Creating a Requisition For Inventorial Equipment

Important: Always use commodity level accounting to buy inventorial equipment.

Refer to Identifying Inventorial Equipment, before creating your requisition(s).

Creating a Requisition: FPAREQN

Same as Creating a Requisition: Commodity Level Accounting FPAREQN, with the following CHANGES:

1. To add text required for inventorial equipment: from FPAREQN-Commodity Block, select Item Text [FOAPOXT] from the Options Menu, or Right-Click Item Text. The system will go to FOAPOXT: Procurement Text Entry Form. Item text entered here will print after the line item of your requisition. Details of how to navigate within FOAPOXT are provided above (Text Entry: FOAPOXT).
    
2. If the line item being ordered is an attachment, enter the Property Number of the equipment being enhanced, then type <TAB> Next Field to the PRINT field and delete the check mark.
    
3. If the line item is a fabrication, enter the fabrication EIMR number, then type <TAB> Next Field to the PRINT field and delete the check mark.
    
4. Add the INVEQUIP clause. To do this, key [shift F7]Rollback, click on the Rollback icon or Right Click - Rollback. In the MODIFY CLAUSE field, type [INVEQUIP]. Type [F6] Insert Record to add the clause to your item text. Then type [control page down] Next Block or click in the TEXT field directly to modify the INVEQUIP clause to include the required data.
    
5. Using the arrow keys to navigate, enter the inventorial information listed below. At the end of each line of text, type <TAB> Next Field to the PRINT field and delete the check mark.

Note: Inventorial data is for UCSC information only and should not appear on printed POs.


Important: The following information is required on all Inventorial Equipment requisitions:

• Manufacturer’s name
• Manufacturer’s model or part number
• Full description of equipment, starting with descriptive noun
• Custody code
• CAAN number (bldg. code) where equipment will be located
• Room number where equipment will be located
• Title vests with (either UC or agency)
• Classification code if known

Note: All information common to all items on a requisition may be entered in item text for the first item only, and then noted in subsequent line items in the text field. If you do this, be sure to not combine multiple requisitions into a single PO.

6. Type [F10] Save, click on the Save icon, or Right Click - Save to save your text. Then type [control q] Exit Screen, click on the Exit icon or Right Click - Exit, to exit FOAPOXT and return to FPAREQN.
    
7. Complete the remaining fields as described for Creating a Requisition: Commodity Level Accounting FPAREQN.