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This job aid is intended for staff with authority to create requisitions and procure goods and services for Lynn University. If you need to create requisitions for a new fiscal year that is not the current, please follow instructions in the following job aid. Requisitions create a hold on budgets and will be shown as committed on the cost center variance report. |
On this Job Aid:
Add from Templates and Requisitions
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Table of Contents |
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Create Requisitions
To order job-related goods and services for Lynn University, you must create a requisition. You can create a brand new requisition from Request Non-Catalog Items or create a requisition from previous requisitions or a template.
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Search and select Request Non-Catalog Items task
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Note; If you search for requisitions, you may find tasks not related to procurement that refer to job requisitions. |
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- Click the Purchases app
- For brand new requisitions, under Actions, select Request Non-Catalog Items.
- The system will fill in default information for you. Confirm your Company, Requester, Currency, and optionally, Requisition Type. All items with a red asterisk are required.
Under the Requisition type, select the appropriate requisition type.
Info A Blanket PO is an agreement arranged between an organization and a supplier to deliver goods or services at a predetermined price on a recurring basis for a specified time period (typically 1 year). This request assumes a series of recurrent invoices will be applied to the PO e.g. monthly or quarterly invoices).
- Click Ok
- Enter your requisition items, enter description, quantity, cost and unit of measurement. Please add any detail on the memo field.
- Click Add to Cart to include the item in the requisition. The system will move automatically to the next item,.
- Keep adding items to your requisition if needed. Click the shopping cart item on the top right to checkout. In the orange circle, you will see the number of items in your requisition.
- Click Checkout
- Review and enter final information
- Scroll down to review the cart items
- To add other items to the requisition, click the + sign on the Goods or Services area
- Click the arrow next to Attachments and enter your quotes if available.
- Click Submit
- Your request is completed and will be forwarded for budget check, approvals and procurement processing
- Click Done
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