocated to more that one Budged number, enter another "Orgn" code in Line 2,
an "Activity" code if desired, and the "Line Amount". Repeat this procedure until the "Remaining Bal." equals 0 ($ -
).
Sign and date the Requisition. If the requestor does not have budget authority for the budgets used, submit this
requisition for an approval signature prior to forwarding it to the Purchasing Office.. Make a copy of the signed
form for you records.