What information is required to be entered?

All fields noted with an * are required, the record will not save unless all of these fields are completed. 

Some fields will automatically populate after entering data and some fields will automatically populate after saving the record.

Check the Field Help for more information. If a required field is not populated an error will be displayed. It is recommended to save the top portion of your record before entering items into the tabs below to check for any errors. 

  • Purchase Request:
    • Top Portion: 
      • PR#
      • Vendor ID
      • Automatically populated but should be Reviewed:
        • Sec Cd 
        • Vendor Address
        • Remit To Address
        • Bill To ID
        • Bill To Address
        • Ship to ID
        • Ship to Address
        • PO Type
        • Pay By Amount (Checkbox)
    • Items:
      • Account Key/Object
      • Amount/Percent
      • Unit Price/Quantity (such that the Extended Amount equals the Total Amount of the accounts)
      • Item Description
  • Invoice
    • Top Portion:
      • Invoice Number
      • Invoice Date
      • Vendor ID
      • Expected Payment Amount
    • Automatically populated but should be Reviewed:
      • Vendor Addr Cd
      • Payment Type
      • Early Pay Discount (if set up for Vendor)
      • Separate Check (if set up for Vendor) 
    • Extract PO Items:
      • PO#
      • Partial(or Full)
      • Extract Button
      • Hit Checkbox next to item(s) before entering amount
    • Direct Pay Items
      • Account Key/Object
      • Unit Price
      • Quantity
      • Fiscal Year (only during the start/end of a FY)
      • Description
      • Do not fill out (these will be auto populated after you save the item):
        • Discount Date (if an early pay discount is selected)
        • Due Date

Show All Answers

1. How do I request access to the system?
2. How do I log in?
3. Are there user manuals to walk me through how to enter something into the system?
4. My workspace is blank and says “Workspace Loading” but nothing is happening, what do I do?
5. I’m receiving too many emails from the system, is there a way to keep the emails from overcrowding my inbox?
6. What is a Security Code?
7. What are Screen Masks?
8. Can records be exported to excel?
9. What information is required to be entered?
10. Why is the Attach button greyed out and unable to be selected?
11. Can I modify what is displayed in grid mode?
12. Is there a way to see only objects that are associated with a particular key?
13. I received the error “Invalid account association in fiscal year”, what does this mean?
14. How do I view jobs that I have run in the past but no longer show up in my Workspace Job Queue?
15. Can I start a record with information and then come back at a later date to complete it?