They.just.keep.coming.

Now that we’ve witnessed how much fun customizing Purchase Requisitions can be, we’re tweaking (<-- read that twice) left and right!

The latest enhancement?

Now, when you process a PDF of your Purchase Requisition after submitting it into PS (PeopleSoft), you’ll be able to see the chartfields (Fund, Dept, etc.) detailed right on the print copy.

The PDF will capture single distributions (assigned 100% to one chartfield string), split distributions (chartfields split between program, class or project IDs) and even different distributions per Requisition product line.

It’s designed to grab it all.

Just what is the enhance part of this update?

If you’re used to printing a copy of your Requisition for your files, but then still logging in to PS to recall the chartfields you assigned to the order - your task list just got shorter. And who doesn’t love a shorter task list? This can only mean more time for $5 Friday lunches.

This addition will not be included on the associated Purchase Order, so suppliers won’t be privvy to the detail - we’re just catering to the Queen’s user with this customization.

I have 2 PeopleSoft Purchase Requisition quick tips for you today!

Did you know:

1) You can enter negative values on Requisition product lines

Example A: You've received a credit note for a product or service provided to your department, and there's no PO in existence the credit note could be applied to

- Create a Requisition describing the credit note in the description field, then assign the unit price as a negative value (whatever the credit note value is before tax) - ie. -5,000.

Example B: A supplier has offered you a discount (educational, bulk ordering, etc.) on a product or service quotation for your department.

- Create a Requisition, adding in the product lines for the items you wish to order, then create a product line for the discount you've been offered. Assign the discount value in the unit price field of that line, placing a - sign infront of the value. - ie. -250.

2) You can create $0 Requisitions

Example: Your department has been offered a demo product, at a cost of $0 but a Purchase Order is still required to act as the "contract" to acquire the demo item.

- Create a Requisition describing the demo product details in the description field, then assign a value of 0 in the unit price field.

In all scenarios mentioned above you still need to assign account information to your Requisition - the order just won't save without it.