On this Job Aid:

Requisitions

View Requisitions

Add from Templates and Requisitions

View Requisitions

Create Requisition Template

Create Requisitions

To order job-related assets 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.

Search and select Request Non-Catalog Items task 

or

1. Click the Purchases app
   
   
   
   
   
2. For brand new requisitions, under Actions, select Request Non-Catalog Items.
   
   
   
3. 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.
   
   
   
   
4. Under the Requisition type, select the appropriate requisition type.
   
   
5. Enter your requisition items, 
   
   
   
   
6. Click Add to Cart to include the item in the requisition
7. 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.
   
   
   
8. Click Checkout
9. Enter final information 
   
   
   
   
10. Scroll down to check the cart items
    
    
11. Select Attachments to enter your quotes if available.
    
    
12. Click Submit
    
    
13. Your request is completed and will be forwarded for budget check and procurement processing
14. Click Done
    
    
    
    

Add from Templates and Requisitions

For items you constantly order, you can use a template or past requisition to create a new purchase request. Instructions to create requisition templates are detailed at the end of this job aid.   

1. Click the Purchases app
   
   
   
   
2. Under Actions, select Add from Templates and Requisitions
   
3. Select your template or a past requisition to copy
   
   
4. Complete your requisition following the previous steps.
   
   
   
   
   

View Requisitions

1. Click the Purchases app
   
   
   
   
2. Under View, select Requisitions, enter parameters to display requisitions.  Click OK
   
   
   
   
   
3. Your requisitions will be displayed in the matrix.
   
   
   
   
   

4. While your requisition is still in process (not yet converted into a PO),  you can edit and make changes by scrolling to the right and click Edit Requisition.  
   
   
   
   
   
   

   Note

   ALl modified requisitions will be routed to the cost center manager for approval.

5. You can click on the requisition name or the related items icon next to the requisition number for more information.
   
   
   
   
   
6. After cost center manager approval, your requisition will move to the purchasing agent for PO creation. 
   
   
7. On your requisition list, you will see the PO number and Request Status Successfully Completed.
   
   

Create Requisition Template

Requisition templates will help you expedite the procurement request for frequently requested goods and services. 

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