Requisitioning Guide in myPurchase
Below is a quick guide on requisitioning. There are several online
training guides available on uspace.
Quick how-to guide
Although the system will let you save the requisition without
some of the sections filled in, in most cases the orderer will
have to contact you for clarification. Please complete all the
sections listed below.
- Log into MUSE
- Click on Staff Applications tab
- Click on myPurchase
- Click on "Shop"
- DO NOT CHANGE GOODS TO SERVICES in the first line. All
purchases are treated as goods (even flights, insurance,
website fees)
- Click on "Describe Requirement" and Enter your description
- this will be printed on the order so don't say "computer for
Guy", say eg "Dell XM2253 as per quote No: RF2258". More
detailed description can be added under Vendor note.
- Enter Quantity
- Enter Price (without VAT)
- In Product Category - search by clicking on the arrow and
choosing "....". In the box that pops up, in the first line
"category description" type a search term with wild cards on
both sides eg *comp* will bring several categories
relating to computers. Pick the closest one. (A simplified
list of regularly used categories will be available soon)
- Click on "Add to cart"
- On the next screen click on your "Description" of the item
(as you called it earlier)
- If you are buying equipment, change the purchasing group to
ZC1 (otherwise leave as ZC0).
- Under "Tax" - choose your VAT (this
does not transfer onto the order so please add in the
internal note that VAT at a certain rate needs adding).
- Under "Vendor Product Number" - wherever possible enter
catalogue number/code of the product.
- Under "Cost Assignment" - choose cost centre for
departmental accounts or your discretionary account and WBS
element for a research grant or X/ project account and enter
the number (R/ and X/ needs to be included). (A list of
accounts will be made available soon)
- Under "Documents and Attachments" - choose: Internal note
to give instructions to the orderer eg, post order, fax order,
copy required, VAT information - click "Copy text". Change the
drop down list to Vendor note: enter text as you want it to
appear on the order - instructions for the supplier, detailed
description of the item. Press "Copy text"
- Under "Attachments" you can upload a document from your PC
eg a quote.
- Under "Sources of Supply" - search for "Preferred Vendor".
In "name1/last name" enter your search term or a part of it
with a wild card at the end. Pick your chosen vendor.
- Click "Continue"
- On the next screen you can enter notes for approval -
explanation to the approver if necessary
- Click "Order".
Additional documents
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