In order for requesters to order goods/services they must choose the
appropriate Item Category on the requisition.
If there is no category to fit the needs of the goods/services they are
ordering a new item category will need to be setup and put in a catalog.
Type the new item
category number up to 18 characters. If
possible, use the most relevant NIGP code.
Otherwise choose a number that would not overlap/interfere with the NIGP
number scheme. Also, characters can be
used if it is necessary to distinguish the category from all others.
Date: Defaults to
today’s date. If necessary, change to
the earliest date this category could be used on a transaction.
Description: Type a description of the item
category up to 60 characters.
a short description of the item category up to 10 characters. This does not have to be a unique value.
Buyer: Choose the Purchasing Services Buyer that has
oversight of this item category
Account: Choose the expense account that is most
appropriate for this category.
Profile ID: If this item is a Non Capital or Capital
asset, choose the most appropriate asset profile.
Code: Choose the correct usage code (Exempt,
Taxable or Research). Choosing Exempt or
Research will not allow tax to be calculated on this category.
Nature: Choose Goods or Services.
Performed: If Services was chosen for Physical Nature,
choose where the service is performed from the drop down.
Category Definition 2 Tab
Price Tolerance Over:
Price Tolerance Under:
Unit Price Tolerance Over:
Unit Price Tolerance Under:
Price Tolerance Over: 9999999.99000
Price Tolerance Under: 9999999.99000
Ext Price Tolerance Over:
Ext Price Tolerance Under:
Defaults to “Required”, choose “Do Not” from the drop down if receiving is not
required for this category.
Recvd Tolerance %:
Category: Choose the most appropriate catalog for the
– Items that must be under $5K to be order on a DPT requisition.
– Unrestricted items that can be up to $25K and not need Purchasing
Oversight. Can be ordered on a DPT
– Items that must have Purchasing Oversight and can only be ordered on a PUR
Select the checkbox next to the catalog
PUR catalog is not viewable when creating a DPT requisition.
creating a DPT requisition there is code built in the allow ordering over $5K
if the item is in the Unrestricted catalog.
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