This job aid is intended for staff with authority to create requisitions and procure goods and services for Lynn University and intended for requisitions created in a current fiscal year to be applied to a new fiscal year.
Search and select Create Requisition
OR
Click on Cost Center App
Select the Self Service tab
Under Requisitions and Invoices, select Create Requisition
Some information will be filled automatically depending on your cost center. Make sure you select the appropriate information.
Fill out the form and click OK
Select requisition type or add requisition from template.
Fill out requisition header for service or goods and Add to Cart
Check out cart-u[date Request Date to 07/01/2021 (or date of next fiscal year)
If you click Submit, the REQ will then go through the approval process in WD hierarchy. After the REQ is approved, it will move to the PO Process. Only Submit REQ pre 7/1 if the PO must be created prior to 7/1 – otherwise hit Save for Later
Save for Later
By choosing Save for Later, the REQ will be created and you will get the REQ number. The REQ is available to the Edit, Add More or Cancel
