How To:  Request a FedEx Account

Before You Start

Have a list of PTAs ready that you would like to make available to charge on your FedEx.com account.

Note:  If you need to add a PTA to an existing FedEx.com account, see How To: Add PTAs to an Existing FedEx Account.

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Step 5 – Checkout

Page 1:  Requisition Information

Charge One PTA / Expenditure Type

1. The requestor should be the name of the person (you or someone else) who will receive the new FedEx.com account
2. Fill in Department Name, Room Number and Attention To
3. Enter expenditure type 55320
4. Click Edit Lines to add PTA(s) to your account's billing choices
5. Click Next to continue

Charge Multiple PTAs

1. Enter a Description / Business Purpose, Department Name, Room number, and Attention To information
2. Click Edit Lines (to change the single, default PTA to multiple accounts or employ multiple expenditure types)
3. Click Billing
4. Click Split at the end of one line
5. Click Another Row
6. Edit the copied line to be the second PTA
7. Adjust by percent, quantity, or amount in both lines to allocate between the two PTAs as desired
   
   
   Note:  Only percent, quantity, OR amount field needs to be entered. The other fields will populate automatically after pushing Tab on keyboard. Entering Percents in decimal quantities is permitted, but the total percent must equal 100.0000 before proceeding.
   
   
8. Click Another Row to add another PTA (if desired)
9. If the allocation should apply to all of the items in the Shopping Cart, check the box next to Apply this Cost Allocation information to all applicable requisition lines
10. Click Apply to complete billing edits
11. Click Apply again to return to Requisition Information, Page 1 of Checkout

Use Multiple Expenditure Types

1. Enter a Description / Business Purpose, Department Name, Room number, and Attention To information
2. Click Edit Lines (to change the single, default PTA to multiple accounts or employ multiple expenditure types)
3. Click Billing
4. Edit each line item with the appropriate expenditure type. Consult the Buy / Pay Guide or use the Expenditure Type Query Tool (Launch Oracle and open the SU Inquiry Tools folder).
5. Click Apply to complete billing edits
6. Click Apply again to return to Requisition Information, Page 1 of Checkout. The expenditure type will display as multiple.

Page 2:  Manage Approvals and Add an Attachment

1. Verify approvers and add approvers using the Manage Approvers button as required
2. Enter an optional Note to Approver
   
   
   Requirement:  if you have added more than one PTA to your FedEx.com account request, it is required to designate one PTA as the default to setup the account. Add a default PTA request by adding a text attachment.
   
   
3. Click Add Attachment
4. Type Default PTA as the title of the attachment
5. Under Define Attachment, select the button next to Text. Enter the PTA you want to be the default PTA for your FedEx account
6. Click Apply to add the attachment
7. Click Next

Page 3:  Review and Submit Requisition

1. Click Submit to route request for approval
   
   
   Note:  Alternatively, click Save. The requisition will be stored in an Incomplete status to finish and submit later.

What's Next?

• Your requisition is routed to the designated financial approver for approval.
• Once your department approves the requisition, the Procurement – Purchasing Services department processes your FedEx request within five business days.
• 24 hours after Procurement – Purchasing Services department approval, your FedEx.com account will be created and you will receive a login and password. Please change your login and password during your first visit to FedEx.com.