Lawson E-REQ – Introduction
Lawson E-REQ – Introduction
Welcome to Lawson E-Requisitions
Congratulations, you’ve been approved as a Lawson requisitioner! You’ll find Lawson to be convenient and easy to use once you’ve become familiar with it. This guide is an introduction to the requisitioning process.
Getting Started
Step 1. Log into CapitaLink and choose Online Applications
Step 2. Scroll down and choose Lawson
Step 3. Sign into Lawson
If Lawson does not launch, tell your manager or submit a ticket to Freshservice. You can find Freshservice on CapitaLink under Request IT Support
Step 4. After Lawson launches, choose Menu
Step 5. Within Menu, choose Bookmarks
Step 6. Choose Requisition Center
Step 7. Choose Shopping
- Shopping will open the Requisition Center Basic tab
Requisition Center – Basic Tab
Step 1: Complete the following fields. These steps must be completed before moving on
-
Requester: Do not change this!
- Your name and ID number should be listed
-
Requesting Company: Do not change this!
- 0001 CH Hospitals should be listed
- 0007 LIFE Program
-
Requesting Location: Your cost center may be listed
-
Tip: Don’t know your Requesting Location? Try the first five digits of your cost center, or
- See your manager
- Requested Delivery Date:
DECISION: Delivery Date
Type Of Order
Use This Date
Storeroom Order
Today’s date
Outside Vendor Order
Realistic date assuming routine, non-expedited shipping
Rush Order
Add comment to requisition with required delivery date
Emergent Order
Contact your buyer with requisition number via email or phone
-
Deliver To: Enter first and last name of the person expecting this order.
Step 2. Choose Detail Profile tab
Requisition Center – Detail Profile Tab
Step 1: Complete the following fields. These steps must be completed before moving on
-
From Company: Do not change this!
- 0001 CH Hospitals will be listed
- 0007 LIFE Program
-
From Location: Do not change this!
-
FINV CH RMC Warehouse or HINV Hopewell Storeroom will be listed, based on the Requesting Location entered in the Basic tab
-
Buyer: Enter your buyer’s initials
- Click the magnifying glass
to see a full list of buyers
- If you don’t know the name of your buyer, use ZZZ
Step 2. Choose Comments tab
Requisition Center – Comments Tab
Comments To Print On…
Directed to
Purpose
Requisitions
Buyer
Internal message to buyer such as Rush Order delivery date
Purchase Orders
Vendor
Specific instructions or other pertinent information to the vendor i.e. delivery information, contract period, quote number, equipment ID, point of contact, etc.
Receiving Documents
Storeroom
Delivery instructions for the storeroom
Step 1: Complete the following fields
-
Choose a comment field needed for this Purchase Order
-
Title: enter your name
-
Text: enter your email address and the name of the person who requested this order, and any specific instructions
- A Dialog box will confirm the comment was added
Step 2: Repeat this process if additional comments are required
DECISION: Where Do I Go Next?
NEED HELP? The chart below can help you get started
See your manager or contact IT if you need additional assistance
We Need To Order
And Requesting Department Is
And
Start With
Patient Care Supplies, Housekeeping Supplies, Forms, Specialty Paper, and other Routine Purchases
Hospital-Based
Lawson Number not needed
You have a Lawson Number
Catalog
Express Order
Patient Care Supplies
Offsite Offices and Medical Practices
Lawson Number not needed
PunchOut to
McKesson Surgical
Housekeeping Supplies
All locations
Lawson Number not needed
PunchOut to Grainger or Special/Service for specific manufacturer/vendor
Office Supplies
All locations
Lawson Number not needed
PunchOut to
Office Depot
Maintenance Supplies
All locations
Lawson Number not needed
PunchOut to Grainger or Special/Service for specific manufacturer/vendor
Non-Catalog, Services, Contracts
All locations
Lawson Number not needed
Special/Service
See these Lawson E-REQ Job Aids for next steps
- Lawson E-REQ - Catalog
- Lawson E-REQ - Express Order
- Lawson E-REQ - PunchOut
- Lawson E-REQ - Special/Service