1. Create a folder on your computer for the upcoming fiscal year, such as FY 07-08
   For example in Windows, right-click and select New > Folder
    
2. Create a folder within the FY 07-08 folder for each specific account, such as Main Dept Account
3. Click on the links below under the correct version of FileMaker that you are using. 
   If you are unsure, open a requisition file for this FY and from the menu select Help > About FileMaker Pro and note the version.
4. For the Requisition System, download the files:  Supplies, Clone, and AccountCodes
5. From your current FY, copy the file "vendors" to your new FY account folder, so that you retain your own list of vendors.  New users only should download the file Vendors from this web site.
6. Download any other files you use to the appropriate folders, such as Grants_Req to a grants folder.

Using the FileMaker Supplies, Equipment or Travel Requisitions

Lookup your FOAPAL Double click on the supplies file to open it. You do NOT need to go into layout mode to set up this file.  Instead, there are now global fields for the account information. Simply click into the field and type the COAS, Index, Fund, Organization, and Program Codes ONE time.
Switch to the Requisition view and type in the Account Name, College, Department, Name, Building, and Room one time. Close supplies.
If needed, open Equipment and do the same as for supplies to enter FOAPAL information and departmental information.
Double click on Travel_Req file to open it and and type the COAS, Index, Fund, Organization, and Program Codes one time.  Type in the College and Department. Do this for the supplies, equipment and travel requisition files in each account folder that you have.

Trimming the Account Codes File (Optional)

• Double click on the AccountCode file.
• You will see 161 records which are all the possible account codes.
• In order to make the list more manageable as a dropdown list in the supplies file, you may wish to delete some of these codes IF you know you will never use them in a given account.
• Type an "x" into the Flag field for those records that you want deleted.
• Enter Find mode and type an "x" in the flag field to find the marked records.
• Click the Find button or hit Enter.
• Look over your list of items to delete.
• From the menu, select Mode > Delete All 
• Confirm that you want to delete the items in the found set.
• If you wish to start over, just download the AccountCode file again.
• If this reduced list applies to several of your accounts, just copy it into the appropriate folders.