Get Ssb_finance_purchase_requisition_handout.pdf

This guide provides clear and comprehensive instructions on filling out the Ssb_finance_purchase_requisition_handout.PDF online. By following these steps, users can navigate the form efficiently and accurately complete their purchase requisitions.

Follow the steps to successfully complete your purchase requisition form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Start by entering the transaction date in the designated field, ensuring that this information is accurate as it is required.
3. Next, input the delivery date, which is also a required field.
4. Enter the vendor ID or use the lookup feature available at the bottom of the form to locate the vendor using the code lookup functionality.
5. Select vendor validate to populate vendor data into your requisition and confirm the vendor ID entered is correct.
6. Confirm that the correct vendor address is displayed, adjusting the address sequence if necessary.
7. The requestor and shipping information will be auto-filled based on your login ID, but you may overwrite this information if needed.
8. Fill in the organization code required in the organization field.
9. Use the comments field to provide any specific instructions for procurement, keeping the message concise with a maximum of 30 characters.
10. When you have completed all entries, click save to ensure your progress is recorded. If you do not save, you risk losing your entered data.
11. Proceed to enter commodity details by entering the commodity code or using the code lookup feature.
12. Input the quantity and unit price in the appropriate fields.
13. If applicable, add any additional amounts with a brief text explanation.
14. Distribute expenses if necessary, selecting either dollar amounts or percentages for allocation across up to five FOAPs.
15. Finally, click validate to check for any errors, and if everything is correct, use the complete button to finalize your requisition.

Complete your purchase requisition online today using these helpful instructions.