Additional Institutional Info Tab

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

Additional Institutional Info tab definitions:

Title

 

Description

Method of

PO Transmission

 

Required. Select the transmission method. Normally this is 'Print,' but if for some reason you do not need to print a copy of the PO for the vendor, you may choose 'No Print'. Other types of transmissions that require additional setup are 'Electronic' (requires that B2B has been implemented) and 'Fax' (requires that a fax server has been configured).

Cost Source

 

Required. This field indicates how the pricing on the PO was determined. Select the appropriate cost source from the list.

Contact Name

Optional. Enter the name of the person to be contacted if Purchasing (or vendor if the order is an APO) has questions about the order or search for it from the Person lookup Description: searchicon.

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 information is typically entered on the requisition and indicates to Purchasing that the order has a limited amount of resources.

Requestor Name

 

Required. The name of the person who requested the goods or services. This field may be changed by entering a new name or searching for it from the Person 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.

Sensitive Data

Display-only. This displays the currently assigned sensitive data entries created using the sensitive data button at the bottom of the document.

More:

Sensitive Data Button