Tab to “FC” (Function Code) field, enter A or select “Add” from drop-down list for each line item

To Add Item(s) to a Requisition

If Lawson Item # is known, enter Lawson Item # in “Lawson Item #” field.

“Description” field will Auto-fill.

Enter quantity desired in “Quantity” field

When order is complete, click the “Change” button “Change Complete - Continue” appears in the status line Scenario #1

If Lawson Item # is not known but Vendor Item #

(catalog #) is known, enter catalog number (no dashes) in

“Vendor Item #”field.

a. If Vendor Item # is found in Lawson, the “Lawson Item #” and “Description”

fields will Auto-fill.

Enter quantity desired in “Quantity” field

When order is complete, click the “Change” button “Change Complete - Continue” appears in the status line

b. If the “Lawson Item #” and “Description” fields do not Auto-fill correctly, use the Lawson Shopping Cart and/or the find function to locate the Lawson # for the item which is on bid. (Refer to “Shopping Cart Instructions” and/or “Using Find.”)

Enter Lawson Item # in “Lawson Item #” field “Description” field will Auto-fill

Enter quantity desired in “Quantity” field

When order is complete, click the “Change” button “Change Complete - Continue” appears in the status line

c. If the item cannot be located in Lawson, process as a special order.

See “To Create a Requisition for Items Not On Bid.”

Scenario #2

Using “Find”

The Find or Filter function enables the user to locate items from a list using categories such as description in the Description Search by specifying criteria.

For additional information, see “Using the “Find” Function” in Appendix A.

Delete Option: To remove a line item from the requisition before the requisition is released, enter D or select “Delete” from the drop-down list in the “FC”

(Function Code) field. Click the “Change” button to complete the deletion process for that line item.

Caution: Clicking the delete button at the top of the screen will delete the entire requisition, not just the line item!

Change Option: To change a line item on the requisition entry line before the requisition is released, enter C or select “Change” from the drop-down list in the

“FC” field and enter the appropriate changes. Click the “Change” button to complete the change process.

Adding Comments: To add additional information (shipping information, delivery directions, etc.) to the requisition, click the appropriate Header or Line Detail Spec/Comments button. Enter remarks (do not use special characters) and click “OK” to submit. Vendor Comments will print on the PO, but Purchasing Comments will not print on the PO.

To duplicate the same comment to other locations, utilize the copy and paste function. (Highlight text, place cursor over highlighted text, right click, select copy, place cursor in new comment window, right click, and select paste.)

Adding Additional Pages: A requisition can contain more than one page of line items. Once the fifth line item is entered and the “Change” button is clicked, insert the cursor in the “FC” field on line one. Press the “Control + Shift + K”

keyboard keys to clear items displayed from the first “FC” field to the end of the requisition form. Enter “A” in the “FC” field for each new line item. Click the

“Change” button to update the requisition. The message “Change Complete - Continue” appears in the status line. To view the first five items, use the

“PageUp” button. To return to the second page, use the “PageDown” button.

Account Distribution: Requisitions may be generated using multiple accounts (split coding). Restrictions apply. Contact Procurement Office for details.

To Create A Requisition For Items Not On Bid 1. Access REQUISITION form (RQ10.1)

Select “Requisitions” from the Finance Menu on the Lawson Home screen Select “Add” from Requisitions sub-menu

2. Enter site # in “Requester” field or select from drop-down menu 3. Enter vendor # in “Suggested Vendor” field or select from drop-down

menu. If vendor # is not listed, enter 1 in “Suggested Vendor” field, use

“Comments to Purchasing” button to indicate name of new vendor and use “Request New Vendor” button to request vendor addition

4. Enter requested delivery date in “Delivery Date” field (Future Date for reasonable delivery)

5. In “Requested By/Deliver To” field, enter information necessary for accurate delivery. (no special characters)

6. Enter “Company Number” in “Co. (Fund)” field

7. Enter account number in “Account” field or select from drop-down menu 8. In ”Object” field, enter object number or select from drop-down menu 9. If appropriate, enter activity number in “Activity” field

10. Click the “Add” button

11. Dialog box appears reminding user to release, click “OK”

Note: Requisition number auto populates. Status is unreleased. 12. Tab to “FC” (Function Code) field, enter A or select “Add” from

drop-down list

13. In the Lawson Item field, enter name of item

14. Enter additional description of the item in the “Description” field. Include sku number in the description field. (no special characters)

15. Enter quantity in “Quantity” field

When entering non-bid item information into a requisition

-item number, description, UOM and unit cost are not automatically populated and must be entered manually.

17. Enter unit cost in “Unit Cost” field

18. Repeat steps 12 through 17 for each line item 19. Click the “Change” button

20. “Change Complete-Continue” appears in the status line

Adding Freight Costs

To add freight costs, choose either

FREIGHT-ESTIMATE or FREIGHT-FIRM QUOTE

If the user has no indication of freight costs or wishes to include additional freight information, use the “Comments To Purchasing” button.

21. Tab to “FC” (Function Code) field, enter A or select “Add” from