Web Link -  Requisition Entry Detailed Instructions

  1. Clay Central/Everly website (www.claycentraleverly.org)

    1. Menu

    2. Staff

    3. Web Link (in red)

    4. Web Link (in red) again

      1. User ID= first 4 digits of last name; first 3 digits of first name (whitdia)

      2. Password= last 4 digits of your SSN

      3. Login

      4. Data Entry (top right)

        1. Requisition Entry (if entering a requisition) OR the next TAB over

      5. Employee Information (top right)

        1. Leaves

        2. Leave Request Entry (Go to Instruction #12 for more directions on Leave Requests)

    5. Vendor

      1. Click on the magnifying glass beside approval tree ID and search.

        If you can NOT find the vendor you need, use the ‘unknown vendor for requisitions’ vendor – YOU MUST THEN ADD A COMMENT THAT INCLUDES THE VENDOR NAME, ADDRESS, ETC ON THE REQUISITION SO THE VENDOR CAN BE ADDED or email business office to enter a vendor for you. A requisition CAN NOT be approved without the vendor information.

    6. Requisition Amount - this must equal the total amount requested on this requisition. If you have multiple detail lines, you can leave this line as zero until you have all lines complete then click the calculator on this line and it will fill in the total amount.

    7. Requisition Date – it will default to today’s date

    8. Expected Date – it will also default to today’s date. Please change it to the date you NEED the product by.

    9. Requisition Description – Brief Description of what you are requesting – example: Science Instructional Materials

    10. Detail Information

      1. Account Number  –

        1. Elementary……..you will be using this # the most……10 0409 1000 100 0000 618.

          Royal Janitors will be using  10 0409…...2620.......etc.

          Cooks…….you will be using this # the most……….61 0000 3110 000 0000 618

        2. Detail Description – Fill in the detailed description of the item you are purchasing – example: Smart Tubes Science Set

        3. Catalogue – Enter the catalog number of this item – example:NP1234

        4. Quantity – Enter the total amount of these items you are ordering

        5. Unit Price – Enter the price PER item

        6. Unit Description – Enter the quantity multiplier for the item (each, per dozen, etc)

        7. Detail Amount – This automatically calculates according to the quantity and price entered

        8. Go to second line if you have more than one item to order from the same vendor and then third line etc. Then when finished go to the next step

        9. Hit "Submit Current Requisition".

    11. Your Comments – Click on this to add a comment if you want to add further explanation on what this requisition is for.

    12. Leaves

      1. Hit magnifying glass beside Leave ID to choose what kind of leave you are requesting

      2. Double Click on the Leave to choose it

      3. Put in the date you wish to be gone - start date and end date

      4. Enter Start Time and End Time or hit the little square box off to the right for "all day"

      5. Enter number of units for Leave - List your leave in hours only. If you are going to be gone all day you would enter 8.

      6. Mark if you need a substitute (You'll say Yes or No in 2 different spots)

      7. You can list a sub you would like and maybe you would get that sub and maybe not. Just depends.

      8. Up higher on the right hand side put something in "your comment". It helps me when doing payroll. Example : if you have an appointment or you were sick or a friends funeral etc. If you know your sub ahead of time you could also list the name of your sub in the comment.

      9. When finished, go down to the bottom on the left and hit "Submit Current Leave Request".