Create Non-Catalog Requisition Shopping List

Summary

How to build and use shopping lists to simplify the requisition process for items purchased regularly which are not available in the Procurement Catalogs.

Body

This guide will cover:

Information

When creating a Non-Catalog Requisition, Shopping Lists provide convenience when ordering frequently purchased or numerous items.

Prior to creating a non-catalog shopping list, please confirm that the items are not  available in the Procurement Catalogs. 

Items available via the Procurement Catalogs should be purchased via the Create a Procurement Catalog Requisition process due to the university’s partnership with specifically contracted and approved suppliers within WyoCloud and pre-negotiated pricing.

 
 
 

Step One

Navigate to the Procurement area of WyoCloud from WyoWeb

  • From the WyoCloud homepage, click on the Navigator (three horizontal lines) in the upper left corner.

  • First click Procurement to expand (you may have to scroll down within the navigator), then click Purchase Requisitions.

 

Step Two

Create Shopping List

  • The Purchase Requisitions screen is displayed.

 

The first step to completing any requisition is to update your Requisition Preferences.  For full details on how to complete this, see the Requisition Preferences Quick Reference Guide.

  • To create a non-catalog requisition that utilizes Shopping Lists, select More Tasks then Request Noncatalog Item rather than Enter Requisition Line which is commonly used during the creation of a non-catalog requisition. Enter Requisition Line does not provide for the creation of Shopping Lists.

  • From the Enter Requisition Line screen, first select the Item Type from the drop down.

Field 

Description

Goods billed by quantity

A physical item is being purchased

Services billed by amount

Services being purchased that have a fixed cost

Services billed by quantity

Services that may have variable costs (e.g. billable hours)

 

If you aren’t sure what Item Type to select, contact procurement-card@uwyo.edu.

 

  • The remaining options will adjust based upon the Item Type selected. If visible after selecting type, the following screen and table outline the fields required. Note: less fields appear when selecting Goods or services billed by amount. 

Fewer fields appear when selecting Services billed by amount versus Goods billed by quantity or Services billed by quantity.

 

 

Field

Description

Item Description

Description of item and purpose of the requisition.

Category Name

Procurement Categories may be typed into this field or use the grey search icon to use advanced search.  For a full list of available Procurement Categories and descriptions, see Requisition Categories in the Policies and Reference Materials section of the Financial Affairs website / Procurement and Payment Services

Quantity

Number of specific item you are purchasing.

UOM Name

Unit of Measure (most commonly each)

Price

Cost (if you select Each in UOM this is the price each)

Currency

USD

Negotiated

Check this box on ALL requisition lines (this will prompt a PO number to be assigned automatically after all approvals are completed).

Supplier

Type the supplier name or use the gray search icon for advanced search.

Supplier Site

Drop down of available supplier sites.

  • In the Attachments area, attach any files which will be needed for all future requisitions containing this item.  Note: All Requisitions must have some type of attachment sent to the supplier indicating either services or goods to be provided.  DO NOT ATTACH THE SAME ATTACHMENT MULTIPLE TIMES.

    • To attach, first select the plus sign (+) to add an attachment line.

    • Use the Category drop down to identify who will need to see the attachment.  Note: Internal to Requisition should be used for internal UW files (ie: Employee vs. Independent Contractor Form) and To Supplier should be used for files that the supplier will need a copy of (ie: quote, invoice, agreement). Only use one of these two options, others are not currently in use at UW.

    • Include a Title and Description to easier identify what is attached.

    • Note: Multiple files may be attached by adding additional attachment lines using the plus sign (+).

  • Once all fields are complete, select Add to Shopping List in the upper right corner.

  • In the pop up window will be any shopping lists you have previously created.  To add this item to one of these lists, simply click on the list and then Save and Close.

  • If you would like to create a new list, click on the plus sign (+) to add a list. Type what you’d like to name the list, then Save and Close.

  • The item has been added to your shopping list, click OK.

  • You can now either add additional items to shopping lists by remaining on the Create Noncatalog Request screen.  Or select Done to return to the Purchase Requisitions screen.

 

Step Three

Viewing your shopping lists and adding items to requisitions

  • From the Purchase Requisitions screen, select Shopping Lists to view a list of all shopping lists you have created.

  • To view items within a given shopping list, click the list name.

  • This brings you to the Shopping Lists screen for the list you selected.  On this screen all items on the selected list can be viewed.

    • You can toggle between created lists by selecting lists from the list on the left pane. 

    • To view details of a given item, click on the item name.

  • To add an item to a requisition, type the correct quantity under the item name then select the shopping cart icon.

  • You can see the item has been added to your cart by hovering over the cart icon in the upper right corner of the page.  To submit the cart as a requisition, click Review.

  • This brings you to the Edit Requisition screen. From here you can update the Billing information and add attachments in the same manner as any other non-catalog requisition.

 

For more details on completing the requisition, see steps two through seven of the Create a Non-Catalog Requisition QRG.

 

 

You have now completed the steps to Create a Non-Catalog Shopping List.

Details

Details

Article ID: 50926
Created
Sat 3/24/18 8:11 PM
Modified
Mon 6/17/24 3:17 PM