Page Comparison

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1. From the REQUESTS HOME page, select "Purchase Request" by clicking the corresponding create button inside the CREATE A NEW REQUEST box.  

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2. Your newly created request will generate an REQ number, creator/created information, status display, etc. 
   1. Note that this REQ number will appear on your UT Direct homepage and you can use this number to monitor your request. Any inquiries to or from Finance regarding your requests should reference this REQ number. 
3. The next step is to complete the form: 
   1. Description
      1. Include your name and the type of expense: ex. Patricia Semenov – research books
   2. Request Notes
      1. Replaces “Brief Justification of Need” from paper form.  Indicate if funding request or reimbursement.  How is the purchase to be made and any relevant information. Is it for a class, related to a project, etc.
         1. NOTE: UT recommends utilizing university procurement options first.  Please contact the Finance Office prior to making purchases with own funds as there are reimbursement restrictions.
   3. Requester UT EID
      1. Will automatically populate with requestor’s EID
         
         

   4. Using the “Add Attachment box”, please attach any quotes, invoices or correspondences from the vendor. 

   5. Autofill Requester Info
      1. Click the Autofill button and all your contact information will load. 

Item Information 

1. Describe what the item(s) will be used for.

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Select – CONTINUE to assign document for approval

Purchase Request: Assign

Choose Assignee 

Assign To:  select UT EID

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To make an EID your default select MAKE DEFAULT

Click – ASSIGN

Once your REQ has been assigned you can track it via the HISTORY tab across the upper end of the REQ or via the homepage.

When the REQ reaches the Finance Office and is Finalized the requestor will be notified. 

HISTORY TAB

Located at the top of the REQ page, the HISTORY tab provides the requester the ability to track the REQ. 

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