TAS 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 provide the requested information. An invitation will need to be sent through PaymentWorks.
    • The Distribution for this requisition must be sent to a fax number or email address:
      • Click the check box after Check this box to customize order distribution information.
      • Ensure the check mark is beside the fax check box if the vendor prefers faxed orders.
      • Ensure the check mark is beside the email check box if the vendor prefers emailed orders.
        • Type in a preferred email address for 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 proposal from the vendor in the text box.
    • Product Description: enter the purpose of the transaction in the text box, such as TAS Inspection at PMP.
    • Specifications/Long Text: enter additional information if desired.
    • Shipping Information: click the radio button next to Shipping is Prepaid and Will Be Added to Invoice.
    • Select the appropriate radio button next to the Independent Contractor Questionnaire. in most cases, it will be ‘No.’
    • 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: use Account code 721000.
      • Internal Notes and Attachments: Click the add attachment link located under Internal Attachments. In the Attachment Details section, attach the necessary quote/pricing proposal form. Click Save.
      • Click the Submit Req button at the top right of the page.
  • 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 showing Commercial General, Automobile, and Workers Compensation & Employers Liability.