Ensure you are logged into the Resource finance system (http://finance:8000/deed)

1. From the main menu please click ‘My Requisitions’ – in Resource, purchase orders are call requisitions
2. At the top of the page click ‘New Requisition’
3. Select a supplier, click ‘search’ next to the supplier box, a pop-up will open with our supplier list. Search for the supplier and click on the supplier you wish to raise the purchase order for. The pop-up will now closed and you will see the finance supplier reference in the ‘supplier’ box.
4. You can now change the delivery FAO which will be printed on the purchase order sent to the supplier – if you are not the person who needs to be named on the purchase order, select the name from the list of Resource users.
5. Select the cost centre which the purchase order is being charged to, if you cannot see the budget/department which the purchase order is being charged to, speak to finance as you might not have permission to raise a purchase order to that department.
6. Add any special instructions – note this appears on the printed purchase order to the supplier.
7. Add any notes to the order, which might be useful for the budget holder approving the purchase order or finance.
8. Click ‘add’
9. You will now be directed to the quote line screen, where you need to select the nominal, you can either input the nominal in ‘product code’ then click on the nominal form the list below. If you do not know the code you can search the description for the name of the nominal (such as materials, etc), and again click on the normal you wish to add.
10. You are now required to add the private fund/trip code. If you have a private fund code, find it on the drop down. If you do not have a private fund code, please select ‘not applicable’.
11. Next enter the quality in the box – this is always set to a default of ‘1’.
12. Enter the unit cost of the item (cost without VAT). Not this is the unit cost for ‘1’ of quantity.
13. Add the supplier’s product code if appropriate
14. Add a detailed description of the product being purchased
15. Select the correct VAT rate for the product, this default is standard VAT at 20%. (eg. if you are ordering an item which doesn’t have VAT select ‘zero’ from the dropdown)
16. Click ‘add’ this will add the item to the purchase order.
17. You will now be on the order overview page – at this point you can submit your purchase order for approval, add more linked to upload linked documents.
18. To add more lines to the order, click ‘Add line’ and repeat steps 9-16.
19. To upload documents click ‘linked documents’ and follow the steps one screen – this could be used for added evidence of 3 quotes etc for orders requiring multiple quotes for financial regulations.
20. To submit click ‘submit requisition’ this will submit your order to the budget holder for approval, then the correct approval process dependant on the order value.