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Friday, August 01, 2008 Upgrades to WEBBA Requisition process
During the week of July 21, 2008, an upgraded version of the WEBBA form and paperless requisition processes will be released.
Below is a summary of the material upgrades:
- Removal of Tax 'Yes' and 'No' Question - The requirement for processors to select either 'Yes' or 'No' as to whether a purchase is taxable has been removed from the requisition process. Effective with the release of the upgraded version, Purchasing Services or Accounts Payable will determine whether the item or service is taxable and will add any required tax. No Change Order will be required of processors when the requisition and/or subsequent purchase order are increased due to the addition of tax. Processors who are certain about the tax allocation can add the applicable tax as a separate, additional line-item in the Requisition process.
Removing the 'Yes' and 'No' question was necessary as it has become increasingly more complicated to determine what items and services are taxable. Correspondingly, the majority of requisitions arrived in Purchasing Services with incorrectly calculated sales tax amounts.
- Corrected Delivery Address Input - The delivery location data entered by processors in the WEBBA Requisition process was transferring neither to the printed Purchase Order nor to look-up screens in Central Receiving. The upgraded version of the WEBBA requisition has corrected these problems.
- Removal of Old Delivery Addresses - A new feature has been created in the upgraded version which will allow users to delete old delivery addresses. Previously, it was only possible to add new addresses in the Requisition processes.
- Reminder about Purchases on a SPA account within last 30 days - Additional verbiage has been added before updating a Requisition to remind those using a sponsored project account that orders being placed within (30) days of the contract or grant's termination must be placed with the understanding that the goods and services will be received before the contract or grant's budget period end date and that the goods and services will directly benefit the project. To avoid processing delays, justification should be provided to Purchasing Services if a good or service will be purchased within this 30 day window.
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