Bundle Requisitions - REQ3220

Purchasing > Maintenance > Bundle Requisitions

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 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.

Bundle requisitions:

Retrieve an existing record.

Under Retrieve By:

Requisition Nbr

Select to perform a search using the requisition number. If selected, the following is displayed under Retrieval Options:

Req Nbr	Type the six-digit requisition number.
From Date	Type the beginning search date in the MMDDYYYY format.
To Date	Type the ending search date in the MMDDYYYY format.
Requestor	Type the requestor for the requisition.
Vendor	Begin typing the vendor name or number. As you type the data, a drop-down list of corresponding data is displayed. Select a vendor and click Retrieve.

Bundle Nbr

Select to perform a search using the requisition bundle number. If selected, the following is displayed under Retrieval Options.

Bundle Nbr	Type the requisition bundle number and click Retrieve.

Under Requisition Information:

Click 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 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.

❏ Select the requisitions to be included in the bundle. Or, select a single requisition to approve or return.

❏ Click Save Bundle Requisitions to bundle and save the selected requisitions. The Bundle Requisitions report is displayed. Review the report.

❏ Click Process to continue. A message is displayed with the bundle number and prompts you to print the Purchasing Requisition Report.

Click Yes to print the report. Review the report.
Click No to continue.

❏ Click Cancel to continue and return to the Bundle Requisitions page.

❏ Click Approve Bundle Requisition to approve the requisition bundle. The Bundle Requisitions report is displayed. Review the report.

❏ Click Process to continue. A message is displayed with the bundle and purchase order number and prompts you to print the Purchasing Requisition Report.

Click Yes to print the report. Review the report.
Click No to continue.

❏ Click Cancel to continue and return to the Bundle Requisitions page.

❏ Click Return Requisition to return a requisition to the originator.

❏ Click Approve Requisition to approve a requisition. The Approve Requisition page is displayed.

Other functions and features:

Documents	View or attach supporting documentation.

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Bundle Requisitions - REQ3220