Business Process Office and Purchasing Services
Financial Services
MILLENNIUM F.A.S.T. Web Requisitioning Training Guide
Author: Renee Cohen Version: 2.1
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Table of Contents
Introduction
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Chapter 1: How to Process a Web Requisition
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Chapter 2: How to view the status of Web Requisitions
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Reference Documents:
Section 1: Preferred Vendor Lists
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Section 2: Computer Standards
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Introduction
MILLENNIUM F.A.S.T Web Requisitioning “Web Req” was implemented the last quarter of 2006. This
implementation was the first phase of the conversion of paper based manual purchasing forms to
more efficient electronic processes.
This guide focuses on the basic steps required to complete a web req and send it to Purchasing. This
guide also introduces the Preferred Vendor List and the policy on computer purchases.
If you have more complex needs regarding web requisitioning contact Purchasing Services at extension
3650 they will be happy to assist you.
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Chapter 1: How to process a Web Requisition
Step 1: Log on to MyConcordia Portal Step 2: Choose Financial Services Step 3: Choose MILLENNIUM Production Step 4: Bypass the block-up pop
Step 5: In the Applications Section (top right hand corner) choose Web Requisitioning
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Screen will refresh, when populating fields always use upper case letter (CAPITALS) Step 7: Complete these fields:
1. Ship To: choose from the drop down box
2. Building / Room: exactly where the item should be delivered
3. Selected Vendor: click on the magnifying glass, then query the vendor name, choose vendor 4. Date Required: click on the calendar and select a date (must be three days greater than today) Web Req is programmed to auto-populate Originator and Reference Telephone (based on your portal id)
Please note, eventhough there is a drop down arrow, the Chart must not be changed, it must remain
as the first option Concordia University
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Step 8: Click on Create Requisition
Screen will refresh
Step 9: Input Commodity Details: 1. Click on the magnifying glass
a. Input commodity description b. Click search
c. Choose commodity, field will populate 2. Input description
3. Input quantity 4. Input price 5. Click on save
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Screen will refresh
Step 10: Click on Add Accounting Item
Screen will refresh
Step 11: Input Accounting Details:
Input Index in Index box, capitals are obligatory a. Tab, to populate the Fund box b. Tab, to populate the Orgn box 2. To populate the Acct box
a. Click on the magnifying glass b. Click on the search box
c. Select the appropriate account code
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Screen will refresh
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Screen will refresh
At the bottom of theright hand side of the page, click on the green plus sign with a sheet of paper icon, there will be a prompt to view your file drives to select documents
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Step 13: To send requisition for approvals click on the submit for approval icon in the far right hand bottom corner
Screen will refresh
Step 14: Approval screen will appear, you may send the requisition directly to purchasing if you have the appropriate approval limit, or you can send the requisition for approval to your supervisor, chair, or delegated co-worker
1. Click on the magnifying glass to query the approver’s name 2. Input either the last name or the first name, select
3. Add appropriate comments , for example “please approve” 4. Click on submit for approval
The designated approver will review the web req and if they are in agreement will forward it to purchasing. The web req is complete.
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Chapter 2: How to monitor Web Requisitions
Complete steps 1-5 from Chapter 1
Step 6: From the menu bar click on Requisition, from the drop down box choose Requisition Status
Screen will refresh, Web Req is programmed to auto-populate the Created By section based on your portal id Step 7: Clear filter options
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Step 8: Click on execute reports
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Section 1: Preferred Vendor Agreements
The Preferred Vendor Agreements website provides:
• Online access to all of Purchasing Services negotiated preferred vendor agreements
• List of reliable vendors where no pricing agreement currently exists, but are regularly used by the community and Purchasing Services.
Step 1: Log on to MyConcordia Portal
Step 2: Choose Preferred Vendor Agreements
Step 3: From the menu bar click on Vendors Listing:
• Select Public Vendor Agreements, then Alphabetic List of Vendors for a list of vendors with an agreement or
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Section 2: Computer Standards
This memo was publicized October 2010; please note the reference to the official policy.
