Elevator Inspection

  • The form to use for this requisition is the TTUHSC Non-Catalog Form.
    • Enter Supplier: select Vendor of choice for the supplier:
      • Click the supplier search link and enter the name of the Vendor of choice.
      • To choose a different fulfillment center, click select different fulfillment center.
    • If the name of the Vendor of choice does not appear in the supplier listing, click enter manually and submit a PaymentWorks invite to the vendor.
    • The Distribution for this requisition must be customized to Manual:
      • Click the check box after Check this box to customize order distribution information.
      • Remove the checkmark from the fax check box.
      • A checkmark remains in the check box for Manual distribution.
    • Purchase Category: select Other from the drop-down menu.
    • Quantity: enter a quantity of 1.
    • Packaging (UOM): enter a 1 in the text box. UOM: select EA - Each or JA -Job.
    • Unit Price: enter the amount as shown on the inspection certificate from the inspector in the text box.
    • Product Description: enter the purpose of the transaction in the text box, such as Elevator Inspection.
    • Specifications/Long Text: enter the Building Name and/or Elevator Numbers.
    • Shipping Information: click the radio button next to Shipping is Prepaid and Will Be Added to Invoice.
    • Available Actions: (top of form) from the drop-down menu select Add and Go to Cart, and click Go.
    • Shopping Cart - Draft Requisition will display on the active cart page. Click Proceed to Checkout.
    • Summary - Draft Requisition page will display:
      • Line and Header FOAP Summary: The account code should be 721000.
      • Internal Notes and Attachments: Click the add attachment link located under Internal Attachments. In the Attachment Details section, attach the Elevator Equipment Report of Inspection. Click Save.
      • Supplier/Line-Item Details: click Edit (in the Line-Item Details next to Ext. Price). In the Edit Line screen, click the Advanced Pay check box. Click Save.
      • Click the Submit Req button at the top right of the page.
  • Forms to be sent to Purchasing for processing:
    • Elevator Equipment Report of Inspection.
  • Forms to be attached to the requisition:
    • A vendor quote issued no more than 30 days before the issue date of the requisition.
    • Certificate of Insurance.