Create a Standard Non-Catalog Requisition

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.

1. Select Standard Blanket from the Request Type drop-down list
2. Enter Item Description
3. Enter Amount
4. Enter Supplier Name and tab out or select Request New Supplier. Refer to How To: Make a Supplier or Payee Request if you need to re-activate the supplier on the original PO.
5. Enter name of the requester in For field
6. Enter Begin Date
7. Enter End Date
8. Enter Location (optional)
9. Enter Supplier Reference (optional)
10. Enter Department (optional)
11. Enter Taxable Items (optional)
12. Enter Pricing (optional)
13. Enter names of Authorized Users (optional)
14. Enter Supersedes BLM PO – prior Blanket PO (optional)
15. Select Add to Cart 
16. Select View Cart and Checkout

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).

1. Select Standard Capital Equipment from the Request Type drop-down list
2. Enter Quantity
3. Enter Item Description
4. Change Unit of Measure if appropriate
5. Enter Unit Price
6. Enter Supplier Item (part number) (optional)
7. Enter Supplier Name and tab out to validate or select Request New Supplier if the original supplier is not available
   • Or Refer to How To: Make a Supplier/Payee Request if there is a  need to re-activate the supplier listed on the original PO.
8. 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.
9. 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.
10. Select View Cart and Checkout

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.

1. Select Standard Capital Project from the Request Type drop-down list
2. Enter Item Description
3. Enter Amount
4. Enter Supplier Name and tab out or select Request New Supplier
   • Refer to How To: Make a Supplier or Payee Request if you need to re-activate the supplier on the original PO
5. Enter Scope of Work
6. Enter Location of Service
7. Enter Start Date (optional)
8. Enter End Date (optional)
9. Enter Project Number (optional)
10. Enter name of the Project Manager (optional)
11. Enter names of Contractor Representative (optional)
12. Select Attachment to be sent to Supplier (Y/N)? (optional)
13. Select Add to Cart
14. Select View Cart and Checkout

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

1. Select Standard Consultant from the Request Type drop-down list
2. Enter Item Description
3. Enter Amount
4. Enter Supplier Name and tab out to validate  or select Request New Supplier if the original supplier is not available
   • Refer to How To: Make a Supplier or Payee Request if you need to re-activate the supplier listed on the original PO
5. Enter Scope of Work
6. Enter Start Date 
7. Enter End Date
8. Select Data or System Risk Classification from drop-down menu: Assign a risk classification of High, Moderate, Low or Not Applicable
9. Answer question Proposal Attached (Y/N)? (optional)
10. Answer question Independent Contractor (Y/N)? (optional)
11. Enter name of the Project Manager (optional)
12. Select Add to Cart
13. Select View Cart and Checkout

1. Select Standard Goods from the Request Type drop-down list
2. Enter Item Description
3. Enter Quantity
4. Change Unit of Measure if appropriate
5. Enter Unit Price
6. Enter Supplier Item (part number) (optional)
7. Enter Supplier Name and tab out to validate or select Request New Supplier if the original supplier is not available
   • Refer to How To: Make a Supplier or Payee Request if you need to re-activate the supplier listed on the original PO
8. Select Add to Cart
9. Select View Cart and Checkout

1. Select Standard Lease Equipment from the Request Type drop-down list
2. Enter Item Description
3. Enter total Amount (in dollars) for the life of the lease
4. Enter Supplier Name and tab out to validate or select Request New Supplier if the original supplier is not available
   • Refer to How To: Make a Supplier or Payee Request if you need to re-activate the supplier listed on the original PO
5. Enter Equipment Being Leased (asset – i.e., vehicle, copier, etc.)
6. Enter Lease Term (number of months)
7. Select Yes/No from the Does Lease include option to Extend/Renew? drop-down list
   • Select Yes/No from the If Yes, is intention to Extend/Renew? drop-down list
   • Enter the number of months to be extended in the If Yes, number of months to be extended? field
8. Enter Location of Equipment (optional)
9. Enter Department (optional)
10. Enter Supersedes PO number you are replacing (optional)
11. Enter Departmental contact name for questions regarding Lease
12. Select the By checking this box, you acknowledge that you must attach a copy of the lease contract to the next page check box
13. Select Add to Cart
14. Select View Cart and Checkout

1. Select Standard Lease Real Estate from the Request Type drop-down list
2. Enter Item Description
3. Enter total Amount (in dollars) for the life of the lease
4. Enter Supplier Name and tab out to validate or select Request New Supplier if the original supplier is not available
   • Refer to How To: Make a Supplier or Payee Request if you need to re-activate the supplier listed on the original PO
5. Enter Start Date
6. Enter End Date
7. Select Yes/No/Unsure from the Does Lease include option to Extend/Renew? drop-down list
   • Select Yes/No from the If Yes, is intention to Extend/Renew? drop-down list
   • Enter the number of months to be extended in the If Yes, number of months to be extended? field
8. Enter Lease Location/Address
9. Enter Lease Suite #
10. Enter Department (optional)
11. Enter Supersedes PO number you are replacing (optional)
12. Enter Departmental Contact Name for Questions Regarding Lease
13. Select the By checking this box, you acknowledge that you must attach a copy of the lease contract to the next page check box
14. Select Add to Cart
15. Select View Cart and Checkout

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

1. Select Standard Radioactive from the Request Type drop-down list
2. Enter the Item Description
3. Enter Quantity
4. Change Unit of Measure
5. Enter Unit Price
6. Enter Supplier Item (part number) (optional)
7. Enter Supplier Name and tab out to validate or select Request New Supplier if the original supplier is not available
   • Refer to How To: Make a Supplier or Payee Request if you need to re-activate the supplier listed on the original PO
8. Enter the CRA Number
9. Select Add to Cart
10. Select View Cart and Checkout

1. Select Standard Services from the Request Type drop-down list
2. Enter Item Description
3. Enter Amount
4. Enter Supplier Name and tab out or select Request New Supplier
   • Refer to How To: Make a Supplier or Payee Request if you need to re-activate the supplier on the original PO
5. Enter Scope of Work
6. Enter Start Date
7. Enter End Date
8. Select Data or System Risk Classification from drop-down menu: Assign a risk classification of High, Moderate, Low or Not Applicable
9. Answer the Proposal Attached? question (optional)
10. Enter the name of the Project Manager (optional)
11. Select Add to Cart
12. Select View Cart and Checkout

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.

1. 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

You may:

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

1. Scroll down to the product table below the Delivery and Billing sections
2. 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
3. Update Line Screen: Change the Description, Quantity, Unit of Measure, Unit Price or Supplier in the Update Line screen
4. To change the allocation, select the plus sign to add a new line
5. Replace the pre-populated PTAE information in the new line with the PTAE desired
6. 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.
7. Select the box next to Apply this Cost Allocation information to apply the allocation to all requisition lines in the shopping cart
8. Select Apply to complete and return to the Edit and Submit Requisition page