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purchasing:maintenance:bundlerequisitions

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purchasing:maintenance:bundlerequisitions [2017/04/05 19:26] – emorenopurchasing:maintenance:bundlerequisitions [2020/10/26 19:54] (current) – emoreno
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 <WRAP round intro>This page allows approvers in the Purchasing approval path to bundle (i.e., group) multiple requisitions to the same vendor into a single purchase order. If you are the final approver in the approval path, you can bundle requisitions and approve the bundle. In addition, this page can be used to return or approve a single requisition. <WRAP round intro>This page allows approvers in the Purchasing approval path to bundle (i.e., group) multiple requisitions to the same vendor into a single purchase order. If you are the final approver in the approval path, you can bundle requisitions and approve the bundle. In addition, this page can be used to return or approve a single requisition.
  
-Only users who have been granted access on the Maintenance > User Profiles > Purchasing Permissions tab in District Administration can bundle requisitions. If the user does not have access, the** Save Bundle Requisition** and **Approve Bundle Requisition** buttons are not displayed.+Only users who have been granted access on the District Administration > Maintenance > User Profiles > Purchasing Permissions tab can bundle requisitions. If the user does not have access, the **Save Bundle Requisition** and **Approve Bundle Requisition** buttons are not displayed.
 </WRAP> </WRAP>
  
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 ====Bundle requisitions:==== ====Bundle requisitions:====
  
-^Retrieve an existing record.|++Search for a record.|{{page>general:purchasing_search_for_bundle_requisition}}++|+^Retrieve an existing record.|{{page>general:purchasing_search_for_bundle_requisition}}|
  
 Under **Requisition Information**: Under **Requisition Information**:
  
-  * Click {{:images:mag_edit.gif|}} to view the account details associated with the individual item. The details are displayed in the bottom grid.+  * Click {{:images:mag_edit.png?16|Spyglass Icon}} to view the account details associated with the individual item. The details are displayed in the bottom grid.
   * Click **View** to view the requisition details. The requisition information is displayed. Refer to [[purchasing:maintenance:createmodifyrequisition|Create/Modify Requisition]] to make any changes.   * Click **View** to view the requisition details. The requisition information is displayed. Refer to [[purchasing:maintenance:createmodifyrequisition|Create/Modify Requisition]] to make any changes.
   * Make the necessary changes, click **Modify**, and then **Close** to close the window and return to the Bundle Requisitions page. Otherwise, click **Close** to return to the Bundle Requisitions page. If changes are made to a requisition, the **View** button changes to **Modified** for that requisition.       * Make the necessary changes, click **Modify**, and then **Close** to close the window and return to the Bundle Requisitions page. Otherwise, click **Close** to return to the Bundle Requisitions page. If changes are made to a requisition, the **View** button changes to **Modified** for that requisition.    
  
-Select the requisitions to be included in the bundle. Or, select a single requisition to approve or return.+VCV Select the requisitions to be included in the bundle. Or, select a single requisition to approve or return.
  
-^Save Bundle Requisitions|general:purchasing_save_bundle_requisitions|+{{page>general:purchasing_save_bundle_requisitions}}
  
-Click **Save**.<WRAP box>**NOTE:</WRAP> +{{page>general:purchasing_approve_bundle_requisitions}}
  
 +VCV Click **Return Requisition** to return a requisition to the originator.
 +
 +VCV Click **Approve Requisition** to approve a requisition. The [[purchasing:maintenance:approverequisition|Approve Requisition]] page is displayed.
  
 ====Other functions and features:==== ====Other functions and features:====
- +^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
-^Return Requisition|Click to return a requisition to the originator.| +
-^Approve Requisition|Click to approve a requisition. The Approve Requisition page is displayed.| +
  
  
  
  
 +{{indexmenu_n>25}}
  
  
purchasing/maintenance/bundlerequisitions.1491420382.txt.gz · Last modified: 2017/04/05 14:26 (external edit)

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