In the Option Box, the Add a new Line Item link opens a Find a Product box, allowing you to select from items which you have already ordered.

Find a Product box

Desc(ription): Enter the word or words which name the item, from your order request.

Click Search or just hit Enter. This should open a Please Choose the Product box, showing a list of related items. Select your desired item from the list, and click the Choose button to the right.

Helpful Hint

If you are a new Requester, and if your Product inventory is empty or does not yet contain the desired item, there is no need to fill in item after item from a product catalogue! Instead, simply choose the Product tab at the top of your page, and open the Product Search box, as shown below:

In the screen shot above, the Unit: field selected is "Search other units." This allows you to view and choose from products already ordered by other purchasers. Once you select one of these items, the item should appear as a permanent option in your own product inventory.

What if no one at other units has ordered this item either?

• Search Again: Click this link to modify the Product # and Desc fields, and hit Enter. Or,
  
• Product #, Desc: Leave these blank. Click Search to access a list of all items that you have ordered previously from this vendor. This opens the Add Order Item box.

Add Order item

In this box you can enter a product number, description, unit size (case, dozen, etc.), and unit price (ideally, these will appear in your order request), enter them, click Add.

This will calculate itself. Just tab past this; don't fill it in.

This is a list showing available budgets. Principal Investigator budgets should appear at the top; for Department budgets, scroll down. (If you are just learning PP and wish to enter test orders for practice, choose whatever Testing budget was added to your learner account. Don't use a real budget for a test order!)

for reference, or

page.

If you don't have this information, scroll down and choose Unspecified.

This can be useful for adding distinguishing details.

Click to choose whether to add another new item, or to return to the PP main screen. (Even after you return to the main screen, you can edit the item again just by clicking Edit to the right of the item.)

Click to specify budget percentages if cost will be shared by two or more budgets; in the drop-down menu for entering each percentage, include the % sign on each line.