Web Requisition for PSA's User Manual
Contents
1. BANPROD E Return to Requisition Status 09 07 10 AM ofa Return to Report Susanne Cross amp Logout Home Applications Requisitions Purchasing Departments Reporting Maintenance Administration Help Data as of 25 02 2015 04 31 11 PM 4 Report Results Help More Specific Requisition Created By Approval Queue Suggested Vendor Posted PO Equal v PsA20278 o Equal v Equal v y i v r 0 Cancelled Required Date Activity Date FUND ME v nn Eo EB o o Equal ir Equal ly P 0 lt gt ORGN ACCT Commodity Desc Posted to JV o o ro 2 o9 0 lt gt 9 0 save As 7 Clear Filter Options Ei Page Notes Listing millennium FASTO Click on PSA20278 to view a PDF of the PSA Click on the red asterisk below Notes to view or add comments these notes will not appear on the PSA Click on the red asterisk below Attach to view or add attachments Click on the green check mark below PO to see the PO number assigned to the PSA D X Rea Status FAST Si x details Online links th File Edit View Favorites Tools Help J IB Suggested Sites v myTRU 8 Add Printer Banner BMO details Online FAST Single Sign On Suite EJ Google Get more Add ons Am L mm v Page Safetyy Toolsv r E x Previous Ne2. A search can be done only by the originator of the PSA Click on Requisitions Click on Requisition Status amp A e https fastprod tru ca FASTPORTAL FASTWEBREQ Main aspx e WebReq Home FA X v ERE RR RN File Edit View Favorites Tools Help 2 EN d IB Suggested Sites v 8 myTRU Add Printer Banner BMO details Online FAST Single Sign On Suite R Google Get more Add ons Mr L3 mm v Pager Safetyy Toolsv r X Find Previous Next L7 options x Version 4 2 06 Environment BANPROD e2 Susanne Cross amp Logout Data as of 25 02 2015 04 31 11 PM New PSA Application Ii Dashboard d a Pinned Reports id Open b unch id BEE t millennium 7 63 SOIOTS fast administration support tool https fastprod tru ca FASTPORTAL FASTWEBREQ ReqStatus aspx VE1 nJTeJb18QqgeX20qSA4fW7w In Specific Requisition enter the PSA using only upper case and no spaces Ex PSA20278 and Execute Report amp amp https fastproditru ca FASTPORTAL FASTWEBREQ RegStatus asp X VE1 n TeJbi8QgeX2oaSA4fW7w sc O BOX e Reg Status FAST Si X Eile Edit View Favorites Tools Help du IB Suggested sites 8 myTRU Add Printer Banner BMO details Online FAST Single Sign On Suite E Google Get more Add ons gt E ow Page Safety Tools r X Find Previous Next IA options v n THOMPSON RIVERS peu UNIVERSITY E lt e Version 4206 Environment
3. PSA PSA18493 Originator Reference SCROSS SCROSS Comments i Attachme Document RefeM4nce ID PSA18493 Type File Name Vendor signed PSA pdf Commodity Items TRU Employee E Sally Smith Aggregate Total Taxable 5 000 00 HST FVT Only Dean Director Recommendation Johnny Appleseed Accounting Items Add Accounting Line Item Line Index Fund Orgn 1 104200 750110 History Por XX Cancel Created By SCROSS Vendor Contact Person Telephone 250 8285000 Doc Ref PSA18493 Ka Acct 710015 Copy Vendor Phone Number 250 888 4444 Attach Additional Information Ext Ship To Building Room 5385 TRU v Date Required 22 05 2014 E Comments Date Vendor signed PSA 20 05 2014 Project Name Provide custom Framing Services Description Part I The vendor will provide custom framing of all classroom art from the class of 2014 Arts Amount 5 000 00 Prog Actv Locn 999999 5 000 00 Attachments Quote Selected Vendor W I Kamloops Art Gallery dh Confidential Work Location Start Date Kamloops 15 05 2014 Fees and Expenses Description Part II To be paid upon receipt 3 Add Edit PSA Notes iz Save PSA Hide Attachments End Date 30 05 2014 ea ld Save Commodity mhz Add Accounting Item E Submit m Tracking or Viewing PSA A PSA can be viewed notes can be made and documents attached at any time in the process Note
4. 0 5385 TRU v A Kamloops Art Gallery Comments Date Required 22 05 2014 BE b Attach Additional Information 3 Add Edit PSA Notes ig Save PSA Commodity Items TRU Employee Vendor Contact Person Vendor Phone Number Project Name Work Location Start Date End Date M Sally Smith 250 888 4444 Provide custom Framing Kamloops 15 05 2014 E 30 05 2014 E Aggregate Total Taxable Services Description Part I Fees and Expenses Description Part II 5 000 00 HST FVT Only M The vendor will provide custom framing of all To be paid upon receipt classroom art from the class of 2014 Arts Dean Director Recommendation Johnny Appleseed iz Save Commodity 7 Accounting Items d Add Accounting Item Add Accounting Line Item Line Index nd Orgn Acct Prog Actv Locn Amount 1 200 750110 710015 999999 5 000 00 amp x 5 000 00 History Por XX Cancel Copy J Submit millennium FASTOO fast administration support tool AVP VP APPROVAL Print the Vendor signed PSA Have the AVP VP TRU representative sign at the bottom left and date at the top above the vendor address Scan signed PSA and attach to the web req Click on Attach Additional Information Click on the add item icon WE Browse for your scanned file Click in the Document Comments box write AVP signed PSA Click Upload File Sendthe web req to Purchasing for processing
5. THOMPSON RIVERS UNIVERSITY v FAST Web Requisition for PSA s User Manual PSA PROCESS LOGGING INTO FAST WEB REQUISTION to Log into the Web Requisitions module through MyTRU Click on the Employee Resources tab and then on Web Requisitions in the FAST Suite on the right Pu amp amp Logout ea al e 94 09 e Click on Web Requisitioning on the right under Applications https fastprod tru ca FASTPORTAL DesktopDefault aspx fi YMCT QQRMAAAVGFAAAAADn 2AASVLEVQBSXLEMS c p Ask com Most Visited Telbook Printing Y Yammer All Conversa p 4 y ys e er THOMPSON RIVERS pa UNIVERSITY a Qu te E P ae e lo am Home Applications Thompson Rivers University prec la Dashboard a Finance Reporting A Web Requisitioning Application Info a If you can only see Home and Help menu items then your login ID is restricted and access has not been granted NOTIFICATIONS Click on Web Requisitioning Find out what is new in FAST Click Here You have 0 requisitions waiting for your approval You have 1 requisitions in progress Applications Ls Announcements Click on Requisitions and select New PSA vw G B Ask com 5 9 Environment BANPOST fasttest tru ca FA a Main aspx e t FASTPORTAL_TEST FASTWEBREQ Mai p Most Visited Telbook Printing YS Yammer All Conversa Open Re
6. Taxable Services Description Part I Fees and Expenses Description Part II 5 000 00 HST FVT Only wi The vendor will provide custom framing of all To be paid upon receipt classroom art from the class of 2014 Arts Dean Director Recommendation Johnny Applesee iz Save Commodity 7 Accounting Items Add Accounting Line Item 5 000 00 Bue EN X 0 00 2 History E PDF X Cancel Copy millennium FAST 9 software amp service solutions SENDING PSA FOR DEAN DIRECTOR APPROVAL Click on the 4 by employee and search for the Dean Director by first or last name Note the Dean Director will need to approve the web req only and will no longer need to sign the PSA Click Submit Note You will probably need to send an email asking the Dean Director to return to originator so that you are aware of the approval and can print the PDF for vendor signing D fasttest tru ca FAS TAL FASTWEBREQ Approval aspx WR gou6NzknQjufWeq6F2 PSA 1 Ask com v et FASTPORTAL TEST FASTWEBREQ Approval aspx WR gou6NzknQjufWeg6F281Zg amp TYPE P CI A Ps fi a Most Visited EI Telbook E Printing Y Yammer All Conversa 4 feme THOMPSON RIVERS gp UNIVERSITY 2 Susanne Cross amp Logout Home Applications Requisitions Purchasing Departments Reporting Maintenance Administration Help Ge Web Requisitioning gt Requisition Approval gt Submit requisition for approva
7. X X Cancel Copy 7 Submit millennium FASTOO fast administration support tool Click Add Accounting Item CREATING A PSA cont d Enter in your financial coding Fund Org Acct etc if you have more than one accounting line click on lal to save the first line and open a second line otherwise click on il Only the boxes with the are mandatory fields Note Leave the index box blank Click on submit fasttest tru ca FASTPORTAL_TEST FASTWEBREQ RequisitionPSA aspx VE1 gou6NzknQjufWeg6F281Zg amp RND XpNNMSBBMmfpyZHs6bupN5Q 7 7 v Ask com P amp hk N Most Visited Telbook amp Printing Y Yammer All Conversa 3 s n e 4 2 06 Environment BANPOST mm THOMPSON RIVERS peu UNIVERSITY em Susanne Cross amp Logout Home Applications Requisitions Purchasing Departments Reporting Maintenance Administration Help Web Requisitioning gt PSA Edit Page gt Creat PSA PSA18493 Created By SCROSS Originator Reference Telephone Ext Ship To Building Room Attachments Quote Selected Vendor SCROSS SCROSS 250 8285000 5385 TRU N vi Kamloops Art Gallery J Comments Date Required 15 05 2014 E Attach Additional Information 3 Add Edit PSA Notes 7 Commodity Items TRU Employee Vendor Contact Person Vendor Phone Number Project Name Work Location Start Date End Date Sally Smith 250 888 4444 Provide custom Framing Kamloops 15 05 2014 30 05 2014 Aggregate Total
8. ill need to send the Web Reg to the Dean Director for electronic approval rather than have them sign the hard copy of the contract Click on Save Commodity o fasttest tru ca FASTPORTAL_TEST FASTWEBREQ RequisitionPSA aspx VE1 gou6NzknQjufWeg6F281Zg amp RND XpNNMSBBMmfpyZHs6bupN5Q gt Ask com P KR Ev Most Visited Telbook Printing Y Yammer All Conversa ES X THOMPSON RIVERS e UNIVERSITY i y A SEE hir PIE Version 4 2 06 Environment BANPOST fee gt I i Susanne Cross amp Logout Home Applications Requisitions Purchasing Departments Reporting Maintenance Administration Help Web Requisitioning gt PSA Edit Page gt Create new and edit existing PSA PSA PSA18493 Created By SCROSS Originator Reference Telephone Ext Ship To Building Room Attachments Quote Selected Vendor SCROSS SCROSS 250 8285000 5385 TRU v E Kamloops Art Gallery P Comments Date Required 15 05 2014 FA b Attach Additional Information 3 Add Edit PSA Notes Commodity Items TRU Employee Vendor Contact Person Vendor Phone Number Project Name Work Location Start Date End Date A Ed Ed Aggregate Total Taxable Services Description Part I Fees and Expenses Description Part II HST FVT Only Dean Director Recommendation 7 a8 a Accounting Items d Add Accounting Item Add Accounting Line Item Line Index Fund Orgn Acct Prog Actv Locn Amount History Por
9. ing _ Telephone Ext Ship To Building Room Attachments Quote Selected Vendor Originator Reference TRU Warehouse v E 7 i 5 ld Create PSA n FASTOO Li Li millenni u m fast administration support tool CREATING A PSA cont d TRU Employee if the vendor is a TRU employee click in this box to place a check mark Vendor Contact Person Enter the contact name of the vendor Vendor Phone Number Enter the vendor phone Project Name Enter the name of the project or brief description of work to be performed Work Location Enter where the work will be completed Start Date Enter the start date of the contract End Date Enter the end date of the contract Aggregate Total Enter the total value of the contract excluding taxes if applicable Taxable Click on the drop down box and select the tax if applicable Services Description Part I Enter in the complete Services Description The box will expand as you type You can copy and paste from a Word document Fees and Expenses Description Part II Enter in the description of fees and invoicing and any special payment requests such as milestone payments based on achievable tasks The box will expand as you type You can copy and paste from a Word document Dean Director Recommendation Budgetary Approval Enter the name of the Dean Director this will appear in the upper right hand of the PSA when it is complete Note You w
10. l or to Purchasing Requisition PSA18493 Select a user to send requisition to for approval Employee Je Search for an Employee to approve this Requisition Send to a Department Send directly to Purchasing Enter additional comments here m Total of all Commodity items 5 000 00 Total of all Accounting items 5 000 00 Requisition Balance 0 00 Return to Requisition millennium FASTOO6 PRINTING PSA Once the Web Reg is returned from the Dean director Click the pdf to print the PSA Check to make sure that the vendor address printed if not write it under the vendor name b fore sending it to the vendor for signature Send the complete 3 page PSA to the vendor for signature Once the signed PSA is returned from the vendor it and attach it to the web req Click on Attach Additional Information Click on the add item icon WE Browse for your scanned file Click in the Document Comments box write Vendor Signed PSA Click Upload File Send the web req to the appropriate AVP VP for approval 2 Susanne Cross amp Logout Home Applications Requisitions Purchasing Departments Reporting Maintenance Administration Help Web Requisitioning PSA Edit Page gt Create new and edit existing PSA PSA PSA18493 Created By SCROSS Originator Reference Telephone Ext Ship To Building Room Attachments Quote Selected Vendor SCROSS 250 828500
11. nline FAST Single Sign On Suite EJ Google Get more Add ons X Find Previous Next IA options Y eak LR RO e deh v Page Safety Toos 1 NKS THOMPSON RIVERS gp UNIVERSITY Version 4 2 06 Environment BANPROD amp Return to Requisition Status 09 07 24 AM cf Return to Report Home Applications Requisitions Purchasing Departments Reporting Maintenance Administration Help Susanne Cross amp Logout amp Web Requisitioning gt Requisition Status gt Search for status of requisitions Filter Options E Report Results Help Data as of 25 02 2015 04 31 11 PM 4 Specific Requisition Created By Approval Queue Suggested Vendor Posted PO Equal v Equal v Equal v y T EIKE A x Required Date Activity Date FUND Employee name 8 2 Bu Equal Equal iv 1 record s found Search D 2 0 TEXT VALUE 0 A Cross Susanne SCROSS ORGN Desc Posted to JV o M Select record s then press Add D r 0 060 Iu e lt gt F4 Page Notes save As P Clear Filter Options a 5 Execute Report D Listing millennium FASTO SE
12. quisition Status Cancel millennium Q Pinned Reports Susanne Cross amp Logout WebReg Links v FAST o fast administration support tool software amp service solutions CREATING A PSA 1 Enter your phone the ext is not necessary You can tab or use your mouse to move from field to field 2 Click on the magnifying glass and enter the first name of the company or last name of the person to search Ex Kamloops or Peterson If the person company you are searching for is not found Manually enter the vendor name in Selected Vendor and it will print on the PSA Once the PSA is complete and printed you will need to manually write in the address of the vendor under the name Note The contract should be in the legal name payee of the company or person 3 Enter the date PSA is required to commence Click to check if you are attaching documents 5 Click on Create PSA Note Anything written in the comments box will appear on the PO which is sent to the vendor amp fasttest tru ca FASTPORTAL_TEST FASTWEBREQ RequisitionPSA aspx WR 0 amp PA N amp VE1 0ZrZBahbY CLtBYt0SJSUKw Qi Ask com P D A Most Visited Telbook Printing YS Yammer All Conversa 4 2 06 Environment BANPOST THOMPSON RIVERS e UNIVERSITY Susanne Cross amp Logout Home Applications Requisitions Purchasing Departments Reporting Maintenance Administration Help NEW and edit exist
13. xt PF options z THOMPSON RIVERS UNIVERSITY Ld Version 42 06 Environment BANPROD Return to Requisition Status 09 07 24 AM GE Return to Report Susanne Cross Logout Home Applications Requisitions Purchasing Departments Reporting Maintenance Administration Help amp Web Requisitioning gt Requisition Status gt Search for status of requisitions Data as of 25 02 2015 04 31 11 PM 4 7 Filter Options Ej Report Results Help More Specific Requisition PSA20278 Row ReqID otes Attach Y Required Date Activity Date Created By Suggested Vendor Posted Cancelled E posted Approval Queue Copy Commodity Total 1 ey 24 08 2014 22 08 2014 SMCCOLMAN Stuart Mike v PURCHASING 5 098 50 5 098 50 S WE le Records per Page a Save As f Dynamic Selection A PDF Excel XML t millennium 7 1 3 SOIOTS fast administration support tool To view all PSA s and WR s click on the magnifying glass below the Created By box type in your last name and click Search click on your name to highlight and click on Add then Execute Report o WebReq s will appear at the top of the list and PSA s are at the bottom ICE nttps fastorod tru ca FASTPORTAL FASTWEBREQ ReaStatus aspx2VE1 n TeJbi8QqeX2oqSA4fW7w c fO Cj X amp Rea Status FAST si x Sa Eile Edit View Favorites Tools Help dj B Suggested Sites v 8 myTRU Add Printer Banner BMO details O
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