SC Strategic Solutions

1. Go to www.myscview.com to log in.

If you've never logged in before, please contact your admin for your username and initial password.

2. Click on the Tools menu then click Requisitions.

3. This screen is referred to as Requisition Manager. Here you can see the details of all the requisitions you have created. In this screen you are able to add a requisition with the button that says Add Req. You are also able to copy a requisition with Copy Req if it is exactly the same as one you have created prior. Your requisitions are given a number, if it has been approved and submitted they are given a PO Number. You can also see the status of each requisition, if it has been saved as a draft, where it is waiting to be approved and if it has been submitted to USAS. The other columns tell you the details that you will be providing when you click on Add Req.

4. You can partially enter a vendor name and a dropdown list will populate with relevant results.

If a more detailed search is required, click the binoculars icon to the right of the Vendor box, which will open the vendor search window. 

Here you can perform a blank search by clicking Find, which will populate all available vendors. You may also enter a starting vendor number below or ending vendor number to the right. The status dropdown will filter results depending on if the vendor is active or inactive in USAS.

Note: If an Inactive vendor is chosen, the Requisition entry page will notify you that the vendor is inactive in orange highlighted text.

5. Click the drop-down arrow and select your Approval Path. The Deliver To field will auto populate with the Deliver To address. If you need to select a separate Deliver To address from the approval path, you select it here. 

If you would like to add an additional attention to or modify the title of the address you can select the text and make one time changes to the current requisition. 

6. You can add any notes for the approvers in the Internal Notes, these will not show on the PO. Some districts will have the choice for Who will place the order from the drop-down list. 

7. Click on Add Line

8. Fill out the Quantity, Price, Description, and Account information. Add an account by either entering a partial name of the account in Account Description. Or you can use the filter button to the right of the box to search.

To search by XREF code, put : followed by the code, in the Acct. Description field

You can also search via the account code instead, clicking the filter button next to account code.

Clicking the magnifying glass to the right of the filter button will open an account search window. The same abilities used for account description and code can be used here as well. Alternatively, leaving the fields blank and clicking Find will commit a blank search. You can also pick the status type of an account via the dropdown Status box.

9. When finished click on the button that says Update. You may now add more lines, Save Draft, or Submit your req. 

Saving as draft allows you to work on the requisition at a later time. It does not submit it for approval. 

If you have added multiple lines and you need to update Account Codes, make sure the first line is set to the correct Account Code. Then right click on that line and choose Apply Account to Next to apply it to the account directly below it, or choose Apply Account Code to End to apply the accounts to all lines below it. You can also choose to Clear the Current Account on the line selected, or move the line up or down on the list.

You may also use an excel spreadsheet to autofill the line items details of a REQ. Please reach out to support if you do not currently have the template.  Once this is filled out you may either drag and drop the excel spreadsheet here, or you can select upload and have the file selected.

10. For an in-depth guide on how Split By Price and Split By Qty work, please refer to the Splitting Line Item article.