Creating a Requisition for FOM

Permission Requirements: Faculty, Staff and Student employees can create requisitions. Undergrads who are not employees cannot. Visiting scholars listed as "Contingent" in Workday (with "C" designation) can have requisitions.

Important: Once your requisition is approved in Workday, you must manually add it to FOM.

Create a Non-Catalog Requisition

1. Start the Process

Using the Request Travel or Purchase application, select "Request to procure goods and/or services" link, or search for "Create Requisition" task.

2. Confirm Requisition Details

a. Confirm Deliver-To and Ship-To fields for correct destination. Change funding to reflect the correct funding source (contact your advisor/PI or fiscal contacts if unsure).

b. The Requester in Workday MUST match the user putting the requisition into FOM. Requisitions cannot be shared between users.

Note for Lab Managers: You can create requisitions for other lab members by changing the requester in Workday to match who will use the requisition in FOM.

3. Add Requisition Type

Select: Request Non-Catalog Items

Then select the "Request Service" radio button

a. Description: Describe the project including who, where, when, why, and how it benefits the University.

Example: "Blanket purchase order for various research procedures, including protein enrichment and sample analysis, to be completed on the Fusion Orbitrap from July 1, 2025 through June 30, 2026 in MSP Lab for current proposal 'X'"

b. Supplier: Must match the facility name in FOM you wish to use.

Special Note: Do not select "Microscopy Shared Resource" (MSR) for CMIF or "Proteomics Shared Resource" (PSR) for CCIC MSP. Use the correct names listed below.

List of Suppliers in FOM:

• ERIK | Campus Chemical Instrument Center | Mass Spectrometry and Proteomics Facility | Earnings Operation
• ERIK | Campus Chemical Instrument Center | Nuclear Magnetic Resonance Facility | Earnings Operation
• ERIK | Campus Microscopy and Imaging Facility | Earnings Operation
• Engineering | Center for Electron Microscopy and Analysis | Earnings Operation
• Arts and Sciences | Chemistry and Biochemistry | Research Support Services | Biophysical Interaction & Characterization Facility
• Arts and Sciences | Chemistry and Biochemistry | Research Support Services | Center for Chemical & Biophysical Dynamics
• Arts and Sciences | Chemistry and Biochemistry | Research Support Services | Mass Spectroscopy Facility
• Arts and Sciences | Chemistry and Biochemistry | Research Support Services | Nuclear Magnetic Resonance Facility
• Arts and Sciences | Chemistry and Biochemistry | Research Support Services | Surface Analysis Facility
• Arts and Sciences | Chemistry and Biochemistry | Research Support Services | X-Ray Crystallography Lab
• Arts and Sciences | Chemistry and Biochemistry | Research Support Services | Polymer Synthesis Research Facility
• Food Science & Tech (FST) Lab Equip/Train

Not sure what supplier to use? Contact fom-admin@osu.edu

4. Additional Details

Spend Category: Use SC10574 ("Scientific Professional Services")

Dates: For blanket purchase orders, add start/end dates

Price: Enter the dollar amount for your requisition

Billing Note: In FOM, requisitions aren't tied to specific reservations. For blanket requisitions covering longer periods, choose an amount large enough to cover months of usage. You're only billed for actual monthly usage, not the full requisition amount.

5. Submit Request

Click the orange Add to Cart button, then select the Checkout button when ready.

Checkout Process

Review and Complete

• Review shipping address (campus location)
• Complete Internal Memo field with business purpose
• Review Goods and Services lines
• Change Worktags as needed
• Add attachments if desired (quotes, supporting documents)
• Select Submit button

Adding the Requisition to FOM

This must be done manually before you can use the requisition

Steps:

1. Wait for requisition to be "Successfully completed" in Workday
2. In FOM, go to "My Accounts"
3. Add a Research description name and the Workday Requisition Number (example: RQ-100000070)
4. Click "Add this account"
5. You should receive a success message. If you get an error, check the requisition in Workday for approval status, requester name match, or correct supplier
6. You can now submit service requests