Get Material And Services Requisition Form - Stony Brook University - Stonybrook

This guide provides clear and comprehensive instructions on how to accurately fill out the Material And Services Requisition Form for Stony Brook University online. Follow the steps outlined below to ensure a smooth requisition process.

Follow the steps to complete the requisition form accurately.

1. Click ‘Get Form’ button to access the Material And Services Requisition Form and open it in an appropriate editing platform.
2. Enter the department name in the designated field. This identifies the department initiating the requisition.
3. Input the account director's name and their address accurately to ensure proper routing and approval of the requisition.
4. Fill in the invoice number as well as the invoice date, which helps track the transaction.
5. Provide the requestor's name and telephone number so they can be contacted regarding the requisition.
6. Enter the delivery address where the requested materials or services should be sent.
7. In the 'Materials or Services Requested and Special Instructions' section, list out all requested items along with any specific instructions relevant to the requisition.
8. For each item, indicate the quantity needed and the estimated price, which will help in budgeting and approvals.
9. Review all entries for accuracy. Ensure that you have provided all necessary information before seeking approval.
10. Obtain the required approvals by securing signatures from the authorized account director or other relevant officials.
11. Once the form is completed, send all copies directly to the service unit for processing. A copy will be returned after the work is completed.
12. Service units will enter the actual costs after completion, summarize charges, and forward to the appropriate business office.
13. If applicable, requisitions related to research awards must be submitted to the Office of Grants Management for approval.
14. After obtaining all necessary approvals, review the completed form and either save changes, download, print, or share it as required.

Complete your requisition form online to streamline your process and ensure timely approval.