{"componentChunkName":"component---node-modules-csam-gatsby-theme-guides-src-templates-documentation-js","path":"/docs/ug308/","webpackCompilationHash":"9887d4de5ab7489123d8","result":{"data":{"allFile":{"edges":[{"node":{"name":"ug308","childMarkdownRemark":{"html":"<p>Users can complete an excel spreadsheet to import requisitions into the system.</p>\n<p>The mandatory field options must match options within the system.</p>\n<ol>\n<li>Open the Req Import excel spreadsheet:</li>\n</ol>\n<p><img src=\"/img//procurement/ug308/ug308-001.png\" alt=\"Excel Spreadsheet\"></p>\n<blockquote>\n<p><strong>Note:</strong> The cells highlighted in Blue indicate that these are mandatory. The import will not be successful if these are not entered.</p>\n</blockquote>\n<ol start=\"2\">\n<li>Beginning with the header, fill in the mandatory cells and any other relevant cells.</li>\n</ol>\n<blockquote>\n<p><strong>Note:</strong> (Pink = System Generated, Blue = Mandatory):</p>\n</blockquote>\n<p><img src=\"/img//procurement/ug308/ug308-002.png\" alt=\"Import Sheet Header\"></p>\n<table>\n<thead>\n<tr>\n<th>Field</th>\n<th>Description</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>Client</td>\n<td>Enter the name of the client for the job you are working on (if applicable)</td>\n</tr>\n<tr>\n<td>Job No</td>\n<td>Enter the Job Number</td>\n</tr>\n<tr>\n<td>Asset No</td>\n<td>Enter the Asset Number (if applicable)</td>\n</tr>\n<tr>\n<td>Campaign No</td>\n<td>Enter the Campaign Number (if applicable)</td>\n</tr>\n<tr>\n<td>Department</td>\n<td>Enter the relevant Department</td>\n</tr>\n<tr>\n<td>Requested By</td>\n<td>Enter the ‘Requested By User’ name as it exists in the system</td>\n</tr>\n<tr>\n<td>Date of Request</td>\n<td>Enter the relevant date</td>\n</tr>\n<tr>\n<td>Stock Office</td>\n<td>Enter the relevant Stock Office</td>\n</tr>\n<tr>\n<td>Stock Location</td>\n<td>Enter the relevant Stock Location</td>\n</tr>\n<tr>\n<td>Required By Date</td>\n<td>Enter the relevant date</td>\n</tr>\n<tr>\n<td>Delivery To</td>\n<td>Enter the relevant address</td>\n</tr>\n<tr>\n<td>Justification</td>\n<td>Enter relevant justification information</td>\n</tr>\n<tr>\n<td>Special Instructions</td>\n<td>Enter the relevant special instructions (if applicable)</td>\n</tr>\n</tbody>\n</table>\n<ol start=\"3\">\n<li>Fill in the remainder of the excel spreadsheet to list the parts/items required on the requisition.</li>\n</ol>\n<blockquote>\n<p><strong>Note:</strong> (Pink = System Generated, Blue = Mandatory):</p>\n</blockquote>\n<p><img src=\"/img//procurement/ug308/ug308-003.png\" alt=\"Import Sheet\"></p>\n<table>\n<thead>\n<tr>\n<th>Field</th>\n<th>Description</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>Item No</td>\n<td>Column to show numeric order on the sheet</td>\n</tr>\n<tr>\n<td>Qty</td>\n<td>Enter the qty required</td>\n</tr>\n<tr>\n<td>Code/Part No.</td>\n<td>Enter the part number for the part/asset required</td>\n</tr>\n<tr>\n<td>Supplier</td>\n<td>Enter the name of the supplier of the part/asset</td>\n</tr>\n<tr>\n<td>Detailed Description</td>\n<td>Enter a detailed description of the part/asset</td>\n</tr>\n<tr>\n<td>UOM</td>\n<td>Enter the unit of measure of the part/asset, each/10 pack etc.</td>\n</tr>\n<tr>\n<td>Unit Cost</td>\n<td>Enter the unit cost of the part/asset</td>\n</tr>\n<tr>\n<td>Hire (Yes/No)</td>\n<td>Select Yes if the part/asset is hired, leave as No if not a hire</td>\n</tr>\n<tr>\n<td>On Hire Date</td>\n<td>Enter the on hire date (if applicable)</td>\n</tr>\n<tr>\n<td>Off Hire Date</td>\n<td>Enter the off hire date (if applicable)</td>\n</tr>\n<tr>\n<td>Duration (Days)</td>\n<td>Enter the duration of days (if applicable)</td>\n</tr>\n<tr>\n<td>Priority</td>\n<td>Enter the priority level for the part/asset</td>\n</tr>\n<tr>\n<td>Special Instructions</td>\n<td>Enter any special instructions (if applicable)</td>\n</tr>\n<tr>\n<td>Phase</td>\n<td>Enter the relevant phase (if applicable)</td>\n</tr>\n<tr>\n<td>QA Inspection Required</td>\n<td>Select the relevant option (Yes/No)</td>\n</tr>\n<tr>\n<td>Stores Inspection</td>\n<td>Select the relevant option (Yes/No)</td>\n</tr>\n<tr>\n<td>Requisitioner Inspection</td>\n<td>Select the relevant option (Yes/No)</td>\n</tr>\n<tr>\n<td>Third Party Inspection</td>\n<td>Select the relevant option (Yes/No)</td>\n</tr>\n<tr>\n<td>Purchase Type</td>\n<td>Enter the relevant purchase type (if applicable)</td>\n</tr>\n<tr>\n<td>Certification Required</td>\n<td>Select the relevant option (Yes/No)</td>\n</tr>\n<tr>\n<td>Cost Finance Code</td>\n<td>Enter the relevant finance code (if applicable)</td>\n</tr>\n<tr>\n<td>Cost Centre</td>\n<td>Enter the relevant cost centre (if applicable)</td>\n</tr>\n<tr>\n<td>Req</td>\n<td>This cell will automatically update when Import Function is run in the system</td>\n</tr>\n<tr>\n<td>Req Item</td>\n<td>This cell will automatically update when Import Function is run in the system</td>\n</tr>\n<tr>\n<td>Imported</td>\n<td>This cell will automatically update when Import Function is run in the system</td>\n</tr>\n<tr>\n<td>Import Issues</td>\n<td>This cell will automatically update when Import Function is run in the system</td>\n</tr>\n</tbody>\n</table>\n<p>4: Save the excel file to be used in the Import Function in the system, see <a href=\"ug309\">How to Import a Requisition</a>.</p>","frontmatter":{"title":"How to Complete a Requisition Import Sheet","tags":["procurement","complete","requisition","import","sheet","excel","spreadsheet"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug308"}}}