(r2) SubmittingRequisitions < BusinessPractices

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---++ Ordering using Solomon Requisition system.

This document attempts to describe how to make purchase orders via the Solomon (Microsoft Dynamics SL) system.  This document is aimed at the most Epping staff who regularly order supplies.   Site staff will normally use an alternative technique.  Epping staff who do not normally order supplies and are making a one-off purchase may be better off asking their supervisor to order for them.

In the Solomon scheme of things - you will be submitting a "Requisition".  

%TOC%

---++ Accessing the Solomon requisitions screen.

Most staff who access Solomon regularly will have it installed on their desktop machine or will access it via the terminal server machine *termsrv1*.  You should invoke the application - which is normally named "Microsoft Dynamics SL".  

If you get a dialog asking if you want to run the file =Parent.exe= select =Run=.   This is apparently due to the program being on a network drive.

You should see the following window - but the contents may be different  %ICON{arrowbright}%

<img src="%ATTACHURLPATH%/Solomon.tiff" alt="Solomon.tiff"  />

On the left-hand side of the screen is a list of =Modules=.  Click on the one named =Requisitions=.  You should see something like the following %ICON{arrowbright}%

<img src="%ATTACHURLPATH%/SolomonRequisitions.tiff" alt="SolomonRequisitions.tiff"  />

Again - some details may be different from you (you don't get to see things you can't do).

Find the name *Requisition* Under *Input*.  Click once on this.  This should start the *Requisition* screen.

---++ Requisition screen details

<img src="%ATTACHURLPATH%/RequisitionScreen.tiff" alt="RequisitionScreen.tiff"  />

---+++ Starting the requisition
---+++ User and Header defaults
---+++ Line Items

   * Budgeting checkbox - for project items, don't tick it.  for non-project items. tick it.  Get this wrong and you will be told the account is not set up %RED% (Full message needed for both cases) %ENDCOLOR%

<img src="%ATTACHURLPATH%/SysMessageBudgetBoxWrongNonProj.tiff" alt="SysMessageBudgetBoxWrongNonProj.tiff"  />

---+++ Shipping Information
---+++ Vendor Information

---+++ Accessing an old requisition
---++++ Duplication of an old requisition



-- Main.TonyFarrell - 04 Sep 2007

Attachments

Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
tiff	RequisitionScreen.tiff	r1	manage	55.7 K	2007-09-05 - 05:59	TonyFarrell	Solomon Requestion Screen
tiff	Solomon.tiff	r1	manage	73.4 K	2007-09-05 - 06:05	TonyFarrell	Solomon first screen
tiff	SolomonRequisitions.tiff	r1	manage	86.5 K	2007-09-05 - 06:06	TonyFarrell	Solomon Requestions module
tiff	SysMessageBudgetBoxWrongNonProj.tiff	r1	manage	13.8 K	2007-09-05 - 06:06	TonyFarrell	System Message - budget box not ticked for non-project requestion

Topic revision: r2 - 2007-09-05 - TonyFarrell