Texas Skyward User Group Conference

Purchasing Requisitions & Purchase OrdersLucia Cieszlak

Purchasing Requisitions & POs

This session focuses on the actual process of entering requisitions and purchase orders. The approval process, applicable notifications, and e-commerce will be discussed.

• Requisition Entry

• Ecommerce Requisition Entry

• Approval Process

• Notifications

REQUISITION ENTRY

Go to Skyward Web. Financial Management\Purchasing\Requisitions.

Click on Requisition.

REQUISITION ENTRY

Click on Add.

REQUISITION ENTRY

Select the correct group.Create a short description for reference. Description does not print on PO.

Select a vendor.

Select Bid information.

REQUISITION ENTRY

Save and Add detail.

REQUISITION ENTRY

Select Merchandise :Entry requisition detail (quantity, unit of measure, unit cost, description (to be printed on PO).

Select Narrative:For description only (no quantity, unit of measure or unit price).

REQUISITION ENTRY

Add requisition accounts and save account distribution.

Submit for approval.

Approval levels will be created at system implementation.

Normally there will be at least two levels:

1. Budget owner

2. Purchasing

ECOMMERCE REQUISITION ENTRY

Click Add from Online Catalog

ECOMMERCE REQUISITION ENTRY

Click on image of selected vendor.

Enter requisition information.

Click Save and Add detailYou will be taken to the vendor website. Navigate through the site to select items.When all items have been selected, Proceed to Cart.

You will now be back in Skyward. Add Requisition Accounts and submit for approval.

APPROVALS

Under Financial Management / Purchasing / Configuration, you can create approvers.

Click on Requisition/Purchase Order Groups.

APPROVALS

Highlight the Group you want to add the approver.

APPROVALS

Click on Add Approvers

APPROVALS

Add approver name and save.

APPROVALS

When requisitions are ready for your approval they will show up in your queue.

Click on the Approve button.

APPROVALS

You have the option to approve or deny the requisition. You can add a note that will stay as a permanent record in the PO.

NOTIFICATIONS

Email notifications can be set-up in the system.

Go to Purchasing / Setup / Configurations.

NOTIFICATIONS

Email Notify Options to requisitioner:

1. When requisition is approved

2. When requisition is denied3. When requisition is flagged as pending approval

4. When items in the PO are received ??

Email Notify Options to approver:

1. Summary of requisitions awaiting approval

2. When requisition is denied

Texas Skyward User Group Conference

THANK YOU FOR ATTENDING!