Additional Institutional Info Tab

The Additional Institutional Info tab collects information about the organization at your institution that is responsible for this requisition. It also collects information on the transmission method and collects contact information.

Additional Institutional Info tab definitions:

Title

Description

Method of

PO Transmission

 

Required. From the list, select the PO transmission method that should be used to send the related PO to the vendor. Choices include 'Print' and 'No Print'. Other types of transmission that require additional setup are 'Electronic' (requires that B2B has been implemented) and 'Fax' (requires that a fax server has been configured).

Cost Source

 

Display-only. The cost source will always be 'estimate' unless the vendor was selected from the Contract lookup Description: _searchicon. In that case the cost source associated with the contract is displayed here.

Contact Name

Optional. The name of the person to be contacted if there are questions about the requisition. Enter a name in the field or search for it from the User lookup Description: searchicon.

Note: The contact name may be used if the requestor should not be contacted with questions.

Contact Phone

Optional. Enter the phone number of the person specified in the Contact Name field.

Contact Email

Optional. Enter the email address of the person specified in the Contact Name field.

PO Total Cannot Exceed

 

Optional. This field indicates a total dollar amount that the associated PO should not exceed.

Requestor Name

 

Required. The name of the person requesting the good or services. The default is the initiator. This field may be changed by entering a new name or searching for it from the user lookup Description: searchicon.

Requestor Phone

Required. Enter the phone number of the person specified in the Requestor Name field.

Requestor Email

Required. Enter the email address of the person specified in the Requestor Name field.

Reference (1-3)

Optional. Provide any type of additional reference information you want to include.

More:

Account Summary Tab