Purchase Request Help
Request Information
The Request Information section includes fields to enter a description and request notes.
The Description is a free form field, which can be edited by the requester or anyone to whom the form is assigned.
The Request Notes is a free form field, which allows the requester to add notes up to 1000 characters.
Requester Information
The Requester Information section includes fields to enter the requester’s UT EID, email address, phone number, and delivery information.
The requester is the person asking for a product to be purchased. By default, the UT EID of the
person creating the form displays in the Requester UT EID field. To change this, type in a different UT EID or click the lookup icon
to search for an individual.
The Autofill button is used to automatically fill in the fields in the Request Information section with the Requester UT EID’s contact information.
Item Information
The Item Information section is used to enter details about the item.
The Describe what the item(s) will be used for is a free form field, which allows up to 1000 characters for comments or additional details.
The Item(s) section is used to enter details such as the part number, description, quantity, unit of measure, and unit cost. In this section, the user may also enter a work order number and inventory unit code.
The Equivalent parts or brands acceptable question allows the user to determine if an equivalent part or brand can be purchased in place of the original item. If No is selected, the If No, Why Not? field must be completed.
The Item Information section allows the user to enter up to 150 items.
To add an additional item, click Add Item. To remove a previously added item, click the X button to the right.
Account Information
The Account Information section includes information about how the purchase will be funded.
The Account(s) section is used to enter an account number, account description, dollar amount allocation and percentage amount allocation. Note: Only the dollar amount allocation will transfer to a POINT Plus document.
The Account Information section allows the user to enter up to eight UT accounts.
To add an additional account, click Add Account. To remove a previously added account, click the X button to the right.
The Enter Department Codes? question allows the user to determine if department codes will be used. If Yes is selected, the Departmental Codes section automatically expands to enter department codes.
Vendor Information
The Vendor Information section is used to indicate if the user would like to suggest a vendor to purchase the items from.
The Suggest vendors? question allows the user to determine if a particular vendor should be used. If Yes is selected, the Vendor(s) section automatically expands to enter the vendor UT EID, mail code, and name. The use may also enter a vendor’s contact name, contact date, phone number, email address, website, physical address, city, state, and zip code.
To change this information, type in a different UT EID or click the lookup icon
to search for a vendor.
The Vendor Information section allows the user to enter up to 3 vendors.
To add an additional vendor, click Add Vendor. To remove a previously added vendor, click the X button to the right