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On this Job Aid:

Requisitions

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Create Requisition Template

Edit Requisitions

Cancel Requisition

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requisitions requisitions

Create Requisitions

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1. Click the Purchases app
   
   
   
   
2. Under Action, select Create Template. 
   
   
   
   
   
3. Enter your template details.  Give your template a meaningful name, so it is easy to find later.
   
   
   
4. Click + icon.  Add items.  Remember, every field with an asterisk is required.
   
   
5. Click OK.  Your requisition template is ready.
   
   
   
   
   
6. Click Done

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Edit Requisitions

Requisitions that had not been converted into PO's can be edited to make corrections or add more items.

1. Click the Purchases app
   
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2. Under View, Select Requisitions
   
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3. Enter any parameters to narrow down your selection or just click OK for all requisitions
   
   
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4. Click the Edit requisitions button
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5. The requisition will open and you can make any corrections.
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6. Click Submit.

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Cancel Requisition

You can cancel any requisition that has not been turned into a Purchase Order.

1. Click the Purchases app
   
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2. Under View, Select Requisitions
   
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3. Enter any parameters to narrow down your selection or just click OK for all requisitions
   
   
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4. Click on the elipsis (related actions) next to the requisition number
   
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5. Under actions, select Requisition, then Cancel
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6. Click Ok to confirm cancellation
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