Create a Standard Non-Catalog Requisition

Enter ofweb.stanford.edu in the browser
Select Login
As prompted, log in using SUNet ID and password

Select SU Internet Procurement
Select Non-Catalog Request to begin a non-catalog requisition

Do not mix standard non-catalog request types with SmartMart items on a single requisition.

Standard Blanket

Standard Blanket Orders are the preferred method for placing orders which will require multiple payments over a period of time with a maximum dollar value.

Select Standard Blanket from the Request Type drop-down list
Enter Item Description
Enter Amount
Enter Supplier Name and tab out to view the supplier. The resulting supplier information should fill in the fields for Supplier. If the supplier is not easily found, it is recommended to use the Supplier Query and Request tool in Oracle Financials to perform one or more activities below:
- Search the database for active suppliers, including viewing specific supplier contacts and representatives
- View and request activation of inactive suppliers
- Update supplier/payee information
- Submit a request to add a new supplier/payee
- Check the status of a new supplier/payee request that you have already requested
- See Streamlined requisition supplier selection for further details.
Enter name of the requester in For field
Enter Begin Date
Enter End Date
Enter Location (optional)
Enter Supplier Reference (optional)
Enter Department (optional)
Enter Taxable Items (optional)
Enter Pricing (optional)
Enter names of Authorized Users (optional)
Enter Supersedes PO – prior Blanket PO (optional)
Respond to the question, Does your attachment(s) require Stanford Procurement signature? Yes/No
All agreements between a vendor and Stanford that must be signed, must be signed by Stanford Procurement Department. Orders over $50,000 are automatically routed to Stanford Procurement/Contracts. Selecting the option Yes will route this Requisition to Stanford Procurement/Contracts.
Select Add to Cart
Select View Cart and Checkout

Standard Capital Equipment

Standard Capital Equipment orders are for the purchase of capital equipment.

There is no need to create a Standard Capital Equipment order if the equipment is available in SmartMart. For more information, refer to How To: Order Capital Equipment through SmartMart.

Before You Begin:

Select a Capital Equipment Expenditure type (Refer to Common Expenditure Types Used for Property and Equipment).
Identify the Department Property Administrator (DPA).

Select Standard Capital Equipment from the Request Type drop-down list
Enter Quantity
Enter Item Description
Change Unit of Measure if appropriate
Enter Unit Price
Enter Supplier Item (part number) (optional)
Enter Supplier Name and tab out to view the supplier. The resulting supplier information should fill in the fields for Supplier. If the supplier is not easily found, it is recommended to use the Supplier Query and Request tool in Oracle Financials to perform one or more activities below:
- Search the database for active suppliers, including viewing specific supplier contacts and representatives
- View and request activation of inactive suppliers
- Update supplier/payee information
- Submit a request to add a new supplier/payee
- Check the status of a new supplier/payee request that you have already requested
- See Streamlined requisition supplier selection for further details.
Enter capital equipment-specific information (bottom half of screen) if the Department Property Administrator (DPA) has provided it At checkout, add the DPA as the first approver on the approver routing list.
Select Add to Cart If the item will be shipped to Stanford from a foreign country, customs forms and fees, as well as freight forwarding services, will need to be provided by a customs broker.
Select View Cart and Checkout

Standard Capital Project

Standard Capital Project requisitions are used for the purchase of products or services that contribute to a capital project. For more information, refer to Topic Overview: Capital Projects.

Select Standard Capital Project from the Request Type drop-down list
Enter Item Description
Enter Amount
Enter Supplier Name and tab out to view the supplier. The resulting supplier information should fill in the fields for Supplier. If the supplier is not easily found, it is recommended to use the Supplier Query and Request tool in Oracle Financials to perform one or more activities below:
- Search the database for active suppliers, including viewing specific supplier contacts and representatives
- View and request activation of inactive suppliers
- Update supplier/payee information
- Submit a request to add a new supplier/payee
- Check the status of a new supplier/payee request that you have already requested
- See Streamlined requisition supplier selection for further details.
Enter Scope of Work
Enter Location of Service
Enter Start Date (optional)
Enter End Date (optional)
Enter Project Number (optional)
Enter name of the Project Manager (optional)
Enter names of Contractor Representative (optional)
Select Attachment to be sent to Supplier (Y/N)? (optional)
Select Add to Cart
Select View Cart and Checkout

Standard Consultant

Standard Consultant requisitions are used for the purchase of consultant services.

Select Standard Consultant from the Request Type drop-down list
Enter Item Description
Enter Amount
Enter Supplier Name and tab out to view the supplier. The resulting supplier information should fill in the fields for Supplier. If the supplier is not easily found, it is recommended to use the Supplier Query and Request tool in Oracle Financials to perform one or more activities below:
- Search the database for active suppliers, including viewing specific supplier contacts and representatives
- View and request activation of inactive suppliers
- Update supplier/payee information
- Submit a request to add a new supplier/payee
- Check the status of a new supplier/payee request that you have already requested
- See Streamlined requisition supplier selection for further details.
Enter Scope of Work
Enter Start Date
Enter End Date
Select Data or System Risk Classification from drop-down menu: Assign a risk classification of High, Moderate, Low or Not Applicable
Answer question Proposal Attached (Y/N)? (optional)
Answer question Independent Contractor (Y/N)? (optional)
Enter name of the Project Manager (optional)
Select Add to Cart
Select View Cart and Checkout

Standard Goods

Select Standard Goods from the Request Type drop-down list
Enter Item Description
Enter Quantity
Change Unit of Measure if appropriate
Enter Unit Price
Enter Supplier Item (part number) (optional)
Enter Supplier Name and tab out to view the supplier. The resulting supplier information should fill in the fields for Supplier. If the supplier is not easily found, it is recommended to use the Supplier Query and Request tool in Oracle Financials to perform one or more activities below:
- Search the database for active suppliers, including viewing specific supplier contacts and representatives
- View and request activation of inactive suppliers
- Update supplier/payee information
- Submit a request to add a new supplier/payee
- Check the status of a new supplier/payee request that you have already requested
- See Streamlined requisition supplier selection for further details.
Respond to the question, Does your attachment(s) require Stanford Procurement signature? Yes/No
All agreements between a vendor and Stanford that must be signed, must be signed by Stanford Procurement Department. Orders over $50,000 are automatically routed to Stanford Procurement/Contracts. Selecting the option Yes will route this Requisition to Stanford Procurement/Contracts.
Select Add to Cart
Select View Cart and Checkout

Standard Lease Equipment

DO NOT CREATE A LEASE ORDER in Non-Catalog iProcurement! The following four non-catalog request types require that a contract and amendment requests must be initiated and submitted using the SmartMart Contracts system in iProcurement. Procurement Services made this change due to the new procurement contracts process at Stanford:

Standard Real Estate Lease
Standard Equipment Lease
Standard Real Estate Lease Change Order
Standard Equipment Lease Change Order

Standard Lease Real Estate

DO NOT CREATE A LEASE ORDER in Non-Catalog iProcurement! The following four non-catalog request types require that a contract and amendment requests must be initiated and submitted using the SmartMart Contracts system in iProcurement. Procurement Services made this change due to the new procurement contracts process at Stanford:

Standard Real Estate Lease
Standard Equipment Lease
Standard Real Estate Lease Change Order
Standard Equipment Lease Change Order

Standard Radioactive

Standard Radioactive requisitions are used for the purchase of radioactive items.

Select Standard Radioactive from the Request Type drop-down list
Enter the Item Description
Enter Quantity
Change Unit of Measure
Enter Unit Price
Enter Supplier Item (part number) (optional)
Enter Supplier Name and tab out to view the supplier. The resulting supplier information should fill in the fields for Supplier. If the supplier is not easily found, it is recommended to use the Supplier Query and Request tool in Oracle Financials to perform one or more activities below:
- Search the database for active suppliers, including viewing specific supplier contacts and representatives
- View and request activation of inactive suppliers
- Update supplier/payee information
- Submit a request to add a new supplier/payee
- Check the status of a new supplier/payee request that you have already requested
- See Streamlined requisition supplier selection for further details.
Enter the CRA Number
Select Add to Cart
Select View Cart and Checkout

Standard Services

Select Standard Services from the Request Type drop-down list
Enter Item Description
Enter Amount
Enter Supplier Name and tab out to view the supplier. The resulting supplier information should fill in the fields for Supplier. If the supplier is not easily found, it is recommended to use the Supplier Query and Request tool in Oracle Financials to perform one or more activities below:
- Search the database for active suppliers, including viewing specific supplier contacts and representatives
- View and request activation of inactive suppliers
- Update supplier/payee information
- Submit a request to add a new supplier/payee
- Check the status of a new supplier/payee request that you have already requested
- See Streamlined requisition supplier selection for further details.
Enter Scope of Work
Enter Start Date
Enter End Date
Select Data or System Risk Classification from drop-down menu: Assign a risk classification of High, Moderate, Low or Not Applicable
Answer the Proposal Attached? question (optional)
Enter the name of the Project Manager (optional)
Select Add to Cart
Select View Cart and Checkout

Standard Subaward

Visit Subaward Resources (including iProcurement Requisition Tutorial and Video) on the Office of Research Administration website.

If you receive the message, "You are not authorized to access this page", select Login from the top right of the page.

Each item on a quote should be entered as a separate line item on the requisition.

To add more than one item to a requisition, edit fields while still on the Non-Catalog Request page to represent the next line item Different lines can be different requisition types (e.g., standard goods, standard services), depending on what is being purchased under that line.
Select Add to Cart
Repeat for each item
- The shopping cart should show each new product line added before checking out.
Select View Cart and Checkout

You may assign the requisition/cart to another Stanford user in iProcurement from any of the shopping applications within iProcurement: Amazon Business, Non-Catalog Requisition, CardinalTemps and SmartMart Catalog Suppliers. For more information, refer to How To: Assign a Cart in iProcurement.

Review and edit information in the Description field (if necessary) Requisition Description defaults to the first line item on the requisition to provide a clear explanation of the business purpose for purchase.
Add justification information in the Note to Approver field

Review/update delivery information:
- Need-By Date
- Requester
- Deliver-To Location (For more information, refer to How To: Change Deliver-To Location)
- Department Name
- Room
- Attention To

The delivery location for your Amazon iProcurement Requisition is your default Ship-To Location selected in Accounts Preferences. If a default location does not appear, a location may be selected.

NOTE: A single shopping cart cannot have multiple delivery locations within Stanford. You can enter all the information for delivery in your Preferences to pre-populate these fields.

In Preferences, enter all the information for billing to pre-populate these fields. You can enter several PTAs under My Allocations to allow choices from the drop-down menu.

Charge to One PTA/Expenditure Type

Charge to Multiple PTAs

Charge to One PTA/Expenditure Type

Review/update billing information:
- Project
- Task
- Award
- Expenditure Type
  - Refer to Stanford’s Buy & Pay Guide for a list of common expenditure types.
  - Search by using the Expenditure Type Lookup Tool (Launch Oracle and select the SU Inquiry Tools and Forms link).
  - For Standard Capital Equipment purchases, refer to Common Expenditure Types for Property and Equipment.
- Expenditure Item Date

Alternatively, select pre-set billing information from the My Favorite drop-down menu and select Apply

Charge to Multiple PTAs

You may:

Change the allocation percentage
Add multiple PTAs to one line
Change the Expenditure Type for one line

Scroll down to the product table below the Delivery and Billing sections
Select the lines and select the Update button to change multiple lines at one time, or select the pencil icon under Update Line on the far right to make a change to an individual line
Update Line Screen: Change the Description, Quantity, Unit of Measure, Unit Price or Supplier in the Update Line screen
To change the allocation, select the plus sign to add a new line
Replace the pre-populated PTAE information in the new line with the PTAE desired
Enter the Percent, Quantity or Amount information to total 100% for lines selected Only the Percent, Quantity or Amount field needs to be entered. The other fields will populate automatically when you TAB out of the field you used. Entering percent amounts in decimal quantities is permitted, but the total percent must equal 100% before proceeding.
Select the box next to Apply this Cost Allocation information to apply the allocation to all requisition lines in the shopping cart
Select Apply to complete and return to the Edit and Submit Requisition page

Review the requisition details in each line
Select the box(es) of the line you want to edit
Select the Update button to change the single PTA to another single PTA for all the lines selected (you can modify Need-By-Date, the Project, Task, Award or Expenditure Type).
Select Copy to make exact copies of the selected lines
Select Delete to delete selected lines
Select the Update button or the pencil icon in the Update Line column at the far right to view the PTA information for the selected line If the Favorite you selected did not have an Expenditure Type, use the pencil icon in the Update Line column to add the Expenditure Type to a single line.
If tax should not be applied to a particular line or if the Research Tax Credit should be applied, override by selecting the appropriate tax category from the Tax Category drop-down menu (for more information, refer to the Common Sales Tax Exempt Categories)
Select the Guidance for Ensuring Price Reasonableness link to read the policy
Select the box to acknowledge your compliance with Stanford's Price Reasonableness policy

If using the Standard Capital Equipment category, add the Department Property Administrator (DPA) as the first approver in the routing list .

Verify approvers

Select the Manage Approvals button at the far right to update approvers if necessary
Select the Manage FYI Viewers button at the far right to add viewers if necessary

FYI Viewers cannot approve, reject or comment on requisitions routed to them.

NOTE: You will see an order under Your Orders in Amazon Business even if the order is still pending approval. "This order is pending approval" will appear on the order indicating it has not been sent to Amazon for fulfillment. The order will remain in your order history for 7 days as "pending" until the approved PO is received from the procurement platform. If the approved PO is not received within 7 days from the checkout, the order will be canceled from your order history.

For all requisitions:

Strongly advised: Attachments of one or more Competitive Bids or a completed Single/Sole Source Justification form
Procurement Services is required to validate competitive supplier selection over a threshold that is dependent on the funding source:
- Federal funding source: When any portion of the purchase is $50,000 or greater.
- Any funding source: When the total purchase is $250,000 or greater.
  
  Required: For these orders above the threshold, one or more Competitive Bids or a completed Single/Sole Source Justification form must be attached to the requisition.

Accounts Payable cannot see attachments to the Requisition and any invoices attached there, will not be processed and paid. Invoices including Rush Payment requests and Will Call Check requests, can only be viewed by Accounts Payable when the invoice is uploaded via Requisition and PO Query and when needed, the correct queue is designated for the invoice to be processed as a Rush or Will Call request.

The "To Supplier" attachment category should be used to let a supplier know that an "Order will be placed online; do not duplicate." This applies if an online website requires you to provide a purchase order number when using a company's website to place an order (excludes all SmartMart Catalog Suppliers punchout sites).

Select attachment type (File, URL or text)
Enter a Title of the attachment (e.g., single/sole source justification form or a justification, competitive bids, confirmation of foreign shipment or proposal)
Select Category for attachment from drop-down list (Buyer, Rush Payment, To Supplier or Will Call Check)
Add next attachment or select Apply
1. Once Apply has been selected, you will receive a confirmation: Attachment XXX has been added successfully but not committed. It will be committed when you submit the current transaction.

When Pricing Information is Fragmented Across Multiple Pages: If the requisition was created from a contract request and the pricing information (e.g., price per hour, total number of hours, price per deliverable, or lump sum pricing for the total amount of work) is fragmented across multiple pages of the proposal and/or Statement of Work, ensure all documents containing pricing information are also attached to the requisition.

If the item (Non-Capital) will be shipped to Stanford University from a foreign country, customs forms and fees, as well as freight forwarding services, will need to be provided by JAS (formerly Tigers), which is Stanford’s designated customs broker. These fees will be paid automatically as part of the shipping costs, and you do not need to enter a separate line for shipping.

Add an attachment as in the step above
Enter customs information in the Title field
Leave the Attachment Title field blank
Select the To Supplier category
Select the text attachment type
Enter this information in the text field:

SHIP TO:
JAS (formerly TIGERS)
800 AIRPORT BLVD., SUITE 518
BURLINGAME, CA 94010
PHONE 650-581-7230

Email a copy of the PO to the Customs Broker at @email. The requester will receive an email copy of the PO when it is approved.

Select the Save, Submit or Return to Shopping button at the bottom or top right of the page
Select Save to store requisition with an Incomplete status for a later submittal

How To

Create a Standard Non-Catalog Requisition