Create Special Request

To add a new Special Request item to your Shopping Cart:

1. Go to the Shop page.
2. Click the Special Request tab.

The Procurement application displays the Special Request form.

3. Click in the Quantity text box, and type the quantity of an item you want to buy.

Use whole numbers, using 0 through 9 only.

Note: You may enter decimal or fractional amounts, and this information will be used when resolving your special request into a specific item and quantity. For example, to request a fractional Blanket Order Release.

4. Click in the Unit drop-down menu, and select from the list of available Units of Measure (UOM).
5. Click in the Estimated Unit Price text box, and type your best estimate of the unit price of the item

Use the currency you expect to use in payment. This is usually, but not necessarily, the default currency used by your Buying Organization (see step 6).

6. Click in the ISO Currency Code drop-down menu, and select the currency you expect to use to pay for the item.
7. Click in the Supplier Part Number text box, and type a part number.

If you do not know the supplier part number, enter nothing here.

8. To select a supplier:
1. Click the Search icon to the right of the Supplier text box:

Click to search for the name of a likely supplier for your special request item. This icon is not displayed when supplier selection is not available. For example, a Blanket Order Release.

1. In the Search Page, select the name of a likely supplier of the item you want to buy.

You must enter the name of an authorized supplier for your Buying Organization. The supplier name must be typed exactly as it is spelled by the Procurement application or it will not be recognized (although it is not case-sensitive).

If you do not enter the name of an authorized supplier, the system displays an error message requesting a valid supplier name. Until that is supplied, the Shopping Cart, containing the special request, is flagged as Pending action. If submitted the pending Shopping Cart is not routed to your approver until you select a supplier.

9. To select a manufacturer:
1. Click the Search icon to the right of the Manufacturer text box:

Click to search for the names of a likely manufacturer for your special request item. This icon is not displayed when manufacturer selection is not available. For example, a Blanket Order Release.

1. In the Search Page, select the name of a likely manufacturer of the item you want to buy.

10. Click in the Commodity drop-down menu, and select the catalog category into which the item is likely to be found, for example: Janitorial Supplies or Computer Storage.
11. Click in the Item Description text box, and type a description, as detailed as possible, of the item you want to buy.
12. When you have supplied all available information, click [Add].

The Procurement application adds the item to your Shopping Cart (or creates a New Shopping Cart for you), with a Special Request icon appended:

Special Request icon

After completing the Special Request form, you can:

• Click the Shopping Cart tab to display the Shopping Cart page where you can Check Out the Special Request item, or
• Click on another Shop page tab, and continue shopping by other methods.

After checkout, the Special Request item goes with your Shopping Cart, to your designated Approver, who will select an appropriate product, or respond to you by offering alternatives, or requesting more information.

Note: Approvers may be an individual approver or a member of an approval group.