Rowdy Exchange

• Where do I enter my chartfield string?

  “Defaults” can be set up in “User Settings” to make chartfield selection easier. However, chartfield strings are populated in the “Accounting Codes” section of the requisition. Only the “Speedchart” n...

• What does PR Validation check?

  PR validation will check to make sure funds are available and that the chartfield information is correct....

• Can I use a different chartfield string or split the cost?

  Yes. Within the chartfield line, there is a link called Add split. This will add another line so you can use a different source of funding....

• Will I enter the chartfield string or will it already default from my profile?

  Chartfield information can be entered ahead of time in your default settings before creating a requisition to simplify the selection of chartfield information or enter it when creating the requisition...

• Are vendors set up for tax exempt status?

  Maintenance of the vendor file has not changed. PeopleSoft is the system of record. Vendors are not set up for exempt status. All vendors and transactions are reviewed at calendar year-end for 1099 ta...

• Can I enter chartfield information at the line level if I did not enter it ahead of time?

  Yes....

• Will the vendors submit invoices directly to DTS?

  Yes, but only for punch-out (showcase) vendors or specific vendors that have been configured for e-invoicing functionality....

• Can we use Procards to order from punch-out (showcase) vendors?

  Procards are not allowed in Rowdy Exchange. You are strongly encouraged to use Rowdy Exchange instead of Procard transactions.  Vendors who accept Procards offer an alternative purchasing method....

• When do I need to create a receipt

  When orders are more than $4,999.99 (excluding Amount Only). When using state or federal funds. When purchasing capital or controlled assets....

• A previously used supplier is listed in PeopleSoft but not in Rowdy Exchange. What is the process to add the supplier?

  If the supplier is in UTShare/PeopleSoft and their open for ordering status is active you may send an email to Disbursements & Travel Services (DTS), so the vendor can be migrated over to Rowdy Exchan...