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general:create_requisition

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general:create_requisition [2018/08/30 19:42] – emorenogeneral:create_requisition [2022/08/16 20:07] (current) – emoreno
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 +=====Create a requisition=====
 +
 [[purchasing:maintenance:createmodifyrequisition|Purchasing > Maintenance > Create/Modify Requisition]] [[purchasing:maintenance:createmodifyrequisition|Purchasing > Maintenance > Create/Modify Requisition]]
  
-Use this page to create new requisitions or edit existing requisitions that have not been submitted. +Use this page to create new requisitions.
  
   * The logged-on user can only view their own requisitions.   * The logged-on user can only view their own requisitions.
   * If an originator does not have an approval path and creates a requisition, the requisition is automatically approved when saved, and a purchase order is created if they are submitted.   * If an originator does not have an approval path and creates a requisition, the requisition is automatically approved when saved, and a purchase order is created if they are submitted.
-  * Requisitions cannot be created if the current date is greater than the cutoff date on the Options > Purchasing Options page in District Administration.+  * Requisitions cannot be created if the current date is greater than the cutoff date on the [[https://help.ascendertx.com/districtadmin/doku.php/options/purchasingwarehouse/currentyear|District Administration > Options > Purchasing/Warehouse > Current Year]] page.
  
-Use the following four-section process to guide you through creating, submitting, and approving a requisition. +Use the following three-section process to guide you through creating and saving or submitting a requisition. 
  
-{{:general:quickview:create_modify_requisitions_sections.jpg|}} +{{:general:performrequisitionmaintenance_createmodifyrequisitionssections.jpg|Create Modify Requisitions Page With Noted Sections}}
- +
-Click **Add - Clear All** to display a blank requisition page. +
  
 +VCV Click **Add - Clear All** to display a blank requisition page. 
  
 ==== Section 1 ==== ==== Section 1 ====
 +
 +{{:general:performrequisitionmaintenance_section1.jpg|Create Requisition Section 1}}
  
 ++++Complete the requisition data fields.|{{page>general:create_requisition_1&inline}}++++ ++++Complete the requisition data fields.|{{page>general:create_requisition_1&inline}}++++
  
 ==== Section 2 ==== ==== Section 2 ====
 +
 +{{:general:performrequisitionmaintenance_section2.jpg|Create Requisition Section 2}}
  
 ++++Add requisition items.|{{page>general:create_requisition_2&inline}}++++ ++++Add requisition items.|{{page>general:create_requisition_2&inline}}++++
  
 ==== Section 3 ==== ==== Section 3 ====
 +
 +{{:general:performrequisitionmaintenance_section3.jpg|Create Requisition Section 2}}
  
 ++++Assign account codes.|{{page>general:create_requisition_3&inline}}++++ ++++Assign account codes.|{{page>general:create_requisition_3&inline}}++++
  
-==== Section 4 ====+==== Additional options =====
  
-++++Uniform Account Distribution.|{{page>general:create_requisition_4&inline}}+++++++++Additional options|{{page>general:create_requisition_additional&inline}}++++
  
  
-==== Additional options: =====+If the requisition is incomplete, you can save the requisition and retrieve it at a later time to continue modifying it.\\  \\  
 +VCV Click **Save**. If **Use Automatic CYR Requisition Number** is selected on the [[finance:tables:districtfinanceoptions:financeoptions|Finance > Tables > District Finance Options]] tab, the requisition number is assigned upon clicking **Save**.  
 +\\  \\ 
 +If the requisition is complete, submit the requisition for approval. 
  
-++++Additional options.|{{page>general:create_requisition_additional&inline}}+++++{{page>general:purchasing_requisition_submit}}
  
 +<WRAP box>**Note**: Unless permission is granted, Purchasing will not allow users to go over budget. If a user attempts to submit a requisition for more than the available amount, a message is displayed informing them of the issue and the requisition is not submitted. You can save the requisition until a budget amendment is done to increase the account or a different account is used.
 +</WRAP>
  
-If the requisition is incomplete, you can save the requisition and continue modifying it at a later time. Click **Save**. If **Use Automatic CYR Requisition Number**  is selected on the Finance > Tables > District Finance Options tab, the requisition number is assigned upon clicking **Save**.  +If your LEA uses the Document Attachments feature, the **Documents** button is displayed at the top of the page after the requisition is saved. 
-\\  \\ +
-If the requisition is complete and ready for the next step, submit the requisition for approval. +
  
-^Submit|{{page>general:purchasing_requisition_submit}}|+VCV Click **Documents** to upload supporting documents for the requisition. The Document Options pop-up window is displayed.
  
 +{{:general:performrequisitionmaintenance_createrequisitiondocumentoptions.jpg|Create Requisition Document Options Window}}
  
 +  * Click **Choose File** to locate a file to be uploaded. 
 +  * In the **Select Type** field, click {{:images:dropdown.gif|Drow-Down Arrow}} to select the type of document (**Supporting Forms** or **Vendor Documents**) to be uploaded. 
 +  * In the **Description** text box, type a description for the document attachment.
 +  * Click **Upload File**. The file is uploaded and listed in the **Document List** section.
  
-<WRAP box>**Note**: Unless permission is granted, Purchasing will not allow users to go over budget. If a user attempts to submit a requisition for more than the available amount, a message is displayed informing them of the issue and the requisition is not submitted. You can save the requisition until a budget amendment is done to increase the account or a different account is used. +{{:general:performrequisitionmaintenance_documentupload.jpg|Document Uploaded}} 
-</WRAP>+ 
 +VCV Click **Close** to close the pop-up window. The **Documents** button displays a note icon.
  
 +{{:general:performrequisitionmaintenance_documentbuttonicon.jpg|Create Requisition With Document Attachment}}
  
  
 +^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
  
general/create_requisition.1535658136.txt.gz · Last modified: 2018/08/30 14:42 (external edit)

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