PEOPLESOFT REQUESTER SETUP FORM - Instructions

Purpose: To establish UMBC faculty and staff as PeopleSoft Requesters.

Definition: The Requester is the person who needs specific goods or services to be procured by means of a Purchase Order. One Requester must be entered for each requisition. All Requesters need to have a PeopleSoft UserID created for them (a PeopleSoft Access Request Form is submitted to request a UserID) before they can be designated as a Requester on PeopleSoft, and all Requesters will be granted Purchasing inquiry authority at a minimum, so they can inquire on the status of the goods or services they have requested. Requesters can enter their own requisitions into PeopleSoft or can grant authority to other persons to enter requisitions for them. Entering a Requester on a requisition causes certain information to default onto the requisition, including Delivery Location, Phone Number, and ChartField values. This saves time and data entry. Any value defaulted onto a requisition can be changed by the person entering the Requisition. Choose the most frequently used ChartField values as the defaults.

Method: Departments may set each faculty and staff member up as a PeopleSoft Requester, or they can choose to designate certain staff members as Requesters for a group of faculty and staff. If the latter method is chosen, the designated Requester will need to maintain an “off-line” record of who requested what. It is also likely that the default ChartFields for such Requesters will be less accurate because they are being applied to a group of individuals rather than to one person. Please assess which method will work best in your department before filling out the Requester Setup Forms. You are encouraged to create a sufficient number of Requesters for your department to provide accurate detail on requisitions. Procurement will contact the listed Requester if questions arise or if more information is needed. Please do not set graduate students up as Requesters.

Complete one form for each person to be designated as a Requester. Duplicate forms for the same person will not be processed.

Approved Delivery Locations: Each department has been assigned one approved Delivery Location. This is for the use of Central Receiving staff when they deliver goods to you that were shipped to Central Receiving by your vendor. Please refer to the Delivery Location listing for your department’s approved location. You may not choose another delivery location. The only valid values are those on the list. The current Delivery Location List is available on the Procurement Department Web Site.
PEOPLESOFT REQUESTER SETUP FORM

LAST NAME, FIRST NAME MI / DEPT NAME
YOUR PHONE NUMBER with area code / YOUR FAX NUMBER with area code
MyUMBC LOGIN NAME / DEFAULT DELIVERY LOCATION CODE FOR USE BY CENTRAL RECEIVING

Refer to separate Listing for valid codes

APPROVED REQUISITIONERS FOR THIS REQUESTER

These persons will be authorized to enter requisitions on PeopleSoft using this Requester.

The Requester can be named as a Requisitioner here. You must designate at least one approved Requisitioner for each Requester created.

LAST NAME, FIRST NAME MI (1) / LAST NAME, FIRST NAME MI (2)
LAST NAME, FIRST NAME MI (3) / LAST NAME, FIRST NAME MI (4)

Will this Requester represent other persons in the department who are not being set up as Requesters?

NO / Select One / YES

DEFAULT CHARTFIELD VALUES:

FUND / PGM-FIN / DEPT / PGM-OPR / SOF

Department Authorization:

Signature of Dean, Dept Head, Director
Printed Name
Date Signed