Depending on your district's procedures, you may have to request and approve commodities and services prior to creating and processing purchase orders. In addition, some commodities may need to go through a bidding process. Approved requisition line items can be converted into purchase orders or vendor bids.
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Enter commodity and service requests.
Header - A requisition header includes the approval group, shipping location, recommended vendor, date requested and date required, freight method, buyer, and additional information.
Line Items - Line items include details on the requested commodities, such as description, quantity, unit price, discounts, taxes, account distributions, and Vendor Bidding and Fixed Assets settings (if used).
Purchasing > Entry & Processing > Requisition Processing > Requisitions -
If needed, add requisitions for the next fiscal year. To use this option, ledgers must be set up for the coming year in Fund Accounting.
Purchasing > Entry & Processing > Requisition Processing > Next Year's Requisitions -
Requisitions go through an approval process before using them to create purchase orders. You can approve or deny requisitions one at a time, or process approvals for a group of selected requisitions. You also can approve or deny individual line items for a requisition.
Once approved, a requisition item can be converted into a purchase order or if needed, a vendor bid. For information on the vendor bidding process, refer to your Vendor Bidding manual.
Purchasing > Entry & Processing > Requisition Processing > Approve/Deny Requisitions -
Print hard copies of requisitions, as needed.
Purchasing > Entry & Processing > Requisition Processing > Requisitions -
Create requisition reports as needed. The Purchasing > Reports menu lets you generate reports on requisitions based on status, buyer, approval group/budget unit, age, or approval status.
Purchasing > Reports > Purchasing Reports > select report option