Project Costing

Project Manager - Project Costing

• Oracle Project Costing allows you to do the following: Define projects and tasks.
• Enter cost budgets and baseline them.
• Track committed costs of requisitions, purchase orders and supplier invoices.
• Record and report costs against projects.
• Report project status online and in reports.
• Integrate with other Oracle and non-Oracle applications.

End User Reports

Project Manager - End User Reports

End user reports provides expenditure summary information for a specific project, broken down by its individual tasks, as well as actuals only (not commitments), equivalent to the data in the “Expenditure Inquiry” screen.

1. Select the BUPA Project Manager responsibility from the Responsibilities window and click OK. (You may also select either BUPA Project Viewer 1, 2, or 3. If you do not have this responsibility, contact the Help Desk at x76420 for assistance.)
   
   
    
2. Select Other, Requests, Run from the Navigator window and click Open.
3. Select Single Request from the Request window, click OK.
4. Select Expenditure Summary from the Reports window and click OK.
   
   
    
5. Complete the Parameter fields by choosing the appropriate combination of information you wish to report on and click OK. Use the example below to assist you with completing the parameter fields. Using different parameters will affect the outcome of the report (i.e. list by expenditure type, by date, etc…)
   
   
    
6. Select Submit Request from the Submit Request window.
7. Select Other, Request, View from the Navigator window. (Or, select Help from the Menu bar, then View My Requests.) 
8. Select Find from the Find Request window.
   
   
    
9. Select View Output from the Requests window. This will launch a browser window and the requested report will be displayed. You may print the report from either your browser or Oracle. (You must have a networked printer available to print from Oracle). 
10. If you choose to print in Oracle, close the Netscape window and return to the Requests window. Select Tools from the menu bar and Reprint. Indicate the desired amount of copies and the printer location name and click OK.
    
    
    
     

Expenditure Summary Report

The Expenditure Summary Report will provide the end-user with:

• Task Number
• Total Hours (not applicable at BU)
• Billable Hours (not applicable at BU)
• Cost
• Revenue (not applicable at BU)
  
     
•  
•  
•  

   
Expenditure Detail

The Expenditure Detail report will provide the end-user with expenditure detail, actuals only information for a specific project, broken down by its individual tasks and expenditure types.
 

1. Select the BUPA Project Manager responsibility from the Responsibilitieswindow and click OK. (You may also select either BUPA Project Viewer 1, 2, or 3. If you do not have this responsibility, contact the Help Desk at x76420 for assistance.)
   
   
    
2. Select Other, Requests, Run from the Navigator window andclick Open.
3. Select Single Request from the Request window and click OK.
4. Select Expenditure Detail from the Reports window and click OK.
5. Complete the Parameter fields by choosing the appropriate combination of information you wish to report on and click OK. (Use the example below to assist you with completing the parameter fields.)
   
   
   
    
6. Select Submit Request from the Submit Request window.
7. Select View My Request from the Navigator window. (You can choose to View My Requests from either the Navigator functions list or by selecting Help from the menu bar and View My Requests.)
   
   

Expenditure Detail Report

The Expenditure Detail Report will provide the End-user with the following information:

• Vendor Name
• Task Number
• Expenditure Type
• Expenditure Date
• Revenue (not applicable at BU)
• Cost
• Amount
  
  

1. Query and arrange the data in Oracle Applications.
2. Select Export… from the Actionmenu. (This functionality is not currently available for Macintoshes. Please consult with the Computer Center for assistance if using a Macintosh.)
3. A Progress window will appear for a minute or two. Allow the application to process the export before clicking any further buttons.
   
   

NOTE:If this is the first export to Excel you have performed, refer to the section on exporting data to Excel.

Customizing Data Presentation

Project Manager - Customizing Data Presentation

Personalize Your Access to Oracle Applications: You can use several features of Oracle Applications to enhance your proficiency in the system. Use a Navigator top ten list to put your commonly used forms on your main menu or Navigator. Additionally, you can create a folder definition which you can specify query criteria and rearrange the layout of the form.

Creating a Navigation Top Ten List

The Navigator Window: If there are forms that you use frequently, you can add them to a navigation Top Ten List located on the right side of the Navigator window. The Top Ten List displays your forms numerically so you can choose them instantly without having to search in the navigation list. You can add a maximum of ten forms to the list and you can create a different top ten list for each responsibility for which you have access. A top ten list is unique for the responsibility and user sign-on combination that you use.

1. Select a frequently used form from the navigation list by highlighting it in the Navigator window.
2. Click the right arrow to add that form to the Top Ten List.
3. To remove a form from the list, highlight the form name and click the left arrow.
4. Once you have moved the form into the top ten, you can simply enter the number that precedes the form you want to open.

NOTE:Sometimes the form that you add changes names when it appears in the top ten listing.

Folders:

A folder is a special block in which the field and record layout can be customized. You can identify a folder from a regular block by noting that an Open Folder button appears in the upper-left corner of a folder block, or that an enabled Folder Tools button appears on the toolbar when your cursor is in a folder block.

Creating Folder Definitions: You can create and save new folder definitions or open and delete existing folder definitions. When you open a new folder definition, the layout for the new folder definition replaces the layout for the current folder definition.
 

1. Select New from the Folder pull-down menu.
   
   
    
2. Enter a new and unique folder name.
   
   
    
3. Select Never for the Autoquery frequency. (This is an advanced feature to use only if you want the folder to automatically query for a subset of records each time you open the folder definition.)
4. Select Open as Default if you want this specific folder definition to open as your default each time you navigate to this folder for the first time after invoking the form.
5. Select Public if you want other Oracle Applications users to have access to this folder definition.
6. Leave Include Query checked to include your current query.
7. Click OKwhen you are finished.

Using Folder Tools: When you navigate to a folder block, the Folder Tools button becomes enabled on the Toolbar. Click this button to display the folder tools on your screen.



You can customize the presentation of data in a folder using the Folder Tools menu.

 

Recovering the Original Default Folder Definition for a Folder: Once you create a custom folder definition and make it the default, you can recover the original default folder definition shipped with the product. Note that if you like the original default folder definition, give it a name and save it (without making any changes) before you create any new folder definitions. This way, you can open the original folder definition by choosing it from a list of all your predefined folder definitions.
 

1. Select Folder, then Save As.
2. Select Clear Open as Default in the Save As window.
   
   
    
3. Click OKwhen you are finished.
4. Navigate to this folder again to display the original default folder definition.

Opening a Folder Definition:
 

1. Select Folder, then Open to load a predefined folder definition. Or, click the Open Folder button located in the upper left corner of the folder block.
   
   
    
2. Select a private or public folder definition from the list window that is displayed, and click OKto replace the current folder definition with the new folder definition.

Saving Changes to a Folder Definition:

1. Select Folder, then Save to save any layout or query changes made to the current folder definition or choose Folder and Save As to save the current folder definition under a new name. If there are any pending changes to the information in the folder, you will be prompted to commit the changes.
2. Click OK after you have completed the information requested in the Save Folder window.

NOTE:If you save a folder definition to Open as Default and then open another folder definition and save that second definition also as Open as Default, the second definition is reset as the new default.

If you modify a public folder definition in any way, saving it makes it a private folder definition.

Deleting a Folder Definition:

1. Select Folder, then Delete.
   
   
    
2. Select a folder definition from the list that is displayed and click OK to delete the definition.

NOTE:Note that you can only delete folders you have created. If another user is referencing that folder definition as their Open as Default folder, that reference is deleted as well.

Show Order By: Resorting Data: If you wish to sort data in a different way on the form, select How Order By from the Folder menu. Sort buttons will appear beneath the first three columns. Use the folder tools to move the columns you wish to sort by to one of the first three positions. The sort will be done by the first column first, then by the second column, and then the third. For example, if you sort by date in the first column and by name in the second column, then the data will be arranged overall by date and then alphabetically by name within each date.



You can choose to sort in ascending order, descending order, or no ordering for that column. Click OK to change the sorting criteria.



Keep the Run Query check box checked to sort your current data.

Exporting Data to Excel: When you query a set of records in Oracle, you often have the option to export the information into Microsoft Excel. Once in Excel, you are able to manipulate the data using all of Excel's funcationality. In combination with the use of Folder Tools (see below), Oracle enables you to customize how information is displayed to meet your specific needs.

1. Whenever the Export menu option is available, data can be exported to Excel.
   
   
   
   Query and arrange the data in Oracle Applications.
2. Select Export… from the Filemenu. (This functionality is not available for Macs.) A Progress window will appear for a minute or two. Allow the computer to process the export before clicking any further buttons.
3. If this is the first export to Excel performed on your computer, continue to step 3. Otherwise, go to step 4.
4. You must configure your PC to export your data to MS Excel.
   1. From your desktop, right-click on the Start button and select Explore.
   2. From the Start Menu window, select Tools from the menu bar. Then select Folder Options.
   3. From the Folder Options dialog box, select the File Types tab. A search will display all registered file types on your computer. Scroll through the list (sorted in ascending order) to find the .TSV file type. If you do not find the .TSV file type, select the New button.
   4. From the Create New Extensions dialog box, enter the three (3) characters of the file extension (TSV) and select OK.
   5. From the Open With dialog box, select the application you want to use to open the TSV file types. You must choose Microsoft Excel. Select OK.
   6. Select Applyand Closethe window. Your PC is now properly configured to export data from Oracle into MS Excel.
5. Review your data in Excel.
   
   
    
6. To save the Excel file, be sure to save it as a Microsoft Excel Workbook file type (.XLS) and to give it a descriptive file name.

Financial Web Reports

Project Manager - Financial Web Reports

The BUGL IFR Inquiry report will provide the end-user with Binghamton University’s General Ledger Income Fund Revenue account information. The report is searchable via individual IFR account numbers.

1. Select BUGL Account Inquiry from the Oracle Responsibilities window.
   
   
    
2. Select an IFR account. (You must know your IFR account number.) Select Accounting Periods. Click on the Execute Search button.
   
   
    
3. Review your data. If desired, you may scroll down the Collections, Overhead Assessments or Expenditures (Actuals) details, highlighted in blue.
   
   
   
    
4. To review Period Activity details select the numbers highlighted in blue. (The drilldown capability of the Web Reports allows for easy access to more detailed information with the click of your mouse. If you have questions/concerns regarding your account information, contact the Business Office at x72188.)
   

NOTE:The BUPA Invoice Inquiry report will provide the end-user with Binghamton University’s Project Accounting information regarding specific payment information. The report is searchable via individual Project numbers.

Highlights of BUPA Invoice Inquiry include:

• Project data shown similar to Expenditure Inquiry.
  • Lists Expenditures by tasks, expenditure type, and amount.
  • Displays associated invoice for the expenditure.
  • Provides a total at the bottom.
• Drilldown by selecting Invoice number.
• Invoice and Payment information displayed.
  • All invoice lines plus total for the invoice.
  • Associated payment information (if paid).
  • Easy viewing of payment and invoice details.

1. Select BUPA Web Inquiry from the Oracle Responsibilities window. Then select BUPA Invoice Inquiry and Open.
   
   
    
2. Select a Project Number from the List of Values (LOV).
3. Select a GL period or choose All.
4. Select a sort option.
5. Click on the Execute Search button. 
    
6. Review your data, for more detailed information select the Invoice number. (The BU project Payments report facilitates the same drilldown capability as report in the Self Service Web applications.)
   
   
    

Review your invoice/payment information. (If you have questions/concerns regarding your account information, contact the Business Office at x72188.)

BUGL Account Summary Inquiry

The BUGL Account Summary Inquiry report will provide the end-user with General Ledger account summary information. The data is cumulative, year-to-date, so you will want to use a period name, i.e.: Jan-02, to limit your results.

1. Select BUGL Account Inquiries View from the Oracle Responsibilities window.
2. Select BUGL Account Summary View.
3. Enter the values to search for in your Chart of Accounts information. (You can perform a simple search using just one field, or an advanced search using multiple fields. Follow the instructions from the Searchwindow to assist you.)
4. Once you have filled in the desired fields, select the Search button.
   
   
5. Review the data. (If you have questions/concerns regarding your account information, contact the Business Office at x72188.)

BUGL State Inquiry Report

The BUGL State Inquiry report will provide the end-user with Binghamton University’s General Ledger state account information. The report is searchable via state account numbers.

1. Select BUGL Account Inquiries from the Oracle Responsibilities window.
2. Select BUGL State Inquiry.
   
   
3. Select the Organizationto query on.
4. Select A100000, State Account.(Note: You may also select Dorm Operating/Specific Program allocations for your fund.
5. Select the accounting period you are interested in reviewing and click on the Execute Search button.
   
   
6. Review your data. (Note that you may click on the blue links. This will allow you to drilldown into the data for more detail.)
   
   
7. Continue to drilldown by selecting the blue links to reveal more detail.
8. Select the blue links to reveal more detail sorted by period.
   
   

NOTE:If you have questions/concerns regarding your account information, contact the Business Office at x72188.

Creating a New Expense Report

Travel - Creating a New Expense Report

1. After signing on to the Oracle Self-Service Web Application at pegasus.binghamton.edu:6128/allapps.htm, select BUAP Web Expenses (From this page, you may have a variety of options, depending on your set of Oracle system responsibilities. For web travel, you must select BUAP Web Expenses.)
   
   
2. Select Expenses Home.
3. Select Create Expense Report.
4. This is the Create Expense Report: General Information screen.

Enter the Expense Report general information.

• Name (of traveler): Select the name of the employee from the list of values whose expense report you are entering. If you enter expense reports for yourself only, verify that your name appears in the Name field.
  • NOTE: Oracle will allow one person to enter expenses for multiple employees. To enter expenses for individuals other than yourself, make sure that access for these people has been set up in the system ahead of time.
  • To add additional travelers to a voucher, follow these steps:
  1. From the Oracle Applications page, click on Oracle Applications User ID Request Form.
  2. From the Request page, select either New User or Existing User.
  3. Fill in the information requested and click Add/CHG Travelers. (If you need assistance, contact the ITS Help Desk at 777-6420
  4.  
  5. Purpose: Fill in the purpose field ALL ON ONE LINE IN EXACTLY THE ORDER listed below: 
• If this information is not entered in EXACTLY this format, the voucher will not be populated properly and payment may be delayed and the voucher may need to be reentered.
  • Purpose of Trip – follow Purpose of trip with a period (.) For example: CTA Conference.
  • Enter one space.
  • Enter Destination City.
  • Enter one space.
  • Enter Destination State.
  • Enter one space.
  • Enter Destination County – follow County with a period (.) For example: Broome.
• For example, your whole Purpose field would look like this: CTA Conference. Syracuse NY Onondaga.
• Expense Cost Center: Cost Center will default automatically and then be over ridden when you enter the POETSinformation for each receipt later in this process.
• Reimbursement Currency: Reimbursement currency will default automatically to US dollars. If you have receipts in foreign currency, enter the amount in US dollars using the currency converter from the Travel link on the Oracle Applications home page.

1. After you have verified the information on the Expense Report, click the Save button. Clicking the Save button will generate and give you a travel voucher number.
2. Record the travel voucher number for your reference and click the Next button.
   (Above is a sample of a completed “General Information” Form)

Entering Receipts

Travel - Entering Receipts

Note the following guidelines below when entering receipts:

• DO NOT use the function on the browser menu or browser toolbar to go to the previous or next page; you may lose information that you have entered. (For example, do not press the Back or Forward button or arrows on your browser menu; USE the Oracle Applications Return button – next to the Cancel button – if you need to go back.)
• Dates are always entered in the DD-MM-YYYY format. The first date an expense occurs is entered on the receipts screen. Expenses that occur over more than on day, with the same expense amount each day, is entered on the next Detailsscreen.
• Caution: Do not use negative lines to indicate travel advances. This will be handled in the Travel Office.
• There is a flashlight icon next to several of the fields. If you click on the associated flashlight icon, you’ll get a search window that lets you search the required information by several different fields (make sure your pop-up blocker is turned off or select pop-ups ok.)

Entering Receipt Information

1. On the first line, click the number 1 under the Line column which is next to the Project Number field.
   
   
   
2. On the Cash and Other Expenses: Details for Line screen, click on the Start Date field. Enter the first date (DD-MM-YYYY) of the expense. (You can click on the calendar next to the date field to bring up a calendar from which you can select your dates.)
3. Enter the Daily Rate (see Per Diem Chart).
4. If the receipt is for more than one day, change the Number Of Days to reflect the receipt. (The daily rate will adjust itself accordingly.)
5. Enter the total Receipt Amount.
6. Tab through the Original Receipt Missing box. (Do not use.)
7. Fill in the Project Number to be charged. (Click on the flashlight for a list of values.)
8. Navigate to the Task Number and enter the Task Number. (Use the flashlight for a LOV as needed.)
9. Use the LOV menu to select the Expense Type.
10. Tab through Expense Location and Merchant Name. (Do not use.)
11. Justification is a free field. Any explanation you feel would be helpful in auditing the expense report or any other required information may be entered here, such as control numbers, airfare, or justification for any car rental.
12. Tab through Expense Group. (Do not use.)
13. Under Additional Information:
    - Enter Fund Source (in all CAPITAL letters).
    - Leave SUNY Account blank.
    - Enter your Organization. You must enter your group's 4-digit number - aka, its Cost Center - not its title. Use the LOV (flashlight icon) if you need your organization's number.
    
    
     
14. Depending on the Expense Type chosen, complete the following items as applicable:
    - Enter Date and Time of Departure (DD-MM-YYYY) if on screen (based on Expense Type selected.)
    - Enter Date and Time of Return (DD-MM-YYYY) if on screen (based on Expense Type chosen.)
    - If your Expense Type is Lodging, enter your Lodging Control Number in the Lodging Control Number field.  Enter 0 (zero) as the total receipt amount of the first screen. If a Lodging Control Number has not been issued, leave this field blank. (Please note: Lodging over the maximum New York State per diem requires separate written detailed justification that should be done prior to the trip)
    - For Air/Train travel fare, enter your Air/Train Control Number in the Air/Train Control Number field. Enter a new receipt for a 0 (zero) amount. (Please note: If there is a printing malfunction and the Lodging Control Number (BL#) and/or Air/Train Control Number (BU#) do not appear on the voucher, then you must manually write the number on the printed travel voucher before submitting it to the Travel Office.)
15. After completing this screen, click the Return button. This will take you back to the Create Expense Report: Cash and Other Expenses screen where you can enter the next receipt by clicking on the next number in the Line column.

Saving Expense Reports

Travel - Saving Expense Reports

Save your expense report by clicking on the Save button. Only click the Save button from the Cash and Other Expenses screen. (Do not Save on the browser or from the Details screen or you will get an error message.)

NOTE:If you want to finish the voucher at a later time, after you save as outlined above, you may return to the main menu and exit by choosing Return(at the bottom of the screen). When you want to return to the voucher, go to the main menu and click the Expense Home hyperlink in the Expense Reports Responsibility. Your report will show under Update Expense Reports. Then click the travel number of your report under the Report Number column to bring up your expense report. The Update Expense Report: General Information screen will come up. Click Next to continue.

Entering, Reviewing and Submitting Travel Expenses

Travel - Entering, Reviewing and Submitting Travel Expenses

1. Click on the next number under the Line column to enter the next receipt.
2. If you are entering duplicate information, click the Select box next to the receipt line you want to duplicate. Then click the Duplicate button. The information on that line will be duplicated onto the next line.
3. Note: Be careful when using this feature as EVERYTHINGi s duplicated. This option saves entering the replicated parts of POETS that do not change from receipt to receipt. However, things like expense types, dates and receipts amounts may change. Be sure to manually change those things that need to be changed.
   - When entering mileage, clear the receipt amount and leave it blank. Oracle will fill in the amount from the Detailpage.
   - On the Detail page, make sure the number of days, miles traveled and price per mile is correct.
4. Continue to enter receipts. After you have applied your last receipt, click Next.
5. After clicking Next, the Create Expense Report: Review screen will appear. Review what you have entered.
   
   
    
6. To make corrections or additions, click the Back button on the expense report, NOT the Back button on your browser. Clicking the Back button on the Expense Report screen will return you to the Enter Cash and Other Expenses screen, from which you can make any needed changes. When you have finished making corrections, click the Next button again and the Review screen will come up again.
7. From the Review screen, if everything is correct, click the Submit button. The Submit button will both Save and Submit your expense report.(There is no need to select both buttons if you will be submitting your report immediately.)
8. Once submitted, three copies of the travel voucher will be printed automatically.
   Two copies (OSC - Office of the State Comptroller - and Department) must be sent to the Travel Office with original signatures of the traveler and supervisor. Please note that the OSC copy must have original receipts attached as well. The third payee copy is for the department and/or payee.
   - If the destination does not appear in the Purpose field on the printed travel voucher, please write it in.
   - Manually write in Mode of Transportation when applicable.
   - Check the appropriate box Yes or No for Travel Advance.
   - If the dates and times of departure and return don't print in boxes 8 and 9, enter them manually as these fields are required.

Reprinting Travel Expense Forms

Travel - Reprinting Travel Expense Forms

1. To reprint a travel voucher, log into Oracle Applications and choose BUAP Inquiry.
   
   
   
2. Highlight Requests and click on the +(plus) to expand the Request options.
   
   
   
3. Choose to Run a Request.
   
   
   
4. On the Submit a New Request window, choose to run a Single Request and click OK.
   
   
   
5. On the Submit Request/Run this Request screen, click on the LOV (List Of Values) field (…) on the Nameline.
   
   
    
6. From the Reports LOV screen, select BUAP Travel Voucher Forms and click OK.
   
   
   
7. The Parameters window will appear.
   
   
   
8. Enter the Travel Invoice Number and the Copy Number and click OK. (This step will need to be repeated for copies 2 and 3.)
   
   
   
9. This will take you back to the Submit Request screen. Now press Submit to print the report.
   
   
    
10. The Decision box will come up; click Yes to submit another request (for requests 2 and 3). You’ll again be taken back to the Submit Request screen. (NOTE: In order to get three correct copies, you must do requests as 2 & 3.)
    
    
    
11. Click on the Parameters line and you will get the Parameters box again.
12. In the Parameters box, enter 2 on the Enter Copy Number line. (Repeat this for copy number 3 as well.)
13. After you have finished printing all your vouchers, click No to Submit another request when the final Decision box comes up. (Important Note: Travel expense reports contain the traveler’s social security number. These reports should be kept confidential and stored in a secure location.)

Organization Number List

Setting Preferences

Requisitions - Setting Preferences

There are two entries that can be entered from the preferences menu, Main and Project Information. Enter information you want to default on all new requisition lines you create. You can change these defaults on individual requisition lines if needed. You can fill in one or as many fields as you want.

Setting Main preferences:

1. Select Preferences from the Tools menu.
2. Click on the Main tab to enter your main preferences. You may enter information in one or more fields.
   
   
   
   - Location is where you can specify a delivery location.
   - Source and Supplier. To enter a Supplier default in Preferences, Select Supplier in the Source field pull-down list. Then, tab to the Supplier field and where you can either select a supplier from the list of values or search for a supplier using the list of values Findfield. (Either enter a supplier name or a search parameter to search on. Type in a supplier name if the supplier is currently not in the supplier table.)
   
   
   - Notice how a search of “%abc%” returns any supplier name containing the letters “abc”. Similarly, a search of “abc%” will return only suppliers with “abc” at the beginning of the line.
   - Once you have located the correct supplier, you can either double-click the name or click on the OK button on the bottom of the screen. This will fill in the Supplier field. The supplier location can be filled in the same way. If there is only one location for the supplier, the field will automatically fill in when you attempt to use the list of values to search the location.
   
    

Project Information

Project (or POET) information can be set to default for each line in the requisition as well. POET stands for Project Organization Expenditure Task.

NOTE:The Source of Funds code (S in POETS) cannot be set as a default. The Source of Funds needs to be identified and entered separately for each line in the requisition.

1. To set line defaults for POET, select the Project Information tab and enter distribution preferences.
   
   
   
   • P – Project: Click on the Projectline. Using the LOV, select the project code from the list assigned to this purchase.
   • O– Organization: Click on the Organizationline. Using the LOV, select the organization.
   • E– Expenditure type: Click on the Typeline. Click on the LOV and select the expenditure type.
   • T– Task: Click on the Taskline. Using the LOV, select the task.
2. Click Apply to see the default information. These selections will remain in affect for each line of the requisition until you change them or exit the Oracle application.

NOTE:Caution: If you are entering multiple requisitions, make sure to change information in your preferences that are not applicable before starting your new requisition.

 NOTE:Remember, there is no field available to set a preference for the Source of Funds. You will still have to enter this by clicking on the Distributions button and then the Project tab as you enter each line of the requisition. If you are entering a requisition with multiple lines, you must go to the Distributions window and enter the Source of Funds before attempting to save or to proceed with the entry of additional lines.

Creating Headers and Lines

Requisitions - Creating Headers and Lines

Requisition Header

• Number: The system will automatically assign the requisition number after the record is saved.
• Description: You may enter a description for this requisition. This may be helpful in finding your requisition later. If you have a department number assigned to your requisition, you may enter it in the Description field.
• Type: This will always be Purchase Requisition at Binghamton. This information is automatically placed in this field.
• Status: This will always be Incomplete when starting a new requisition. This field will change as the status of the requisition changes in the system.
• Preparer: The preparer name will automatically default.
• Total: The currency will automatically default. The system will automatically calculate the total from the line information you enter.