Request Equipment for Loan or Demo

1. Enter ofweb.stanford.edu in the browser
2. Click Login
3. As prompted, log in using SUNet ID and password

1. Select SU Internet Procurement
2. Select Non-Catalog Request to begin a non-catalog requisition

1. Select Standard Capital Equipment from the Request Type drop-down list
2. Enter Item Description (include if equipment is a loan or demo)
3. Enter Quantity
4. Change Unit of Measure if appropriate
5. Enter Unit Price Enter the purchase price of the item even if the purchase will not be made later.
   
   If the amount is under $25,000, enter the item via a Standard Consultant order so the requisition will route through Procurement – Contracts.
6. Enter the Supplier Item (part number) (optional)
7. Enter Supplier Name and tab out to view the supplier. The resulting supplier information should fill in the fields for Supplier. If the supplier is not easily found, it is recommended to use the Supplier Query and Request tool in Oracle Financials to perform one or more activities below:
    
   • Search the database for active suppliers, including viewing specific supplier contacts and representatives
   • View and request activation of inactive suppliers
   • Update supplier/payee information
   • Submit a request to add a new supplier/payee
   • Check the status of a new supplier/payee request that you have already requested
   • NOTE: See Streamlined requisition supplier selection for further details.

Please obtain and enter the following information from the DPA. If this information is not available or obtainable, write an approver note to the DPA to edit the requisition at their approval step.

8. Enter Screening Attestation
9. Enter Amortization PTAEO(S), if applicable
10. Enter Amortization PTAEO(S) percentages, if applicable
11. Answer the question Will Equipment be Used in a Service Center (Y/N)?
12. Enter Trade In Tag Number (optional), if applicable
13. Select the Add to Cart button
14. Select View Cart and Checkout

You may assign the requisition/cart to another Stanford user in iProcurement from any of the shopping applications within iProcurement: Amazon Business, Non-Catalog Requisition, CardinalTemps and SmartMart Catalog Suppliers. For more information, refer to How To: Assign a Cart in iProcurement.

1. Review and edit information in the Description field (if necessary) Requisition Description defaults to the first line item on the requisition to provide a clear explanation of the business purpose for purchase.
2. Add justification information in the Note to Approver field

A single shopping cart cannot have multiple delivery locations within Stanford. You can enter all the information for delivery in your Preferences to pre-populate these fields.

1. Review/update delivery information:
   • Need-By Date
   • Requester
   • Deliver-To Location (For more information, refer to How To: Change Deliver-To Location)
   • Department Name
   • Room
   • Attention To

In Preferences, enter all the information for billing to pre-populate these fields. You can enter several PTAs under My Allocations to allow choices from the drop-down menu.

1. Review the requisition details in each line
2. Select the box(es) of the line you want to edit
3. Select the Update button to change the single PTA to another single PTA for all the lines selected (you can modify Need-By-Date, the Project, Task, Award or Expenditure Type).
4. Select Copy to make exact copies of the selected lines
5. Select Delete to delete selected lines
6. Select the Update button or the pencil icon in the Update Line column at the far right to view the PTA information for the selected line If the Favorite you selected did not have an Expenditure Type, use the pencil icon in the Update Line column to add the Expenditure Type to a single line.
7. If tax should not be applied to a particular line or if the Research Tax Credit should be applied, override by selecting the appropriate tax category from the Tax Category drop-down menu (for more information, refer to the Common Sales Tax Exempt Categories)
8. Select the Guidance for Ensuring Price Reasonableness link to read the policy
9. Select the box to acknowledge your compliance with Stanford's Price Reasonableness policy
    

Add the Department Property Administrator (DPA) as the first approver in the routing list if using the Standard Capital Equipment category.

Verify approvers

1. Select the Manage Approvals button at the far right to update approvers if necessary
2. Select the Manage FYI Viewers button at the far right to add viewers if necessary

FYI Viewers cannot approve, reject or comment on requisitions routed to them.

For orders $25,000 or greater after taxes and fees (includes additional funds added through this Change Order):

• Required: Attachments of one or more Competitive Bids or a completed Single/Sole Source Justification form. 

Purchasing will reject requisitions submitted without the necessary attachments. The most current version of the Single/Sole Source Justification form must be attached using the link above. Under $25,000

• Strongly advised: Attachments of one or more Competitive Bids or a completed Single/Sole Source Justification form

Buyers see attachments to requisitions that are over $25,000 but Accounts Payable cannot see these attachments to the Requisition and these invoices will not be processed and paid. Invoices including Rush Payment requests and Will Call Check requests, can only be viewed by Accounts Payable when the invoice is uploaded via Requisition and PO Query and when needed, the correct queue is designated for the invoice to be processed as a Rush or Will Call request.

The "To Supplier" attachment category should be used to let a supplier know that an "Order will be placed online; do not duplicate." This applies if an online website requires you to provide a purchase order number when using a company's website to place an order (excludes all SmartMart Catalog Suppliers punchout sites).

4. Select attachment type (File, URL or text)
5. Enter the file path, URL or text message
6. Select Add Another to immediately add next attachment or select Apply 

Once Apply has been selected, you will receive a confirmation: Attachment XXX has been added successfully but not committed. It will be committed when you submit the current transaction.

When Pricing Information is Fragmented Across Multiple Pages: If the requisition was created from a contract request and the pricing information (e.g., price per hour, total number of hours, price per deliverable, or lump sum pricing for the total amount of work) is fragmented across multiple pages of the proposal and/or Statement of Work, ensure all documents containing pricing information are also attached to the requisition.

If the item (Non-Capital) will be shipped to Stanford University from a foreign country, customs forms and fees, as well as freight forwarding services, will need to be provided by JAS (formerly Tigers), which is Stanford’s designated customs broker. These fees will be paid automatically as part of the shipping costs, and you do not need to enter a separate line for shipping.

1. Add an attachment as in the step above
2. Enter customs information in the Title field
3. Leave the Attachment Title field blank
4. Select the To Supplier category
5. Select the text attachment type
6. Enter this information in the text field:

   
   SHIP TO:
   JAS (formerly TIGERS)
   800 AIRPORT BLVD., SUITE 518
   BURLINGAME, CA 94010
   PHONE 650-581-7230

Email a copy of the PO to the Customs Broker at @email. The requester will receive an email copy of the PO when it is approved.

1. Select the Save, Submit or Return to Shopping button at the bottom or top right of the page
2. Select Save to store requisition with an Incomplete status for a later submittal