Creating a Facilities Requisition in the CU Marketplace

1. Select Services or Goods & Services. 

2. Select a Commodity from the dropdown(s) that appear based on your selection above. If you selected the Goods & Services option, two Commodity dropdown menus appear, one for Goods and the other for Services. The selection of commodities available depends on the dropdown from which you are selecting. Note: If the commodity you are requesting is not available from the dropdown menu, you may not be in the correct form. This form is specific for Facilities goods and services. The Non-Catalog Goods and Services Request form is available for non-facilities commodities. 

3. Select the relevant response from the Is this purchase one of the following? dropdown. Click the Question Mark icon for a definition of each option. 

Based on your selections above, different questions appear. 

4. If the Service Contracts section appears and you already have a contract, you can enter a Contract number or reference. 

• If there is not a contract for the service being requested but you have submitted a Contract Request, enter the Request Number. 
• If there is not a contract for the service being requested and you have not submitted a Contract Request, you will be provided instructions on how to submit a Contract Request when you reach the end of the form. 

5. Select the answers in each field, as needed, and click the Next button. 

Completing the Purchasing Details for “Something Else” 

If you selected Something Else for the question Is this purchase for one of the following?, the question Is the supplier you selected a UwPA supplier? appears. To learn more about UwPAs or to check whether your supplier is a UwPA supplier, click the Question Mark icon. 

• If you select Yes, no additional fields appear on the page; click the Next button to proceed. 
• If you select No, additional fields appear on the page, including those related to Service Contracts. 

Answer the relevent questions related to the non-UwPA request. 

You can select the Save Progress button and return to the form later or you can progress by clicking Next. 

The pages and fields displayed depend on your initial selection on the Purchasing Information page. If you selected a Goods and Services request, the Goods page appears first for adding your Goods items. The Services page will appear next for adding your Services items. If you selected only Services, you will be directed straight to the Services page. 

You can add up to 20 lines. If you need more than 20 items, you can add them directly on the Requisition after you complete this form and add it to your cart. 

Adding a Services Line 

1. Enter the Service Start Date and Service End Date fields in the Service Period. 

2. Enter a Service Description, Unit Price, and Quantity (must be 1). All Service items are automatically designated as “Amount Only.” 

3. To find the Commodity Code for your service, click the Edit button. The Commodity Codes search window appears. 

4. Type your Search criteria, press Enter and click the Select button for the matching Commodity Code. The Commodity window will suggest Commodity Codes based on what you typed in the Item Description Box. If you want to add another line for an additional service, select Yes for Would you like to add another line? If this is a multi-year services request, add another line to represent each fiscal year. 

5. Click the Next button to continue. 

Adding a Goods Line

1. Indicate Yes or No for Are multiple invoices expected for this goods purchase? (Amount Only). 

2. Type the Item Description, the Unit Price, Quantity, and select the Unit of Measure. If you know the Catalog No. of the item you are purchasing, you can enter it. 

3. To find the Commodity Code for your goods item, click the Edit button. The Commodity Codes search window appears. 

4. Type your Search criteria, click Enter and then the Select button for the matching Commodity Code. The Commodity window will suggest Commodity Codes based on what you typed in the Item Description Box. If you want to add another line for an additional item, select Yes for Would you like to add another item? or select No. 

5. Click the Next button to continue. 

Based on the Purchasing Information details and the Goods and / or Services lines that you added, the Required Attachments page will display the required documentation (indicated with an asterisk *) that you must upload for your purchase. 

If necessary, you can click the Save Progress button in order to obtain any required documentation and return to the form later. 

1. Click the Upload button for each required document indicated to upload the file that satisfies the requirement. The Upload window appears. 

2. In the Title field, enter the type of the document you are uploading (i.e., SOW, COI, Quote), click the Choose File button to search, select your document file, and click the Save Changes button.

You have the option to upload additional documentation that may be needed to explain the transaction. Select Yes for Would you like to add any additional attachments? Additional Attachment upload fields are displayed.

3. Click the Next button to continue. 

If you selected a Service that requires a Contract and indicated in the Purchasing Information page that you did not have a Contract, the Contract Request Information page appears. You must submit a Contract Request and copy/paste the Contract Request Number. 

1. Click the Contracts Home link to initiate a Contract Request. A new tab will open in your browser to the Contracts dashboard. 

2. Click the Request Contract link to initiate a Contract Request. Refer to the Requesting a New Contract job aid for guidance. 

3. Copy the Form Number from your Contract Request. 

4. Return to the tab with your Goods and Services Request to paste your Contract Request Number in the field. Do not forget to complete the Contract Request and submit it into workflow. 

1. From the Attachments or the Contract Request Information pages, click the Next button. The Review and Submit page appears. 

Green checks appear to indicate that all required fields are complete. 

2. Click the Add and go to Cart button. The Shopping Cart screen appears. You can select the option to Add to new Cart so items in this Request are not added to an Active Cart. 

Click the dropdown menu next to Add and go to Cart and select Add to new Cart. 

You can now Proceed to Checkout to submit your Request as a Requisition for approval. For details refer to the CU Marketplace Requisition Checkout Quick Guide. 

If you clicked Save Progress while working on a Request and left the form, you can resume your in-progress Request to complete it. 

From the Welcome dashboard, select the Orders tile. The Orders Dashboard appears. 

From the My Non-Catalog Goods and Services Requests tile, click the link for the Form Name of the Request you wish to resume working on. 

For more information on managing and editing Non-Catalog Requisitions submitted for approval, refer to the Editing Non-Catalog Carts and Requisitions in the CU Marketplace job aid. 

Contact the Finance Service Center.

Log an incident or request a service via Service Now.