Creating a requisition for FOM

Setting up a FOM requisition is a two-part process: you create and get the requisition approved in Workday, then you manually register it in FOM before you can use it. Approval in Workday alone does not make the requisition available in FOM.

Before you begin

Who can create requisitions

Faculty, staff, and student employees can create requisitions. Undergrads who are not employees cannot. Visiting scholars listed as "Contingent" in Workday (with a "C" designation) can have requisitions.

What you'll need

• The correct funding source (contact your advisor or PI or fiscal contacts if unsure).
• The exact FOM supplier name for the facility you want to use (see the supplier list below).
• A dollar amount for the requisition.
• A business-purpose description covering who, where, when, why, and how it benefits the University.
• A quote or supporting documents, if you have them (optional).

Three things that cause failed requisitions

Most problems come from one of these, so confirm them as you go:

• Requester match: The Requester in Workday must match the person who will use the requisition in FOM. Requisitions cannot be shared between users.
• Supplier match: The supplier you select must match the facility name in FOM exactly.
• Manual FOM add: After Workday approval, you must add the requisition to FOM yourself before you can submit service requests.

Create a non-catalog requisition

Start the process

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

Confirm requisition details

Confirm the Deliver-To and Ship-To fields for the correct destination. Change funding to reflect the correct funding source.

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.

Add requisition type

Select Request Non-Catalog Items, then select the Request Service radio button.

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'"

Supplier

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

List of suppliers in FOM. Select the exact name that matches your facility:

• 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.

Additional details

Spend category

Use SC10574 ("Scientific Professional Services").

Dates

For blanket purchase orders, add start and end dates.

Price

Enter the dollar amount for your requisition.

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

Submit request

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

Checkout process

Review and complete the following:

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

Add the requisition to FOM

You must do this manually before you can use the requisition.

1. Wait for the requisition to reach "Successfully completed" status 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".

You should receive a success message. If you get an error instead, check the requisition in Workday for:

• Approval status (it must be Successfully completed).
• Requester name (it must match your FOM user).
• Supplier (it must be the correct FOM supplier name).