Note: After submitting a requisition, notification emails for approval will be sent to the appropriate users as based on the approval tree assigned to the requisition if designated to do so in the Email Manager option (in the School Accounting System). If there were notification email messages that did not go through, an error will be tracked in the Activity Log option (on the System Log tab) in the School Accounting System and an alert will appear on the main School Accounting System screen. If an email is rejected, the rejection notice will be sent to the appropriate address for the designated email address in the Email Manager option.
Submitting a Requisition Immediately After Entering:
With the requisition to submit displayed on the Requisition Entry screen, click the Submit Current Requisition button (located at the bottom of the screen).
Note: If bids were not entered for a line item, for which the amount is equal to or greater than the amount entered in the Minimum Bid Amount field for the specified approval tree in the Requisition Options option in the School Accounting System (if applicable), a message will appear stating bids should be entered; click OK. This message will appear for each applicable line item.
A message will appear stating the requisition had been submitted; click OK.
Submitting a Saved Requisition:
Select the Data Entry menu and then Requisition Entry.
If there are any unsubmitted requisitions previously entered and saved by the current user (or rejected or recalled requisitions not yet cancelled or deleted), the Requisition Number Search screen will appear. Select the desired requisition to submit by double-clicking on the record or clicking on the record once and then clicking the Select button. If there are not any unsubmitted requisitions (or rejected or recalled requisitions not yet cancelled or deleted), the Requisition Entry screen will appear immediately in order to enter a new requisition.
Tip: If needed, from the Requisition Entry screen, select the requisition to submit by clicking the Find button, changing the filters if needed, clicking once on the desired requisition, and then clicking the Select button.
Click the Submit Current Requisition button located at the bottom of the screen.
Note: If bids were not entered for a line item, for which the amount is equal to or greater than the amount entered in the Minimum Bid Amount field for the specified approval tree in the Requisition Options option in the School Accounting System (if applicable), a message will appear stating bids should be entered; click OK. This message will appear for each applicable line item.
A message will appear stating the requisition had been submitted; click OK.
Submitting Multiple Saved Requisitions:
Select the Data Entry menu and then Requisition Entry.
If there are any unsubmitted requisitions previously entered and saved by the current user (or rejected or recalled requisitions not yet cancelled or deleted), the Requisition Number Search screen will appear; click the Cancel button. If there are not any unsubmitted requisitions (or rejected or recalled requisitions not yet cancelled or deleted), the Requisition Entry screen will appear immediately.
Click the Submit All Requisitions button located at the bottom of the screen.
Submitting Requisitions Entered by Others:
If needed, use the Submit Requisitions on Behalf of Users option from within the Accounts Payable module in the School Accounting System to submit requisitions entered by others. The Submit Requisitions on Behalf of Users option is typically completed by someone within the Business Office.