Requisition Overview
Purchase Requisitions allow individuals and departments to submit requests for supplies, equipment, and services, which can then be reviewed, approved, and converted into purchase orders.
Integrated approval process with the purchasing module.
Unlimited approver levels, unlike the legacy workflow, which is limited to five.
Conditional approvals based on over 100 requisition parameters, including account approvals (not possible in legacy).
Distinct workflows per line item based on tagged charge items.
Consolidated email notifications for approvers to reduce clutter.
Budget exceed alerts shown to approvers for informed decision-making.
Requisitions can be approved, denied, or marked for correction at both header and line levels, individually or in bulk.
Delegation support at both header and line levels on list and detail screens.
Requesters and authorized users can view approval history and pending approvers via the enhanced Approval Status button.
Approvers can see actions taken by prior approvers.
Post-approval notifications can be sent to non-approvers once the requisition is approved.
Create Requisition Workflow
To access the setup page for Advanced Workflow, follow the steps below:
From the menu, select System Administration.
From System Administration, select Workflow.
From Advanced Workflow, select Workflow Setup.
Select Requisition.
The workflow must be enabled in the workflow configuration profile.
Create a group
From the menu, select System Administration.
From System Administration, select Workflow.
From Advanced Workflow, select Workflow Setup.
Select Groups.
Select Create Group.
Once selected, a form will be available for you to input the required information. The following fields are required in the form:
Field | Details |
|---|
Group Title | Required custom text field for the group’s name |
Workflow Area | Required to determine what area the group has access to. |
Description | An optional short description for the group. |
Status Active | Select the button to make the group active in the dropdown list. |
Group Criteria
If you would like to set up Group Criteria, you can configure custom criteria grouping with your group as well. For example, you may want to create a group of all active employees. To do so, you could set up a group criteria to only pull active employees in the system. The following fields are available in the group criteria section
Field | Details |
|---|
Group | Select to group two or more criteria together |
And/Or | Dropdown option for And/OR validation |
Area | Tables based on the workflow area selected. |
Filed Name | Field Name based on the area selected |
Condition | =equals >( is greater than) >= ( is greater than or equal to) < ( is less than) <= ( is less than or equal to) is in ( comma delimited list) is not in( comma delimited list) < > ( is not equal to) is blank starts with contains |
Value | Custom numeric value |
Requisition Area Options
Area | Field Name |
|---|
Budget | |
Employee | Address Line 1 Address Line 2 Base Location Birth City City Department Email Address Employee Number First Name Hire Date Information Release Flag Last Name Middle Name Original Hire Date Personal Email Address Preferred Name Previous Last Name Send E-Voucher State Suffix Supervisor Login User Login Zip Code
|
Employee Personeel Information | 1st Extra Curricula Preference Code 2nd Extra Curricula Preference Code 3rd Extra Curricula Preference Code 4th Extra Curricula Preference Code 5th Extra Curricula Preference Code 6th Extra Curricula Preference Code 1st Personnel Job Skill Code 2nd Personnel Job Skill Code 3rd Personnel Job Skill Code 4th Personnel Job Skill Code 5th Personnel Job Skill Code 6th Personnel Job Skill Code Cell Phone Number Current Job Class Start Date Date of Last Salary Increase Date of 2nd Last Salary Increase Date of 3rd Last Salary Increase EEO Category EEO Function EEO Race Code EEO Reported Emergency Contact Emergency Contact Cell Phone Emergency Contact Phone Employee Location Code Employee Number Ethnicity First Prior Class Gender Gender Identity Handicap Flag Home Phone Include in Summer Pay Last Date to Pay Last Date Worked Last TB Test Date Listed Flag Other Phone Number Part Time Code Percent of Last Salary Increase Percent of 2nd Last Salary Increase Percent of 3rd Last Salary Increase Personnel Bargaining Unit Personnel Employee Type Code Personnel Status Code Personnel Termination Code Personnel Workers Compensation Physician Name Physician Phone Second Prior Job Class Seniority Date Start Date of 1st Prior Class Start Date of 2nd Prior Class State Staff ID Status Date Tenure Date Work Phone Years Employed Years in State Years in Total
|
Fund Account | |
Requisition | Agreement Number Approval Group Attention Buyer Comment Line1 Comment Line2 Comment Line3 Description Freight Print Text Purchase Order Number Recommended Vendor Code Requested by Date Requestor Require by Date Requisition Number Shipping Code Total Requisition Cost Vendor Sequence YR
|
Requisition Charge | Charge Account Charge Amount Charge Budget Unit Charge Order Index Charge Percent Charge Project Charge Project Account Encumber Flag Lune Number Requisition Number Service Order
|
Requisition Commodity | Approval Date Approval Required Approval Status Asset Flag Bid Line Number Bid Number Commodity Code Discount Percent Distribution Key Distribution Method Estimated Cost Freight Is Bid Item Flag Line Number Product Code Purchase Order Line Number Purchase Order Number Quantity Requisition Description Line 1 Requisition Description Line 2 Requisition Description Line 3 Requisition Description Line 4 Requisition Description Line 5 Requisition Number Sales Tax Stock Number Tax Rate Trade-In Amount Unit of Measure Unit Price Usage Tax Amount Vendor Number Vendor Sequence
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shipping | Address Line 1 Address Line 2 Address Line 3 Address Line 4 City Ship to Code State Zip Code
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Vendor Details | 1099 Address 1 1099 Address 2 1099 City 1099 Form Type 1099 State 1099 Vendor Name 1099 Zip Bid Only Billing Address Line 1 Billing Address Line 2 Billing City Billing Contact Billing Fax Billing Phone Billing State Billing Zip Code Box Code 1099-G Box Code 1099-INT Box Code 1099-Misc Comm1 Comm2 Comm3 Comm4 Comm5 Comm6 Comm7 Comm8 Comm9 Current Year-to-date 1009-G Amount Current Year-to-date 1009-INT Amount Current Year-to-date 1009-Misc Amount Discount Discount Days Discount Percent Doing Business As Dollar Amount Ordered Year-to- Date Employee Number Employee Vendor Flag Federal Tax ID Hold Payment Flag Inactive Flag Last Active Date Minimum Check Amount Net Days Order Address Line 1 Order Address Line 2 Order City Order Contact Order Fax Order Phone Order State Order Zip Code Pervious Balance Previous Fiscal-to-Date Previous Fiscal-to-Date 1099-G Amount Previous Fiscal-to-Date 1099-INT Amount Previous Fiscal-to-Date 1099-MISC Amount Sales Tax Rate Status Field 1 Status Field 2 Tax Code Use Tax Rate Vendor Name Vendor Number Vendor Search Name Web Address Year-to-date Amount Paid
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