The UNI Purchase Request system has been changed and improved. Now all prices must be Ex.GST!
Also, after the purchase order has been approved and faxed through, you will receive an e-mail from Cathy Lawrence (or whoever processed the order), with the purchase order number and the date it was faxed through. Simply print or file this e-mail. To use the new system, follow these steps:
• In Outlook, click in File, New, Choose Form...
• Double-click on UNI Purchase Request. The Purchase Request form will appear.
• Now fill out the details as required. If you require more than 6 items, simply click on the Go to Page 2 button
• All the subtotals and delivery amounts will be automatically added up to make the Grand Total. Note that the Cost amount must be Ex.GST.
• Fill in the Supplier details. If you have the Supplier as an Outlook Contact, simply go to that contact and highlight it (don't open it), press CTRL-C to copy, go back to the Supplier box in the form, and press CTRL-V to paste. The only information you may wish to add is a contact person.
• In the Deliver To box add your name to the Attn: part and change the phone number to your number. If the Delivery address is incorrect click on one of the buttons next to it to change (eg. Molli, School)
• In the Budget to be charged field type in the UNI budget code or name • Fill in your name in the Person making request field
• If you have any comments or special instructions, please type them in the Comments field
• Scroll down the page to the Environmental Health and Safety Requirements section. This section replaces that additional EH&S form that you may have used in the past. You must click on Yes or No on the first question, before you can send the purchase request. Answer the questions as required.
• Click on the Send button (or press CTRL-ENTER) to send off the purchase request When the order has been approved, and processed by finance, you will receive an confirmation e-mail from Cathy Lawrence (or whoever processed the order), with the following information:
• Person who processed the order
• Purchase Order No.
• Date Faxed to Supplier There is no need to do anything with this e-mail. Simply file it, print it or delete it. To make it easier to open the form in future, follow these steps to put a shortcut on your Outlook toolbar:
• In Outlook, click on Tools, Customize..., Commands tab
• Click on the Tools category, and scroll down in the right box until you find Choose Form...
• Now drag and drop the Choose Form... text to the toolbar at the top, next to the New button
• If all goes well, you'll have a new button called Choose Form... that you can use to quickly and easily get to the purchase request forms.