How To:  Request Equipment for Loan or Demo

1. Go to https://ofweb.stanford.edu
2. Enter your SUNet ID and Password
3. Click SU Internet Procurement
4. Click 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 equipment is a loan or demo)
3. Enter Quantity
4. Change Unit of Measure if appropriate
5. Enter Unit Price
   
   
   Note:  Enter the purchase price of the item even if you will not be purchasing the item later.
   
   
6. Enter Supplier Item (part number) (optional)
7. Enter Supplier Name and tab out or click Request New Supplier. See How To: Submit Request for New Supplier.
   
   
   Note:  Please obtain and enter the following information from the DPA. If you are unable to obtain this information, please write an approver note to the DPA to edit your 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. Answer Yes to the question – Does this Require a Contract?
14. Click Add to Cart button
15. Click View Cart and Checkout
16. Click Checkout

1. Edit Business Purpose to include that this transaction is a loan or demo
2. Enter Department Name
3. Enter Room
4. Enter the name for Attention to
5. Enter PTA if different from the default value
6. Enter a Capital Expenditure Type that is non-Stanford-owned
   
   
   Note:  Please see the non-Stanford-owned expenditure section of the Common Expenditure Types for Property and Equipment List.
   
   
7. The Expenditure Item Date will default to current date
8. The Tax Code will default to sales tax
9. Click Next to continue

Insert DPA Name

1. Click Manage Approvals
2. Click Insert and enter the DPA Approver name
3. Route the requisition to the DPA before the PTA approver. Then click Submit.
4. Enter a note to approvers (optional)
   
   
   Note:  You will receive an error in Oracle if you enter a Standard Capital Equipment requisition without entering a DPA approver at checkout. Use the Oracle back button to return to Step 2 of checkout to insert your DPA as an additional approver.
   
   
5. Click Next

Add attachments

1. Click Add Attachment
2. Enter an attachment Description
3. Select a Category for the attachment from the drop-down list
4. Define the attachment by clicking one of the following (File, URL, or text)
5. Enter the file path, the URL, or the text message as appropriate
6. Click Add Another button to add additional attachments or click Apply button to complete attachments

1. Check the Price Reasonableness policy acknowledgement box
   
   
   Note:  Please click the Guidance for Ensuring Price Reasonableness link to read the policy.
   
   
2. If tax should not be applied to a particular line, override by selecting the appropriate tax exempt category from the pulldown menu. Review the Common Sales Tax Exempt Categories.
   
   
   Note:  All categories will change the tax to zero.
   
   
3. Click Submit to route request for approval
   
   
   Note:  Alternatively, click Save to store requisition with an Incomplete status for a later submittal