Entering a Requisition Through Employee Portal

Entering a Requisition through Employee Portal

Step by Step

Please go to Capetech.us website – Faculty Resources – Employee Portal

Go to “login “

Enter User name: Example (hchilds)

Enter Password: Password1 ***This can be changed to whatever you like later

Hit Login button

You will notice your name will appear on screen. Please go to workflow.

Please make sure you are in current FY if not use Drop Down to Select - Hit OK

Purchasing & Payables

- Purchasing

-Control Panel…………Green Plus sign = ADD NEW

VENDOR NAME: Start to type and drop down will appear. Please check address.

**If not found please contact Heather Childs.

DAC: Will automatically appear

SHIP TO: Will auto default to shipping and receiving

PO NOTES: Please be sure to provide necessary information like fax number or special instructions

**what is typed in this field will show up on Purchase order.

ORDER VIA: These are instructions for Heather in Business office.

·  If you are going to place your own order…. Please select “RETURN TO SENDER”.

(When requisition is approved Heather will place a copy of PO in your mail box for you to place your own order.)

·  If you want Heather to place the order to you need to select “FAX” from drop down.

Please provide necessary Information to order otherwise it will get bounced back to you.

When requisition is approved Heather will take place order and place copy in mail box when complete.

PROJECT: Ignore

ORDER TYPE: Purchase Order (always)

To add detail information go to ……………Actions – Quick Requisition

The best way to use this detail form is to use the tab key. In the account section please type 1 and it will bring up

all account numbers for your DAC. Please select appropriate account and hit tab.

As you tab please fill in appropriate information for each item you are ordering……… SAVE

A Budge Balance Warning may appear… We don’t currently have budgets in so please hit OK.

Please review order and IF ready to submit place Check mark in box and press SAVE at bottom of screen

This is NOT a PO number. Hit OK then close to Exit

*** YOU HAVE JUST SUCCESSFULLY COMPLETED A REQUISITION! ***