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1. Complete the end user training.
   • Contact the CMS Help Desk at 408-924-1530 to schedule a one-on-one training.
2. Enter a web requisition in the SJSU Financial Transaction Services.
   • For detailed instructions on entering a Web Requisition, visit MySJSU Finance Help for Department Finance Users. Note: Detailed user guides for Financial Transaction Services are temporarily unavailable. For assistance, please contact the CMS Help Desk at 408-924-1530.
   • Any requisition support documentation should be uploaded in Financial Transaction Services when initally submitting the web requisition. For help uploading support documentation, please contact the CMS Help Desk at 408-924-1530.
   • You may also save supporting documentation as a pdf attachment and email it to pass.req@sjsu.edu. In the subject line of the email, reference only the complete requisition number (10 characters and in caps).
   • You may also fax the documents to 4-6684. The resolution on your fax machine should be set to HIGH or FINE. Legibly write the complete requisition number (in caps and a total of 10 characters) in a prominent location of the first page of your backup submission. Each fax transmission (call) you make must pertain to one requisition.
   • Do not send hardcopies of your supporting documents through intercampus mail or email them directly to the buyer. They will be returned to you for proper submission.
3. Have your approver electronically approve the requisition.
   • Status will be approved.
   • The next day, status will be Distributed.
4. Check the status of your order:
   • For status of your web requisition, run a PO Life Cycle Report.
   • For status of the purchase order, check the Purchasing Directory and contact the buyer listed on the purchase order.

A Note About Chartfield Changes

When processing purchase orders, buyers must enter a commodity code that correctly reflects the product and/or service being ordered. If necessary, the system will automatically change your chartfields to reflect the correct account number associated with the commodity code entered.

Purchasing will not change Chartfields once a purchase order is created in the system. For information on commonly used account codes, please see Account Definitions on the Accounting Services - Account Definitions website.