PR Builder

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PR Builder

• Creating a Purchase Request

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• In order to make a purchase request you must have
  the Requirement User role. If so first click on
  a silver cabinet icon located on the left side.
  If you do not have a cabinet just click on
  Options and create a new cabinet.

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• Now go up to the toolbar and go to Create PR and
  click on EZPR.

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• Now you need to assign your Requisition a number.
  The only thing you should be changing is the
  LAST 5 DIGITS, they can be alpha or numeric.
  Then click the Register PR Button.

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• First is the Basic information section. The Alt
  Doc. Number is were you can place the old style
  requisition number (ie M67400-0123-1234). Note
  This number will not be used for Committing
  funds.

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• PR Name is a brief description of the purchase.
  Sole Source block can be checked if it is, just
  remember to justify. Priority click on the drop
  arrow and choose. 09 and below must be justified
  in the Priority Justification block.

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• FMF Units fall under the Force Activity
  Designator (FAD) II. The only priorities that
  are allowed on PRs will be for Urgency of Need
  Designator (UND) A 02, B 05, and C 12.
• MCB Units fall under FAD IV, therefore the only
  priorities allowed are for UND A 07, B 09, and
  C 14.
• Commanding Officers will review all
  requisitions under UND A, Designated personnel of
  the C.O. must review those under UND B. (Ref.
  MCO 4400.16)

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• Date required is clicked for Supplies, for
  Services click on the POP (Period of Performance)
  and enter the date(s). Description and Comments
  are any other relevant information to be provided
  to the Contracting Office of assistance in the
  purchase.

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• Now on to the Shipping information. Your
  information will default depending what is in
  your address in the User Admin. The Ship To and
  all the fields under it are simply block 3a of
  the paper DD1149.

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• Next is the recommended Sources of Supply. This
  is block 4 of the DD1149. Please fill as many of
  the block as possible to help the Contracting
  Office to contact the vendor. When finished
  click the save button. To add another vendor
  click the Append button.

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• Next is adding the line item. Line item number
  is defaulted, Item name is self explanatory. The
  NSN drop can be changed to part number and then
  tab over and you can add this information if you
  have it. If you have more item information put it
  in the Line Item Description block.

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• Unit of issue just click on the drop box and
  choose. Item type choose commodity for supply or
  service. Contract type leave N/A, Unit price and
  Quantity again are self explanatory and then
  click total. Then click the save button.

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• To add sub CLINS hit the Add Sub button. To add
  another item hit Add, or else you can copy or
  delete the item.

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• If you have Fiscal User rights continue, if not
  skip this slide and proceed. Under Financial
  Management System 2 choices are available None
  Selected for manually committing the funds or
  SABRS to use the interface to automate the
  commitment.

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• Next in the LOA is the ACRN which should be AA
  for purchases in US Dollars or YA for purchases
  in Japanese Yen. Then use the drop menu to select
  your LOA. See the Lines of Accounting slides for
  help in adding new or editing existing LOAs.
  Last add the Cost Code.

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• Lastly use the drop menu to add the FIP Profile
  and FIP Accounts. See the LOA slide for adding
  or editing these fields also. Note These
  fields are crucial if you choose to use the SABRS
  Interface.

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• If you have any attachments to add this PR scroll
  to the top toolbar move to PR Options and click
  on Upload.

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• Click on the Document Type and File Type drop
  boxes and choose one of the options. Then click
  on the browse button and find the file in your
  computer you want to upload and select it. Then
  add a description if you need to and then hit
  upload.

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• Now that you are finished go up to the toolbar,
  go to PR Options and click on Complete. If you
  could not complete the PR or need assistance you
  can choose to Route for Completion. This will
  allow you to route the PR to others to get the
  Complete status using a loaded Workflow.

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• Once your PR is at Complete status go up to PR
  Options and click route.

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• You will be prompted to route for information.
  If you would like to send this PR just for
  informational purposes select yes and then the
  user in which you would like to send it to.
  Note The user must have a PR Builder account.

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• If not click no. Then you will allowed to choose
  a workflow to send this PR. Please contact your
  Workflow manager if you can not see a workflow or
  do not now which one to choose from. Click on
  the Workflow and hit the route button.

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• Now this will show all the users in chronological
  that will be routed this PR. You may select the
  number of suspension, which if the member does
  not take action the PR skips them. These are
  calendar days so be aware of weekend and
  holidays. Please allow sufficient time so that
  each user, especially RCO, can review the PR.