Creating a Requisition

Feb 2011

Requisition Types

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:

Requisition type codes and descriptions.
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)

Commands and Actions

There are 3 commands used to create and submit a Requisition for processing. Below are the most common processes used when creating Requisitions.

Requisition related Commands and descriptions.
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

Requisition List Facilities

Creating and Submitting 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.)

Step 1: Creating the requisition header (REQH)

Step 2: Creating the requisition lines (REQL)

Step 3: Submitting the requisition for approval (REQT)