New PAT Features

(April 2017) ***ATTENTION: MDS made changes to the MDS portion of the Pre-Allocation Tool (PAT). Users must be authorized before they are given access to use the tool. If you require access please contact Shop@UW Customer service directly at (608) 497-4400 or Please be sure to include your name, NetID, and MD# to ensure efficient processing of your request.***


Have questions about the new PAT features that were not covered in the instruction materials? Our friendly Customer Service staff is standing by, ready to help!

(P) 608.497.4400


We are happy to report that we have added several new features to our PAT Tool! The features are easy to use and will provide you with a host of new capabilities that are sure to enhance your fund reallocation process. Please note that the use of these features is completely optional. If you so choose, you can ignore the changes and continue to use PAT as you always have.

A video tutorial and written instructions have been provided below. They will walk you through each new feature that is now available in PAT.

Please Note: Starting in March 2013, the JET PO or reference field now contains a more descriptive name in order to more easily identify the vendor.

Step-by-Step Instructions

Learning about the new PAT features is fast and easy! You have two options for instruction:

New PAT Features Written Instruction Guide (PDF)

New PAT Features Video Tutorial (MP4):

New PAT Features