Steps to Enter RequisitionsThe Requisition Entry option in Accounts Payable is used to enter requisitions into the system. Once a requisition is entered and saved, the requisition must be submitted for approval by the appropriate user(s) (as based on the approval tree assigned to the requisition). The Requisition Entry option is also used to recall requisitions (if requisitions are allowed to be recalled, as defined within the Requisition Options option), and edit (and resubmit), cancel, or delete rejected requisitions, if needed.
If the system is set up to send notification emails for requisitions (in the Email Manager option), upon closing the Requisition Entry option, emails will be sent to the appropriate users for approval as based on the approval trees assigned to the requisitions.
Steps to Correct a Requisition Before Submitting
Steps to Correct a Requisition After Submitting
Steps to Recall a Requisition After Submitting
Steps to Delete a Requisition Before Submitting
Steps to Delete a Requisition After Submitting
Steps to Cancel Outstanding Requisitions
Steps to Cancel or Delete a Rejected Requisition
Steps to View a Requisition within Requisition Status
Steps to Select (Convert) Requisitions to Single Purchase Order
Steps to Select (Convert) Requisitions to Multiple Purchase Orders