Announcements

This Annoucement sent to Requester list May 5, 2009

To:  Requesters and Initiators

From:  Purchasing Department

Subject:  PReqs Application

On Wednesday May 6, 2009 there will be new functionality in the PReqs system for the PeopleSoft Inventory Shopping Cart.

PReqs will not be available 6:00 a.m.-6:30 a.m. the morning of May 6.

1. Added new “Apply MFK changes to all lines”.  This new functionality will allow you to add a MFK and click on “Apply this MFK to all lines” and the MFK will be changed on all the lines you have entered.

2. When you enter a PeopleSoft Inventory shopping cart that sources to the vendor the design has changed on the shopping cart.  The requisition id and vendor will be listed once per vendor on the shopping cart.

Please contact the following if you have questions on this new functionality.

Chris Leichty  5-0384  chris-leichty@uiowa.edu
Jim Jetter 5-0383  james-jetter@uiowa.edu
Preqs@uiowa.edu

This Announcement sent to Requester list Feb. 27, 2009

TO:       Requesters

FROM:  Accounts Payable and Purchasing

RE:       PReq Workflow Form Types and eVoucher Changes

DATE:  March 3, 2009

On March 3, 2009 the following changes will be made to PReq Workflow Form Types:

Purchase Requisitions Workflow Form Types Changes:

• Requisition – Under 3,001 will change to Requisition – Under 5,000
• Requisition – 3,001 to 25,000 will change to Requisition -  5,000 to 25,000
• Requisition – Over 25,000

 
Procedures:

• Approvers will be transferred from the old workflow groups to the corresponding new ones.
• PReqs that are less than $5000 are completed after the last person from the department approves the requisition.  The Department is responsible for the approval and making sure these orders are filled out correctly.    
• PReqs $5000 and greater will be routed to Purchasing in Workflow to review.
• All PReqs that have an Iact equal to 6730 or 6740 will be routed to Purchasing in Workflow to review.
• All PReqs that have the Blanket Order field checked will be routed to Purchasing in Workflow to review.
• All Subagreements under $5000, must be submitted with $5000 in the price line and have the correct amount of the order in the comments area.  For example, if you have a Subagreement for $4000 you put $5000 on the Price line and list $4000 in the description area and the internal comments.  This will assure that the Subagreement goes to the buyer before processing.

 If you have any questions contact Chris Leichty at chris-leichty@uiowa.edu or 335-0384.

On March 3, 2009 the following changes will be made to two eVoucher expense types:

• Food
• Food and Alcohol

Additional fields
In the Invoice Information section, there are new fields  “Tax & Tip for Food” and “Tax & Tip for Alcohol”.  Use the fields to record this information.  The system will automatically add the total expense and the tax & tip for the user and default the sum into the line price amount for the appropriate expense.  Additional MFK lines may be added to split this charge.  Also, an additional line item may be added to pay related expenses which are included on the invoice such as delivery fees.

Process for Vouchers for Alcohol Only
When completing a Food and Alcohol voucher for alcohol only, click in the new checkbox “No food expenses are included.” 
A new (required) comment field will appear to note where the food associated with this alcohol expense is being paid. The fields related to food expense will automatically be removed. 

If you have any question contact Cindy Humpleby at cindy-humpleby@uiowa.edu or 353-2502