Create a Requisition

Requisition Types

Catalog	Includes both searchable Internal, Punchout and Level 2 Catalogs Catalog access is granted by your administrator.
Non- Catalog	Free text line items for supplier vendor products or services not available in catalogs. This option may be disabled.

A single Requisition may contain line items from multiple suppliers. In this case, multiple POs will be created from a single Requisition. Any combination of goods and services, as well as Catalog and Non-Catalog line items can also share the same Requisition Name and Requisition Number. 

Catalog Requisitions

Shop for & add catalog items by:

1. Searching by categories
2. Performing a search by keyword or product identifiers.
3. Selecting a specific catalog

Add Catalog Items to Cart

Enter the quantity of desired item and select ‘Add to Cart’.

Cart to Requisition

• Add your cart to an Existing requisition draft:  At the shopping cart locate the drop-down menu at the bottom of the view to select from all Requisitions in ‘Draft’ status.
• Convert your cart to a NEW requisition:  At the shopping cart select ‘Move to Request

Complete the Requisition

1. Unless any required fields are missing or require changes, simply click ‘Submit’ and you’re done. 

Requisition Fields:

1. Request Name:  Defaults to the shopper’s name and the Requisition Number—it is optional, but recommended, to input more specific information about the Requisition, i.e. “monthly office supply order,” a project reference, or vendor name(s). 
2. Requester:  Defaults to the shopper’s name. If buying on behalf of someone else, the actual Requisitioner’s name should be entered. Approvers will be able to see that you have placed the Requisition on that person’s behalf.
3. Shipping Address:  Verify address details or remove address name to add a different pre-approved address
4. Reason for Request:  Optional Field
5. Select group (if applicable)

6. Line Item Overview:  Click the hyperlinked line item description to view product details and view or edit the company and accounting default settings

   No action required unless an error message indicates missing information.

7. Approver Notes:  Add a message to your Approver(s) (optional)
8. Supplier Notes:  Add notes for the supplier once the PR converts to a PO (optional)

9. Delete, Save or Submit

   

   Next Steps:  Based on your organization’s unique workflows, once submitted your Requisition will move on to the next stage of the procurement process; financial review, sourcing review or conversion to a PO.