FREDmart eProcurement

FREDmart is a fully integrated eProcurement system allowing authorized Fredonia faculty and staff to place orders for necessary goods and services.

For Authorized Users Only

FREDmart is being brought on-line in a phased rollout.  Before using FREDmart, you must participate in a training session.  The Director of University Accounting will be sending out invitations to train as rollout moves forward.  If you do a large volume of "supplies on state contract" purchasing and would like to be part of the phased rollout, please call Ext. 3467.

 

Understanding FREDmart Processes

FREDmart is an online requisition/purchasing tool. When you shop, items are routed through various stages: From shopping, through to any necessary approvals, the order being sent to the supplier, the good/service being received, and then the account being payable to the supplier. Here is a sample workflow:

Understanding FREDmart Processes

Accessing Your FREDmart Profile

Your profile in FREDmart allows you to set-up basic information about yourself and it also allows you to customize your notification features.  To get started, access your profile and check your User Profile like this:

Click the PERSON icon at the top (right highlighted in orange) and

Navigation and Profile

Select View My Profile

Profile Settings

On the left, select User's Name, Phone Number, Email, etc.; ensure everything is ok, and then click Save

Basic Profile Information

 

 

 

 

 

 

 

 

 

 

On the left, select Notification Preferences.  Each user's Notification Preference will vary depending on their FREDmart "role(s)."  Every user will have and can click on Shopping Carts & Requisitions.  For each application, you would like to receive notification on, select OVERRIDE.  Using the dropdown arrow to the right select your  "notification" preference, and then click Save Changes.

Notification Preferences

 

 

 

There are two main Navigation Bars in FREDmart:

The top navigation Bar

Navigation and Profile

  • The blue highlighting is a drop down for your PO’s
  • The green highlighting is your search bar to do searches in FREDmart
  • The yellow highlighting is your shopping cart.
  • The purple highlighting is a bookmark option
  • The pink highlighting is your action items and notifications and:
  • The orange is your profile drop down.

Left Navigation Bar

FREDmart Left Navigation BarClick on the arrow at the bottom of the Navigation Bar to toggle between showing and not showing icon descriptions.

Left Navigation Bar with Descriptions

                                                                                          

There are many ways to shop in FREDmart:

Hosted Catalog – In simplest terms, a hosted catalog is an online version of a supplier’s printed catalog. Hosted catalogs contain product data and details, along with pricing information for each item.  When a product search is performed, the products in all of the hosted catalogs are searched. Hosted catalog search results contain product information from all suppliers depending on the search criteria entered by the user.

Punch-out Catalogs – Punch-out catalogs are integrated EXTERNAL links to a supplier’s web based catalog. The user exits the FREDmart application to search and select products from a supplier’s external web catalog, then returns the items to the FREDmart shopping cart. The selected items are then submitted through the standard requisition/order process.  Punch-out products are NOT included in product search.

Shopping Tip: Not certain where to find an item, use Shop Search – On the Shopping home screen, there is a search field at the top of the screen that lets you search all Hosted Catalogs and some Punch-out Catalogs. This is a good tool to use if you would like to search multiple supplier catalogs at once. For some Punch-out Catalogs you will see “Order from Supplier” where the price should be in the search results. For these items, you will need to click on that to be directed to the Supplier’s Punch-out site to see the pricing.

Non-Catalog Item Orders – A non-catalog item order is an order for encumbered goods or services where there is not a hosted or punch-out catalog or for items in which you receive special price quotes from a supplier.  Non-Catalog Item Orders are created on the Home page under the Shop section.

 

non-catalog item

Forms – Forms assist users with collecting the necessary information for specific types of orders or non-encumbered payments.  Forms are located on the Home page, at the bottom of the Showcase section under the Special Requests section.  SUNY campuses have the ability to create and utilize different forms.  FREDmart is currently using these forms:

  • Standing (Blanket) Order Request – This form is used to create orders that will be open for an extended period or the entire fiscal year (July 1 through June 30).  Departments and Buyers will work together to establish an annual encumbrance amount, based on the prior 2-3 year average.
  • PO Change Order Request – This form is used to request a change to an already existing order.
  • Payment Request - This form is used for payment of unencumbered goods such as dues and memberships or a one-time emergency service and repair performed by a business entity (not an individual).  FREDmart does not convert Payment Request Forms into an order.
  • Honorarium Request – This form is used for payments to lecturers, guest speakers and any individual performing a service for our campus.  Honorariums are a one-time payment for short-duration service (usually just one day, but not to exceed four consecutive days) and relatively small dollar amount (generally under $2,500).  An honorarium is an ex gratia payment (i.e., the College has no obligation or liability to pay it); honorarium payments may not be used for the services of an independent consultant or independent contractor.  Payee must be an individual (not a business entity) and payee cannot be performing a service in any way related to their NYS employment.  An Honorarium Request Form and Substitute W9 must be attached to this form.  
    • An Honorarium totaling $600 or more will be routed to our Contracts Department for contract approval, so be sure to allow enough time for processing.  An Honoraria totaling $599 or less will be routed to our Purchasing Department for a vendor verification. 
  • Trademark Materials Request – This form must be used for any requests involving Campus logo imprinted

 

The first step is determining if the items you need to purchase are available with one of the FREDmart catalog suppliers. This can be done by shopping on a Hosted Catalog, Punch-out Catalog or by using the Shop Search.

If the items you are purchasing are either non-catalog items or services, then check to see if one of the forms listed under Special Requests in FREDmart is applicable for your order. Please refer to the descriptions listed below for details on the appropriate use of each form.

If the items or services you are purchasing are not catalog items and do not meet the form criteria, you will need to create a Non-Catalog Item order.

All catalogs and forms are located on the Home page under the Showcase section

 

 

Using Shop Search:

If not certain where to find an item, use Shop Search – On the Shopping home screen, there is a search field at the top of the screen that lets you search all Hosted Catalogs and some Punch-out Catalogs. This is a good tool to use if you would like to search multiple supplier catalogs at once.

using Shop Search

Shopping ALERT:  To stay within our MWBE vendor requirements, please shop from the “Preferred Source” catalogs FIRST.  When utilizing Shop Search, user can click on “Preferred Sources” on the left.

Shop Search

 

Shopping a Hosted Catalog:

When purchasing through Hosted Catalogs, you search for the items directly in FREDmart.

Shopping ALERT:  To stay within our MWBE vendor requirements, please shop from the “Preferred Source” catalogs FIRST!

  • Click on a Hosted Catalog vendor's name. (You will know a vendor is Hosted Catalog if a search box displays when you click on the vendor name.) Alternatively, type the item number or vendor name in the Shop search box at the top of the page and click the Search icon. (This will allow you to search multiple catalogs).
  • In the catalog search box that pops up, type the part number or item name and click the Search icon.
  • You can filter the search results by using the Filter Results on the left of the screen.  Always us Preferred Sources Suppliers before any other supplier class.  In the near future, SUNY Research orders will also go through FREDmart, be sure you are using a State Supplier Class for state purchases.
  • To the right of the item you would like to purchase, enter the quantity needed and click “Add to Cart.”
  • Continue to search for and add any other items needed from that supplier and then go to your cart by clicking the shopping cart icon at the top of the page and then click “View My Cart."
    • Note: For hosted catalog (and punch-out) purchases, do not add a Non-Catalog item to your cart. 
  • You can name your cart if you wish and then continue with your order. Click “Assign Cart” if you need to assign the order to someone else to complete the order or click “Proceed to Checkout” if you are ready to complete the order by turning the cart into a purchase requisition.

Best Practice:  Create and add items to a Shopping List whenever possible.  Creating one large order once a week rather than several small orders every few days makes the workflow easier to follow and maintain

  • It is important to note that a single FREDmart cart cannot mix contract and non-contract items, so once back in FREDmart, be sure to check that your cart only has one type of item.
  • SUNY Research orders will in the near future also go through FREDmart.   Be sure when selecting a Supplier, you select a New York State supplier (the blue New York State

Shopping a Punch-out Catalog:

When purchasing through Punch-out Catalogs, you will be redirected to the vendor’s website, where you will create your cart, and then when you checkout of that website, you will return to FREDmart. Back in FREDmart, the items added at the vendor's website will be in one FREDmart cart.

It is important to note that a single FREDmart cart cannot mix contract and non-contract items, so once back in FREDmart, be sure to check that your cart only has one type of item.

  1. On the Shopping home page, click on a punch-out supplier’s catalog.
  2. Create your order at the vendor's website and click “Checkout or Submit” (appearance/wording of supplier websites will differ).
  3. Back in FREDmart, carefully look at all lines to be sure each has a contract number. If any items do not, check the box to the right of the item and then from the “Perform an action on” menu, select “Move to Another Cart” (which will then need to be processed in the separate cart, see step 6).
  4. Note: For punch-out (and hosted catalog) purchases, do not add a Non-Catalog Item. These need to be done on a separate order. 
  5. Once all items have a contract number, you can name your cart if you wish and then continue with your order. Click “Assign Cart” if you need to assign the order to someone else to complete the order or click “Proceed to Checkout” if you are ready to complete the order by turning the cart into a purchase requisition.
  6. If any items were moved to another cart (in step 3), navigate to the draft shopping cart and then continue with that cart by proceeding with steps 4 and 5.

Ordering a Non-Catalog Item:

Before placing a non-catalog order, always search for the item using Shop Search as this is the only way to ensure contract pricing. If you do not find the item, place the order as non-catalog as follows:

  1. Click “Non-Catalog Item” from the Shortcuts options on the home page. 

     
    non-catalog item
  2. In the Non-Catalog Item pop-up window, enter the supplier by either typing the name and then selecting from the options or clicking supplier search and selecting the supplier there. If the supplier you wish to use cannot be found, you must type and select New Supplier as the supplier.
  3. A default address Fulfillment Address (PO Address) will be listed. You may select a different fulfillment address if desired. Procurement Services will be reviewing and editing fulfillment addresses for these orders. Please note that addresses that start with an S are State addresses and addresses that start with a 180 are Fredonia Research Foundation (RF) addresses.
  4. Complete fields as follows:
    1. Product Description: enter a detailed product description of the goods or services.
    2. Catalog No: enter catalog number, if applicable.
    3. Quantity: enter how many units.
    4. Price estimate: enter price estimate.
    5. Packaging: enter unit of measure. Please note: If you are submitting an order for a service that may include multiple payments against one line, you must select USD as the unit of measure.
    6. Check boxes for any relevant features, if applicable (e.g., Recycled, Hazardous Material, etc.)   
  5. Click “Save and Add Another Line” to add any additional items (up to a total of 39 items). Users must enter each separate item as a separate line (This includes any shipping costs, if applicable.). 
  6. When finished adding items, click on “Add Internal Attachments” and then click on “Select Files.” You should select and attach all necessary attachments (i.e. quotes, justifications, back-up documentation, etc.) and then click “Done.”
  7. Click “Save and Close.”  
  8. Click the “shopping cart icon” at the top of the page and click “View My Cart.” 
  9. You can name your cart if you wish and then continue with your order. Click “Assign Cart” if you need to assign the order to someone else to complete the order or click “Proceed to Checkout” if you are ready to complete the order by turning the cart into a purchase requisition.

Ordering Using a Form:

 

Before placing an order using a form, please review Shopping Overview to make sure the appropriate form is being used in the correct way.  Once you have determined that a form is the appropriate way to place your order, use the instructions below:

  1. Select the appropriate form and follow the instructions while entering information for all of the required fields. If a form requires attachments, you must include the required attachments by clicking on the Add Attachments button. If a supplier cannot be found, you must enter “New Supplier” as the supplier name.
  2. Once all sections of the form are complete, scroll to the top of the form and select “Update” from the Available Actions dropdown and then click on “Go.”
  3. After that, select “Complete Form and Go To Cart” from the “Available Actions” dropdown and then click on “Go.”
  4. Click the “shopping cart icon” at the top of the page and click “View My Cart.”
  5. You can name your cart if you wish and then continue with your order. Click “Assign Cart” if you need to assign the order to someone else to complete the order or click “Proceed to Checkout” if you are ready to complete the order by turning the cart into a purchase requisition.
  6. If you forgot to include any required information on the form, you will be prompted with an error message at the top of the Requisition screen after you click “Proceed to Checkout.” If you click on the error message it will take you back to the form and highlight any required fields that were left blank. Once all sections of the form are complete, scroll to the top of the form and select “Update” from the “Available Actions” dropdown and then click on “Go.” Then click “Close.” The error message referencing the form should be gone.

Assigning a Cart:

Users can either assign their carts to other users or proceed to checkout to complete their order. A user may want to assign their cart to another user for a few reasons. The most common include; the user does not know what account to charge the order to or the order is being paid for by an account that the user does not have access to. When applicable, users should make sure all necessary documentation has been attached before assigning a cart to another user. Follow the steps in this section to assign a cart to another user.

  1. Click the “Assign Cart” icon.
  2. Click on “Search for an assignee.”
  3. Use the “Last Name” field to enter the user’s last name and then click on “Search.”
  4. Click on “Select” for the user you wish to assign the cart to.
  5. If you regularly assign carts to this user, you may select the “Add to Profile” box. Otherwise, add a note to the user in the “Note To Assignee” field to provide detail to the user on why you are assigning this cart to them.
  6. Click “Assign.”
  7. The cart has now been assigned to the user selected and they have been notified.

If someone has assigned you a cart, you should receive an email notification. The email should contain comments from the user on why they assigned you the cart (usually to add an account number). Either click on the link in the email or copy and paste it into your web browser. Once at the requisition, click on “Activate Cart.” You should now be able to add your account number and any other needed information to complete the order.

Purchase Requisition Navigation and Overview:

Once you click Proceed to Checkout on your Shopping Cart, you will be brought to your Purchase Requisition. On the left side of the screen you will see the purchase requisition broken down into many sections. Below is an overview on each section. Once the sections below have been reviewed and the necessary information has been included with the purchase requisition, users can click on “Place Order” to submit their purchase requisition.

General – The General section would be used to change the “Prepared for” field. The “Prepared for” field is the user whose name will appear on the purchase order to have questions directed to. It will also be the user who will get email notifications to acknowledge receipt of the order, when applicable. To change the “Prepared For” user, click on “Select a different user” and search for the user you would like to have in this field.

Shipping – The Shipping section is where the order will be shipped. This field is automatically defaulted to be Central Receiving.

Billing - The Billing section is where the order invoice will be sent. This field is automatically defaulted to the Accounts Payable Office, which is “Fredonia – BillTo – State.”

Purchasing Information – This section is used by the Purchasing and Accounting departments only.

Accounts Payable Use Only – This section is used by the Accounting department only.

Accounting Codes – The Accounting Codes section will almost always need to be completed. This is where you assign the account number(s) that you wish to charge the order to. Click on the “Edit” button in the Accounting Codes section to select the account codes. If you need to split the order between multiple accounts, click on “add split” to the far right of the pop-up window. From there you can select from the dropdown if you would like to split the order by percentage or price, percentage of quantity, or amount of price (most common). Then you can enter the additional account number and the amounts you would like charged to each. If more accounts are needed, keep clicking “add split” until all of your accounts and amounts for the order are added. Once finished, click on “Save.”

 

Shopping ALERT:  Refer to Setting your Profile section for Custom Field and Accounting Code Defaults to set your Accounting Code preferences and avoid completing Step 6 when placing orders.

 

Internal Notes and Attachments – In this section, users should attach any documentation for the purchase (i.e. quotes, justifications, W-9’s, etc.) that would be needed by their office, Purchasing, and Accounting offices. These attachments would only be internal, meaning that they would not go to the supplier. Users can also click on edit in this section to write an internal note for the order.

External Notes and Attachments - In this section, users should attach any documentation for the purchase (i.e. certain quotes, forms, etc.) that would be needed by the supplier. These attachments would be external, meaning that they would go to the supplier. Users can also click on edit in this section to write an external note for the supplier.

Supplier Information – This section can be used by users to choose different supplier fulfillment addresses or enter quote numbers. A default address Fulfillment Address (PO Address) will be listed. You may select a different fulfillment address if desired. To select a different supplier address, you click on the edit button and choose an address from the dropdown list. The Purchasing office will also be reviewing and editing fulfillment addresses for orders. Please note that addresses that start with an S are State addresses and addresses that start with a 180 are Research Foundation (RF) addresses . It should also be noted that supplier fulfillment addresses can’t be changed for catalog orders as they have already been set up by the Purchasing office. To add a quote number to your requisition, click on the edit button on the far right hand side, enter the quote number and click update.

Final Review – This section shows a summary of all the sections listed above so a user can review the entire requisition.

PR Approvals – This section shows the future workflow for your requisition once you place your order. Users can see where the requisition will go and who needs to review and approve it before it becomes a PO. Users can click on “View approvers” under any of the PR Approval workflow steps to see the name and contact information for approvers in that step.

Business Purpose/Comments – This section is used for internal comments and to send these comments to other users on campus if needed. Click on “Add Comment” to add a comment. This will bring up a pop-up window for you to enter your comment or message. If you would like to email this message to specific users, you need to click on “add email recipient” and search for the person(s) you wish to send the comment to. Once selected, click on the boxes next to the people you wish to have the email go to. Files may also be attached to the comment if desired. Once finished, click on “Add Comment.”

Attachment Overview – This section shows a summary of all attachments.

PO Preview – This section gives a brief preview of what the PO may look like.

Purchasing Requisition Approvals:

Once a purchase requisition has been submitted, it will stop at different approval steps to ensure that all necessary parties have reviewed and approved the requisition before it goes to the supplier as a purchase order.   The first approver on a purchase requisition, by default is the Authorized Signatory on the account.  Approvers should get an email notifying them that they have a purchase requisition to approve. Refer to: Approvals Quick Reference Guide, there is a guide for approvals and it’s strongly encouraged that all approvers review it to get a better understanding of the approval function and what you can do. This section here will focus on the approval basics and Ad-hoc approvers, which is not covered in the reference guide.

  1. When an approver receives an email notifying them that they have a requisition to review, they should click on the “View Requisition Approvals” link in the body of the email. Approvers can also click on “Documents/Approvals/My Approvals” on the home screen at any time to see if they have any pending approvals or view any action items under the “Action Items Flag”.
  2. On this screen, the approver should see a list of folders, separating any pending approvals by account number and possibly other workflow approval steps. You can click on the individual folders to see the orders waiting approval. If the approver would prefer to see a list of all pending orders for approval not grouped in folders, they can select the dropdown in the upper left side of the screen titled “Group Results By” and change it to “List.”
  3. Click on the box on the right side of the screen for any requisition(s) you wish to review and approve.
  4. The dropdown at the upper right side of the screen should say Assign. Click “Go.” The requisitions will now be assigned to you for review.
  5. Click on the Requisition Number for the order you wish to review.
  6. Review the purchase requisition and make any edits if needed. (Please see Section 7 for a review on the different areas of a purchase requisition.)
  7. Once your review is complete, click on “Document Actions” towards the top of the screen.
  8. Click on “Approve/Complete & Show Next” to view the next assigned requisition waiting for your approval or “Approve/Complete” if you only have one approval listed at that time.

Ad-hoc approvals: On occasion, approvers may have a need to add an additional approver, who is not already listed in the requisition workflow when looking at the PR Approvals section of the purchase requisition. When this happens, approvers can add an Ad-Hoc Approver by clicking on the “General” section of the requisition. In this section, there is an area at the bottom under Additional Approver that says Ad-Hoc Approver. Click on “Select” next to this area and search for the additional approver you would like to add. You can also include comments for that approver on why you are adding them as an approver for this requisition. Once finished, click on “Update” and the individual will be added under PR Approvals as an additional approver, after you approve and complete your review.

Receiving:

Central Receiving should do the receiving for all purchase orders that are delivered to the Receiving department.  However, there are a few instances in which Central Receiving may forward a particular delivery to the department, for the department to confirm items were received.  In these instances, the user who was listed on the purchase requisition in the General section under “Prepared for” will do the receiving for the order. The user will acknowledge the receipt of the goods or services on the purchase order so the Accounts Payable office can pay the invoice when it comes in.

  1. The user listed under “Prepared for” on the purchase requisition may get an email notification reminding them to acknowledge receipt of the order once the Accounts Payable office receives an invoice for the order. The email will list the purchase order number and the lines on the PO that have been invoiced. Users should click on the “Click here to view purchase order” link in the email. Please note that users do not have to wait for the reminder email to acknowledge receipt.  Best practice would be that when goods or services are received, Central Receiving or the user would search for the corresponding PO using any of the options listed in Section 12 and then go to Step 2 below.
  2. Once at the purchase order, click on the Receivers section of the left side of the screen to verify if any receiving against this PO has already been done.
  3. Click on “Document Actions” toward the top right of the screen.
  4. Click on “Create Quantity Receiver.” Please note that for service purchase orders with multiple payments or for standing orders, you should also see a choice to “Create Cost Receiver.” For these two types of purchase orders, click on “Create Cost Receiver.”
  5. You will now be brought to the Receiver screen. On this screen, go to the Receiver Date field and select the date the goods or services were received.
  6. Then scroll down to the bottom of the screen and you will see the lines on the PO that need to be received. You will need to enter the quantities received.
  7. Once finished entering the quantities, click “Complete.” The Receiver for this PO is now finished.

 

Receiving ALERTS:  Please note that for Cost Receivers you will need to enter the dollar amount of the invoice you are authorizing has been received.

  • If some lines have been received, but other lines have not, you should click on “Remove Line” for the lines that have not been received yet. 
  • If you are unsure what the unit of measure is that you should be receiving, click on the “printer icon” next to the PO number on the left side of the screen to see a PO summary, which has this information.
  • It is also important to know that if you accidentally duplicate a Receiver and receive the same items twice, you will need to submit another receiver using a negative quantity to remove the duplicate amount.
  • If you ever need to include a comment for Accounts Payable with your Receiver, you can use the Notes section in this screen.

Searching Order Status:

There are many ways users can search for their order status in FREDmart. Below are four examples.

  1. Users can search for any document status by using the “Quick Search field” on the upper right hand corner of the home screen. More information on the Quick Search field, and what you can search for, can be found in Appendix A: Site Navigation Overview.
  2. Users can click on their name at the top of the screen. There should be four choices listed: My Pending Requisitions, My Recently Completed Requisitions, My Pending Purchase Orders, and My Recently Completed Purchase Orders. Click on any of these to see a list of orders.
  3. Users can also use the My Requisitions section, located at the bottom of the Shopping Home screen to find their requisitions.
  4. Users can click on the “Documents” main menu Item and click “Search Documents” to search for any of their orders.
  • Once you have located the order you wish to check the status on, click on the PR Approvals section to see where the order is. (PO Approvals for POs and Voucher Approvals for Vouchers)
  • When you have determined where the order is, you can elect to send a comment to the individual(s) listed in that step using the Comments section to inquire about the status or ask any questions.
  • If there are any related documents associated with the order (i.e. purchase requisition, purchase order, receiver, voucher) you can view them as well by clicking on “View Related Documents” in upper left hand corner of the screen.

User TIP:  If your order has successfully gone through FREDmart and SUNY FMS, “Revision 1” (or higher) will be displayed after the order number.  “Revision 0” indicates your order is still pending.

Splitting Orders between Departments:

In order to split a requisition between multiple departments, you need to have one department initiate the order and add their account code(s) and the amount their department is paying. Then the initial user will need to assign the cart to a user in another department to add their account code(s) and the amounts by account. Please follow the instruction below if you need to split an order between multiple departments.

  1. On the purchase requisition, click on the “Accounting Codes” section and click the “Edit” button in the upper right corner of the screen.
  2. Click on “Select from profile values” under the Account-SUNY field. If you are using RF funds, you may need to click on this under the Project, Task, Award, Exp Major, and Exp Minor fields to enter all required account information.
  3. From the dropdown, select the correct account you wish to charge for your department’s portion.
  4. Click “Save.”
  5. Click the “Assign Cart” button.
  6. Click on “Search for an assignee.”
  7. Use the “Last Name” field to enter the user’s last name and then click on “Search.”
  8. Click on “Select” for the user you wish to assign the cart to.
  9. Add a note to the user in the “Note To Assignee” field to provide detail to the user on why you are assigning this cart to them.
  10. Click “Assign Cart.”
  11. The cart has now been assigned to the user selected and they have been notified with your message, usually by an email notification.
  12. This user will need to either click on the link in the email or copy and paste it into their web browser.
  13. Once at the requisition, click on “Activate Cart.”
  14. Click on the “Accounting Codes” section of the purchase requisition and click the “Edit” button in the upper right corner of the screen.
  15. Click on “add split” towards the far right side of the screen.
  16. From the dropdown menu, select “Amount of Price.”
  17. Click on “Select from profile values” under the second Account-SUNY field. If you are using RF funds, you may need to click on this under the second Project, Task, Award, Exp Major, and Exp Minor fields to enter all required account information.
  18. From the dropdown, select the correct account you wish to charge for the second department’s portion.
  19. Go to the right of the screen and enter the amounts under Amount of Price for both of the funding lines.
  20. Click “Save.”
  21. You may see a warning message about splitting accounts by price at the header level. This should be ok. Click “Place Order.”
  22. The requisition is now submitted and should be waiting on the necessary approvals before becoming a purchase order and going to the supplier. To see the where the requisition is, you can click on “View Approval Status.” You should see the requisition waiting on two separate account owners since the order was split between departments. Once both account owner approve the requisition, it will proceed in the workflow.

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