Business

User Tools

Site Tools

Trace:
academy:business_purchasing_performrequisitionmaintenance

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
academy:business_purchasing_performrequisitionmaintenance [2022/05/23 19:18] – emorenoacademy:business_purchasing_performrequisitionmaintenance [2023/03/02 19:07] (current) – emoreno
Line 1: Line 1:
-<div #no-print>======ASCENDER - Perform Requisition Maintenance====== +======ASCENDER - Perform Requisition Maintenance======
-</div>+
  
-<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:business_purchasing_performrequisitionmaintenance?do=export_pdf&toclevels=1-3&book_title=Perform Requisition Maintenance|Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:business_purchasing_performrequisitionmaintenance?do=export_pdf&toclevels=2-3&book_title=Perform Requisition Maintenance|Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
 +**Created:** 11/20/2020
 +\\
 +**Reviewed:** 07/26/2022
 +\\
 +**Revised:** 07/26/2022
  
 +<WRAP round intro>
 +The purpose of this document is to guide you through performing requisition maintenance. 
  
-<WRAP round intro>After the [[academy:business_purchasing_setuppurchasingoptionsandpermissions|Set up Purchasing Options and Permissions]] and the [[academy:business_purchasing_managepurchasingapprovalworkflows|Manage Purchasing Approval Workflows]] are addressed, use the following steps to create and submit requisitions, and perform requisition inquiries in the Purchasing application. +After the [[academy:business_purchasing_setuppurchasingoptionsandpermissions|Set up Purchasing Options and Permissions]] and the [[academy:business_purchasing_managepurchasingapprovalworkflows|Manage Purchasing Approval Workflows]] are addressed, use the following steps to create and submit requisitions, and perform requisition inquiries in Purchasing. 
  
-This guide assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].+This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
 </WRAP> </WRAP>
 +
 +
  
 {{page>general:image_example_message}} {{page>general:image_example_message}}
  
 ---- ----
 +
 +<div head3>Requisition fields in ASCENDER</div>
  
 {{:general:purchasing_requisition_field_key.jpg|Requisition Field Key}} {{:general:purchasing_requisition_field_key.jpg|Requisition Field Key}}
  
-=====Create, Modify, or Delete a Requistion=====+| ^Requisition Field^ASCENDER Page^ 
 +|1|**Requisition Number**|[[finance:tables:districtfinanceoptions:financeoptions|Finance > Tables > District Finance Options > Finance Options]]| 
 +|2|**Sort Key/Vendor Name**|[[finance:maintenance:vendorinformation:vendornameaddress|Finance > Maintenance > Vendor Information > Vendor Name/Address]]| 
 +|3|**Shipping Addr**|[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/purchasingaddresses|District Administration > Maintenance > User Profiles > Purchasing Addresses]]| 
 +|4|**Campus/Dept**|[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/purchasingrestrictcampusdept|District Administration > Maintenance > User Profiles > Purchasing Restrict Campus/Dept]]\\  \\  <WRAP box>**Note**: The **Campus/Dept** needs to be selected for the //Purchasing Requisition// workflow type on the [[https://help.ascendertx.com/test/districtadmin/doku.php/workflow/firstapprover|District Administration > Workflow > First Approver]] page in order for the campus/dept information to be populated in the **Campus/Dept** field on the requisition. This campus/dept information is used when **Allow for Approval Process** is selected on the [[https://help.ascendertx.com/districtadmin/doku.php/options/accountsreceivable|District Administration > Options > Accounts Receivable]] page.</WRAP>| 
 +|5|**Credit Card Code**|[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/purchasingcreditcards|District Administration > Maintenance > User Profiles > Purchasing Credit Cards]] | 
 +|6|**Requestor**|[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/purchasingrequestors|District Administration > Maintenance > User Profiles > Purchasing Requestors]]| 
 +|7|**Bid Category**|[[finance:tables:vendorcategories|Finance > Tables > Vendor Categories]] and [[finance:maintenance:vendorinformation:vendormiscellaneous|Finance > Maintenance > Vendor Information > Vendor Miscellaneous]]| 
 +|8|**Commodity Code**|[[https://help.ascendertx.com/districtadmin/doku.php/tables/commoditycodes|District Administration > Tables > Commodity Codes]]| 
 +|9|**Accounts**|[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/accounts|District Administration > Maintenance > User Profiles > Accounts]]| 
 + 
 + 
 + 
 + 
 +---- 
 + 
 + 
 + 
 +=====Create, Modify, or Delete a Requisition=====
  
   - ++Create a requisition.|{{page>general:create_requisition&inline}}++   - ++Create a requisition.|{{page>general:create_requisition&inline}}++
Line 26: Line 54:
 ---- ----
  
-=====Review Requistion Data=====+=====Review Requisition Data=====
   - ++Perform a requisition inquiry.|{{page>general:requisition_inquiry&inline}}++   - ++Perform a requisition inquiry.|{{page>general:requisition_inquiry&inline}}++
   - ++Generate and review requisition reports.|{{page>general:requisition_reports&inline}}++   - ++Generate and review requisition reports.|{{page>general:requisition_reports&inline}}++
academy/business_purchasing_performrequisitionmaintenance.1653333489.txt.gz · Last modified: 2022/05/23 14:18 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.