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general:create_requisition

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general:create_requisition [2020/11/20 19:35] – emorenogeneral:create_requisition [2022/08/16 20:07] (current) – emoreno
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   * 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 [[https://help.ascendertx.com/districtadmin/doku.php/options/purchasingoptions/currentyear|District Administration > Options > Purchasing Options]] page.+  * 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 three-section process to guide you through creating and saving or submitting a requisition.  Use the following three-section process to guide you through creating and saving or submitting a requisition. 
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 ==== 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}}++++
  
-==== Additional options: =====+==== Additional options =====
  
-++++Additional options.|{{page>general:create_requisition_additional&inline}}+++++++++Additional options|{{page>general:create_requisition_additional&inline}}++++
  
  
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 If the requisition is complete, submit the requisition for approval.  If the requisition is complete, submit the requisition for approval. 
  
-^Submit|{{page>general:purchasing_requisition_submit}}|+{{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 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/create_requisition.1605900923.txt.gz · Last modified: 2020/11/20 14:35 (external edit)

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