The General Section page is used to provide information about the order for the requisition.
The document ID is shown at the top of the page.
To view a different document, type a new document ID in the Document ID field and click View Document.
Next is general document information that appears on every page of the requisition document.
To view or add notes to the document, click the Notes link that indicates the current number of notes on the document.
The Cart Summary section shows information from the cart that was checked out of UT Market.
This section indicates who checked the cart out of UT Market and at what time.
The View originating cart link opens a new window that shows the cart in UT Market as it appeared before it was checked out. This view provides more detail about items being ordered, and provides cart history, including the people who reviewed the cart in UT Market.
The View related documents link opens a new window with a link back to the UT Market Cart Details page for this order, and contains links to other requisition documents for other suppliers that have been created from the same UT Market cart.
The Shopper field shows the person who created the shopping cart in UT Market.
The Cart Name field shows the cart’s name as it appeared in UT Market. The number in parentheses is a link that will open a new window to see the cart in UT Market as it appeared before it was checked out.
Pay from comments, Deliver to comments, and Instructions for buyer are comment fields pulled from UT Market and shown on all pages of the requisition document. These comment fields provide a way for shoppers, who put items into a cart, to communicate with departmental buyers, giving buyers information needed to complete requisition documents with minimal continuing interaction.
Save & Verify, Save & Continue
Any changes made on the page will need to be saved. Click Save & Verify to save changes and remain on the same page. Click Save & Continue to save changes and proceed to the Accounts & Line Items section of the requisition document.
The Summary field is free-form and can be changed as desired by the document creator.
Fiscal Year field indicates the year this document willl post to and cannot be changed.
Order total is the total amount of the requisition.
Dept Req Number is the departmental requisition number entered by the departmental buyer at the time the document was created and cannot be changed.
The following box, allows the buyer to select the Ship To address, which indicates the purchasing center where the order should be delivered. This information will be used by the supplier to generate shipping labels for the order and can be changed by the document creator.
The following box allows the buyer to provide internal delivery information, indicating the final destination for the items in the order.
Internal Delivery Dept is a free-form field used to identify the department where items are to be delivered. This field can be changed by the document creator.
Building and Room fields represent the final destination for items in the order. Building must be a valid, three-character building code. These fields can be changed by the document creator.
The Internal Delivery Dept, Building, and Room fields are used by Central Receiving to determine where to deliver packages.
The Purchasing Center field lists the purchasing center entered by the buyer when the requisition was created. The purchasing center cannot be changed.
The Bill To field indicates the purchasing center where invoices for the order should be sent. For UT Market orders, the Bill To purchasing center is always U-109 because all invoices go directly to Accounts Payable.
The following box allows the buyer to provide solicitation method information to justify a purchase from a vendor. Solicitation method fields are not required, except by Applied Research Laboratories buyers for requisitions between $5,000 and $25,000; however, if any document creator chooses to use the fields, certain system audits will apply.
The Solicitation Method drop-down menu lists commonly used entries. Below are examples of solicitation methods and their corresponding contract types;
- State Contract: DIR, TXMAS, State Term
- Group Purchase: Alliance, BuyBoard, E&I, Novation/Provista, TCPN, US Communities
Department Notifications and Contacts
The Requestor field is free-form and used to indicate who is requesting the order. This field can be changed by the document creator.
The requestor Phone is used to indicate a contact phone number for the order requestor. This field can be changed by the document creator.
The requestor Email is the e-mail address for the order requestor. For some suppliers, order confirmation messages will be sent to this e-mail address. This field can be changed by the document creator.
The Dept Buyer field is the UT EID of the departmental buyer who will be the primary contact person for the order. This field can be changed by the document creator. The departmental buyer’s Name, Phone, and Email address appear below the buyer’s UT EID. This information is provided to the supplier and is used by the supplier as contact information for the order. All suppliers will send order confirmation e-mail messages to the departmental buyer.
The Dept Contact field is the UT EID of the departmental staff member who will be central administration’s contact person for this order. This field can be changed by the document creator. The departmental contact’s Name, Phone, and Email address appear below the contact’s UT EID.
This section shows the supplier’s contact information, payment and FOB (Freight On Board) terms, and the estimated delivery date.