Heinz School

Carnegie Mellon

Quick Tips Requisitions

Use these steps when creating requisitions in oracle for the payment of goods and/or services, other than
consulting services, for which the Tartan Trust Card can not be used. (For consultant payments, see
instructions for the Independent Contractor Form) An invoice for the goods or service must be provided.

Step 1. Login

Go to FMP (Financial Management Project) website - https://webiso.andrew.cmu.edu/login.cgi

At the WebISO Secure Login window enter your andrew User Name and your andrew Password.
At the FMP website click on Oracle Production (PCORA) (Windows only - Requires Jinitiator)
At the Oracle Applications window enter your andrew User Name and your andrew Password.

Step 2. Select Purchasing Level XX (XX will be 05 or 20)

Click OK.
Double click on Requisitions.
Double click on the second Requisitions.
Requisition
Header

Requisition
Lines

Requisition
Footer

Step 3. Create the Requisition Header

Activate the caps lock key on your keyboard. The requisition must be completed in ALL CAPS.
Always use the Tab and Enter keys to move between fields. Do not use your mouse.
In the Requisition Header, Type defaults to Requisition and should not be changed.
Optionally, enter a Description in the Requisition Header that summarizes the requisition.

Office of Fiscal Management

As of December 2, 2005

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Heinz School

Carnegie Mellon

Step 4. Complete the Requisition Lines

Items Region
Optionally change the Type by using the List of Values (LOV). (It defaults to Goods-Quantity)
Skip the Items and Rev fields.
Enter the appropriate Category for the line by using the LOV.
Enter the Description for the item to be purchased. This description will appear on printed
purchase orders.
Optionally change the UOM (Unit of Measure) by using the LOV.
Enter the Quantity requested for the item.
Enter the Price for the item.
Source Details Region
Enter the Buyers name into the Buyer field. (For the Heinz School its TEAGUE, KEITH) You can
either type it in, or use the LOV.
Skip RFQ box.
Optionally enter the Supplier Item number, such as the catalog number. This Supplier Item will
appear on autocreated printed purchase orders.
Skip the Document Type and the remaining fields in this region.
Detail Region
Optionally enter information here. These fields are typically not used.
Requisition Footer
Destination Type defaults to expense.
Your name will default as the Requestor. Optionally you can change this.
Enter the CM Inventory Organization as the Organization. A short cut is to hit the F9 key.
Enter the delivery Location for the requested items.
Source type will default to Supplier.
Enter the Supplier, Supplier Site, Contact and Phone. Select the supplier by either using the LOV,
or typing their name into the Supplier field.
Select the Distributions button.

Step 5. Complete the Distributions Lines (for GL Accounts)

Optionally change the Quantity to distribute.
Tab into the Charge Account field to bring up the Charge Account screen.

Office of Fiscal Management

As of December 2, 2005

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Heinz School

Carnegie Mellon

Enter the account string and select OK.

Save your work by clicking on the yellow disk on your toolbar.

Record the Requisition number on the invoice.

Close the distributions window.
To enter additional requisition lines, return to the Items Region of the requisition form and put your
cursor in the next blank Num field. Repeat all steps for creating requisition lines.
Result: The requisition is now completed and saved and is ready for approval. See upcoming step
Approving a Requisition.

Step 5. Complete the Distributions Lines (for GM Accounts)

Select Project from the blue pull down menu.

Enter the Project, Task, and Award numbers.

Office of Fiscal Management

As of December 2, 2005

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Heinz School

Carnegie Mellon

Use the LOV to select an Expenditure Type for the item, in the Type field.
Select the expenditure organization number for the Organization field.
Enter the date of the transaction in the Date field
Save your work by clicking on the yellow disk on your toolbar.

Result: The requisition is now saved and is ready for approval. Be sure to write down the
Requisition number on the invoice.

Step 6. Approving a Requisition

Click the Approve button on the right hand corner of the form.
IMPORTANT Select the Reserve checkbox to reserve the funds for the requisition.
Reservation of funds is required because Carnegie Mellon uses encumbrance accounting.

Click OK. You will receive a confirmation note indicating that the action was completed
successfully.

The Submit for Approval box will already be checked. Do NOT forward the requisition.
Click OK.
Result: The requisition has been submitted for approval and once approved can be autocreated into a
purchase order by the Office of Fiscal Management. Once your requisition is approved, you must
submit the original invoice with the Requisition number to the Office of Fiscal Management.

Office of Fiscal Management

As of December 2, 2005

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