Business

User Tools

Site Tools

Trace: • Add first approver(s) • Deductions - HRS3400 • trsprocessing_payrollhistory_extraduty • assetmanagement_deprec_method • Create a requisition
general:create_requisition

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
general:create_requisition [2018/08/30 19:42] – emorenogeneral:create_requisition [2022/08/16 20:07] (current) – emoreno
Line 1: Line 1:
 +=====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)

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.