Requisitons are created by a department when ordering goods or services. The requisition created will be electronically routed to the cost center manager (s) designated for approval. Once approved, the requisition will reside in a 'buyer's in box' in the Purchasing Office. The buyer will review the requisition and then turn the requisition into a Purchase Order, which is then sent the vendor, if applicable.
When creating a requisition, you are required to identify and select the appropriate Req Type which best describes the type of purchase you are requesting. Requisition types are defined as follows:
Req Type | Description |
---|---|
RE | Regular |
TQ | Dept. Telephone Quote (Fax Quote) |
BR | Bids Requested (When Purchasing Dept Bids) |
PC | Purchase from Contract |
BL | Blanket |
SS | Sole Source Purchase |
PR | Personal Reimbursement |
SA | Professional/Maint Service Agreement |
EP | Emergency Purchase (Must have Purchasing Approval) |
IA | Invoice Attached (Goods already received & you have invoice) |
There are 3 commands used to create and submit a Requisition for processing. Below are the most common processes used when creating Requisitions.
Command | What it allows you to do... |
---|---|
Creating and submitting requisitions - Action of A | |
REQH | Create the requisition header |
REQL | Create requisition line(s) |
REQT | Submit the requisition for approval - Action of S |
Withdrawing requisitions | |
REQT | Back-out an unapproved (pending) requisition - Action of W |
REQH | Create a requisition and bid header |
REQL | Create requisition and bid lines |
REQT | Submit the requisition for approval - Action of S |
Delete a requisition and/or lines - Action of D | |
REQL | Remove requisition line(s)...MUST delete lines first |
REQH | Remove requisition header...done second |
Find your requisitions using list facilities | |
LTRS | List Transactions by Requestor, Transaction Command, & date |
LRBU | List Reqs for a BU, dept reference id, & date |
LRQS | List ReQs for Status, bu, type & date |
LRLN | List Requisition Lines by Number (big picture) |
Find the PO number issued for a requisition | |
LPOR | List Purchase Orders for a Requisition |
(This procedure is used on all requisition types with the exception of TQ and PC. Those requisition types and processes are discussed later in documentation.)